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CIK: 0001978879
Total reported value
$3.8B
$3.8B
1098 檔
9.8%
In Q2 2025, Compound Planning, Inc.'s U.S. equity holdings reached a combined market value of $3.8B, distributed across 1098 disclosed stock positions.
During Q2 2025, Compound Planning, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 1098 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | COIN | Coinbase Global Inc -class A | Stock-Financials | 4.15% | -0.39% | -6.14% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 2.82% | +0.11% | +7.78% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.73% | +0.17% | +3.89% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.31% | -0.03% | +16.87% | |
| 5 | INTF | Ishares International Equity | ETF-Other | 2.29% | -0.16% | +2.44% | |
| 6 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.02% | +0.04% | +25.91% | |
| 7 | SCHV | Schwab US Large-cap Value | ETF-Other | 1.97% | -0.03% | +25.93% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 1.96% | -0.01% | +23.92% | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.94% | -0.12% | -7.14% | |
| 10 | OKLO | Oklo Inc | Stock-Utilities | 1.82% | — | -10.67% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.78% | -0.02% | +17.47% | |
| 12 | LRGF | Ishares US Equity Factor ETF | ETF-Other | 1.77% | -0.04% | +4.95% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 1.59% | +0.07% | +7.32% | |
| 14 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.53% | -0.06% | +0.19% | |
| 15 | HOOD | Robinhood Markets Inc - A | Stock-Financials | 1.49% | +0.23% | -21.87% | |
| 16 | BND | Vanguard Total Bond Market | ETF-Other | 1.43% | -0.29% | +23.22% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.34% | -0.07% | +12.24% | |
| 18 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.30% | +0.11% | +3.26% | |
| 19 | VB | Vanguard Small-cap ETF | ETF-Other | 1.23% | -0.01% | +23.86% | |
| 20 | NFLT | Virtus Newfleet Multi-sector | ETF-Other | 1.20% | -0.05% | +12.13% | |
| 21 | VUG | Vanguard Growth ETF | ETF-Other | 1.14% | +0.04% | -8.07% | |
| 22 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.02% | +0.02% | +3.02% | |
| 23 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.92% | -0.03% | +10.50% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.88% | -0.11% | +21.02% | |
| 25 | VTV | Vanguard Value ETF | ETF-Other | 0.88% | +0.02% | -4.13% | |
| 26 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.83% | -0.27% | +9.21% | |
| 27 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.82% | +0.08% | -0.07% | |
| 28 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.80% | +0.08% | +6.31% | |
| 29 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.73% | -0.02% | +5.94% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.71% | -0.07% | -30.45% | |
| 31 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.67% | +0.03% | +3.46% | |
| 32 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.60% | -0.03% | -11.77% | |
| 33 | SYLD | Cambria Shareholder Yield Et | ETF-Other | 0.58% | -0.02% | +8.26% | |
| 34 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.57% | — | +15.17% | |
| 35 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.55% | -0.02% | +38.16% | |
| 36 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.55% | -0.04% | +12.17% | |
| 37 | NFLX | Netflix Inc | Stock-Comm Services | 0.55% | -0.11% | +32.98% | |
| 38 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.53% | -0.01% | +15.92% | |
| 39 | THLV | Thor Equal Wl Vl Etf-usd Inc | ETF-Other | 0.49% | -0.02% | +4.22% | |
| 40 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.48% | +0.07% | -18.22% | |
| 41 | IFRA | Ishares US Infrastructure | ETF-Other | 0.46% | +0.04% | +10.01% | |
| 42 | AVGO | Broadcom Inc | Stock-Tech | 0.46% | +0.38% | +12.85% | |
| 43 | DYFI | Idx Dynamic Fixed Income ETF | ETF-Other | 0.45% | -0.01% | +10.40% | |
| 44 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.42% | -0.11% | +107.35% | |
| 45 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.42% | +0.02% | -14.53% | |
| 46 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.42% | -0.09% | +7.13% | |
| 47 | FTLS | First Trust Long/short Eqty | ETF-Other | 0.42% | -0.01% | +0.71% | |
| 48 | INDS | Pacer Industrial Real Estate | ETF-Other | 0.42% | — | +1.83% | |
| 49 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.42% | -0.01% | +44.46% | |
| 50 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.40% | +0.06% | -13.86% |
According to official SEC Form 13F filings, Compound Planning, Inc. reported a total U.S. public equity portfolio value of $3.8B across 1098 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including COIN, AAPL, IVV) accounted for 9.8% of total reported equity market value during Q2 2025.
During Q2 2025, Compound Planning, Inc.'s top holdings by market value included COIN (4.2%)、AAPL (2.8%)、IVV (2.7%). The largest single position, COIN, represented 4.2% of total portfolio value.
In Q2 2025, Compound Planning, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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