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CIK: 0001978879
Total reported value
$3.8B
$3.8B
1203 檔
11.7%
During the Q4 2025 filing period, Compound Planning, Inc. (CIK: 0001978879) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $3.8B across 1203 reported positions.
In Q4 2025, Compound Planning, Inc. displayed an active expansion posture, initiating 7 new positions and adding to 31 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1203 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 3.75% | +0.11% | +21.22% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.80% | +0.17% | +3.12% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.23% | -0.03% | +0.31% | |
| 4 | INTF | Ishares International Equity | ETF-Other | 2.22% | -0.16% | +2.29% | |
| 5 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.20% | +0.11% | +10.28% | |
| 6 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.01% | +0.04% | -1.43% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 1.96% | +0.07% | +14.67% | |
| 8 | HOOD | Robinhood Markets Inc - A | Stock-Financials | 1.96% | +0.23% | +40.00% | |
| 9 | SCHV | Schwab US Large-cap Value | ETF-Other | 1.82% | -0.03% | +0.12% | |
| 10 | COIN | Coinbase Global Inc -class A | Stock-Financials | 1.79% | -0.39% | -7.64% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 1.75% | -0.01% | +9.22% | |
| 12 | BND | Vanguard Total Bond Market | ETF-Other | 1.66% | -0.29% | +15.39% | |
| 13 | LRGF | Ishares US Equity Factor ETF | ETF-Other | 1.62% | -0.04% | -0.48% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.58% | -0.07% | +30.90% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.55% | -0.02% | +5.19% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.42% | +0.08% | +16.85% | |
| 17 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.40% | -0.12% | -4.21% | |
| 18 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.31% | -0.06% | -3.36% | |
| 19 | AVGO | Broadcom Inc | Stock-Tech | 1.28% | +0.38% | +140.01% | |
| 20 | VB | Vanguard Small-cap ETF | ETF-Other | 1.17% | -0.01% | +2.35% | |
| 21 | NFLT | Virtus Newfleet Multi-sector | ETF-Other | 1.12% | -0.05% | +5.10% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.10% | -0.07% | +84.38% | |
| 23 | VUG | Vanguard Growth ETF | ETF-Other | 1.09% | +0.04% | -5.36% | |
| 24 | FIG | Figma Inc-cl A | Stock-Other | 1.00% | -0.19% | — | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.93% | -0.11% | -0.41% | |
| 26 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.90% | +0.02% | +91.21% | |
| 27 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.83% | -0.02% | +44.16% | |
| 28 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.80% | -0.27% | +0.94% | |
| 29 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.79% | -0.01% | +2.25% | |
| 30 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.78% | -0.03% | +10.26% | |
| 31 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.78% | +0.08% | -1.02% | |
| 32 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.75% | -0.02% | +12.30% | |
| 33 | VTV | Vanguard Value ETF | ETF-Other | 0.72% | +0.02% | -5.49% | |
| 34 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.67% | -0.02% | +21.77% | |
| 35 | SYLD | Cambria Shareholder Yield Et | ETF-Other | 0.57% | -0.02% | +5.24% | |
| 36 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.55% | -0.06% | +1.71% | |
| 37 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.54% | -0.01% | +10.18% | |
| 38 | IFRA | Ishares US Infrastructure | ETF-Other | 0.52% | +0.04% | +9.57% | |
| 39 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.51% | -0.04% | +3.81% | |
| 40 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.51% | +0.03% | -12.27% | |
| 41 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.51% | — | +3.06% | |
| 42 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.50% | -0.03% | +1.26% | |
| 43 | THLV | Thor Equal Wl Vl Etf-usd Inc | ETF-Other | 0.47% | -0.02% | +6.03% | |
| 44 | CSRE | C&s Real Estate Active ETF | ETF-Other | 0.45% | +0.01% | — | |
| 45 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.44% | -0.11% | +1.70% | |
| 46 | DMBS | Doubleline Mortgage ETF | ETF-Other | 0.40% | — | +1467.11% | |
| 47 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.39% | +0.11% | +11.54% | |
| 48 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.36% | -0.05% | +0.32% | |
| 49 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.36% | -0.02% | +12.58% | |
| 50 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.36% | -0.01% | +12.92% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +0.7% | +140.01% | Add |
| 2 | AAPL | Apple Inc | +0.6% | +21.22% | Add |
| 3 | GOOG | Alphabet Inc-cl C | +0.5% | +10.28% | Add |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.5% | +84.38% | Add |
| 5 | GOOGL | Alphabet Inc-cl A | +0.4% | +16.85% | Add |
| 6 | BINC | Ishares Flex I A Etf-usd Inc | +0.4% | +91.21% | Add |
| 7 | DMBS | Doubleline Mortgage ETF | +0.4% | +1467.11% | Add |
| 8 | AMZN | Amazon.com Inc | +0.3% | +30.90% | Add |
| 9 | AVEM | Avantis Emerging Markets Eq | +0.2% | +44.16% | Add |
| 10 | ABBV | Abbvie Inc | +0.2% | +135.77% | Add |
| 11 | SGOV | Ishares 0-3 Month Treasury B | +0.1% | +643.70% | Add |
| 12 | TMO | Thermo Fisher Scientific Inc | +0.1% | +146.55% | Add |
| 13 | NEE | Nextera Energy Inc | +0.1% | +122.56% | Add |
| 14 | LLY | Eli Lilly & Co | +0.1% | +17.37% | Add |
| 15 | GE | General Electric | +0.1% | +99.51% | Add |
| 16 | INTC | Intel CORP | +0.1% | +258.28% | Add |
| 17 | MRK | Merck & Co. Inc. | +0.1% | +60.62% | Add |
| 18 | NVDA | Nvidia CORP | +0.1% | +14.67% | Add |
| 19 | BND | Vanguard Total Bond Market | +0.1% | +15.39% | Add |
| 20 | TSLA | Tesla Inc | +0.1% | +21.77% | Add |
| 21 | WMT | Walmart Inc | +0.1% | +34.30% | Add |
| 22 | CSCO | Cisco Systems Inc | +0.1% | +81.31% | Add |
| 23 | MINT | Pimco Enhanced Short Maturit | +0.1% | +41.74% | Add |
| 24 | JNJ | Johnson & Johnson | 0% | +12.58% | Add |
| 25 | JPM | Jpmorgan Chase & Co | 0% | +12.30% | Add |
| 26 | HOOD | Robinhood Markets Inc - A | — | +40.00% | Add |
| 27 | VOO | Vanguard S&p 500 ETF | 0% | +5.19% | Add |
| 28 | INTF | Ishares International Equity | -0.1% | +2.29% | Add |
| 29 | MMM | 3m Co | -0.1% | -68.04% | Trim |
| 30 | BSJQ | Invesco Bulletshares 2026 Hy | -0.1% | -92.48% | Trim |
| 31 | RBLX | Roblox CORP -class A | -0.1% | -1.36% | Trim |
| 32 | IVV | Ishares Core S&p 500 ETF | -0.1% | +3.12% | Add |
| 33 | VEA | Vanguard Ftse Developed ETF | -0.1% | +0.31% | Add |
| 34 | MO | Altria Group Inc | -0.1% | -69.72% | Trim |
| 35 | T | At&t Inc | -0.1% | -44.68% | Trim |
| 36 | NFLX | Netflix Inc | -0.2% | +730.61% | Add |
| 37 | FTLS | First Trust Long/short Eqty | -0.3% | -88.55% | Trim |
| 38 | HYDB | Ishares High Yield Systemati | -0.3% | -92.30% | Trim |
| 39 | MBB | Ishares Mbs ETF | -0.3% | -83.68% | Trim |
| 40 | META | Meta Platforms Inc-class A | -0.4% | -4.21% | Trim |
| 41 | SCHH | Schwab US Reit ETF | -0.4% | -95.78% | Trim |
| 42 | OKLO | Oklo Inc | -0.9% | -83.23% | Trim |
| 43 | COIN | Coinbase Global Inc -class A | -1.4% | -7.64% | Trim |
| 44 | FIG | Figma Inc-cl A | — | NEW | New buy |
| 45 | CSRE | C&s Real Estate Active ETF | — | NEW | New buy |
| 46 | HGER | Harbor Commodity All Weather | — | NEW | New buy |
| 47 | CRWV | Coreweave Inc-cl A | — | NEW | New buy |
| 48 | BPRE | Bluerock Private Real Estate | — | NEW | New buy |
| 49 | PCMM | Bblx Private Credit Clo ETF | — | NEW | New buy |
| 50 | DJP | Ipath Bloomberg Commodity In | — | NEW | New buy |
According to official SEC Form 13F filings, Compound Planning, Inc. reported a total U.S. public equity portfolio value of $3.8B across 1203 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, IVV, VEA) accounted for 11.7% of total reported equity market value during Q4 2025.
Top New Position Initiated
FIG
市值: $34.1M
Top Position Liquidated / Trimmed
COIN
前期市值: $98.4M
During Q4 2025, Compound Planning, Inc.'s top holdings by market value included AAPL (3.8%)、IVV (2.8%)、VEA (2.2%). The largest single position, AAPL, represented 3.8% of total portfolio value.
In Q4 2025, Compound Planning, Inc. made 50 total portfolio adjustments, initiating 7 new buys, adding to 31 positions, trimming 12 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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