Atomi Financial Group
Latest statistics and disclosures from Compound Planning's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, IVV, VEA, INTF, GOOG, and represent 13.19% of Compound Planning's stock portfolio.
- Added to shares of these 10 stocks: FIG (+$34M), AVGO (+$26M), AAPL (+$22M), HOOD (+$19M), SPY (+$17M), CSRE (+$15M), BINC (+$15M), AMZN (+$13M), DMBS (+$13M), HGER (+$9.3M).
- Started 120 new stock positions in LEA, CRWV, XBI, SWKS, PTON, ELPC, XRAY, SNDK, CSRE, EPAM.
- Reduced shares in these 10 stocks: OKLO (-$16M), SCHH (-$13M), MBB (-$10M), HYDB (-$9.6M), FTLS (-$9.0M), COIN (-$5.0M), BSJQ, MO, MMM, T.
- Sold out of its positions in AMRC, AVLV, MBS, ARM, ASPN, BCS, CSL, CELH, CHTR, CGNX.
- Compound Planning was a net buyer of stock by $322M.
- Compound Planning has $3.4B in assets under management (AUM), dropping by 10.19%.
- Central Index Key (CIK): 0001978879
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Portfolio Holdings for Compound Planning
Compound Planning holds 1203 positions in its portfolio as reported in the December 2025 quarterly 13F filing
Compound Planning has 1203 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Compound Planning Dec. 31, 2025 positions
- Download the Compound Planning December 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 3.7 | $128M | +21% | 470k | 271.86 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 2.8 | $95M | +3% | 139k | 684.94 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 2.2 | $76M | 1.2M | 62.47 |
|
|
| Ishares Tr Intl Eqty Factor (INTF) | 2.2 | $76M | +2% | 2.0M | 37.75 |
|
| Alphabet Cap Stk Cl C (GOOG) | 2.2 | $75M | +10% | 239k | 313.80 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 2.0 | $68M | 2.1M | 32.62 |
|
|
| NVIDIA Corporation (NVDA) | 2.0 | $67M | +14% | 359k | 186.50 |
|
| Robinhood Mkts Com Cl A Put Option (HOOD) | 2.0 | $67M | +39% | 592k | 113.10 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 1.8 | $62M | 2.1M | 29.61 |
|
|
| Coinbase Global Com Cl A (COIN) | 1.8 | $61M | -7% | 269k | 226.14 |
|
| Microsoft Corporation (MSFT) | 1.7 | $60M | +9% | 123k | 483.62 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 1.7 | $57M | +15% | 765k | 74.07 |
|
| Ishares Tr U S Equity Factr (LRGF) | 1.6 | $55M | 798k | 69.43 |
|
|
| Amazon (AMZN) | 1.6 | $54M | +30% | 234k | 230.82 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.6 | $53M | +5% | 84k | 627.13 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.4 | $49M | +16% | 155k | 313.00 |
|
| Meta Platforms Cl A (META) | 1.4 | $48M | -4% | 73k | 660.09 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.3 | $45M | -3% | 832k | 53.76 |
|
| Broadcom (AVGO) | 1.3 | $44M | +140% | 127k | 346.10 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 1.2 | $40M | +2% | 155k | 257.94 |
|
| Etfis Ser Tr I Virtus Newfleet (NFLT) | 1.1 | $38M | +5% | 1.7M | 23.04 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.1 | $38M | +84% | 55k | 681.93 |
|
| Vanguard Index Fds Growth Etf (VUG) | 1.1 | $37M | -5% | 76k | 487.86 |
|
| Figma Class A Com Stk (FIG) | 1.0 | $34M | NEW | 911k | 37.37 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.9 | $32M | 63k | 502.64 |
|
|
| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 0.9 | $31M | +91% | 579k | 52.77 |
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.8 | $28M | +44% | 369k | 77.02 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.8 | $27M | 272k | 99.88 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.8 | $27M | +2% | 81k | 335.24 |
|
| Ishares Tr Core Univrsl Usd (IUSB) | 0.8 | $27M | +10% | 574k | 46.54 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.8 | $27M | 134k | 199.68 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.8 | $26M | +12% | 80k | 322.22 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.7 | $24M | -5% | 128k | 190.99 |
|
| Tesla Motors (TSLA) | 0.7 | $23M | +21% | 51k | 449.72 |
|
| Cambria Etf Tr Shshld Yield Etf (SYLD) | 0.6 | $19M | +5% | 278k | 69.52 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.5 | $19M | 210k | 89.42 |
|
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.5 | $19M | +10% | 367k | 50.29 |
|
| Ishares Tr Us Infrastruc (IFRA) | 0.5 | $18M | +9% | 338k | 52.62 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.5 | $18M | +3% | 290k | 60.17 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $17M | -12% | 28k | 614.32 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.5 | $17M | +3% | 658k | 26.23 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.5 | $17M | 714k | 24.04 |
|
|
| Thor Finl Technologies Tr Equal Weight Low (THLV) | 0.5 | $16M | +6% | 534k | 29.87 |
|
| Cohen & Steers Etf Trust Real Estate Acti (CSRE) | 0.5 | $15M | NEW | 602k | 25.51 |
|
| Palantir Technologies Cl A (PLTR) | 0.4 | $15M | 85k | 177.75 |
|
|
| Doubleline Etf Trust Mortgage Etf (DMBS) | 0.4 | $14M | +1467% | 273k | 49.65 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.4 | $13M | +11% | 44k | 303.89 |
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.4 | $12M | 228k | 53.88 |
|
|
| Johnson & Johnson (JNJ) | 0.4 | $12M | +12% | 59k | 206.95 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.4 | $12M | +12% | 42k | 290.22 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.4 | $12M | -13% | 26k | 473.30 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.4 | $12M | -3% | 57k | 211.79 |
|
| Eli Lilly & Co. (LLY) | 0.3 | $11M | +17% | 10k | 1074.62 |
|
| Etf Opportunities Trust Idx Dynamic Fixe (DYFI) | 0.3 | $11M | -11% | 473k | 23.07 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $11M | +17% | 43k | 246.16 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.3 | $10M | +2% | 128k | 81.17 |
|
| Caterpillar (CAT) | 0.3 | $10M | +5% | 18k | 572.85 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.3 | $10M | -9% | 34k | 302.49 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.3 | $10M | +10% | 86k | 120.01 |
|
| International Business Machines (IBM) | 0.3 | $10M | +8% | 34k | 296.21 |
|
| Abbvie (ABBV) | 0.3 | $10M | +135% | 44k | 228.49 |
|
| Simplify Exchange Traded Fun Managed Futures (CTA) | 0.3 | $10M | +22% | 371k | 27.26 |
|
| Wal-Mart Stores (WMT) | 0.3 | $10M | +34% | 90k | 111.41 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.3 | $9.8M | +3% | 185k | 52.88 |
|
| Bank of America Corporation (BAC) | 0.3 | $9.7M | +12% | 176k | 55.00 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.3 | $9.4M | +10% | 92k | 101.98 |
|
| Harbor Etf Trust Harbor Commodity (HGER) | 0.3 | $9.3M | NEW | 373k | 24.82 |
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.3 | $9.2M | -23% | 184k | 49.90 |
|
| Mastercard Incorporated Cl A (MA) | 0.3 | $8.9M | 16k | 570.88 |
|
|
| Exxon Mobil Corporation (XOM) | 0.3 | $8.8M | +25% | 74k | 120.34 |
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.3 | $8.8M | +41% | 88k | 100.34 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.3 | $8.7M | +5% | 181k | 48.32 |
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.3 | $8.6M | -18% | 186k | 46.59 |
|
| Netflix (NFLX) | 0.3 | $8.6M | +730% | 92k | 93.76 |
|
| Costco Wholesale Corporation (COST) | 0.2 | $8.4M | +6% | 9.7k | 862.37 |
|
| Advanced Micro Devices (AMD) | 0.2 | $8.1M | -14% | 38k | 214.16 |
|
| Ishares Tr Cre U S Reit Etf (USRT) | 0.2 | $8.0M | -7% | 141k | 56.96 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $7.9M | 290k | 27.43 |
|
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.2 | $7.9M | +7% | 71k | 110.19 |
|
| Neos Etf Trust Neos Enh Inc 1-3 (CSHI) | 0.2 | $7.8M | 157k | 49.73 |
|
|
| Visa Com Cl A (V) | 0.2 | $7.8M | +9% | 22k | 350.71 |
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.2 | $7.7M | 54k | 141.16 |
|
|
| Goldman Sachs (GS) | 0.2 | $7.5M | +7% | 8.6k | 879.05 |
|
| Ge Aerospace Com New (GE) | 0.2 | $7.3M | +99% | 24k | 308.02 |
|
| Select Sector Spdr Tr State Street Tec (XLK) | 0.2 | $7.1M | +188% | 50k | 143.97 |
|
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.2 | $7.1M | +6% | 139k | 50.86 |
|
| Wisdomtree Tr Intl Smcap Div (DLS) | 0.2 | $6.9M | -7% | 85k | 81.01 |
|
| Nextera Energy (NEE) | 0.2 | $6.8M | +122% | 85k | 80.28 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $6.8M | -2% | 71k | 96.03 |
|
| Merck & Co (MRK) | 0.2 | $6.6M | +60% | 63k | 105.26 |
|
| Ishares Tr National Mun Etf (MUB) | 0.2 | $6.4M | +16% | 60k | 107.11 |
|
| Thermo Fisher Scientific (TMO) | 0.2 | $6.4M | +146% | 11k | 579.48 |
|
| Chevron Corporation (CVX) | 0.2 | $6.4M | +8% | 42k | 152.41 |
|
| Coreweave Com Cl A (CRWV) | 0.2 | $6.2M | NEW | 87k | 71.61 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.2 | $6.1M | +2% | 63k | 96.16 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.2 | $5.9M | -26% | 68k | 87.16 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.2 | $5.9M | -4% | 30k | 198.62 |
|
| HSBC HLDGS Spon Adr New (HSBC) | 0.2 | $5.9M | +8% | 75k | 78.67 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.2 | $5.8M | 19k | 314.80 |
|
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.2 | $5.8M | -8% | 74k | 78.81 |
|
| Booking Holdings (BKNG) | 0.2 | $5.7M | 1.1k | 5355.33 |
|
|
| Ishares Msci Emrg Chn (EMXC) | 0.2 | $5.7M | -3% | 78k | 72.68 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.2 | $5.6M | +643% | 56k | 100.38 |
|
| Raytheon Technologies Corp (RTX) | 0.2 | $5.5M | +47% | 30k | 183.40 |
|
| Procter & Gamble Company (PG) | 0.2 | $5.4M | +23% | 38k | 143.31 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.2 | $5.3M | +21% | 108k | 49.65 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.2 | $5.3M | -3% | 187k | 28.48 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.2 | $5.3M | +8% | 33k | 160.97 |
|
| Cisco Systems (CSCO) | 0.1 | $5.1M | +81% | 66k | 77.03 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $5.1M | +44% | 4.7k | 1069.99 |
|
| Boeing Company (BA) | 0.1 | $5.0M | +5% | 23k | 217.12 |
|
| Ishares Tr Calif Mun Bd Etf (CMF) | 0.1 | $4.9M | +8% | 85k | 57.46 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $4.9M | -4% | 13k | 373.44 |
|
| Insmed Com Par $.01 (INSM) | 0.1 | $4.8M | +16% | 28k | 174.04 |
|
| Bank of New York Mellon Corporation (BK) | 0.1 | $4.8M | 41k | 116.09 |
|
|
| McDonald's Corporation (MCD) | 0.1 | $4.8M | +97% | 16k | 305.64 |
|
| Intel Corporation (INTC) | 0.1 | $4.7M | +258% | 128k | 36.90 |
|
| salesforce (CRM) | 0.1 | $4.7M | 18k | 264.89 |
|
|
| Abbott Laboratories (ABT) | 0.1 | $4.7M | +53% | 37k | 125.29 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $4.6M | +10% | 21k | 219.73 |
|
| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.1 | $4.5M | -9% | 99k | 45.53 |
|
| Gilead Sciences (GILD) | 0.1 | $4.4M | -7% | 36k | 122.74 |
|
| Trio Tech Intl Com New (TRT) | 0.1 | $4.4M | -6% | 335k | 13.24 |
|
| Oracle Corporation (ORCL) | 0.1 | $4.4M | 23k | 194.90 |
|
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $4.4M | +8% | 30k | 146.58 |
|
| Roblox Corp Cl A (RBLX) | 0.1 | $4.3M | 53k | 81.03 |
|
|
| Coca-Cola Company (KO) | 0.1 | $4.3M | +35% | 62k | 69.91 |
|
| Citigroup Com New (C) | 0.1 | $4.2M | +4% | 36k | 116.69 |
|
| Ishares Tr Usd Inv Grde Etf (USIG) | 0.1 | $4.2M | +6% | 82k | 51.77 |
|
| Wells Fargo & Company (WFC) | 0.1 | $4.2M | +8% | 45k | 93.20 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.1 | $4.2M | 35k | 119.35 |
|
|
| Home Depot (HD) | 0.1 | $4.2M | +5% | 12k | 344.13 |
|
| Bluerock Pvt Real Estate (BPRE) | 0.1 | $4.1M | NEW | 274k | 15.00 |
|
| Morgan Stanley Com New (MS) | 0.1 | $4.1M | +13% | 23k | 177.53 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $4.1M | -23% | 8.5k | 480.60 |
|
| TJX Companies (TJX) | 0.1 | $4.0M | +70% | 26k | 153.60 |
|
| Micron Technology (MU) | 0.1 | $3.9M | +22% | 14k | 285.40 |
|
| Astrazeneca Sponsored Adr | 0.1 | $3.9M | +29% | 43k | 91.92 |
|
| Spdr Series Trust State Street Spd (BIL) | 0.1 | $3.9M | +3% | 43k | 91.38 |
|
| Spdr Series Trust State Street Spd (SPHY) | 0.1 | $3.8M | -36% | 162k | 23.67 |
|
| Walt Disney Company (DIS) | 0.1 | $3.8M | 34k | 113.77 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $3.8M | -16% | 5.0k | 753.70 |
|
| Novartis Sponsored Adr (NVS) | 0.1 | $3.7M | +15% | 27k | 137.87 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $3.7M | 45k | 82.82 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $3.7M | +28% | 9.4k | 396.31 |
|
| Ishares Core Msci Emkt (IEMG) | 0.1 | $3.7M | -2% | 55k | 67.22 |
|
| Rbc Cad (RY) | 0.1 | $3.7M | +8% | 22k | 170.49 |
|
| American Express Company (AXP) | 0.1 | $3.6M | +13% | 9.8k | 369.96 |
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $3.6M | +37% | 6.4k | 566.28 |
|
| Palo Alto Networks (PANW) | 0.1 | $3.6M | 20k | 184.19 |
|
|
| Bondbloxx Etf Trust Bondbloxx Privat (PCMM) | 0.1 | $3.6M | NEW | 72k | 50.12 |
|
| Affirm Hldgs Com Cl A (AFRM) | 0.1 | $3.6M | -3% | 48k | 74.43 |
|
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.1 | $3.6M | +2% | 25k | 143.33 |
|
| Capital One Financial (COF) | 0.1 | $3.6M | -41% | 15k | 242.36 |
|
| At&t (T) | 0.1 | $3.6M | -44% | 143k | 24.84 |
|
| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.1 | $3.5M | 85k | 41.08 |
|
|
| Select Sector Spdr Tr State Street Rea (XLRE) | 0.1 | $3.4M | 85k | 40.35 |
|
|
| Uber Technologies (UBER) | 0.1 | $3.4M | -4% | 42k | 81.71 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $3.4M | +18% | 22k | 154.14 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $3.3M | +49% | 22k | 148.68 |
|
| Oklo Com Cl A (OKLO) | 0.1 | $3.2M | -83% | 45k | 71.76 |
|
| UnitedHealth (UNH) | 0.1 | $3.2M | +10% | 9.7k | 330.09 |
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.1 | $3.2M | -5% | 54k | 59.54 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $3.2M | +9% | 36k | 88.50 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $3.1M | 30k | 106.70 |
|
|
| Intuit (INTU) | 0.1 | $3.1M | +22% | 4.7k | 662.37 |
|
| Royal Caribbean Cruises (RCL) | 0.1 | $3.1M | +187% | 11k | 278.93 |
|
| Enbridge (ENB) | 0.1 | $3.1M | +31% | 65k | 47.83 |
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.1 | $3.1M | +2% | 30k | 103.56 |
|
| Amgen (AMGN) | 0.1 | $3.1M | +37% | 9.4k | 327.31 |
|
| Sony Group Corp Sponsored Adr (SONY) | 0.1 | $3.0M | +5% | 117k | 25.60 |
|
| Banco Santander Sa Adr (SAN) | 0.1 | $3.0M | +12% | 253k | 11.73 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $3.0M | +174% | 6.5k | 453.44 |
|
| Philip Morris International (PM) | 0.1 | $2.9M | +18% | 18k | 160.41 |
|
| Barclays Bank Djubs Cmdt Etn36 (DJP) | 0.1 | $2.9M | NEW | 113k | 25.45 |
|
| Spdr Series Trust State Street Spd (SPYM) | 0.1 | $2.8M | +2% | 36k | 80.22 |
|
| Union Pacific Corporation (UNP) | 0.1 | $2.8M | +10% | 12k | 231.34 |
|
| Shell Spon Ads (SHEL) | 0.1 | $2.8M | 38k | 73.48 |
|
|
| Waste Management (WM) | 0.1 | $2.8M | +57% | 13k | 219.69 |
|
| Sap Se Spon Adr (SAP) | 0.1 | $2.8M | 12k | 242.92 |
|
|
| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 0.1 | $2.8M | 111k | 25.08 |
|
|
| Applied Materials (AMAT) | 0.1 | $2.8M | +15% | 11k | 256.97 |
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| Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 0.1 | $2.8M | +13% | 174k | 15.86 |
|
| Freeport-mcmoran CL B (FCX) | 0.1 | $2.7M | +5% | 53k | 50.79 |
|
| Sprott Asset Management Physical Silver (PSLV) | 0.1 | $2.7M | 115k | 23.65 |
|
|
| CVS Caremark Corporation (CVS) | 0.1 | $2.7M | +49% | 34k | 79.36 |
|
| Lam Research Corp Com New (LRCX) | 0.1 | $2.7M | +6% | 16k | 171.17 |
|
| Alps Etf Tr Alerian Mlp (AMLP) | 0.1 | $2.7M | +12% | 56k | 47.00 |
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.1 | $2.6M | +34% | 499k | 5.30 |
|
| Lowe's Companies (LOW) | 0.1 | $2.6M | +20% | 11k | 241.16 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.1 | $2.6M | 59k | 44.41 |
|
|
| MercadoLibre (MELI) | 0.1 | $2.6M | -13% | 1.3k | 2014.01 |
|
| Marvell Technology (MRVL) | 0.1 | $2.6M | +7% | 30k | 84.98 |
|
| Kla Corp Com New (KLAC) | 0.1 | $2.6M | +10% | 2.1k | 1214.84 |
|
| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.1 | $2.6M | +14% | 111k | 23.31 |
|
| Starbucks Corporation (SBUX) | 0.1 | $2.5M | +26% | 30k | 84.21 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.1 | $2.5M | +13% | 17k | 148.98 |
|
| Toyota Motor Corp Ads (TM) | 0.1 | $2.5M | +23% | 12k | 214.06 |
|
| Ishares Tr Ibonds 26 Trm Ts (IBTG) | 0.1 | $2.4M | NEW | 107k | 22.88 |
|
| Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR) | 0.1 | $2.4M | +18% | 107k | 22.61 |
|
| Verizon Communications (VZ) | 0.1 | $2.4M | 58k | 40.73 |
|
|
| Select Sector Spdr Tr State Street Fin (XLF) | 0.1 | $2.4M | +54% | 43k | 54.77 |
|
| Blackrock (BLK) | 0.1 | $2.4M | +25% | 2.2k | 1070.57 |
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.1 | $2.4M | +27% | 48k | 49.46 |
|
| Duke Energy Corp Com New (DUK) | 0.1 | $2.3M | +32% | 20k | 117.21 |
|
| Ge Vernova (GEV) | 0.1 | $2.3M | +23% | 3.6k | 653.58 |
|
| Ishares Tr Trust Ishare 0-1 (SHV) | 0.1 | $2.3M | +7% | 21k | 110.14 |
|
| Arista Networks Com Shs (ANET) | 0.1 | $2.3M | 18k | 131.03 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $2.3M | 12k | 191.56 |
|
|
| Toronto Dominion Bk Ont Com New (TD) | 0.1 | $2.3M | +13% | 24k | 94.20 |
|
| Stryker Corporation (SYK) | 0.1 | $2.3M | +69% | 6.4k | 351.44 |
|
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.1 | $2.2M | 52k | 42.87 |
|
|
| Kkr & Co (KKR) | 0.1 | $2.2M | +68% | 18k | 127.48 |
|
| Hdfc Bank Sponsored Ads (HDB) | 0.1 | $2.2M | +10% | 61k | 36.54 |
|
| Servicenow (NOW) | 0.1 | $2.2M | +415% | 15k | 153.19 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $2.2M | -26% | 19k | 113.92 |
|
| Danaher Corporation (DHR) | 0.1 | $2.2M | +47% | 9.6k | 228.91 |
|
| Amphenol Corp Cl A (APH) | 0.1 | $2.2M | 16k | 135.14 |
|
|
| Parker-Hannifin Corporation (PH) | 0.1 | $2.2M | +45% | 2.5k | 878.35 |
|
| Fidelity Covington Trust Enhanced Intl (FENI) | 0.1 | $2.2M | -2% | 59k | 36.58 |
|
| Applovin Corp Com Cl A (APP) | 0.1 | $2.2M | -6% | 3.2k | 673.82 |
|
| L3harris Technologies (LHX) | 0.1 | $2.2M | +67% | 7.3k | 293.53 |
|
| Barrick Mng Corp Com Shs (B) | 0.1 | $2.1M | +7% | 49k | 43.55 |
|
| McKesson Corporation (MCK) | 0.1 | $2.1M | +92% | 2.6k | 820.06 |
|
| Qualcomm (QCOM) | 0.1 | $2.1M | +34% | 12k | 171.04 |
|
| Unilever Spon Adr New (UL) | 0.1 | $2.1M | NEW | 33k | 65.40 |
|
| Newmont Mining Corporation (NEM) | 0.1 | $2.1M | +5% | 21k | 99.84 |
|
| Draftkings Com Cl A (DKNG) | 0.1 | $2.1M | NEW | 60k | 34.46 |
|
| Select Sector Spdr Tr State Street Hea (XLV) | 0.1 | $2.1M | +21% | 13k | 154.80 |
|
| Eaton Corp SHS (ETN) | 0.1 | $2.1M | -2% | 6.5k | 318.54 |
|
| First Tr Exch Traded Fd Iii Calif Mun Incm (FCAL) | 0.1 | $2.1M | -6% | 42k | 49.31 |
|
| Charles Schwab Corporation (SCHW) | 0.1 | $2.1M | +11% | 21k | 99.90 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $2.1M | 30k | 69.42 |
|
|
| Southern Company (SO) | 0.1 | $2.1M | +10% | 24k | 87.20 |
|
| Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) | 0.1 | $2.0M | +17% | 105k | 19.33 |
|
| Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) | 0.1 | $2.0M | +2% | 30k | 67.43 |
|
| PPG Industries (PPG) | 0.1 | $2.0M | NEW | 20k | 102.47 |
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.1 | $2.0M | 43k | 46.81 |
|
|
| Deutsche Bank A G Namen Akt (DB) | 0.1 | $2.0M | +6% | 52k | 38.56 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $2.0M | 4.1k | 483.53 |
|
|
| United Parcel Service CL B (UPS) | 0.1 | $2.0M | +4% | 20k | 99.19 |
|
| British Amern Tob Sponsored Adr (BTI) | 0.1 | $2.0M | -16% | 35k | 56.62 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $2.0M | 66k | 30.07 |
|
|
| Valero Energy Corporation (VLO) | 0.1 | $2.0M | +105% | 12k | 162.79 |
|
| Ishares Tr Mbs Etf (MBB) | 0.1 | $1.9M | -83% | 20k | 95.22 |
|
| Netease Sponsored Ads (NTES) | 0.1 | $1.9M | +15% | 14k | 137.62 |
|
| Ubs Group SHS (UBS) | 0.1 | $1.9M | +7% | 42k | 46.31 |
|
| Ishares Tr New York Mun Etf (NYF) | 0.1 | $1.9M | +9% | 36k | 53.51 |
|
| Bhp Group Sponsored Ads (BHP) | 0.1 | $1.9M | +18% | 32k | 60.37 |
|
| Pepsi (PEP) | 0.1 | $1.9M | +30% | 13k | 143.50 |
|
Past Filings by Compound Planning
SEC 13F filings are viewable for Compound Planning going back to 2023
- Compound Planning 2025 Q4 filed Feb. 19, 2026
- Compound Planning 2025 Q3 filed Nov. 10, 2025
- Compound Planning 2025 Q2 filed Aug. 14, 2025
- Compound Planning 2025 Q1 filed May 14, 2025
- Atomi Financial Group 2024 Q4 filed Jan. 17, 2025
- Atomi Financial Group 2024 Q3 filed Oct. 8, 2024
- Atomi Financial Group 2024 Q2 filed July 26, 2024
- Atomi Financial Group 2024 Q1 filed May 7, 2024
- Atomi Financial Group 2023 Q4 filed Feb. 8, 2024
- Atomi Financial Group 2023 Q3 filed Nov. 9, 2023
- Atomi Financial Group 2023 Q2 filed Aug. 3, 2023
- Atomi Financial Group 2023 Q1 filed June 7, 2023