Atomi Financial Group
Latest statistics and disclosures from Compound Planning's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, IVV, INTF, GOOG, VEA, and represent 13.19% of Compound Planning's stock portfolio.
- Added to shares of these 10 stocks: MUB (+$7.8M), IWY (+$5.3M), IWF (+$5.3M), VUG (+$5.2M), XOM (+$5.1M), VTV, CSRE, USFR, SPYM, MRK.
- Started 128 new stock positions in ICVT, FDL, ZTO, CHRD, EC, AAAU, MOD, RRC, GMED, NE.
- Reduced shares in these 10 stocks: VOO (-$34M), SPY (-$16M), VO (-$8.2M), VEA (-$8.0M), HOOD (-$7.8M), BND (-$6.9M), SYLD (-$5.8M), BINC, VWO, VB.
- Sold out of its positions in ASPI, Alpine Global Premier Pptys Fd Com Sbi cef, ADC, ITAN, AAL, TAXF, AVDV, AR, AM, ARES.
- Compound Planning was a net seller of stock by $-23M.
- Compound Planning has $3.3B in assets under management (AUM), dropping by -4.40%.
- Central Index Key (CIK): 0001978879
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Portfolio Holdings for Compound Planning
Compound Planning holds 1198 positions in its portfolio as reported in the March 2026 quarterly 13F filing
Compound Planning has 1198 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Compound Planning March 31, 2026 positions
- Download the Compound Planning March 2026 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple Put Option (AAPL) | 3.7 | $121M | 475k | 253.79 |
|
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| Ishares Tr Core S&p500 Etf (IVV) | 2.9 | $94M | +3% | 145k | 653.21 |
|
| Ishares Tr Intl Eqty Factor (INTF) | 2.3 | $75M | -3% | 1.9M | 38.96 |
|
| Alphabet Cap Stk Cl C Put Option (GOOG) | 2.1 | $70M | +2% | 244k | 286.86 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 2.1 | $70M | -10% | 1.1M | 64.08 |
|
| NVIDIA Corporation (NVDA) | 1.9 | $60M | -3% | 347k | 174.40 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 1.8 | $60M | -5% | 2.0M | 30.50 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 1.8 | $59M | -3% | 2.0M | 29.13 |
|
| Ishares Tr U S Equity Factr (LRGF) | 1.6 | $51M | -2% | 778k | 66.00 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 1.5 | $50M | -12% | 672k | 73.64 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.5 | $48M | +7% | 167k | 287.56 |
|
| Amazon (AMZN) | 1.4 | $47M | -3% | 226k | 208.27 |
|
| Coinbase Global Com Cl A (COIN) | 1.3 | $43M | -8% | 247k | 174.61 |
|
| Microsoft Corporation (MSFT) | 1.3 | $43M | -5% | 116k | 370.17 |
|
| Broadcom (AVGO) | 1.3 | $41M | +5% | 133k | 309.51 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.2 | $40M | -10% | 743k | 54.05 |
|
| Meta Platforms Cl A (META) | 1.2 | $40M | -4% | 69k | 572.12 |
|
| Vanguard Index Fds Growth Etf (VUG) | 1.2 | $39M | +15% | 88k | 436.82 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 1.1 | $36M | -11% | 137k | 261.92 |
|
| Etfis Ser Tr I Virtus Newfleet (NFLT) | 1.0 | $33M | -10% | 1.5M | 22.67 |
|
| Robinhood Mkts Com Cl A (HOOD) | 1.0 | $33M | -19% | 479k | 69.30 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.9 | $30M | +19% | 153k | 196.21 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.9 | $30M | 62k | 479.19 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.9 | $30M | +10% | 299k | 99.27 |
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.9 | $30M | 368k | 80.58 |
|
|
| Ishares Tr Core Univrsl Usd (IUSB) | 0.9 | $29M | +10% | 634k | 46.19 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.8 | $25M | +3% | 139k | 181.48 |
|
| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 0.8 | $25M | -16% | 484k | 51.93 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.8 | $25M | -4% | 77k | 320.81 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.7 | $22M | +17% | 247k | 90.50 |
|
| JPMorgan Chase & Co. (JPM) | 0.7 | $22M | -5% | 76k | 294.16 |
|
| Cohen & Steers Etf Trust Real Estate Acti (CSRE) | 0.6 | $20M | +28% | 774k | 26.28 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.6 | $20M | -43% | 31k | 650.19 |
|
| Ishares Tr Us Infrastruc (IFRA) | 0.6 | $19M | 332k | 57.20 |
|
|
| Figma Class A Com Stk (FIG) | 0.6 | $19M | -3% | 879k | 21.14 |
|
| Exxon Mobil Corporation (XOM) | 0.5 | $18M | +41% | 104k | 169.66 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $17M | +5% | 30k | 577.45 |
|
| Thor Finl Technologies Tr Equal Weight Low (THLV) | 0.5 | $17M | 530k | 31.91 |
|
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.5 | $17M | -4% | 682k | 24.75 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.5 | $17M | -66% | 28k | 597.54 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.5 | $17M | 658k | 25.10 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.5 | $16M | +48% | 38k | 426.40 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.5 | $16M | -11% | 257k | 62.56 |
|
| Tesla Motors (TSLA) | 0.5 | $16M | -15% | 43k | 371.66 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.5 | $16M | -15% | 312k | 49.89 |
|
| Cambria Etf Tr Shshld Yield Etf (SYLD) | 0.5 | $15M | -27% | 201k | 75.41 |
|
| Johnson & Johnson (JNJ) | 0.5 | $15M | +3% | 61k | 244.44 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.5 | $15M | 44k | 337.95 |
|
|
| Ishares Tr National Mun Etf (MUB) | 0.4 | $14M | +121% | 133k | 106.15 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.4 | $13M | +30% | 120k | 110.47 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.4 | $13M | +6% | 61k | 217.32 |
|
| Caterpillar (CAT) | 0.4 | $13M | 18k | 708.44 |
|
|
| Doubleline Etf Trust Mortgage Etf (DMBS) | 0.4 | $12M | -12% | 240k | 49.35 |
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| Harbor Etf Trust Harbor Commodity (HGER) | 0.4 | $12M | 380k | 31.01 |
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| Costco Wholesale Corporation (COST) | 0.4 | $12M | +20% | 12k | 996.51 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.4 | $11M | +11% | 38k | 302.09 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.3 | $11M | +6% | 91k | 124.31 |
|
| Merck & Co (MRK) | 0.3 | $11M | +48% | 94k | 120.29 |
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| Simplify Exchange Traded Fun Managed Futures (CTA) | 0.3 | $11M | 372k | 30.22 |
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| Wal-Mart Stores (WMT) | 0.3 | $11M | 90k | 124.28 |
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| Palantir Technologies Cl A (PLTR) | 0.3 | $11M | -14% | 73k | 146.28 |
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| Ishares Gold Tr Ishares New (IAU) | 0.3 | $11M | -6% | 120k | 88.16 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $11M | 43k | 247.99 |
|
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.3 | $10M | +5% | 193k | 52.78 |
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.3 | $10M | +12% | 208k | 48.46 |
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| Etf Opportunities Trust Idx Dynamic Fixe (DYFI) | 0.3 | $9.7M | -9% | 427k | 22.73 |
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| Abbvie (ABBV) | 0.3 | $9.5M | 44k | 217.49 |
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|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.3 | $9.4M | +6% | 94k | 100.57 |
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| Chevron Corporation (CVX) | 0.3 | $9.3M | +7% | 45k | 206.89 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.3 | $9.3M | +4% | 303k | 30.68 |
|
| Eli Lilly & Co. (LLY) | 0.3 | $9.1M | -2% | 9.9k | 919.76 |
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| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.3 | $9.0M | -25% | 169k | 53.22 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.3 | $8.6M | -11% | 164k | 52.56 |
|
| Neos Etf Trust Neos Enh Inc 1-3 (CSHI) | 0.3 | $8.6M | +9% | 172k | 49.78 |
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| Ishares Tr Cre U S Reit Etf (USRT) | 0.3 | $8.4M | 142k | 59.19 |
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|
| International Business Machines (IBM) | 0.3 | $8.3M | 34k | 242.39 |
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|
| Netflix (NFLX) | 0.2 | $8.0M | -9% | 83k | 96.15 |
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| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.2 | $8.0M | -7% | 167k | 48.05 |
|
| Bank of America Corporation (BAC) | 0.2 | $7.9M | -7% | 163k | 48.75 |
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| Nextera Energy (NEE) | 0.2 | $7.9M | 86k | 92.88 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.2 | $7.8M | +69% | 22k | 356.56 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.2 | $7.8M | +35% | 100k | 78.41 |
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| Ishares Tr S&P SML 600 GWT (IJT) | 0.2 | $7.6M | -2% | 53k | 144.71 |
|
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.2 | $7.6M | +6% | 148k | 50.95 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.2 | $7.0M | +11% | 5.3k | 1321.15 |
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| Goldman Sachs (GS) | 0.2 | $6.9M | -4% | 8.2k | 845.92 |
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| Coreweave Com Cl A (CRWV) | 0.2 | $6.8M | 88k | 77.47 |
|
|
| Wisdomtree Tr Intl Smcap Div (DLS) | 0.2 | $6.8M | -2% | 83k | 81.50 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.2 | $6.7M | +18% | 35k | 191.80 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $6.7M | -13% | 14k | 499.67 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $6.7M | -2% | 69k | 97.09 |
|
| Spdr Series Trust State Street Spd (SPYM) | 0.2 | $6.6M | +144% | 87k | 76.54 |
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| Ge Aerospace Com New (GE) | 0.2 | $6.5M | -4% | 23k | 283.78 |
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| Ishares Core Msci Emkt (IEMG) | 0.2 | $6.4M | +68% | 92k | 69.75 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.2 | $6.4M | +13% | 64k | 100.66 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.2 | $6.4M | -2% | 48k | 132.90 |
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| HSBC HLDGS Spon Adr New (HSBC) | 0.2 | $6.3M | 76k | 82.49 |
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| Visa Com Cl A (V) | 0.2 | $6.2M | -7% | 21k | 302.23 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.2 | $6.1M | +92% | 43k | 142.43 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $6.1M | +5% | 32k | 192.89 |
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| Amgen (AMGN) | 0.2 | $6.1M | +83% | 17k | 351.85 |
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| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.2 | $6.0M | +296% | 120k | 50.34 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.2 | $5.9M | -2% | 61k | 95.44 |
|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.2 | $5.8M | +1074% | 24k | 248.84 |
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| Ishares Msci Emrg Chn (EMXC) | 0.2 | $5.8M | -5% | 74k | 78.66 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.2 | $5.7M | -26% | 52k | 108.99 |
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| Ishares Tr Calif Mun Bd Etf (CMF) | 0.2 | $5.7M | +16% | 100k | 56.86 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.2 | $5.7M | -3% | 65k | 86.69 |
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| ConocoPhillips (COP) | 0.2 | $5.5M | +145% | 42k | 132.00 |
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| Intel Corporation (INTC) | 0.2 | $5.5M | -2% | 125k | 44.13 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.2 | $5.5M | 18k | 298.84 |
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| Gilead Sciences (GILD) | 0.2 | $5.5M | +8% | 39k | 139.37 |
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| Procter & Gamble Company (PG) | 0.2 | $5.4M | 38k | 144.44 |
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| McDonald's Corporation (MCD) | 0.2 | $5.3M | +9% | 17k | 310.78 |
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| Cisco Systems (CSCO) | 0.2 | $5.3M | +2% | 68k | 77.59 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.2 | $5.1M | -6% | 175k | 29.08 |
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| TJX Companies (TJX) | 0.2 | $5.0M | +21% | 32k | 159.71 |
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| Micron Technology (MU) | 0.2 | $5.0M | +6% | 15k | 337.83 |
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| Bristol Myers Squibb (BMY) | 0.2 | $4.9M | +244% | 82k | 60.65 |
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| Bank of New York Mellon Corporation (BNY) | 0.2 | $4.9M | 41k | 118.62 |
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| Coca-Cola Company (KO) | 0.1 | $4.8M | +2% | 64k | 76.05 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $4.8M | +16% | 125k | 38.42 |
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| At&t (T) | 0.1 | $4.8M | +15% | 165k | 28.99 |
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| Boeing Company (BA) | 0.1 | $4.8M | +3% | 24k | 199.04 |
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| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.1 | $4.8M | +3% | 102k | 46.74 |
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| Advanced Micro Devices (AMD) | 0.1 | $4.7M | -38% | 23k | 203.44 |
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| Novartis Sponsored Adr (NVS) | 0.1 | $4.7M | +13% | 31k | 152.75 |
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| Insmed Com Par $.01 (INSM) | 0.1 | $4.6M | 28k | 163.52 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $4.4M | 21k | 215.03 |
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| Ishares Tr Rus Tp200 Vl Etf (IWX) | 0.1 | $4.4M | +466% | 47k | 92.67 |
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| Ishares Tr Usd Inv Grde Etf (USIG) | 0.1 | $4.2M | 83k | 51.24 |
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| Applied Materials (AMAT) | 0.1 | $4.2M | +13% | 12k | 341.79 |
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| Citigroup Com New (C) | 0.1 | $4.1M | 36k | 113.41 |
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| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.1 | $4.1M | +4% | 8.8k | 463.19 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $4.1M | +169% | 19k | 211.29 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $4.1M | 9.4k | 430.28 |
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| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.1 | $4.0M | -3% | 34k | 118.60 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $3.8M | -68% | 13k | 287.18 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $3.8M | -2% | 32k | 118.62 |
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| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.1 | $3.8M | 85k | 44.62 |
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| Marvell Technology (MRVL) | 0.1 | $3.7M | +23% | 38k | 99.05 |
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| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.1 | $3.7M | +11% | 59k | 62.45 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $3.7M | +9% | 17k | 213.65 |
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| Astrazeneca Ord (AZN) | 0.1 | $3.7M | NEW | 19k | 197.22 |
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| Trio Tech Intl Com New (TRT) | 0.1 | $3.6M | +85% | 622k | 5.78 |
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| Morgan Stanley Com New (MS) | 0.1 | $3.6M | -5% | 22k | 164.57 |
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| Rbc Cad (RY) | 0.1 | $3.5M | 22k | 161.78 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $3.5M | 5.0k | 697.83 |
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| Shell Spon Ads (SHEL) | 0.1 | $3.5M | 38k | 93.00 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $3.5M | -6% | 42k | 82.57 |
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| Abbott Laboratories (ABT) | 0.1 | $3.4M | -11% | 33k | 102.67 |
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| Ge Vernova (GEV) | 0.1 | $3.4M | +7% | 3.9k | 873.00 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $3.3M | -10% | 27k | 125.46 |
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| Verizon Communications (VZ) | 0.1 | $3.3M | +13% | 67k | 50.20 |
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| Uber Technologies (UBER) | 0.1 | $3.3M | +11% | 46k | 71.93 |
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| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.1 | $3.3M | -8% | 23k | 145.78 |
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| Bondbloxx Etf Trust Bondbloxx Privat (PCMM) | 0.1 | $3.3M | -6% | 67k | 49.17 |
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| Kla Corp Com New (KLAC) | 0.1 | $3.3M | +5% | 2.2k | 1472.43 |
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| Alps Etf Tr Alerian Mlp (AMLP) | 0.1 | $3.3M | +9% | 62k | 52.62 |
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| Waste Management (WM) | 0.1 | $3.3M | +11% | 14k | 229.79 |
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| Royal Caribbean Cruises (RCL) | 0.1 | $3.2M | +6% | 12k | 275.19 |
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| American Express Company (AXP) | 0.1 | $3.2M | +8% | 11k | 302.49 |
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| Bluerock Pvt Real Estate (BPRE) | 0.1 | $3.2M | -30% | 192k | 16.61 |
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| Spdr Series Trust State Street Spd (SPHY) | 0.1 | $3.2M | -15% | 136k | 23.32 |
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| Wells Fargo & Company (WFC) | 0.1 | $3.1M | -13% | 39k | 79.61 |
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| Mitsubishi Ufj Financial Gro Sponsored Ads (MUFG) | 0.1 | $3.1M | +5% | 184k | 16.97 |
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| Freeport Mcmoran CL B (FCX) | 0.1 | $3.1M | 53k | 58.78 |
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| Home Depot (HD) | 0.1 | $3.1M | -22% | 9.4k | 328.90 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $3.0M | -3% | 29k | 106.50 |
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| Valero Energy Corporation (VLO) | 0.1 | $3.0M | 12k | 247.07 |
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| Linde SHS (LIN) | 0.1 | $3.0M | +45% | 6.1k | 495.82 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $3.0M | -5% | 34k | 88.70 |
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| Booking Holdings (BKNG) | 0.1 | $3.0M | -32% | 709.00 | 4214.51 |
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| Oracle Corporation (ORCL) | 0.1 | $3.0M | -9% | 20k | 147.10 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $3.0M | 6.7k | 446.54 |
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| Banco Santander Sa Adr (SAN) | 0.1 | $3.0M | +3% | 263k | 11.28 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $2.9M | 6.4k | 460.93 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $2.9M | +439% | 26k | 113.11 |
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| Philip Morris International (PM) | 0.1 | $2.9M | -2% | 18k | 165.36 |
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| Blackrock Etf Trust Ishares Us Equit (DYNF) | 0.1 | $2.9M | +495% | 50k | 58.18 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.1 | $2.9M | +21% | 20k | 141.42 |
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| Walt Disney Company (DIS) | 0.1 | $2.9M | -11% | 30k | 96.38 |
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| Roblox Corp Cl A (RBLX) | 0.1 | $2.9M | -4% | 51k | 56.56 |
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| Enbridge (ENB) | 0.1 | $2.8M | -18% | 53k | 54.14 |
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| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.1 | $2.8M | 29k | 96.70 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $2.8M | +6% | 21k | 130.94 |
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| Sprott Asset Management Physical Silver (PSLV) | 0.1 | $2.8M | 115k | 24.39 |
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| L3harris Technologies (LHX) | 0.1 | $2.8M | +10% | 8.1k | 345.15 |
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| Union Pacific Corporation (UNP) | 0.1 | $2.8M | -5% | 12k | 242.60 |
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| Bhp Billiton Sponsored Ads (BHP) | 0.1 | $2.7M | +18% | 37k | 72.74 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $2.7M | +5% | 23k | 114.99 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.1 | $2.6M | +60% | 36k | 74.35 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $2.6M | +5% | 4.4k | 604.25 |
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| Toyota Motor Corp Ads (TM) | 0.1 | $2.6M | +8% | 13k | 206.09 |
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| salesforce (CRM) | 0.1 | $2.6M | -22% | 14k | 186.68 |
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| Eaton Corp SHS (ETN) | 0.1 | $2.6M | +10% | 7.2k | 357.67 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $2.6M | -52% | 5.2k | 491.58 |
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.1 | $2.5M | 505k | 5.03 |
|
|
| Spdr Series Trust State Street Spd (BIL) | 0.1 | $2.5M | -35% | 28k | 91.64 |
|
| Pepsi (PEP) | 0.1 | $2.5M | +22% | 16k | 155.29 |
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.1 | $2.5M | +739% | 17k | 145.64 |
|
| Palo Alto Networks (PANW) | 0.1 | $2.5M | -21% | 15k | 160.31 |
|
| Spdr Index Shs Fds State Street Spd (SPDW) | 0.1 | $2.5M | -8% | 54k | 45.65 |
|
| Deere & Company (DE) | 0.1 | $2.4M | +8% | 4.3k | 563.10 |
|
| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.1 | $2.4M | 112k | 21.66 |
|
|
| Stryker Corporation (SYK) | 0.1 | $2.4M | +13% | 7.3k | 328.54 |
|
| Parker-Hannifin Corporation (PH) | 0.1 | $2.4M | +8% | 2.7k | 895.25 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $2.4M | +11% | 22k | 111.37 |
|
| Ishares Tr Mbs Etf (MBB) | 0.1 | $2.4M | +22% | 25k | 94.95 |
|
| CVS Caremark Corporation (CVS) | 0.1 | $2.4M | -2% | 33k | 71.82 |
|
| Toronto Dominion Bk Ont Com New (TD) | 0.1 | $2.4M | +4% | 25k | 93.31 |
|
| McKesson Corporation (MCK) | 0.1 | $2.4M | +5% | 2.7k | 865.61 |
|
| Ishares Tr Ibonds 26 Trm Ts (IBTG) | 0.1 | $2.4M | -3% | 103k | 22.91 |
|
| Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR) | 0.1 | $2.3M | -2% | 105k | 22.36 |
|
| Fortinet (FTNT) | 0.1 | $2.3M | +76% | 29k | 81.72 |
|
| Pfizer (PFE) | 0.1 | $2.3M | +17% | 83k | 28.08 |
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.1 | $2.3M | -3% | 46k | 49.95 |
|
| Newmont Mining Corporation (NEM) | 0.1 | $2.3M | 21k | 108.25 |
|
|
| Ishares Tr New York Mun Etf (NYF) | 0.1 | $2.3M | +19% | 43k | 53.12 |
|
| Southern Company (SO) | 0.1 | $2.3M | 23k | 96.52 |
|
|
| Oklo Com Cl A (OKLO) | 0.1 | $2.2M | 45k | 49.59 |
|
|
| Sumitomo Mitsui Fin Grp Sponsored Adr (SMFG) | 0.1 | $2.2M | +8% | 114k | 19.75 |
|
| Ishares Tr Trust Ishare 0-1 (SHV) | 0.1 | $2.2M | -4% | 20k | 110.38 |
|
| Lumentum Hldgs (LITE) | 0.1 | $2.2M | +67% | 3.2k | 702.76 |
|
| Capital One Financial (COF) | 0.1 | $2.2M | -18% | 12k | 182.44 |
|
| United Parcel Svcs CL B (UPS) | 0.1 | $2.2M | +10% | 22k | 98.38 |
|
| PPG Industries (PPG) | 0.1 | $2.2M | +3% | 20k | 106.88 |
|
| GSK Sponsored Adr (GSK) | 0.1 | $2.2M | +2% | 39k | 55.19 |
|
| UnitedHealth (UNH) | 0.1 | $2.1M | -18% | 7.9k | 270.56 |
|
| First Tr Exch Traded Fd Iii Calif Mun Incm (FCAL) | 0.1 | $2.1M | +4% | 44k | 48.89 |
|
| Lowe's Companies (LOW) | 0.1 | $2.1M | -17% | 9.0k | 236.28 |
|
| Spdr Series Trust State Street Spd (SPYV) | 0.1 | $2.1M | +472% | 37k | 56.62 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $2.1M | 30k | 70.18 |
|
|
| Starbucks Corporation (SBUX) | 0.1 | $2.1M | -21% | 23k | 89.59 |
|
| Fidelity Covington Trust Enhanced Intl (FENI) | 0.1 | $2.1M | -5% | 56k | 37.20 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $2.1M | 67k | 30.96 |
|
|
| Agnico (AEM) | 0.1 | $2.1M | 10k | 202.99 |
|
|
| Spdr Index Shs Fds State Street Spd (SPEM) | 0.1 | $2.1M | +2% | 44k | 46.91 |
|
| Rio Tinto Sponsored Adr (RIO) | 0.1 | $2.0M | +14% | 22k | 93.29 |
|
| Sony Group Corp Sponsored Adr (SONY) | 0.1 | $2.0M | -15% | 98k | 20.70 |
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.1 | $2.0M | +44% | 21k | 95.62 |
|
| Blackrock (BLK) | 0.1 | $2.0M | -4% | 2.1k | 961.39 |
|
| British Amern Tob Sponsored Adr (BTI) | 0.1 | $2.0M | 35k | 58.47 |
|
|
| Kkr & Co (KKR) | 0.1 | $2.0M | +23% | 22k | 92.50 |
|
| Ecolab (ECL) | 0.1 | $2.0M | +4% | 7.5k | 266.04 |
|
| Servicenow (NOW) | 0.1 | $2.0M | +31% | 19k | 104.55 |
|
| Welltower Inc Com reit (WELL) | 0.1 | $2.0M | +9% | 10k | 197.72 |
|
| Affirm Hldgs Com Cl A (AFRM) | 0.1 | $2.0M | -10% | 43k | 45.82 |
|
| Barrick Mng Corp Com Shs (B) | 0.1 | $2.0M | 48k | 40.79 |
|
|
| Honeywell International | 0.1 | $2.0M | +22% | 8.6k | 226.04 |
|
Past Filings by Compound Planning
SEC 13F filings are viewable for Compound Planning going back to 2023
- Compound Planning 2026 Q1 filed May 14, 2026
- 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