Atomi Financial Group
Latest statistics and disclosures from Compound Planning's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, IVV, GOOG, INTF, VEA, and represent 13.40% of Compound Planning's stock portfolio.
- Added to shares of these 10 stocks: VUG (+$39M), ABBV (+$20M), IWF (+$17M), AVGO (+$13M), MINT (+$12M), IVV (+$9.8M), AAPL (+$9.1M), ABT (+$7.9M), MSFT (+$7.1M), KLAC (+$6.0M).
- Started 132 new stock positions in SPCX, ACA, SAIA, ADT, XRLX, FTV, OKTA, QRVO, H, CDW.
- Reduced shares in these 10 stocks: FLOT (-$5.6M), INTC (-$5.3M), AGG (-$5.0M), USFR, TRT, GE, AMGN, MUB, XOM, BMY.
- Sold out of its positions in OUSA, ACM, BILI, HYT, CACI, CG, Carnival Corporation, CLX, ELPC, BVN.
- Compound Planning was a net buyer of stock by $274M.
- Compound Planning has $3.8B in assets under management (AUM), dropping by 17.79%.
- Central Index Key (CIK): 0001978879
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Portfolio Holdings for Compound Planning
Compound Planning holds 1248 positions in its portfolio as reported in the June 2026 quarterly 13F filing
Compound Planning has 1248 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Compound Planning June 30, 2026 positions
- Download the Compound Planning June 2026 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple Put Option (AAPL) | 3.8 | $147M | +6% | 506k | 289.36 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 3.1 | $118M | +9% | 158k | 748.89 |
|
| Alphabet Cap Stk Cl C Put Option (GOOG) | 2.3 | $87M | 245k | 353.33 |
|
|
| Ishares Tr Intl Eqty Factor (INTF) | 2.1 | $83M | +3% | 2.0M | 40.96 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 2.1 | $81M | +4% | 1.1M | 71.25 |
|
| NVIDIA Corporation (NVDA) | 1.9 | $74M | +6% | 369k | 200.09 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 1.8 | $71M | +3% | 2.1M | 33.84 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 1.8 | $70M | 2.0M | 34.81 |
|
|
| Broadcom (AVGO) | 1.7 | $63M | +25% | 168k | 377.75 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.5 | $60M | 166k | 357.37 |
|
|
| Ishares Tr U S Equity Factr (LRGF) | 1.5 | $59M | 781k | 75.63 |
|
|
| Amazon (AMZN) | 1.4 | $53M | -2% | 221k | 238.34 |
|
| Microsoft Corporation (MSFT) | 1.3 | $50M | +16% | 135k | 373.02 |
|
| Robinhood Mkts Com Cl A (HOOD) | 1.3 | $48M | 480k | 100.28 |
|
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 1.2 | $47M | -4% | 641k | 73.41 |
|
| Vanguard Index Fds Growth Etf (VUG) | 1.2 | $47M | +518% | 545k | 86.14 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.2 | $45M | 752k | 59.69 |
|
|
| Meta Platforms Cl A (META) | 1.1 | $42M | +7% | 74k | 563.29 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 1.1 | $42M | 138k | 303.12 |
|
|
| Etfis Ser Tr I Virtus Newfleet (NFLT) | 1.0 | $38M | +10% | 1.6M | 22.95 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.9 | $36M | +8% | 166k | 217.93 |
|
| Coinbase Global Com Cl A (COIN) | 0.9 | $36M | 245k | 146.19 |
|
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.9 | $34M | -3% | 354k | 96.49 |
|
| Ishares Tr Core Univrsl Usd (IUSB) | 0.9 | $33M | +13% | 721k | 46.15 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.8 | $33M | -7% | 129k | 252.29 |
|
| Abbvie (ABBV) | 0.8 | $31M | +186% | 125k | 251.63 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.8 | $31M | 61k | 500.38 |
|
|
| Blackrock Etf Trust Ii Isha Flex In Etf (BINC) | 0.8 | $30M | +20% | 581k | 52.34 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.7 | $29M | 78k | 370.04 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.7 | $25M | 77k | 327.33 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.6 | $25M | -16% | 249k | 98.98 |
|
| Cohen & Steers Etf Trust Real Est Act Etf (CSRE) | 0.6 | $24M | +10% | 852k | 28.38 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.6 | $24M | 250k | 96.58 |
|
|
| Ishares Tr Us Infrastruc (IFRA) | 0.6 | $24M | +13% | 377k | 63.04 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.6 | $22M | +364% | 178k | 124.17 |
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.6 | $22M | +129% | 215k | 100.81 |
|
| Micron Technology (MU) | 0.6 | $22M | +25% | 19k | 1154.31 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.6 | $21M | -2% | 29k | 736.65 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.6 | $21M | +2% | 45k | 477.57 |
|
| State Str Spdr S&p 500 Etf T Tr Unit Put Option (SPY) | 0.5 | $21M | -9% | 28k | 746.77 |
|
| Caterpillar (CAT) | 0.5 | $20M | +4% | 19k | 1064.94 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.5 | $19M | 671k | 28.96 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.5 | $19M | 28k | 686.82 |
|
|
| Thor Finl Technologies Tr Equa Wei Low Etf (THLV) | 0.5 | $19M | +8% | 577k | 33.34 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.5 | $19M | 681k | 27.70 |
|
|
| Tesla Motors (TSLA) | 0.5 | $18M | 43k | 420.54 |
|
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.5 | $18M | +13% | 355k | 50.58 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.5 | $17M | +8% | 280k | 62.20 |
|
| Cambria Etf Tr Shshld Yield Etf (SYLD) | 0.4 | $17M | +7% | 217k | 79.09 |
|
| Johnson & Johnson (JNJ) | 0.4 | $17M | +7% | 66k | 253.97 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.4 | $16M | +7% | 129k | 124.76 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.4 | $16M | +8% | 66k | 243.08 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.4 | $16M | +13% | 43k | 365.70 |
|
| Harbor Etf Trust Comm All Wea Etf (HGER) | 0.4 | $15M | +37% | 524k | 29.34 |
|
| Figma Class A Com Stk (FIG) | 0.4 | $15M | -7% | 809k | 18.00 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.4 | $14M | +6% | 97k | 148.31 |
|
| Doubleline Etf Trust Mortgage Etf (DMBS) | 0.4 | $14M | +18% | 283k | 49.09 |
|
| Eli Lilly & Co. (LLY) | 0.3 | $13M | +9% | 11k | 1199.33 |
|
| Merck & Co (MRK) | 0.3 | $13M | +8% | 101k | 128.50 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $13M | 42k | 300.44 |
|
|
| Advanced Micro Devices (AMD) | 0.3 | $13M | -7% | 22k | 580.92 |
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.3 | $12M | +7% | 224k | 55.01 |
|
| Intel Corporation (INTC) | 0.3 | $12M | -30% | 87k | 139.63 |
|
| Simplify Exchange Traded Fun Managed Futures (CTA) | 0.3 | $12M | +24% | 463k | 25.94 |
|
| International Business Machines (IBM) | 0.3 | $12M | +23% | 42k | 281.21 |
|
| Lam Research Corp Com New (LRCX) | 0.3 | $12M | +57% | 27k | 433.34 |
|
| Cisco Systems (CSCO) | 0.3 | $12M | +46% | 99k | 117.46 |
|
| Etf Opportunities Trust Idx Dy Fi In Etf (DYFI) | 0.3 | $11M | +16% | 496k | 22.76 |
|
| Ishares Tr National Mun Etf (MUB) | 0.3 | $11M | -21% | 105k | 107.62 |
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.3 | $11M | +6% | 206k | 54.02 |
|
| Exxon Mobil Corporation (XOM) | 0.3 | $11M | -21% | 81k | 136.72 |
|
| Wal-Mart Stores (WMT) | 0.3 | $11M | +7% | 96k | 113.26 |
|
| Abbott Laboratories (ABT) | 0.3 | $11M | +264% | 120k | 90.74 |
|
| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.3 | $11M | +15% | 55k | 190.52 |
|
| Costco Wholesale Corporation (COST) | 0.3 | $11M | -4% | 11k | 935.48 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.3 | $11M | 5.3k | 1989.72 |
|
|
| Spdr Series Trust St Str P500etf (SPYM) | 0.3 | $10M | +33% | 116k | 87.88 |
|
| Procter & Gamble Company (PG) | 0.3 | $10M | +84% | 69k | 146.64 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.3 | $9.7M | 306k | 31.71 |
|
|
| Bank of America Corporation (BAC) | 0.3 | $9.7M | +4% | 170k | 56.98 |
|
| Ishares Tr 0-3 Mth Treasury (SGOV) | 0.3 | $9.7M | +50% | 96k | 100.67 |
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.2 | $9.5M | 53k | 178.60 |
|
|
| Coreweave Com Cl A (CRWV) | 0.2 | $9.4M | +7% | 95k | 99.54 |
|
| Applied Materials (AMAT) | 0.2 | $9.3M | +5% | 13k | 722.98 |
|
| Marvell Technology (MRVL) | 0.2 | $9.2M | -17% | 31k | 297.89 |
|
| Ishares Tr Cre U S Reit Etf (USRT) | 0.2 | $9.2M | -2% | 138k | 66.45 |
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.2 | $8.9M | 168k | 53.17 |
|
|
| Goldman Sachs (GS) | 0.2 | $8.9M | +8% | 8.8k | 1011.25 |
|
| Ge Vernova (GEV) | 0.2 | $8.8M | +93% | 7.5k | 1174.91 |
|
| Visa Com Cl A (V) | 0.2 | $8.7M | +23% | 25k | 343.08 |
|
| Palantir Technologies Cl A (PLTR) | 0.2 | $8.6M | 74k | 116.67 |
|
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.2 | $8.4M | -2% | 161k | 52.41 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.2 | $8.4M | -7% | 111k | 75.51 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.2 | $8.0M | +2% | 102k | 77.91 |
|
| Sandisk Corp (SNDK) | 0.2 | $7.9M | +18% | 3.5k | 2273.73 |
|
| Wisdomtree Tr Intl Smcap Div (DLS) | 0.2 | $7.6M | +9% | 91k | 83.79 |
|
| Ishares Core Msci Emkt (IEMG) | 0.2 | $7.6M | 92k | 82.84 |
|
|
| Ishares Msci Emrg Chn (EMXC) | 0.2 | $7.5M | 74k | 102.30 |
|
|
| Chevron Corporation (CVX) | 0.2 | $7.5M | 46k | 165.76 |
|
|
| HSBC HLDGS Spon Adr New (HSBC) | 0.2 | $7.5M | +4% | 79k | 95.09 |
|
| Raytheon Technologies Corp (RTX) | 0.2 | $7.5M | +25% | 40k | 189.73 |
|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.2 | $7.5M | +10% | 26k | 290.62 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.2 | $7.5M | -7% | 155k | 48.43 |
|
| Neos Etf Trust Neos Enh Inc 1-3 (CSHI) | 0.2 | $7.4M | -13% | 149k | 49.81 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.2 | $7.4M | +4% | 45k | 164.27 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.2 | $7.2M | -20% | 18k | 409.49 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $6.9M | -3% | 67k | 103.88 |
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $6.9M | 14k | 513.57 |
|
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.2 | $6.7M | -13% | 30k | 219.43 |
|
| Kla Corp Com New (KLAC) | 0.2 | $6.7M | +888% | 22k | 301.71 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.2 | $6.7M | +17% | 77k | 86.42 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.2 | $6.5M | +2% | 179k | 36.13 |
|
| Nextera Energy (NEE) | 0.2 | $6.5M | -14% | 74k | 87.77 |
|
| Oracle Corporation (ORCL) | 0.2 | $6.4M | +114% | 44k | 146.55 |
|
| Arista Networks Com Shs (ANET) | 0.2 | $6.3M | +156% | 37k | 169.88 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.2 | $6.3M | 18k | 343.91 |
|
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.2 | $6.1M | +7% | 56k | 109.07 |
|
| Bank of New York Mellon Corporation (BNY) | 0.2 | $6.0M | 41k | 144.61 |
|
|
| Pfizer (PFE) | 0.2 | $5.8M | +193% | 243k | 24.08 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.2 | $5.8M | +40% | 175k | 33.29 |
|
| Servicenow (NOW) | 0.2 | $5.8M | +205% | 58k | 99.28 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.1 | $5.7M | 61k | 94.57 |
|
|
| UnitedHealth (UNH) | 0.1 | $5.6M | +71% | 14k | 415.64 |
|
| Coca-Cola Company (KO) | 0.1 | $5.6M | +9% | 69k | 81.27 |
|
| Citigroup Com New (C) | 0.1 | $5.5M | +8% | 40k | 139.96 |
|
| Palo Alto Networks (PANW) | 0.1 | $5.5M | +4% | 16k | 341.01 |
|
| Ge Aerospace Com New (GE) | 0.1 | $5.3M | -37% | 14k | 373.71 |
|
| Netflix (NFLX) | 0.1 | $5.3M | -11% | 74k | 71.40 |
|
| Boeing Company (BA) | 0.1 | $5.2M | 24k | 216.48 |
|
|
| Gilead Sciences (GILD) | 0.1 | $5.1M | +3% | 41k | 126.34 |
|
| Morgan Stanley Com New (MS) | 0.1 | $5.1M | +12% | 25k | 209.04 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $5.1M | +743% | 42k | 119.51 |
|
| PPG Industries (PPG) | 0.1 | $5.0M | +102% | 41k | 121.29 |
|
| Ishares Tr Calif Mun Bd Etf (CMF) | 0.1 | $5.0M | -12% | 87k | 57.64 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $5.0M | +2% | 21k | 236.62 |
|
| Novartis Sponsored Adr (NVS) | 0.1 | $4.8M | 31k | 156.72 |
|
|
| Rbc Cad (RY) | 0.1 | $4.7M | +4% | 23k | 206.97 |
|
| TJX Companies (TJX) | 0.1 | $4.7M | 31k | 151.50 |
|
|
| Western Digital (WDC) | 0.1 | $4.7M | +6% | 7.3k | 638.72 |
|
| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.1 | $4.6M | -5% | 96k | 48.12 |
|
| Ishares Tr Rus Tp200 Vl Etf (IWX) | 0.1 | $4.6M | -6% | 44k | 105.16 |
|
| Fortinet (FTNT) | 0.1 | $4.4M | 29k | 153.63 |
|
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.1 | $4.3M | +29% | 26k | 163.69 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $4.3M | +301% | 54k | 80.57 |
|
| McDonald's Corporation (MCD) | 0.1 | $4.2M | -9% | 15k | 270.30 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $4.2M | -4% | 18k | 227.06 |
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.1 | $4.1M | 59k | 69.90 |
|
|
| Trio Tech Intl Com New (TRT) | 0.1 | $4.1M | -46% | 335k | 12.32 |
|
| Bhp Billiton Sponsored Ads (BHP) | 0.1 | $4.1M | +32% | 50k | 83.31 |
|
| Mitsubishi Ufj Financial Gro Sponsored Ads (MUFG) | 0.1 | $4.1M | +11% | 206k | 19.89 |
|
| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.1 | $4.0M | -12% | 7.7k | 522.39 |
|
| Home Depot (HD) | 0.1 | $4.0M | +20% | 11k | 352.70 |
|
| Banco Santander Sa Adr (SAN) | 0.1 | $3.9M | +8% | 284k | 13.80 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $3.9M | +9% | 28k | 137.53 |
|
| Philip Morris International (PM) | 0.1 | $3.9M | +20% | 21k | 180.89 |
|
| American Express Company (AXP) | 0.1 | $3.8M | +5% | 11k | 338.26 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $3.8M | +8% | 10k | 368.38 |
|
| Enbridge (ENB) | 0.1 | $3.7M | +31% | 69k | 54.21 |
|
| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.1 | $3.7M | +85% | 91k | 40.21 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $3.6M | +34% | 29k | 124.38 |
|
| Royal Caribbean Cruises (RCL) | 0.1 | $3.6M | -4% | 11k | 317.52 |
|
| Union Pacific Corporation (UNP) | 0.1 | $3.5M | +12% | 13k | 272.01 |
|
| Alps Etf Tr Alerian Mlp (AMLP) | 0.1 | $3.5M | +8% | 67k | 51.85 |
|
| Freeport Mcmoran CL B (FCX) | 0.1 | $3.5M | +4% | 55k | 62.89 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.1 | $3.5M | -12% | 30k | 117.45 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $3.5M | +47% | 4.5k | 763.32 |
|
| Affirm Hldgs Com Cl A (AFRM) | 0.1 | $3.4M | -2% | 42k | 81.55 |
|
| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.1 | $3.4M | +3% | 89k | 38.23 |
|
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.1 | $3.4M | -3% | 22k | 154.29 |
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 0.1 | $3.4M | 50k | 68.01 |
|
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $3.4M | +3% | 35k | 96.43 |
|
| CVS Caremark Corporation (CVS) | 0.1 | $3.4M | 33k | 103.45 |
|
|
| Toronto Dominion Bk Ont Com New (TD) | 0.1 | $3.4M | +8% | 28k | 121.43 |
|
| At&t (T) | 0.1 | $3.4M | 162k | 20.70 |
|
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $3.3M | -2% | 41k | 82.11 |
|
| Wells Fargo & Company (WFC) | 0.1 | $3.3M | +2% | 40k | 82.64 |
|
| Valero Energy Corporation (VLO) | 0.1 | $3.3M | +4% | 13k | 260.44 |
|
| Booking Holdings (BKNG) | 0.1 | $3.3M | +2511% | 19k | 178.24 |
|
| Spdr Series Trust St Port High Etf (SPHY) | 0.1 | $3.3M | +2% | 139k | 23.44 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $3.3M | -11% | 29k | 114.18 |
|
| Waste Management (WM) | 0.1 | $3.2M | +2% | 15k | 222.87 |
|
| Bondbloxx Etf Trust Priva Cr Clo Etf (PCMM) | 0.1 | $3.2M | -3% | 65k | 49.88 |
|
| Linde SHS (LIN) | 0.1 | $3.2M | 6.2k | 518.97 |
|
|
| Eaton Corp SHS (ETN) | 0.1 | $3.2M | +3% | 7.5k | 426.12 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $3.1M | +2% | 29k | 106.47 |
|
| Amgen (AMGN) | 0.1 | $3.1M | -50% | 8.6k | 362.12 |
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.1 | $3.1M | +2% | 30k | 103.96 |
|
| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.1 | $3.1M | +8% | 123k | 25.06 |
|
| Verizon Communications (VZ) | 0.1 | $3.0M | +7% | 72k | 42.34 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $3.0M | -8% | 6.1k | 496.73 |
|
| Roblox Corp Cl A (RBLX) | 0.1 | $3.0M | +9% | 56k | 54.38 |
|
| Walt Disney Company (DIS) | 0.1 | $3.0M | +4% | 31k | 96.25 |
|
| Dimensional Etf Trust Intl Small Cap E (DFIS) | 0.1 | $3.0M | +128% | 85k | 35.03 |
|
| Deere & Company (DE) | 0.1 | $2.9M | +7% | 4.6k | 634.24 |
|
| Rio Tinto Sponsored Adr (RIO) | 0.1 | $2.9M | +41% | 31k | 94.93 |
|
| Duke Energy Corp Com New (DUK) | 0.1 | $2.9M | +7% | 23k | 126.59 |
|
| Sumitomo Mitsui Fin Grp Sponsored Adr (SMFG) | 0.1 | $2.9M | +8% | 123k | 23.58 |
|
| Astrazeneca Ord (AZN) | 0.1 | $2.8M | -19% | 15k | 189.62 |
|
| Spdr Index Shs Fds St Str Po Ex Etf (SPDW) | 0.1 | $2.8M | +4% | 56k | 50.39 |
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.1 | $2.8M | 17k | 164.75 |
|
|
| Uber Technologies (UBER) | 0.1 | $2.8M | -16% | 39k | 72.16 |
|
| Shell Spon Ads (SHEL) | 0.1 | $2.8M | -4% | 36k | 77.54 |
|
| Ishares Tr Usd Inv Grde Etf (USIG) | 0.1 | $2.8M | -34% | 54k | 51.29 |
|
| Corning Incorporated (GLW) | 0.1 | $2.8M | +3% | 11k | 255.44 |
|
| Dell Technologies CL C (DELL) | 0.1 | $2.7M | +6% | 6.4k | 431.48 |
|
| Amphenol Corp Cl A (APH) | 0.1 | $2.7M | 16k | 176.28 |
|
|
| Lumentum Hldgs (LITE) | 0.1 | $2.7M | 3.1k | 858.06 |
|
|
| Microchip Technology (MCHP) | 0.1 | $2.7M | 29k | 91.19 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $2.6M | -2% | 23k | 117.67 |
|
| United Parcel Svcs CL B (UPS) | 0.1 | $2.6M | +10% | 25k | 107.51 |
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.1 | $2.6M | +20% | 26k | 102.81 |
|
| Colgate-Palmolive Company (CL) | 0.1 | $2.6M | +25% | 28k | 91.68 |
|
| Analog Devices (ADI) | 0.1 | $2.6M | +10% | 6.5k | 397.24 |
|
| Altria (MO) | 0.1 | $2.5M | +25% | 35k | 71.95 |
|
| Oklo Com Cl A (OKLO) | 0.1 | $2.5M | +6% | 48k | 52.33 |
|
| Parker-Hannifin Corporation (PH) | 0.1 | $2.5M | -4% | 2.6k | 977.81 |
|
| Ubs Group SHS (UBS) | 0.1 | $2.5M | +21% | 50k | 49.56 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $2.5M | 2.6k | 965.33 |
|
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $2.5M | 67k | 36.87 |
|
|
| Capital One Financial (COF) | 0.1 | $2.5M | +2% | 12k | 200.61 |
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.1 | $2.4M | -17% | 416k | 5.83 |
|
| Ase Technology Hldg Sponsored Ads (ASX) | 0.1 | $2.4M | +4% | 54k | 45.12 |
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.1 | $2.4M | +2% | 48k | 50.23 |
|
| Welltower Inc Com reit (WELL) | 0.1 | $2.4M | +4% | 11k | 226.98 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $2.4M | +4% | 8.0k | 298.07 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $2.4M | -7% | 25k | 95.98 |
|
| L3harris Technologies (LHX) | 0.1 | $2.4M | 8.1k | 290.59 |
|
|
| Ishares Tr Trust Ishare 0-1 (SHV) | 0.1 | $2.3M | +4% | 21k | 110.35 |
|
| Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR) | 0.1 | $2.3M | 105k | 22.35 |
|
|
| Ishares Tr New York Mun Etf (NYF) | 0.1 | $2.3M | 43k | 53.91 |
|
|
| Cummins (CMI) | 0.1 | $2.3M | 3.2k | 713.27 |
|
|
| Draftkings Com Cl A (DKNG) | 0.1 | $2.3M | +6% | 92k | 25.26 |
|
| Mizuho Financial Group Sponsored Adr (MFG) | 0.1 | $2.3M | +12% | 240k | 9.58 |
|
| Southern Company (SO) | 0.1 | $2.3M | +2% | 24k | 95.71 |
|
| British Amern Tob Sponsored Adr (BTI) | 0.1 | $2.3M | +7% | 37k | 61.76 |
|
| Spdr Series Trust St Str P500val (SPYV) | 0.1 | $2.3M | 38k | 60.79 |
|
|
| Spdr Index Shs Fds St Port Mark Etf (SPEM) | 0.1 | $2.3M | 44k | 51.78 |
|
|
| Stryker Corporation (SYK) | 0.1 | $2.3M | 7.2k | 314.79 |
|
|
| McKesson Corporation (MCK) | 0.1 | $2.3M | +10% | 3.0k | 755.77 |
|
| Sprott Asset Management Physical Silver (PSLV) | 0.1 | $2.3M | +5% | 120k | 18.87 |
|
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.1 | $2.2M | +30% | 30k | 76.11 |
|
| Barclays Adr (BCS) | 0.1 | $2.2M | +10% | 83k | 26.86 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $2.2M | 4.4k | 509.42 |
|
|
| Blackrock (BLK) | 0.1 | $2.2M | +9% | 2.3k | 961.25 |
|
| Starbucks Corporation (SBUX) | 0.1 | $2.2M | -8% | 22k | 102.19 |
|
| Fidelity Covington Trust Enhanced Intl (FENI) | 0.1 | $2.2M | -3% | 54k | 40.13 |
|
| Ciena Corp Com New (CIEN) | 0.1 | $2.2M | 4.4k | 491.59 |
|
|
| Coherent Corp (COHR) | 0.1 | $2.2M | +3% | 5.5k | 394.47 |
|
| Automatic Data Processing (ADP) | 0.1 | $2.1M | +78% | 9.6k | 223.95 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.1 | $2.1M | +9% | 6.4k | 334.82 |
|
Past Filings by Compound Planning
SEC 13F filings are viewable for Compound Planning going back to 2023
- Compound Planning 2026 Q2 filed Aug. 4, 2026
- 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