Compound Planning, Inc.

CIK: 0001978879SEC EDGAR →

Portfolio Value

$3.4T

Holdings

1,203

As of

Q4 2025

New Positions

134

Closed Positions

Portfolio Value History

Top 10 Holdings

Rank	Stock	Shares	Value	% of Portfolio
1	AAPL APPLE INC	469,753	$127.7B	3.75%
2	IVV ISHARES TR	139,219	$95.4B	2.80%
3	VEA VANGUARD TAX-MANAGED FDS	1,214,523	$75.9B	2.23%
4	INTF ISHARES TR	2,005,671	$75.7B	2.22%
5	GOOG ALPHABET INC	238,966	$75.0B	2.20%
6	SCHG SCHWAB STRATEGIC TR	2,097,817	$68.4B	2.01%
7	NVDA NVIDIA CORPORATION	359,109	$67.0B	1.96%
8	HOODPut ROBINHOOD MKTS INC	591,675	$66.9B	1.96%
9	SCHV SCHWAB STRATEGIC TR	2,093,243	$62.0B	1.82%
10	COIN COINBASE GLOBAL INC	269,416	$60.9B	1.79%

Quarterly Changes

Top Buys

AAPLNEW

$127.7B

NVDANEW

$67.0B

HOODNEW

$66.9B

MSFTNEW

$59.5B

AMZNNEW

$54.0B

Top Sells

AAPLCLOSED

$98.7B

HOODCLOSED

$60.5B

NVDACLOSED

$58.4B

MSFTCLOSED

$58.4B

AMZNCLOSED

$39.2B

New Positions (133)

AAPL

$127.7B · 470K shares

$67.0B · 359K shares

$66.9B · 592K shares

$59.5B · 123K shares

$54.0B · 234K shares

$37.6B · 55K shares

$34.1B · 911K shares

$31.7B · 63K shares

$15.3B · 602K shares

$9.3B · 373K shares

$8.4B · 10K shares

$6.2B · 87K shares

$4.7B · 128K shares

$4.1B · 274K shares

$3.6B · 72K shares

$2.9B · 113K shares

$2.4B · 107K shares

$2.1B · 33K shares

$2.1B · 60K shares

$2.0B · 20K shares

$1.9B · 7K shares

$1.3B · 11K shares

$1.2B · 18K shares

$1.1B · 16K shares

$1.0B · 31K shares

$999.0M · 15K shares

$776.0M · 6K shares

$761.0M · 8K shares

$724.0M · 14K shares

$699.0M · 1K shares

$693.0M · 2K shares

$661.0M · 103K shares

HNM

$650.0M · 6K shares

FREL

$648.0M · 24K shares

$648.0M · 23K shares

$603.0M · 22K shares

$576.0M · 3K shares

$564.0M · 20K shares

$541.0M · 5K shares

$538.0M · 2K shares

$531.0M · 14K shares

$477.0M · 40K shares

$472.0M · 7K shares

$451.0M · 2K shares

$443.0M · 5K shares

$431.0M · 17K shares

$391.0M · 11K shares

$371.0M · 10K shares

$362.0M · 6K shares

$355.0M · 4K shares

$354.0M · 3K shares

$347.0M · 8K shares

$338.0M · 4K shares

$332.0M · 7K shares

$326.0M · 2K shares

$326.0M · 17K shares

$322.0M · 10K shares

$312.0M · 2K shares

$311.0M · 2K shares

$311.0M · 1K shares

$306.0M · 7K shares

$305.0M · 6K shares

JKHY

$301.0M · 2K shares

IDE

$300.0M · 24K shares

$295.0M · 3K shares

$286.0M · 6K shares

$286.0M · 2K shares

$281.0M · 1K shares

$278.0M · 200 shares

$274.0M · 4K shares

$272.0M · 5K shares

$271.0M · 7K shares

$267.0M · 6K shares

$266.0M · 22K shares

$260.0M · 4K shares

$258.0M · 9K shares

$255.0M · 2K shares

$253.0M · 3K shares

$251.0M · 1K shares

$249.0M · 1K shares

$247.0M · 3K shares

$245.0M · 5K shares

$243.0M · 5K shares

$238.0M · 1K shares

$237.0M · 1K shares

$237.0M · 3K shares

$235.0M · 2K shares

$231.0M · 5K shares

$230.0M · 2K shares

$227.0M · 1K shares

$227.0M · 2K shares

$225.0M · 2K shares

$225.0M · 4K shares

$225.0M · 2K shares

$222.0M · 774 shares

$222.0M · 2K shares

$222.0M · 735 shares

$221.0M · 7K shares

$220.0M · 6K shares

$219.0M · 869 shares

$214.0M · 2K shares

$212.0M · 4K shares

$210.0M · 3K shares

$210.0M · 2K shares

$209.0M · 7K shares

$206.0M · 3K shares

$204.0M · 1K shares

$203.0M · 2K shares

$203.0M · 1K shares

$201.0M · 2K shares

$200.0M · 3K shares

$174.0M · 11K shares

$168.0M · 28K shares

$166.0M · 11K shares

W3U

$160.0M · 17K shares

GAB

$158.0M · 26K shares

STLA

$155.0M · 14K shares

CENTRAIS ELET BRAS SA

$137.0M · 16K shares

$116.0M · 10K shares

$114.0M · 31K shares

$113.0M · 12K shares

$106.0M · 20K shares

$101.0M · 14K shares

$98.0M · 13K shares

$95.0M · 13K shares

$94.0M · 17K shares

$82.0M · 15K shares

$67.0M · 10K shares

$66.0M · 11K shares

$44.0M · 17K shares

$42.0M · 15K shares

$36.0M · 14K shares

$14.0M · 12K shares

Closed Positions (80)

$98.7B · 388K shares

$60.5B · 423K shares

$58.4B · 313K shares

$58.4B · 113K shares

$39.2B · 179K shares

$31.9B · 63K shares

$19.9B · 30K shares

$8.5B · 9K shares

$2.3B · 97K shares

$2.2B · 109K shares

$2.2B · 38K shares

ECL

$2.0B · 7K shares

SNPS

$1.7B · 3K shares

$1.5B · 42K shares

$1.4B · 61K shares

$1.2B · 36K shares

$1.0B · 17K shares

$1.0B · 11K shares

$996.3M · 48K shares

$850.4M · 20K shares

$751.8M · 10K shares

$690.4M · 29K shares

$627.2M · 19K shares

$598.5M · 87K shares

$593.8M · 15K shares

FXI

$568.1M · 14K shares

$552.2M · 8K shares

$464.3M · 11K shares

$433.5M · 12K shares

$413.1M · 9K shares

$409.2M · 8K shares

$391.8M · 9K shares

$370.1M · 5K shares

$348.2M · 2K shares

$334.2M · 12K shares

$316.3M · 10K shares

$308.2M · 6K shares

$290.8M · 18K shares

$280.3M · 3K shares

$279.3M · 30K shares

$277.9M · 6K shares

$276.5M · 3K shares

$276.4M · 2K shares

$268.3M · 10K shares

$266.0M · 7K shares

$262.5M · 11K shares

$254.2M · 10K shares

$253.4M · 921 shares

$251.9M · 2K shares

$247.7M · 4K shares

$242.5M · 10K shares

$241.9M · 3K shares

$239.2M · 2K shares

$236.3M · 4K shares

$233.5M · 5K shares

$232.9M · 708 shares

$231.0M · 3K shares

$230.9M · 12K shares

$230.5M · 21K shares

$228.3M · 3K shares

$227.9M · 3K shares

$225.3M · 6K shares

$224.8M · 4K shares

$222.9M · 9K shares

$222.0M · 2K shares

$221.4M · 13K shares

$220.0M · 5K shares

$214.8M · 1K shares

$214.2M · 1K shares

$211.0M · 710 shares

$210.1M · 835 shares

$206.1M · 1K shares

$203.7M · 10K shares

$201.9M · 3K shares

$200.7M · 2K shares

$167.9M · 12K shares

$129.9M · 17K shares

$104.4M · 15K shares

$93.9M · 11K shares

$65.2M · 20K shares

Sector Breakdown

Sector	# Holdings	Value	%
Financial Services	491	$2.0T	57.8%
Technology	158	$543.5B	15.9%
Communication Services	34	$202.9B	6.0%
Unknown	82	$152.2B	4.5%
Consumer Cyclical	79	$148.9B	4.4%
Healthcare	74	$113.5B	3.3%
Industrials	103	$98.6B	2.9%
Consumer Defensive	30	$44.8B	1.3%
Energy	40	$43.8B	1.3%
Basic Materials	40	$38.2B	1.1%
Utilities	36	$33.4B	1.0%
Real Estate	36	$18.2B	0.5%