Compound Planning, Inc. Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$2.6T
Holdings
1,098
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (1,098 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | PGPROCTER AND GAMBLE CO | 27,934 | $4.5B | 0.17% | |
| 102 | MOALTRIA GROUP INC | 73,591 | $4.3B | 0.16% | |
| 103 | IJRISHARES TR | 38,121 | $4.2B | 0.16% | |
| 104 | MMM3M CO | 26,632 | $4.1B | 0.15% | |
| 105 | GILDGILEAD SCIENCES INC | 36,196 | $4.0B | 0.15% | |
| 106 | SAPSAP SE | 13,117 | $4.0B | 0.15% | |
| 107 | MLB1MERCADOLIBRE INC | 1,519 | $4.0B | 0.15% | |
| 108 | BABOEING CO | 18,941 | $4.0B | 0.15% | |
| 109 | MUBISHARES TR | 37,262 | $3.9B | 0.15% | |
| 110 | BKBANK NEW YORK MELLON CORP | 42,704 | $3.9B | 0.15% | |
| 111 | AFRMAFFIRM HLDGS INC | 54,628 | $3.8B | 0.14% | |
| 112 | CMFISHARES TR | 67,188 | $3.7B | 0.14% | |
| 113 | UBERUBER TECHNOLOGIES INC | 39,806 | $3.7B | 0.14% | |
| 114 | PANWPALO ALTO NETWORKS INC | 18,130 | $3.7B | 0.14% | |
| 115 | IEIISHARES TR | 31,142 | $3.7B | 0.14% | |
| 116 | DISDISNEY WALT CO | 29,852 | $3.7B | 0.14% | |
| 117 | HBC2HSBC HLDGS PLC | 60,421 | $3.7B | 0.14% | |
| 118 | IEMGISHARES INC | 61,185 | $3.7B | 0.14% | |
| 119 | EQIXEQUINIX INC | 4,560 | $3.6B | 0.14% | |
| 120 | BSVVANGUARD BD INDEX FDS | 45,428 | $3.6B | 0.14% | |
| 121 | BILSPDR SERIES TRUST | 38,122 | $3.5B | 0.13% | |
| 122 | HDHOME DEPOT INC | 9,502 | $3.5B | 0.13% | |
| 123 | SHYISHARES TR | 40,919 | $3.4B | 0.13% | |
| 124 | AMDADVANCED MICRO DEVICES INC | 23,733 | $3.4B | 0.13% | |
| 125 | DFATDIMENSIONAL ETF TRUST | 62,205 | $3.4B | 0.13% | |
| 126 | SHOPSHOPIFY INC | 28,499 | $3.3B | 0.12% | |
| 127 | XLRESELECT SECTOR SPDR TR | 79,071 | $3.3B | 0.12% | |
| 128 | VGTVANGUARD WORLD FD | 4,905 | $3.3B | 0.12% | |
| 129 | BSJQINVESCO EXCH TRD SLF IDX FD | 138,964 | $3.2B | 0.12% | |
| 130 | VIGVANGUARD SPECIALIZED FUNDS | 15,586 | $3.2B | 0.12% | |
| 131 | ABTABBOTT LABS | 23,100 | $3.1B | 0.12% | |
| 132 | VSSVANGUARD INTL EQUITY INDEX F | 23,147 | $3.1B | 0.12% | |
| 133 | KOCOCA COLA CO | 43,571 | $3.1B | 0.12% | |
| 134 | SPYMSPDR SERIES TRUST | 42,158 | $3.1B | 0.12% | |
| 135 | WFCWELLS FARGO CO NEW | 37,397 | $3.0B | 0.11% | |
| 136 | BINCBLACKROCK ETF TRUST II | 54,700 | $2.9B | 0.11% | |
| 137 | INTUINTUIT | 3,624 | $2.9B | 0.11% | |
| 138 | 4I1PHILIP MORRIS INTL INC | 15,629 | $2.8B | 0.11% | |
| 139 | MOATVANECK ETF TRUST | 30,197 | $2.8B | 0.11% | |
| 140 | NOWSERVICENOW INC | 2,713 | $2.8B | 0.11% | |
| 141 | BABAALIBABA GROUP HLDG LTD | 24,538 | $2.8B | 0.11% | |
| 142 | ABBVABBVIE INC | 14,954 | $2.8B | 0.10% | |
| 143 | GEGE AEROSPACE | 10,749 | $2.8B | 0.10% | |
| 144 | VNQVANGUARD INDEX FDS | 30,967 | $2.8B | 0.10% | |
| 145 | DWDMORGAN STANLEY | 19,544 | $2.8B | 0.10% | |
| 146 | ISRGINTUITIVE SURGICAL INC | 5,020 | $2.7B | 0.10% | |
| 147 | AXONAXON ENTERPRISE INC | 3,285 | $2.7B | 0.10% | |
| 148 | NVONOVO-NORDISK A S | 38,730 | $2.7B | 0.10% | |
| 149 | SGOLETFS GOLD TR | 83,592 | $2.6B | 0.10% | |
| 150 | SONYSONY GROUP CORP | 100,788 | $2.6B | 0.10% | |
| 151 | RTXRTX CORPORATION | 17,956 | $2.6B | 0.10% | |
| 152 | MRKMERCK & CO INC | 33,114 | $2.6B | 0.10% | |
| 153 | TRVCCITIGROUP INC | 30,520 | $2.6B | 0.10% | |
| 154 | EFGISHARES TR | 22,885 | $2.6B | 0.10% | |
| 155 | BXBLACKSTONE INC | 16,952 | $2.5B | 0.10% | |
| 156 | NVSNNOVARTIS AG | 20,640 | $2.5B | 0.09% | |
| 157 | AQLTISHARES TR | 106,694 | $2.5B | 0.09% | |
| 158 | SCHRSCHWAB STRATEGIC TR | 97,426 | $2.4B | 0.09% | |
| 159 | UNPUNION PAC CORP | 10,313 | $2.4B | 0.09% | |
| 160 | ITOTISHARES TR | 17,540 | $2.4B | 0.09% | |
| 161 | SPDWSPDR INDEX SHS FDS | 58,476 | $2.4B | 0.09% | |
| 162 | FCALFIRST TR EXCH TRADED FD III | 48,652 | $2.3B | 0.09% | |
| 163 | SPDSIMPLIFY EXCHANGE TRADED FUN | 61,357 | $2.3B | 0.09% | |
| 164 | IM8NINSMED INC | 23,095 | $2.3B | 0.09% | |
| 165 | SUBISHARES TR | 21,608 | $2.3B | 0.09% | |
| 166 | NEENEXTERA ENERGY INC | 33,058 | $2.3B | 0.09% | |
| 167 | BLKBLACKROCK INC | 2,185 | $2.3B | 0.09% | |
| 168 | ULUNILEVER PLC | 37,364 | $2.3B | 0.09% | Put |
| 169 | RYROYAL BK CDA | 17,342 | $2.3B | 0.09% | |
| 170 | GQ9SPDR GOLD TR | 7,339 | $2.2B | 0.08% | |
| 171 | ETNEATON CORP PLC | 6,258 | $2.2B | 0.08% | |
| 172 | CSCOCISCO SYS INC | 32,052 | $2.2B | 0.08% | |
| 173 | UNHUNITEDHEALTH GROUP INC | 7,111 | $2.2B | 0.08% | |
| 174 | COFCAPITAL ONE FINL CORP | 10,385 | $2.2B | 0.08% | |
| 175 | ASMLASML HOLDING N V | 2,726 | $2.2B | 0.08% | |
| 176 | IVEISHARES TR | 11,015 | $2.2B | 0.08% | |
| 177 | FCXFREEPORT-MCMORAN INC | 49,299 | $2.1B | 0.08% | |
| 178 | BACVERIZON COMMUNICATIONS INC | 49,367 | $2.1B | 0.08% | |
| 179 | AMLPALPS ETF TR | 43,703 | $2.1B | 0.08% | |
| 180 | AXPAMERICAN EXPRESS CO | 6,637 | $2.1B | 0.08% | |
| 181 | SHELSHELL PLC | 29,580 | $2.1B | 0.08% | |
| 182 | MCDMCDONALDS CORP | 7,081 | $2.1B | 0.08% | |
| 183 | FENIFIDELITY COVINGTON TRUST | 61,232 | $2.0B | 0.08% | |
| 184 | ENBENBRIDGE INC | 44,844 | $2.0B | 0.08% | |
| 185 | SHVISHARES TR | 18,281 | $2.0B | 0.08% | |
| 186 | LINLINDE PLC | 4,265 | $2.0B | 0.08% | |
| 187 | HYMBSPDR SERIES TRUST | 80,722 | $2.0B | 0.08% | |
| 188 | TRTTRIO TECH INTL | 359,500 | $1.9B | 0.07% | |
| 189 | NOBLPROSHARES TR | 19,321 | $1.9B | 0.07% | |
| 190 | BCSBARCLAYS PLC | 104,371 | $1.9B | 0.07% | |
| 191 | ESGUISHARES TR | 14,319 | $1.9B | 0.07% | |
| 192 | BMTABRITISH AMERN TOB PLC | 40,835 | $1.9B | 0.07% | |
| 193 | EFVISHARES TR | 30,265 | $1.9B | 0.07% | |
| 194 | UPSUNITED PARCEL SERVICE INC | 19,006 | $1.9B | 0.07% | |
| 195 | HDBHDFC BANK LTD | 24,857 | $1.9B | 0.07% | |
| 196 | ECLECOLAB INC | 7,032 | $1.9B | 0.07% | Put |
| 197 | DEDEERE & CO | 3,717 | $1.9B | 0.07% | |
| 198 | CRWDCROWDSTRIKE HLDGS INC | 3,644 | $1.9B | 0.07% | |
| 199 | DGROISHARES TR | 28,748 | $1.8B | 0.07% | |
| 200 | WMWASTE MGMT INC DEL | 8,032 | $1.8B | 0.07% |