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 |
|---|---|---|---|---|---|
| 301 | SYKSTRYKER CORPORATION | 2,912 | $1.2B | 0.04% | |
| 302 | JIREJ P MORGAN EXCHANGE TRADED F | 16,214 | $1.1B | 0.04% | |
| 303 | TMUST-MOBILE US INC | 4,793 | $1.1B | 0.04% | |
| 304 | HEFAISHARES TR | 29,926 | $1.1B | 0.04% | |
| 305 | MKLMARKEL GROUP INC | 565 | $1.1B | 0.04% | |
| 306 | TXNTEXAS INSTRS INC | 5,429 | $1.1B | 0.04% | |
| 307 | MTUMISHARES TR | 4,683 | $1.1B | 0.04% | |
| 308 | VRTXVERTEX PHARMACEUTICALS INC | 2,525 | $1.1B | 0.04% | |
| 309 | TTTRANE TECHNOLOGIES PLC | 2,559 | $1.1B | 0.04% | |
| 310 | PPLTABRDN PLATINUM ETF TRUST | 9,053 | $1.1B | 0.04% | |
| 311 | IMCGISHARES TR | 13,849 | $1.1B | 0.04% | |
| 312 | MPCMARATHON PETE CORP | 6,617 | $1.1B | 0.04% | |
| 313 | CMCSACOMCAST CORP NEW | 30,757 | $1.1B | 0.04% | |
| 314 | AEMAGNICO EAGLE MINES LTD | 9,142 | $1.1B | 0.04% | |
| 315 | AIGAMERICAN INTL GROUP INC | 12,671 | $1.1B | 0.04% | |
| 316 | GLDMWORLD GOLD TR | 16,540 | $1.1B | 0.04% | |
| 317 | DDOGDATADOG INC | 8,022 | $1.1B | 0.04% | |
| 318 | DHID R HORTON INC | 8,353 | $1.1B | 0.04% | |
| 319 | XBXMXNUVEEN S&P 500 BUY-WRITE INC | 77,062 | $1.1B | 0.04% | |
| 320 | RDVIFIRST TR EXCHANGE-TRADED FD | 43,266 | $1.1B | 0.04% | |
| 321 | XFFCXFLAHERTY & CRUMRINE PFD SECS | 65,525 | $1.1B | 0.04% | |
| 322 | APPAPPLOVIN CORP | 3,031 | $1.1B | 0.04% | |
| 323 | RCLROYAL CARIBBEAN GROUP | 3,370 | $1.1B | 0.04% | |
| 324 | TIPISHARES TR | 9,535 | $1.0B | 0.04% | |
| 325 | LRCXLAM RESEARCH CORP | 10,726 | $1.0B | 0.04% | |
| 326 | BUDANHEUSER BUSCH INBEV SA/NV | 15,168 | $1.0B | 0.04% | |
| 327 | SPHQINVESCO EXCHANGE TRADED FD T | 14,625 | $1.0B | 0.04% | |
| 328 | ADSKAUTODESK INC | 3,366 | $1.0B | 0.04% | |
| 329 | BNBROOKFIELD CORP | 16,774 | $1.0B | 0.04% | |
| 330 | XLUSELECT SECTOR SPDR TR | 12,693 | $1.0B | 0.04% | |
| 331 | ICEINTERCONTINENTAL EXCHANGE IN | 5,643 | $1.0B | 0.04% | |
| 332 | JMBSJANUS DETROIT STR TR | 22,932 | $1.0B | 0.04% | |
| 333 | VGITVANGUARD SCOTTSDALE FDS | 17,174 | $1.0B | 0.04% | |
| 334 | USIGISHARES TR | 19,887 | $1.0B | 0.04% | |
| 335 | SCHXSCHWAB STRATEGIC TR | 41,843 | $1.0B | 0.04% | |
| 336 | DELLDELL TECHNOLOGIES INC | 8,257 | $1.0B | 0.04% | |
| 337 | PAPRINNOVATOR ETFS TRUST | 27,074 | $1.0B | 0.04% | |
| 338 | ARKFARK ETF TR | 20,085 | $1.0B | 0.04% | |
| 339 | PHPARKER-HANNIFIN CORP | 1,432 | $1.0B | 0.04% | |
| 340 | SPYINEOS ETF TRUST | 19,780 | $995.3M | 0.04% | |
| 341 | INGING GROEP N.V. | 45,181 | $988.1M | 0.04% | |
| 342 | WELLWELLTOWER INC | 6,395 | $983.1M | 0.04% | |
| 343 | UBSUBS GROUP AG | 29,060 | $982.8M | 0.04% | |
| 344 | DGTSPDR SERIES TRUST | 6,507 | $980.2M | 0.04% | |
| 345 | SCCOSOUTHERN COPPER CORP | 9,574 | $968.6M | 0.04% | |
| 346 | VSTVISTRA CORP | 4,996 | $968.3M | 0.04% | |
| 347 | MDYSPDR S&P MIDCAP 400 ETF TR | 1,708 | $967.5M | 0.04% | |
| 348 | MDTMEDTRONIC PLC | 11,043 | $962.6M | 0.04% | |
| 349 | PAYXPAYCHEX INC | 6,602 | $960.4M | 0.04% | |
| 350 | OKEONEOK INC NEW | 11,711 | $956.0M | 0.04% | |
| 351 | QLTAISHARES TR | 19,954 | $954.6M | 0.04% | |
| 352 | BSJSINVESCO EXCH TRD SLF IDX FD | 43,273 | $954.2M | 0.04% | |
| 353 | SPYGSPDR SERIES TRUST | 9,999 | $953.1M | 0.04% | |
| 354 | USBUS BANCORP DEL | 20,817 | $942.0M | 0.04% | |
| 355 | NEMNEWMONT CORP | 16,103 | $938.1M | 0.04% | |
| 356 | KBIAKB FINL GROUP INC | 11,310 | $934.1M | 0.04% | |
| 357 | TMFCRBB FD INC | 14,461 | $932.9M | 0.04% | |
| 358 | XYZBLOCK INC | 13,659 | $927.8M | 0.04% | |
| 359 | DCREDOUBLELINE ETF TRUST | 17,783 | $925.3M | 0.03% | |
| 360 | AEPAMERICAN ELEC PWR CO INC | 8,895 | $922.9M | 0.03% | |
| 361 | TTENTOTALENERGIES SE | 15,027 | $922.5M | 0.03% | |
| 362 | SLVPISHARES INC | 51,790 | $922.4M | 0.03% | |
| 363 | PNCPNC FINL SVCS GROUP INC | 4,947 | $922.2M | 0.03% | |
| 364 | GSKGSK PLC | 23,978 | $920.8M | 0.03% | |
| 365 | PFEPFIZER INC | 37,940 | $919.7M | 0.03% | |
| 366 | GWREGUIDEWIRE SOFTWARE INC | 3,898 | $917.9M | 0.03% | |
| 367 | IJJISHARES TR | 7,408 | $915.5M | 0.03% | |
| 368 | CLSCELESTICA INC | 5,844 | $912.3M | 0.03% | |
| 369 | MIGAMICROSTRATEGY INC | 2,250 | $909.6M | 0.03% | |
| 370 | TRVTRAVELERS COMPANIES INC | 3,396 | $908.5M | 0.03% | |
| 371 | IBITISHARES BITCOIN TRUST ETF | 14,824 | $907.4M | 0.03% | |
| 372 | SCZISHARES TR | 12,421 | $902.8M | 0.03% | |
| 373 | WCNWASTE CONNECTIONS INC | 4,812 | $898.5M | 0.03% | |
| 374 | ROEEA SERIES TRUST | 27,871 | $897.7M | 0.03% | |
| 375 | MCKMCKESSON CORP | 1,221 | $895.0M | 0.03% | |
| 376 | SPMDSPDR SERIES TRUST | 16,457 | $894.9M | 0.03% | |
| 377 | ARKQARK ETF TR | 10,036 | $894.9M | 0.03% | |
| 378 | LNGCHENIERE ENERGY INC | 3,668 | $893.3M | 0.03% | |
| 379 | NYFISHARES TR | 17,069 | $890.0M | 0.03% | |
| 380 | SPGSIMON PPTY GROUP INC NEW | 5,516 | $886.8M | 0.03% | |
| 381 | TWLOTWILIO INC | 7,108 | $884.0M | 0.03% | |
| 382 | GARPISHARES TR | 14,543 | $878.1M | 0.03% | |
| 383 | ABNBAIRBNB INC | 6,619 | $876.0M | 0.03% | |
| 384 | LHXL3HARRIS TECHNOLOGIES INC | 3,482 | $873.5M | 0.03% | |
| 385 | BLVVANGUARD BD INDEX FDS | 12,415 | $863.3M | 0.03% | |
| 386 | CARTMAPLEBEAR INC | 18,998 | $859.5M | 0.03% | |
| 387 | CDNSCADENCE DESIGN SYSTEM INC | 2,780 | $856.8M | 0.03% | |
| 388 | JCIJOHNSON CTLS INTL PLC | 8,094 | $854.9M | 0.03% | |
| 389 | QTUMETF SER SOLUTIONS | 9,287 | $852.7M | 0.03% | |
| 390 | DBPINVESCO DB MULTI-SECTOR COMM | 11,325 | $850.9M | 0.03% | |
| 391 | INFLLISTED FDS TR | 20,131 | $848.9M | 0.03% | |
| 392 | VPUVANGUARD WORLD FD | 4,796 | $846.6M | 0.03% | |
| 393 | ORLYOREILLY AUTOMOTIVE INC | 9,305 | $838.7M | 0.03% | |
| 394 | GOEXGLOBAL X FDS | 18,396 | $838.1M | 0.03% | |
| 395 | MFGMIZUHO FINANCIAL GROUP INC | 150,692 | $837.8M | 0.03% | |
| 396 | WPMWHEATON PRECIOUS METALS CORP | 9,298 | $835.0M | 0.03% | |
| 397 | DBEFDBX ETF TR | 19,041 | $833.0M | 0.03% | |
| 398 | SLQDISHARES TR | 16,456 | $832.5M | 0.03% | |
| 399 | UPSTUPSTART HLDGS INC | 12,834 | $830.1M | 0.03% | |
| 400 | NGGNATIONAL GRID PLC | 11,152 | $829.8M | 0.03% |