Compound Planning, Inc. Q3 2025 Filing
Filed November 10, 2025
Portfolio Value
$3.1T
Holdings
1,150
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (1,150 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | EMXCISHARES INC | 80,344 | $5.4B | 0.18% | |
| 102 | SCHASCHWAB STRATEGIC TR | 193,119 | $5.4B | 0.17% | |
| 103 | COFCAPITAL ONE FINL CORP | 25,311 | $5.4B | 0.17% | |
| 104 | DONSPDR DOW JONES INDL AVERAGE | 11,021 | $5.1B | 0.17% | |
| 105 | IWBISHARES TR | 13,639 | $5.0B | 0.16% | |
| 106 | SCHCSCHWAB STRATEGIC TR | 108,379 | $4.9B | 0.16% | |
| 107 | BABAALIBABA GROUP HLDG LTD | 27,389 | $4.9B | 0.16% | |
| 108 | HBC2HSBC HLDGS PLC | 68,535 | $4.9B | 0.16% | |
| 109 | XLKSELECT SECTOR SPDR TR | 17,167 | $4.8B | 0.16% | |
| 110 | BABOEING CO | 22,031 | $4.8B | 0.15% | |
| 111 | PGPROCTER AND GAMBLE CO | 30,403 | $4.7B | 0.15% | |
| 112 | HDHOME DEPOT INC | 11,478 | $4.7B | 0.15% | |
| 113 | SHOPSHOPIFY INC | 30,617 | $4.5B | 0.15% | |
| 114 | CMFISHARES TR | 78,994 | $4.5B | 0.15% | |
| 115 | BKBANK NEW YORK MELLON CORP | 41,129 | $4.5B | 0.14% | |
| 116 | VGTVANGUARD WORLD FD | 5,989 | $4.5B | 0.14% | |
| 117 | ABBVABBVIE INC | 18,807 | $4.4B | 0.14% | |
| 118 | GILDGILEAD SCIENCES INC | 38,995 | $4.3B | 0.14% | |
| 119 | UBERUBER TECHNOLOGIES INC | 43,411 | $4.3B | 0.14% | |
| 120 | CRMSALESFORCE INC | 17,646 | $4.2B | 0.14% | |
| 121 | MMM3M CO | 26,661 | $4.1B | 0.13% | |
| 122 | IEIISHARES TR | 34,608 | $4.1B | 0.13% | |
| 123 | VIGVANGUARD SPECIALIZED FUNDS | 18,730 | $4.0B | 0.13% | |
| 124 | USIGISHARES TR | 76,801 | $4.0B | 0.13% | |
| 125 | PANWPALO ALTO NETWORKS INC | 19,333 | $3.9B | 0.13% | |
| 126 | DISDISNEY WALT CO | 33,626 | $3.9B | 0.12% | |
| 127 | BSJQINVESCO EXCH TRD SLF IDX FD | 162,154 | $3.8B | 0.12% | |
| 128 | BILSPDR SERIES TRUST | 41,202 | $3.8B | 0.12% | |
| 129 | SHYISHARES TR | 44,419 | $3.7B | 0.12% | |
| 130 | IEMGISHARES INC | 55,900 | $3.7B | 0.12% | |
| 131 | AFRMAFFIRM HLDGS INC | 49,660 | $3.6B | 0.12% | |
| 132 | GEGE AEROSPACE | 11,935 | $3.6B | 0.12% | |
| 133 | TRVCCITIGROUP INC | 34,815 | $3.5B | 0.11% | |
| 134 | XLRESELECT SECTOR SPDR TR | 83,654 | $3.5B | 0.11% | |
| 135 | WFCWELLS FARGO CO NEW | 41,586 | $3.5B | 0.11% | |
| 136 | VSSVANGUARD INTL EQUITY INDEX F | 24,372 | $3.5B | 0.11% | |
| 137 | MLB1MERCADOLIBRE INC | 1,485 | $3.5B | 0.11% | |
| 138 | IM8NINSMED INC | 23,739 | $3.4B | 0.11% | |
| 139 | RTXRTX CORPORATION | 20,343 | $3.4B | 0.11% | |
| 140 | MRKMERCK & CO INC | 39,183 | $3.3B | 0.11% | |
| 141 | DFATDIMENSIONAL ETF TRUST | 56,364 | $3.3B | 0.11% | |
| 142 | ABTABBOTT LABS | 24,305 | $3.3B | 0.11% | |
| 143 | DWDMORGAN STANLEY | 20,294 | $3.2B | 0.10% | |
| 144 | SUBISHARES TR | 29,890 | $3.2B | 0.10% | |
| 145 | SONYSONY GROUP CORP | 109,957 | $3.2B | 0.10% | |
| 146 | ASMLASML HOLDING N V | 3,268 | $3.2B | 0.10% | |
| 147 | BXBLACKSTONE INC | 18,390 | $3.1B | 0.10% | |
| 148 | SAPSAP SE | 11,655 | $3.1B | 0.10% | |
| 149 | SGOLETFS GOLD TR | 83,592 | $3.1B | 0.10% | |
| 150 | UNHUNITEDHEALTH GROUP INC | 8,817 | $3.0B | 0.10% | |
| 151 | KOCOCA COLA CO | 45,697 | $3.0B | 0.10% | |
| 152 | VNQVANGUARD INDEX FDS | 32,991 | $3.0B | 0.10% | |
| 153 | NVSNNOVARTIS AG | 23,339 | $3.0B | 0.10% | |
| 154 | EFGISHARES TR | 26,264 | $3.0B | 0.10% | |
| 155 | RYROYAL BK CDA | 19,817 | $2.9B | 0.09% | |
| 156 | NEENEXTERA ENERGY INC | 38,168 | $2.9B | 0.09% | |
| 157 | AXPAMERICAN EXPRESS CO | 8,652 | $2.9B | 0.09% | |
| 158 | MOATVANECK ETF TRUST | 28,994 | $2.9B | 0.09% | |
| 159 | SCHRSCHWAB STRATEGIC TR | 111,185 | $2.8B | 0.09% | |
| 160 | SPYMSPDR SERIES TRUST | 34,562 | $2.7B | 0.09% | |
| 161 | SHELSHELL PLC | 37,445 | $2.7B | 0.09% | |
| 162 | ANETARISTA NETWORKS INC | 17,927 | $2.6B | 0.08% | |
| 163 | INTUINTUIT | 3,818 | $2.6B | 0.08% | |
| 164 | UNPUNION PAC CORP | 11,001 | $2.6B | 0.08% | |
| 165 | GQ9SPDR GOLD TR | 7,269 | $2.6B | 0.08% | |
| 166 | NOWSERVICENOW INC | 2,804 | $2.6B | 0.08% | |
| 167 | AZNASTRAZENECA PLC | 32,928 | $2.5B | 0.08% | |
| 168 | BACVERIZON COMMUNICATIONS INC | 57,439 | $2.5B | 0.08% | |
| 169 | SPDWSPDR INDEX SHS FDS | 58,654 | $2.5B | 0.08% | |
| 170 | CSCOCISCO SYS INC | 36,409 | $2.5B | 0.08% | |
| 171 | ETNEATON CORP PLC | 6,639 | $2.5B | 0.08% | |
| 172 | ENBENBRIDGE INC | 49,006 | $2.5B | 0.08% | |
| 173 | 4I1PHILIP MORRIS INTL INC | 15,236 | $2.5B | 0.08% | |
| 174 | APPAPPLOVIN CORP | 3,430 | $2.5B | 0.08% | |
| 175 | MUFGMITSUBISHI UFJ FINL GROUP IN | 152,843 | $2.4B | 0.08% | |
| 176 | AXONAXON ENTERPRISE INC | 3,364 | $2.4B | 0.08% | |
| 177 | LINLINDE PLC | 5,063 | $2.4B | 0.08% | |
| 178 | MCDMCDONALDS CORP | 7,911 | $2.4B | 0.08% | |
| 179 | MRVLMARVELL TECHNOLOGY INC | 28,220 | $2.4B | 0.08% | |
| 180 | SANBANCO SANTANDER S.A. | 225,879 | $2.4B | 0.08% | |
| 181 | AMLPALPS ETF TR | 50,296 | $2.4B | 0.08% | |
| 182 | RSPINVESCO EXCHANGE TRADED FD T | 12,047 | $2.3B | 0.07% | |
| 183 | LOWLOWES COS INC | 9,075 | $2.3B | 0.07% | |
| 184 | AQLTISHARES TR | 97,157 | $2.3B | 0.07% | |
| 185 | BCSBARCLAYS PLC | 108,786 | $2.2B | 0.07% | |
| 186 | ULUNILEVER PLC | 37,916 | $2.2B | 0.07% | Put |
| 187 | SHYGISHARES TR | 51,735 | $2.2B | 0.07% | |
| 188 | BMTABRITISH AMERN TOB PLC | 42,033 | $2.2B | 0.07% | |
| 189 | TJXTJX COS INC NEW | 15,282 | $2.2B | 0.07% | |
| 190 | FCALFIRST TR EXCH TRADED FD III | 45,065 | $2.2B | 0.07% | |
| 191 | SHVISHARES TR | 19,727 | $2.2B | 0.07% | |
| 192 | ITOTISHARES TR | 14,958 | $2.2B | 0.07% | |
| 193 | TMOTHERMO FISHER SCIENTIFIC INC | 4,488 | $2.2B | 0.07% | |
| 194 | ESGUISHARES TR | 14,839 | $2.2B | 0.07% | |
| 195 | FENIFIDELITY COVINGTON TRUST | 60,736 | $2.1B | 0.07% | |
| 196 | TRTTRIO TECH INTL | 359,500 | $2.1B | 0.07% | |
| 197 | ISRGINTUITIVE SURGICAL INC | 4,657 | $2.1B | 0.07% | |
| 198 | BLKBLACKROCK INC | 1,776 | $2.1B | 0.07% | |
| 199 | KLACKLA CORP | 1,920 | $2.1B | 0.07% | |
| 200 | BSJRINVESCO EXCH TRD SLF IDX FD | 90,382 | $2.1B | 0.07% |