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 |
|---|---|---|---|---|---|
| 301 | CBCHUBB LIMITED | 4,621 | $1.3B | 0.04% | |
| 302 | FTECFIDELITY COVINGTON TRUST | 5,860 | $1.3B | 0.04% | |
| 303 | PHPARKER-HANNIFIN CORP | 1,715 | $1.3B | 0.04% | |
| 304 | MTUMISHARES TR | 5,056 | $1.3B | 0.04% | |
| 305 | SPGIS&P GLOBAL INC | 2,662 | $1.3B | 0.04% | |
| 306 | DHRDANAHER CORPORATION | 6,494 | $1.3B | 0.04% | |
| 307 | URTHISHARES INC | 7,087 | $1.3B | 0.04% | |
| 308 | XETYXEATON VANCE TAX-MANAGED DIVE | 80,516 | $1.3B | 0.04% | |
| 309 | BNBROOKFIELD CORP | 18,638 | $1.3B | 0.04% | |
| 310 | IWRISHARES TR | 13,234 | $1.3B | 0.04% | |
| 311 | IVWISHARES TR | 10,376 | $1.3B | 0.04% | |
| 312 | RCLROYAL CARIBBEAN GROUP | 3,865 | $1.3B | 0.04% | |
| 313 | DELLDELL TECHNOLOGIES INC | 8,818 | $1.3B | 0.04% | |
| 314 | WELLWELLTOWER INC | 7,010 | $1.2B | 0.04% | |
| 315 | EMREMERSON ELEC CO | 9,486 | $1.2B | 0.04% | |
| 316 | SLVPISHARES INC | 44,663 | $1.2B | 0.04% | |
| 317 | ADBEADOBE INC | 3,402 | $1.2B | 0.04% | |
| 318 | EFAVISHARES TR | 14,124 | $1.2B | 0.04% | |
| 319 | INTCINTEL CORP | 35,700 | $1.2B | 0.04% | Call |
| 320 | SCCOSOUTHERN COPPER CORP | 9,866 | $1.2B | 0.04% | |
| 321 | VOOGVANGUARD ADMIRAL FDS INC | 2,735 | $1.2B | 0.04% | |
| 322 | USBUS BANCORP DEL | 24,603 | $1.2B | 0.04% | |
| 323 | WMBWILLIAMS COS INC | 18,741 | $1.2B | 0.04% | |
| 324 | AEPAMERICAN ELEC PWR CO INC | 10,539 | $1.2B | 0.04% | |
| 325 | DFACDIMENSIONAL ETF TRUST | 30,612 | $1.2B | 0.04% | |
| 326 | GDGENERAL DYNAMICS CORP | 3,459 | $1.2B | 0.04% | |
| 327 | RELXRELX PLC | 24,578 | $1.2B | 0.04% | |
| 328 | AUANGLOGOLD ASHANTI PLC | 16,645 | $1.2B | 0.04% | |
| 329 | XBXMXNUVEEN S&P 500 BUY-WRITE INC | 80,979 | $1.2B | 0.04% | |
| 330 | PNCPNC FINL SVCS GROUP INC | 5,786 | $1.2B | 0.04% | |
| 331 | GOEXGLOBAL X FDS | 17,018 | $1.2B | 0.04% | |
| 332 | MKLMARKEL GROUP INC | 604 | $1.2B | 0.04% | |
| 333 | CMGCHIPOTLE MEXICAN GRILL INC | 29,380 | $1.2B | 0.04% | |
| 334 | CITCINTAS CORP | 5,603 | $1.1B | 0.04% | |
| 335 | MFGMIZUHO FINANCIAL GROUP INC | 171,298 | $1.1B | 0.04% | |
| 336 | ZTSZOETIS INC | 7,823 | $1.1B | 0.04% | |
| 337 | VTVANGUARD INTL EQUITY INDEX F | 8,306 | $1.1B | 0.04% | |
| 338 | GSKGSK PLC | 26,484 | $1.1B | 0.04% | |
| 339 | ESGDISHARES TR | 12,108 | $1.1B | 0.04% | |
| 340 | TRVTRAVELERS COMPANIES INC | 4,024 | $1.1B | 0.04% | |
| 341 | XYZBLOCK INC | 15,531 | $1.1B | 0.04% | |
| 342 | CMICUMMINS INC | 2,657 | $1.1B | 0.04% | |
| 343 | CEGCONSTELLATION ENERGY CORP | 3,401 | $1.1B | 0.04% | |
| 344 | TTTRANE TECHNOLOGIES PLC | 2,637 | $1.1B | 0.04% | |
| 345 | WPMWHEATON PRECIOUS METALS CORP | 9,931 | $1.1B | 0.04% | |
| 346 | CDNSCADENCE DESIGN SYSTEM INC | 3,146 | $1.1B | 0.04% | |
| 347 | PDDPDD HOLDINGS INC | 8,336 | $1.1B | 0.04% | |
| 348 | RHCRH PLC | 9,188 | $1.1B | 0.04% | |
| 349 | ARKFARK ETF TR | 19,304 | $1.1B | 0.04% | |
| 350 | RDVIFIRST TR EXCHANGE-TRADED FD | 42,192 | $1.1B | 0.04% | |
| 351 | BKRBAKER HUGHES COMPANY | 22,382 | $1.1B | 0.04% | |
| 352 | XFFCXFLAHERTY & CRUMRINE PFD SECS | 64,275 | $1.1B | 0.04% | |
| 353 | XMESPDR SERIES TRUST | 11,635 | $1.1B | 0.04% | |
| 354 | ARKQARK ETF TR | 9,692 | $1.1B | 0.03% | |
| 355 | VGITVANGUARD SCOTTSDALE FDS | 17,969 | $1.1B | 0.03% | |
| 356 | KLMNINVESCO EXCH TRADED FD TR II | 8,875 | $1.1B | 0.03% | |
| 357 | NOCNORTHROP GRUMMAN CORP | 1,759 | $1.1B | 0.03% | |
| 358 | ADSKAUTODESK INC | 3,365 | $1.1B | 0.03% | |
| 359 | DDOGDATADOG INC | 7,432 | $1.1B | 0.03% | |
| 360 | SPHQINVESCO EXCHANGE TRADED FD T | 14,418 | $1.1B | 0.03% | |
| 361 | JAVAJ P MORGAN EXCHANGE TRADED F | 15,294 | $1.1B | 0.03% | |
| 362 | SPYINEOS ETF TRUST | 20,111 | $1.1B | 0.03% | |
| 363 | BMOBANK MONTREAL QUE | 8,020 | $1.0B | 0.03% | |
| 364 | AONAON PLC | 2,922 | $1.0B | 0.03% | |
| 365 | TMFCRBB FD INC | 14,764 | $1.0B | 0.03% | |
| 366 | SCHXSCHWAB STRATEGIC TR | 39,521 | $1.0B | 0.03% | |
| 367 | MCKMCKESSON CORP | 1,347 | $1.0B | 0.03% | |
| 368 | SPYGSPDR SERIES TRUST | 9,854 | $1.0B | 0.03% | |
| 369 | GDXVANECK ETF TRUST | 13,469 | $1.0B | 0.03% | |
| 370 | TXNTEXAS INSTRS INC | 5,596 | $1.0B | 0.03% | |
| 371 | TTENTOTALENERGIES SE | 17,204 | $1.0B | 0.03% | |
| 372 | MDYSPDR S&P MIDCAP 400 ETF TR | 1,721 | $1.0B | 0.03% | |
| 373 | NETCLOUDFLARE INC | 4,781 | $1.0B | 0.03% | |
| 374 | QUSSPDR SERIES TRUST | 5,969 | $1.0B | 0.03% | |
| 375 | JCIJOHNSON CTLS INTL PLC | 9,284 | $1.0B | 0.03% | |
| 376 | DBPINVESCO DB MULTI-SECTOR COMM | 11,407 | $1.0B | 0.03% | |
| 377 | GLDMWORLD GOLD TR | 13,129 | $1.0B | 0.03% | |
| 378 | KBIAKB FINL GROUP INC | 12,030 | $997.4M | 0.03% | |
| 379 | VLOVALERO ENERGY CORP | 5,858 | $997.3M | 0.03% | |
| 380 | BSCPINVESCO EXCH TRD SLF IDX FD | 48,152 | $996.3M | 0.03% | |
| 381 | URIUNITED RENTALS INC | 1,043 | $996.0M | 0.03% | |
| 382 | GRABGRAB HOLDINGS LIMITED | 165,276 | $995.0M | 0.03% | Call |
| 383 | TYLTYLER TECHNOLOGIES INC | 1,899 | $993.5M | 0.03% | |
| 384 | BROBROWN & BROWN INC | 10,530 | $987.6M | 0.03% | |
| 385 | CMCANADIAN IMPERIAL BANK OF CO | 12,349 | $986.6M | 0.03% | |
| 386 | DGTSPDR SERIES TRUST | 6,071 | $982.0M | 0.03% | |
| 387 | VYMIVANGUARD WHITEHALL FDS | 11,559 | $978.8M | 0.03% | |
| 388 | TPRTAPESTRY INC | 8,587 | $972.2M | 0.03% | |
| 389 | AZOAUTOZONE INC | 226 | $969.6M | 0.03% | |
| 390 | CSXCSX CORP | 27,265 | $968.2M | 0.03% | |
| 391 | BLVVANGUARD BD INDEX FDS | 13,664 | $968.1M | 0.03% | |
| 392 | ADIANALOG DEVICES INC | 3,931 | $965.9M | 0.03% | |
| 393 | INFLLISTED FDS TR | 21,601 | $965.4M | 0.03% | |
| 394 | ORLYOREILLY AUTOMOTIVE INC | 8,926 | $962.3M | 0.03% | |
| 395 | QLTAISHARES TR | 19,842 | $961.7M | 0.03% | |
| 396 | IJJISHARES TR | 7,388 | $958.4M | 0.03% | |
| 397 | QTUMETF SER SOLUTIONS | 9,118 | $956.6M | 0.03% | |
| 398 | CIBRFIRST TR EXCHANGE TRADED FD | 12,532 | $952.6M | 0.03% | |
| 399 | SPMDSPDR SERIES TRUST | 16,583 | $948.4M | 0.03% | |
| 400 | GMGENERAL MTRS CO | 15,509 | $945.6M | 0.03% |