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 |
|---|---|---|---|---|---|
| 601 | BNDINEOS ETF TRUST | 11,899 | $566.5M | 0.02% | |
| 602 | KEYKEYCORP | 30,243 | $565.2M | 0.02% | |
| 603 | GVAGRANITE CONSTR INC | 5,126 | $562.1M | 0.02% | |
| 604 | FYLDCAMBRIA ETF TR | 18,006 | $561.6M | 0.02% | |
| 605 | EAELECTRONIC ARTS INC | 2,768 | $558.4M | 0.02% | |
| 606 | CPCANADIAN PACIFIC KANSAS CITY | 7,477 | $557.0M | 0.02% | |
| 607 | REGNREGENERON PHARMACEUTICALS | 990 | $556.9M | 0.02% | |
| 608 | SCHPSCHWAB STRATEGIC TR | 20,657 | $556.7M | 0.02% | |
| 609 | DFASDIMENSIONAL ETF TRUST | 8,128 | $556.4M | 0.02% | |
| 610 | SNOWSNOWFLAKE INC | 2,464 | $555.8M | 0.02% | |
| 611 | FQIDIGITAL RLTY TR INC | 3,205 | $554.1M | 0.02% | |
| 612 | SPHDINVESCO EXCH TRADED FD TR II | 11,183 | $553.0M | 0.02% | |
| 613 | MPMP MATERIALS CORP | 8,233 | $552.2M | 0.02% | |
| 614 | CHRWC H ROBINSON WORLDWIDE INC | 4,166 | $551.6M | 0.02% | |
| 615 | IMCBISHARES TR | 6,637 | $551.2M | 0.02% | |
| 616 | USFDUS FOODS HLDG CORP | 7,183 | $550.4M | 0.02% | |
| 617 | INDSPACER FDS TR | 14,759 | $549.2M | 0.02% | |
| 618 | REMXVANECK ETF TRUST | 8,341 | $549.0M | 0.02% | |
| 619 | CITHE CIGNA GROUP | 1,893 | $545.7M | 0.02% | |
| 620 | VXUSVANGUARD STAR FDS | 7,425 | $545.5M | 0.02% | |
| 621 | PDIPIMCO DYNAMIC INCOME FD | 27,385 | $542.2M | 0.02% | |
| 622 | MPTMEDICAL PPTYS TRUST INC | 106,657 | $540.7M | 0.02% | |
| 623 | IEURISHARES TR | 7,890 | $537.5M | 0.02% | |
| 624 | VPLVANGUARD INTL EQUITY INDEX F | 6,114 | $537.1M | 0.02% | |
| 625 | ALBALBEMARLE CORP | 6,577 | $533.3M | 0.02% | |
| 626 | DSIISHARES TR | 4,218 | $531.3M | 0.02% | |
| 627 | RLRALPH LAUREN CORP | 1,686 | $528.7M | 0.02% | |
| 628 | AXIACENTRAIS ELETRICAS BRASILEIR | 53,158 | $527.3M | 0.02% | |
| 629 | MLIMUELLER INDS INC | 5,205 | $526.3M | 0.02% | |
| 630 | BCCCGLOBAL X FDS | 11,041 | $525.9M | 0.02% | |
| 631 | TOSTTOAST INC | 14,377 | $524.9M | 0.02% | |
| 632 | INDAISHARES TR | 10,020 | $521.6M | 0.02% | |
| 633 | BMYBRISTOL-MYERS SQUIBB CO | 11,561 | $521.4M | 0.02% | |
| 634 | DOCUDOCUSIGN INC | 7,209 | $519.7M | 0.02% | |
| 635 | FHLCFIDELITY COVINGTON TRUST | 7,742 | $517.7M | 0.02% | |
| 636 | ESMLISHARES TR | 11,399 | $513.8M | 0.02% | |
| 637 | DYNFBLACKROCK ETF TRUST | 8,663 | $512.8M | 0.02% | |
| 638 | PAASPAN AMERN SILVER CORP | 13,214 | $511.8M | 0.02% | |
| 639 | WDAYWORKDAY INC | 2,122 | $510.9M | 0.02% | |
| 640 | EWBCEAST WEST BANCORP INC | 4,781 | $509.0M | 0.02% | |
| 641 | CASYCASEYS GEN STORES INC | 900 | $508.5M | 0.02% | |
| 642 | HDVISHARES TR | 4,134 | $506.2M | 0.02% | |
| 643 | TRMDTORM PLC | 24,417 | $503.5M | 0.02% | |
| 644 | EEMVISHARES INC | 7,880 | $503.0M | 0.02% | |
| 645 | HLTHILTON WORLDWIDE HLDGS INC | 1,934 | $501.8M | 0.02% | |
| 646 | SUSLISHARES TR | 4,278 | $500.7M | 0.02% | |
| 647 | RMERESMED INC | 1,829 | $500.6M | 0.02% | |
| 648 | WABWABTEC | 2,486 | $498.3M | 0.02% | |
| 649 | CIENCIENA CORP | 3,409 | $496.7M | 0.02% | |
| 650 | IMTMISHARES TR | 10,336 | $494.9M | 0.02% | |
| 651 | FFIVF5 INC | 1,531 | $494.8M | 0.02% | |
| 652 | METMETLIFE INC | 6,005 | $494.7M | 0.02% | |
| 653 | FNDFSCHWAB STRATEGIC TR | 11,462 | $492.4M | 0.02% | |
| 654 | RSGREPUBLIC SVCS INC | 2,135 | $489.9M | 0.02% | |
| 655 | BBDBANCO BRADESCO S A | 144,258 | $487.6M | 0.02% | |
| 656 | ORREA SERIES TRUST | 15,474 | $487.0M | 0.02% | |
| 657 | IGRCBRE GBL REAL ESTATE INC FD | 94,618 | $486.3M | 0.02% | |
| 658 | AESAES CORP | 36,890 | $485.5M | 0.02% | |
| 659 | HAMHARMONY GOLD MINING CO LTD | 26,673 | $484.1M | 0.02% | |
| 660 | ETWEATON VANCE TAX-MANAGED GLOB | 53,492 | $484.1M | 0.02% | |
| 661 | IWDISHARES TR | 2,372 | $483.0M | 0.02% | |
| 662 | BSTBLACKROCK SCIENCE & TECHNOLO | 11,665 | $482.5M | 0.02% | |
| 663 | VFLOVICTORY PORTFOLIOS II | 12,850 | $481.9M | 0.02% | |
| 664 | AJGGALLAGHER ARTHUR J & CO | 1,552 | $480.6M | 0.02% | |
| 665 | KOFCOCA-COLA FEMSA SAB DE CV | 5,770 | $479.5M | 0.02% | |
| 666 | JLLJONES LANG LASALLE INC | 1,604 | $478.4M | 0.02% | |
| 667 | QDIVGLOBAL X FDS | 13,553 | $476.9M | 0.02% | |
| 668 | OGNORGANON & CO | 44,501 | $475.3M | 0.02% | |
| 669 | HEFAISHARES TR | 11,812 | $467.9M | 0.02% | |
| 670 | CBOECBOE GLOBAL MKTS INC | 1,905 | $467.2M | 0.02% | |
| 671 | SPYDSPDR SERIES TRUST | 10,553 | $464.3M | 0.02% | |
| 672 | DQDAQO NEW ENERGY CORP | 16,372 | $460.5M | 0.01% | |
| 673 | PEOEXELON CORP | 10,191 | $458.7M | 0.01% | |
| 674 | XPEVXPENG INC | 19,526 | $457.3M | 0.01% | |
| 675 | JEFJEFFERIES FINL GROUP INC | 6,975 | $456.3M | 0.01% | |
| 676 | QHDGINNOVATOR ETFS TRUST | 15,632 | $455.7M | 0.01% | |
| 677 | INFYINFOSYS LTD | 27,868 | $453.4M | 0.01% | |
| 678 | T7DTRANSDIGM GROUP INC | 342 | $450.8M | 0.01% | |
| 679 | YUMCYUM CHINA HLDGS INC | 10,502 | $450.8M | 0.01% | |
| 680 | SSNCSS&C TECHNOLOGIES HLDGS INC | 5,059 | $449.0M | 0.01% | |
| 681 | ROPROPER TECHNOLOGIES INC | 900 | $448.9M | 0.01% | |
| 682 | GDXJVANECK ETF TRUST | 4,530 | $448.6M | 0.01% | |
| 683 | LDOSLEIDOS HOLDINGS INC | 2,370 | $447.9M | 0.01% | |
| 684 | WATWATERS CORP | 1,491 | $447.1M | 0.01% | |
| 685 | UNMUNUM GROUP | 5,748 | $447.1M | 0.01% | |
| 686 | PFNPIMCO INCOME STRATEGY FD II | 58,870 | $446.8M | 0.01% | |
| 687 | EMEEMCOR GROUP INC | 688 | $446.8M | 0.01% | |
| 688 | FISVFISERV INC | 3,458 | $445.8M | 0.01% | |
| 689 | HQYHEALTHEQUITY INC | 4,685 | $444.0M | 0.01% | |
| 690 | LNTALLIANT ENERGY CORP | 6,579 | $443.5M | 0.01% | |
| 691 | ISTBISHARES TR | 9,078 | $443.4M | 0.01% | |
| 692 | VXFVANGUARD INDEX FDS | 2,113 | $442.3M | 0.01% | |
| 693 | IXORIX CORP | 16,889 | $441.1M | 0.01% | |
| 694 | TTDTHE TRADE DESK INC | 8,998 | $441.0M | 0.01% | |
| 695 | HPEHEWLETT PACKARD ENTERPRISE C | 17,800 | $437.2M | 0.01% | |
| 696 | WFWOORI FINL GROUP INC | 7,782 | $437.0M | 0.01% | |
| 697 | ESEVERSOURCE ENERGY | 6,130 | $436.1M | 0.01% | |
| 698 | ARGXARGENX SE | 590 | $435.2M | 0.01% | |
| 699 | SLYVSPDR SERIES TRUST | 4,890 | $433.5M | 0.01% | |
| 700 | MOSMOSAIC CO NEW | 12,499 | $433.5M | 0.01% |