Compound Planning, Inc. 13F Holdings
CIK 0001978879 · New York, NY
As of Sep 30, 2025, Compound Planning, Inc. reported 1,165 positions worth $2.5B in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 387,010 | $98.5M | 3.94% |
| COINBASE GLOBAL INC | COIN | Financial Services | 291,708 | $98.4M | 3.94% |
| ISHARES CORE S&P 500 ETF | IVV | — | 135,005 | $90.4M | 3.62% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 1,210,734 | $72.5M | 2.90% |
| ISHARES INTERNATIONAL EQUITY FACTOR ETF | INTF | — | 1,960,755 | $70.4M | 2.82% |
| SCHWAB US LARGE-CAP GROWTH | SCHG | — | 2,128,290 | $67.9M | 2.72% |
| SCHWAB US LARGE-CAP VALUE | SCHV | Equity | 2,090,688 | $60.9M | 2.44% |
| ROBINHOOD MARKETS INC - A | HOOD | Equity | 422,636 | $60.5M | 2.42% |
| MICROSOFT CORP | MSFT | Technology | 112,563 | $58.3M | 2.33% |
| NVIDIA CORP | NVDA | Technology | 311,174 | $58.1M | 2.32% |
| META PLATFORMS INC | META | Communication Services | 75,703 | $55.6M | 2.23% |
| ISHARES US EQUITY FACTOR ETF | LRGF | — | 801,315 | $55.4M | 2.22% |
| ALPHABET INC | GOOG | Equity | 216,691 | $52.8M | 2.11% |
| VANGUARD TOTAL BOND MARKET INDEX FUND | BND | — | 662,843 | $49.3M | 1.97% |
| VANGUARD 500 INDEX FUND | VOO | — | 80,283 | $49.2M | 1.97% |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VWO | — | 860,721 | $46.6M | 1.87% |
| AMAZON.COM INC | AMZN | Equity | 178,225 | $39.1M | 1.57% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 80,420 | $38.6M | 1.54% |
| VANGUARD SMALL-CAP INDEX FUND | VB | — | 151,295 | $38.5M | 1.54% |
| ETFIS SER TR I | — | — | 1,571,181 | $36.2M | 1.45% |
| ALPHABET INC | GOOGL | Equity | 132,760 | $32.3M | 1.29% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 63,319 | $31.8M | 1.27% |
| OKLO INC | OKLO | Utilities | 269,823 | $30.1M | 1.21% |
| ISHARES CORE US AGGREGATE BOND ETF | AGG | — | 269,103 | $27.0M | 1.08% |
| ISHARES US TECHNOLOGY ETF | IYW | — | 135,021 | $26.4M | 1.06% |