Fund Holdings — Compound Planning, Inc.

Total Portfolio Value
$3.24B
Total Bought
$309.31M
Total Sold
$443.57M
Net Transaction
-$134.25M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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EXXON MOBIL CORP73,531103,842+30,3118,84917,6180.54%+8,769
ISHARES TR60,117133,357+73,2406,43914,1560.44%+7,717
VANGUARD INDEX FDS127,779153,115+25,33624,40430,0410.93%+5,637
ISHARES TR1,99723,458+21,4615535,8370.18%+5,284
COHEN & STEERS ETF TRUST
REAL EST ACT ETF
601,549774,031+172,48215,34820,3420.63%+4,994
MERCK & CO INC(MRK)62,93593,562+30,6276,62511,2550.35%+4,630
WISDOMTREE TR(WT)30,124119,503+89,3791,5166,0160.19%+4,500
ISHARES TR25,74538,238+12,49312,18516,3050.50%+4,120
CONOCOPHILLIPS(COP)17,09841,984+24,8861,6015,5420.17%+3,941
AMERICAN CENTY ETF TR92,176120,349+28,1739,40013,2950.41%+3,895
SPDR SERIES TRUST
ST STR P500ETF
35,52186,854+51,3332,8506,6480.21%+3,798
BRISTOL-MYERS SQUIBB CO(BMY)23,63381,491+57,8581,2754,9420.15%+3,668
ASTRAZENECA PLC(AZN)018,570+18,57003,6620.11%+3,662
ISHARES TR
CORE MSCI EAFE
209,568247,127+37,55918,74822,3720.69%+3,624
ISHARES TR8,29347,018+38,7257624,3570.13%+3,595
COSTCO WHOLESALE CORPORATION(COST)9,73211,763+2,0318,39211,7210.36%+3,329
ISHARES TR12,99522,016+9,0214,8537,8500.24%+2,997
AMGEN INC(AMGN)9,37717,195+7,8183,0696,0500.19%+2,981
CHEVRON CORPORATION(CVX)41,90944,996+3,0876,3879,3100.29%+2,922
ISHARES TR22,34743,108+20,7613,3236,1400.19%+2,817
JOHNSON & JOHNSON(JNJ)59,22161,390+2,16912,25615,0060.46%+2,750
ISHARES INC
CORE MSCI EMKT
54,68091,912+37,2323,6766,4110.20%+2,735
ISHARES TR271,627299,111+27,48427,13029,6930.92%+2,563
ISHARES TR7,12819,227+12,0991,5124,0600.13%+2,548
ISHARES TR
CORE UNIVRSL USD
573,997633,452+59,45526,71429,2590.90%+2,545
HARBOR ETF TRUST
COMM ALL WEA ETF
373,092379,958+6,8669,26011,7830.36%+2,522
BLACKROCK ETF TRUST
ISHARES US EQUIT
8,33749,663+41,3265072,8890.09%+2,382
CATERPILLAR INC(CAT)18,17718,042-13510,41312,7820.39%+2,369
ISHARES TR4,78325,819+21,0365902,9200.09%+2,331
ISHARES TR2,03517,081+15,0462872,4890.08%+2,202
VANGUARD BD INDEX FDS73,60899,854+26,2465,8017,8300.24%+2,029
ASML HLDG NV
N Y REGISTRY SHS
4,7365,273+5375,0686,9660.21%+1,898
SPDR SERIES TRUST
ST STR P500VAL
6,50037,232+30,7323692,1070.06%+1,737
BLACKROCK ETF TRUST
ISHA IN CTRY ETF
051,279+51,27901,6490.05%+1,649
BARCLAYS PLC075,657+75,65701,6010.05%+1,601
TAIWAN SEMICONDUCTOR MANUFAC(TSM)43,50743,812+30513,22114,8060.46%+1,585
ISHARES TR022,574+22,57401,5460.05%+1,546
LUMENTUM HLDGS INC(LITE)1,8833,154+1,2716942,2170.07%+1,522
DIMENSIONAL ETF TRUST
US MKTWIDE VALUE
185,504208,319+22,8158,64310,0950.31%+1,452
APPLIED MATLS INC10,75712,197+1,4402,7644,1690.13%+1,404
SANDISK CORP(SNDK)1,9052,922+1,0174521,8560.06%+1,404
VANGUARD INDEX FDS76,10888,110+12,00237,13038,4851.19%+1,355
SCHWAB STRATEGIC TR289,463302,545+13,0827,9409,2820.29%+1,342
VIA TRANSN INC(VIA)087,473+87,47301,3120.04%+1,312
LINDE PLC(LIN)4,1676,080+1,9131,7773,0140.09%+1,238
AMERICAN CENTY ETF TR369,300368,308-99228,44329,6780.92%+1,235
AT&T INC(T)143,120165,163+22,0433,5554,7880.15%+1,233
BLACKROCK ETF TRUST
ISHA I IN TE ETF
036,960+36,96001,2180.04%+1,218
ISHARES TR
US INFRASTRUC
337,560331,806-5,75417,76218,9790.59%+1,217
SELECT SECTOR SPDR TR
ST STR ENERG ETF
11,70428,319+16,6155231,7350.05%+1,212
BLACKROCK ETF TRUST
ISHA US THEM ETF
032,270+32,27001,1690.04%+1,169
NEOS ETF TRUST
NASDAQ 100 HIGH
3,94227,591+23,6492121,3710.04%+1,159
WALMART INC(WMT)89,81989,830+1110,00711,1640.34%+1,157
VANGUARD INDEX FDS34,07437,888+3,81410,29411,4510.35%+1,157
MARVELL TECHNOLOGY INC(MRVL)30,41737,599+7,1822,5853,7240.11%+1,139
NEXTERA ENERGY INC(NEE)84,94585,498+5536,8197,9410.24%+1,122
FIDELITY COVINGTON TRUST012,853+12,85301,1120.03%+1,112
SIMPLIFY EXCHANGE TRADED FUN
MANAGED FUTURES
371,201371,633+43210,11911,2310.35%+1,112
VANGUARD SCOTTSDALE FDS
VNG RUS2000IDX
011,057+11,05701,1080.03%+1,108
ETF SER SOLUTIONS
VIDEN EQUIT ETF
029,922+29,92201,0810.03%+1,081
VANGUARD INDEX FDS57,01860,558+3,54012,07613,1560.41%+1,080
ISHARES TR3,45712,010+8,5534731,5390.05%+1,065
VALERO ENERGY CORP(VLO)12,04712,238+1911,9613,0240.09%+1,063
ISHARES TR22,17035,520+13,3501,5832,6410.08%+1,058
MICRON TECHNOLOGY INC(MU)13,83714,799+9623,9495,0000.15%+1,050
FORTINET INC(FTNT)16,12828,492+12,3641,2812,3280.07%+1,048
TJX COS INC NEW(TJX)25,98831,546+5,5583,9925,0380.16%+1,046
DIMENSIONAL ETF TRUST
EMGR CRE EQT MNG
19,04449,024+29,9806201,6600.05%+1,040
DIMENSIONAL ETF TRUST
INTERNATNAL VAL
183,763193,406+9,6439,17010,2080.31%+1,038
GE VERNOVA INC(GEV)3,5843,853+2692,3433,3640.10%+1,021
GILEAD SCIENCES INC(GILD)36,14839,125+2,9774,4375,4530.17%+1,016
ISHARES TR85,81591,049+5,23410,31311,3180.35%+1,005
LAM RESEARCH CORP(LRCX)15,62417,153+1,5292,6743,6650.11%+990
THOR FINL TECHNOLOGIES TR533,528530,355-3,17315,93716,9240.52%+986
VERIZON COMMUNICATIONS INC(VZ)58,40966,504+8,0952,3793,3390.10%+960
SSGA ACTIVE ETF TR
ST STR REAL ETF
026,275+26,27509500.03%+950
NOVARTIS AG(NVS)27,03430,578+3,5443,7274,6710.14%+944
LYONDELLBASELL INDUSTRIES NV
SHS - A -
011,632+11,63209370.03%+937
CIENA CORP(CIEN)3,3334,383+1,0507801,7020.05%+922
CHORD ENERGY CORPORATION(CHRD)06,437+6,43709150.03%+915
ISHARES TR
CORE MSCI INTL
11,11521,646+10,5319171,8090.06%+892
ISHARES TR
MSCI USA QLT FCT
29,62935,158+5,5295,8856,7440.21%+859
CF INDUSTRIES HOLD(CF)06,305+6,30508190.03%+819
WESTERN DIGITAL CORP(WDC)6,0586,883+8251,0441,8620.06%+818
SPROTT ASSET MANAGEMENT LP(PHYS)23,45044,841+21,3917741,5890.05%+815
BHP BILLITON LIMITED31,49337,239+5,7461,9012,7090.08%+808
VANGUARD STAR FDS12,51922,720+10,2019441,7520.05%+808
WISDOMTREE TR(WT)014,805+14,80508010.02%+801
INTEL CORP(INTC)127,906125,089-2,8174,7205,5200.17%+800
NUVEEN S&P 500 DYNAMIC OVERW
COM
049,590+49,59007970.02%+797
DIMENSIONAL ETF TRUST
INTL SMALL CAP E
14,28337,223+22,9404701,2530.04%+783
ISHARES TR56,03863,602+7,5645,6256,4020.20%+777
BLACKROCK ETF TRUST
ISHA LA CORE ETF
018,881+18,88107750.02%+775
SPDR SERIES TRUST
ST STR CORPO ETF
25,72252,623+26,9017551,5280.05%+773
GLOBAL X FDS
DEFENSE TECH ETF
4,02814,548+10,5202611,0310.03%+770
ISHARES TR85,43299,861+14,4294,9095,6780.18%+769
NEOS ETF TRUST
NEOS ENH INC 1-3
157,316171,930+14,6147,8238,5590.26%+735
VOYA INFRASTRUCTURE INDLS &(IDE)24,41382,183+57,7703001,0260.03%+725
KLA CORP(KLAC)2,1212,237+1162,5773,2940.10%+717
ISHARES TR12,24321,160+8,9179491,6590.05%+710
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Compound Planning, Inc. — 13F Holdings — Q1 2026 | TickerTrail