Fund HoldingsCompound Planning, Inc.

Total Portfolio Value
$3.38B
Total Bought
$622.91M
Total Sold
$298.27M
Net Transaction
+$324.64M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
FIGMA INC(FIG)0911,342+911,342034,0571.01%+34,057
APPLE INC(AAPL)387,010469,753+82,74398,544127,7073.78%+29,163
ISHARES TR
CORE UNIVRSL USD
0573,997+573,997026,7140.79%+26,714
BROADCOM INC(AVGO)52,699126,482+73,78317,38643,7751.29%+26,390
ALPHABET INC(GOOG)216,691238,966+22,27552,77574,9872.22%+22,212
SPDR S&P 500 ETF TR(SPY)(Call)030,000+30,000020,458+20,458
ALPHABET INC(GOOG)132,760155,130+22,37032,27448,5561.44%+16,282
COHEN & STEERS ETF TRUST
REAL EST ACT ETF
0601,549+601,549015,3480.45%+15,348
AMAZON COM INC(AMZN)178,225233,958+55,73339,13354,0021.60%+14,869
BLACKROCK ETF TRUST II302,765578,922+276,15716,11930,5500.90%+14,430
DOUBLELINE ETF TRUST
MORTGAGE ETF
0272,928+272,928013,5520.40%+13,552
HARBOR ETF TRUST
COMM ALL WEA ETF
0373,092+373,09209,2600.27%+9,260
AMERICAN CENTY ETF TR256,179369,300+113,12119,24228,4430.84%+9,202
NVIDIA CORPORATION(NVDA)311,174359,109+47,93558,05966,9741.98%+8,915
VANGUARD BD INDEX FDS662,843764,845+102,00249,29656,6521.67%+7,356
SELECT SECTOR SPDR TR
ST STR TECHN ETF
049,473+49,47307,1230.21%+7,123
COREWEAVE INC(CRWV)087,077+87,07706,2360.18%+6,236
ABBVIE INC(ABBV)18,80744,341+25,5344,35510,1320.30%+5,777
ROBINHOOD MKTS INC(HOOD)(Put)050,000+50,00005,655+5,655
ISHARES TR
INTL EQTY FACTOR
1,960,7552,005,671+44,91670,41175,7142.24%+5,303
ISHARES TR135,005139,219+4,21490,35995,3572.82%+4,998
ISHARES TR056,038+56,03805,6250.17%+5,625
ELI LILLY & CO(LLY)010,229+10,229010,9930.32%+10,993
TESLA INC(TSLA)41,68450,757+9,07318,53822,8270.67%+4,289
THERMO FISHER SCIENTIFIC INC(TMO)011,065+11,06506,4120.19%+6,412
BLUEROCK PVT REAL ESTATE FD(BPRE)0274,394+274,39404,1160.12%+4,116
NEXTERA ENERGY INC(NEE)084,945+84,94506,8190.20%+6,819
SPDR SERIES TRUST
ST STR BLO 1 ETF
042,820+42,82003,9130.12%+3,913
SPDR SERIES TRUST
ST PORT HIGH ETF
0161,797+161,79703,8300.11%+3,830
VANGUARD INDEX FDS80,28384,447+4,16449,16352,9591.57%+3,796
GE AEROSPACE(GE)023,811+23,81107,3350.22%+7,335
BONDBLOXX ETF TRUST
PRIVA CR CLO ETF
071,735+71,73503,5950.11%+3,595
INTEL CORP(INTC)0127,906+127,90604,7200.14%+4,720
SELECT SECTOR SPDR TR
ST STR REAL ETF
084,727+84,72703,4190.10%+3,419
MERCK & CO INC(MRK)062,935+62,93506,6250.20%+6,625
VANGUARD TAX-MANAGED FDS1,210,7341,214,523+3,78972,54775,8712.24%+3,324
JPMORGAN CHASE & CO.(JPM)71,11079,859+8,74922,43025,7320.76%+3,302
WALMART INC(WMT)089,819+89,819010,0070.30%+10,007
BARCLAYS BANK PLC(DJP)0113,029+113,02902,8770.09%+2,877
SPDR SERIES TRUST
ST STR P500ETF
035,521+35,52102,8500.08%+2,850
CISCO SYS INC(CSCO)066,013+66,01305,0850.15%+5,085
PIMCO ETF TR
ENHAN SHRT MA AC
62,00287,883+25,8816,2438,8180.26%+2,575
JOHNSON & JOHNSON(JNJ)52,60559,221+6,6169,75412,2560.36%+2,502
ISHARES TR0107,006+107,00602,4480.07%+2,448
SELECT SECTOR SPDR TR
ST STR FINL ETF
043,426+43,42602,3780.07%+2,378
MCDONALDS CORP(MCD)015,617+15,61704,7730.14%+4,773
ISHARES TR021,207+21,20702,3360.07%+2,336
TAIWAN SEMICONDUCTOR MFG LTD(TSM)39,00743,507+4,50010,89413,2210.39%+2,327
TRIO TECH INTL0334,500+334,50004,4290.13%+4,429
EXXON MOBIL CORP58,74473,531+14,7876,6238,8490.26%+2,225
CATERPILLAR INC(CAT)17,23718,177+9408,22510,4130.31%+2,188
UNILEVER PLC(UL)032,513+32,51302,1260.06%+2,126
RTX CORPORATION(RTX)030,010+30,01005,5040.16%+5,504
DRAFTKINGS INC NEW(DKNG)060,344+60,34402,0790.06%+2,079
SELECT SECTOR SPDR TR
ST STR CARE ETF
013,409+13,40902,0760.06%+2,076
MICRON TECHNOLOGY INC(MU)013,837+13,83703,9490.12%+3,949
VERTEX PHARMACEUTICALS INC(VRTX)06,541+6,54102,9660.09%+2,966
PPG INDS INC(PPG)019,632+19,63202,0120.06%+2,012
ASML HOLDING N V
N Y REGISTRY SHS
3,2684,736+1,4683,1645,0680.15%+1,904
ROYAL CARIBBEAN GROUP
COM
011,122+11,12203,1020.09%+3,102
ETFIS SER TR I
VIRTUS NEWFLEET
1,571,1811,651,329+80,14836,23938,0471.12%+1,807
TJX COS INC NEW(TJX)025,988+25,98803,9920.12%+3,992
VANGUARD MUN BD FDS333,192367,123+33,93116,68318,4630.55%+1,780
ISHARES TR36,95443,256+6,3028,94110,6480.31%+1,707
SIMPLIFY EXCHANGE TRADED FUN
MANAGED FUTURES
303,670371,201+67,5318,49410,1190.30%+1,625
BANK AMERICA CORP156,949176,261+19,3128,0979,6940.29%+1,597
INTUITIVE SURGICAL INC06,426+6,42603,6390.11%+3,639
ISHARES TR
US INFRASTRUC
308,063337,560+29,49716,27217,7620.53%+1,490
VANGUARD INDEX FDS151,295154,846+3,55138,47139,9431.18%+1,471
ABBOTT LABS037,315+37,31504,6750.14%+4,675
PACER FDS TR
US CASH COWS 100
279,581290,230+10,64916,06817,4630.52%+1,396
INSMED INC(INSM)23,73927,651+3,9123,4194,8120.14%+1,394
ASTRAZENECA PLC(AZN)32,92842,583+9,6552,5263,9150.12%+1,388
MICROCHIP TECHNOLOGY INC.(MCHP)026,941+26,94101,7170.05%+1,717
SPDR SERIES TRUST
ST STR SP BIOT
010,814+10,81401,3190.04%+1,319
ISHARES GOLD TR(IAU)125,409128,357+2,9489,12610,4190.31%+1,293
COCA COLA CO(KO)061,783+61,78304,3190.13%+4,319
VANGUARD INDEX FDS37,22642,035+4,80910,93512,2000.36%+1,265
INTERNATIONAL BUSINESS MACHS(IBM)034,236+34,236010,1410.30%+10,141
MICROSOFT CORP(MSFT)112,563123,045+10,48258,30259,5071.76%+1,206
GOLDMAN SACHS GROUP INC(GS)7,9668,578+6126,3447,5400.22%+1,196
CAMBRIA ETF TR263,984277,809+13,82518,12519,3130.57%+1,188
PROFESIONALLY MANAGED PORTFO
AKRE FOCUS ETF
017,720+17,72001,1610.03%+1,161
VANGUARD INDEX FDS78,80480,576+1,77225,86127,0150.80%+1,154
ISHARES TR022,347+22,34703,3230.10%+3,323
AMGEN INC(AMGN)09,377+9,37703,0690.09%+3,069
SPDR GOLD TR(GLD)09,368+9,36803,7130.11%+3,713
AMERICAN CENTY ETF TR83,11092,176+9,0668,2729,4000.28%+1,128
SCHWAB STRATEGIC TR2,090,6882,093,243+2,55560,86061,9811.83%+1,121
SPDR SERIES TRUST
ST STR SP METAL
010,572+10,57201,0950.03%+1,095
MCKESSON CORP(MCK)02,598+2,59802,1310.06%+2,131
SPDR SERIES TRUST
ST STR GLB DOW
06,415+6,41501,0690.03%+1,069
TOTALENERGIES SE(TTE)016,297+16,29701,0660.03%+1,066
COLGATE PALMOLIVE CO(CL)020,928+20,92801,6540.05%+1,654
FIDELITY COVINGTON TRUST030,649+30,64901,0490.03%+1,049
ISHARES TR77,97885,815+7,8379,26610,3130.30%+1,047
WASTE MGMT INC DEL(WM)012,703+12,70302,7910.08%+2,791
HSBC HLDGS PLC(HSBC)68,53574,634+6,0994,8655,8710.17%+1,007
SPDR SERIES TRUST
ST STR P500GRW
09,422+9,42201,0050.03%+1,005
TE CONNECTIVITY PLC(TEL)07,042+7,04201,6020.05%+1,602
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