Quick Takeaways
- Compound Planning, Inc. reports institutional holdings through Form 13F filings.
- Latest reported quarter: Q4 2025.
- Latest reported holdings value: $3,382,614,032.
- Info
- Portfolio
13F Filings History of Compound Planning, Inc.
- Latest 13F report
- Q4 2025 - 19 Feb 2026
- Value $
- $3,382,614,032
- Signature - Title
- Jessica Faaborg - CCO
- Location
- New York, NY
- Summary
- This page shows a list of all the recent 13F filings made by Compound Planning, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Compound Planning, Inc. reported 1202 stock holdings with total value $3,382,614,032 as of Q4 2025. Top holdings included AAPL, IVV, VEA, INTF, and GOOG.
Follow Filing Activity
Follow Compound Planning, Inc. and return when a new 13F portfolio filing appears.
This tracks SEC filing changes for this page using existing product update flows.
Holdings Value
What Changed
- Most recent filing was accepted on 19 Feb 2026, 16:05.
- Reported value moved from $3,089,101,963 to $3,382,614,032.
Why This Matters
- This gives a plain-language read of holdings direction before you open full quarter tables.
- Use the filing links below to verify the exact SEC source document.
Official SEC Source
Backed by Form 13F
Portfolio holdings and changes are grounded in SEC Form 13F filings.
See Original Filing| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 1,202 | $3,382,614,032 | +$469,722,727 | -$170,430,993 | +$299,291,734 | AAPL, IVV, VEA, INTF, GOOG | 13F-HR | 19 Feb 2026, 16:05 |
| Q3 2025 | 1,150 | $3,089,101,963 | +$402,690,935 | -$201,102,506 | +$201,588,429 | AAPL, COIN, IVV, VEA, INTF | 13F-HR | 10 Nov 2025, 16:04 |
| Q2 2025 | 1,098 | $2,644,150,399 | +$283,555,665 | -$135,598,281 | +$147,957,384 | COIN, AAPL, IVV, VEA, INTF | 13F-HR | 14 Aug 2025, 13:40 |
| Q1 2025 | 1,022 | $2,191,708,971 | +$364,529,213 | -$81,817,281 | +$282,711,932 | AAPL, IVV, COIN, INTF, VEA | 13F-HR | 14 May 2025, 12:55 |
| Q4 2024 | 963 | $1,978,981,682 | +$477,589,905 | -$66,711,171 | +$410,878,734 | AAPL, COIN, IVV, INTF, VEA | 13F-HR | 16 Jan 2025, 18:29 |
| Q3 2024 | 908 | $1,600,018,659 | +$275,854,078 | -$78,959,681 | +$196,894,397 | AAPL, COIN, IVV, VEA, INTF | 13F-HR | 08 Oct 2024, 10:12 |
| Q2 2024 | 791 | $1,350,500,038 | +$359,451,227 | -$79,643,093 | +$279,808,134 | COIN, AAPL, META, IVV, MSFT | 13F-HR | 26 Jul 2024, 09:57 |
| Q1 2024 | 728 | $1,083,669,079 | +$355,851,464 | -$77,121,903 | +$278,729,561 | COIN, AAPL, META, IVV, MSFT | 13F-HR | 07 May 2024, 15:35 |
| Q4 2023 | 601 | $722,829,082 | +$417,071,275 | -$23,716,540 | +$393,354,735 | COIN, AAPL, META, MSFT, VEA | 13F-HR | 08 Feb 2024, 08:54 |
| Q3 2023 | 348 | $299,497,261 | +$113,021,665 | -$24,468,458 | +$88,553,207 | AAPL, IVV, MSFT, QUAL, META | 13F-HR | 09 Nov 2023, 15:22 |
| Q2 2023 | 275 | $219,010,027 | +$51,711,787 | -$20,971,425 | +$30,740,362 | AAPL, MSFT, IVV, JPM, JNJ | 13F-HR | 03 Aug 2023, 14:42 |
| Q1 2023 | 224 | $178,998,730 | $0 | $0 | $0 | AAPL, IVV, MSFT, JPM, JNJ | 13F-HR | 07 Jun 2023, 12:20 |