Notify me when Compound Planning, Inc. files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 1,150 | $3.09B | +$403M | -$201M | +$202M | AAPL, COIN, IVV, VEA, INTF | 13F-HR | 11/10/2025, 04:04 PM |
| Q2 2025 | 1,098 | $2.64B | +$284M | -$136M | +$148M | COIN, AAPL, IVV, VEA, INTF | 13F-HR | 8/14/2025, 01:40 PM |
| Q1 2025 | 1,022 | $2.19B | +$365M | -$81.8M | +$283M | AAPL, IVV, COIN, INTF, VEA | 13F-HR | 5/14/2025, 12:55 PM |
| Q4 2024 | 963 | $1.98B | +$478M | -$66.7M | +$411M | AAPL, COIN, IVV, INTF, VEA | 13F-HR | 1/16/2025, 06:29 PM |
| Q3 2024 | 908 | $1.6B | +$276M | -$79M | +$197M | AAPL, COIN, IVV, VEA, INTF | 13F-HR | 10/8/2024, 10:12 AM |
| Q2 2024 | 791 | $1.35B | +$359M | -$79.6M | +$280M | COIN, AAPL, META, IVV, MSFT | 13F-HR | 7/26/2024, 09:57 AM |
| Q1 2024 | 728 | $1.08B | +$356M | -$77.1M | +$279M | COIN, AAPL, META, IVV, MSFT | 13F-HR | 5/7/2024, 03:35 PM |
| Q4 2023 | 601 | $723M | +$417M | -$23.7M | +$393M | COIN, AAPL, META, MSFT, VEA | 13F-HR | 2/8/2024, 08:54 AM |
| Q3 2023 | 348 | $299M | +$113M | -$24.5M | +$88.6M | AAPL, IVV, MSFT, QUAL, META | 13F-HR | 11/9/2023, 03:22 PM |
| Q2 2023 | 275 | $219M | +$51.7M | -$21M | +$30.7M | AAPL, MSFT, IVV, JPM, JNJ | 13F-HR | 8/3/2023, 02:42 PM |
| Q1 2023 | 224 | $179M | $0 | $0 | AAPL, IVV, MSFT, JPM, JNJ | 13F-HR | 6/7/2023, 12:20 PM |