Notify me when Compound Planning, Inc. files a new 13F portfolio report.
⭐ Subscribe ⭐| 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 |