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Showing Q3 2025 data
Compound Planning, Inc.'s Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Compound Planning, Inc.
•CIK: 1978879•Filing: Q3 2025
**Atomi Financial Group, Inc.** manages $2.9B across a diversified portfolio of 1,150 positions. The fund exhibits significant concentration in technology and growth sectors, highlighted by top holdings including AAPL ($98.5M) and COIN ($98.4M). Notable allocations also include broad market exposure via IVV ($90.4M) and international equities through VEA ($72.5M). This structure suggests a tactical, large-cap growth mandate with deep conviction in market leaders.
Total AUM
$2.9B
+ $2.5M in options
QoQ Performance
+11.7%
Positions
851
+ 8 options
Top 10 Concentration
31.0%
Latest Filing
Q3 2025
Top Holdings Allocation
AAPL3.4%
COIN3.3%
IVV3.1%
VEA2.5%
INTF2.4%
SCHG2.3%
SCHV2.1%
HOOD2.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other69.2%
Technology12.2%
ETF6.7%
Consumer4.0%
Financial2.9%
Healthcare1.6%
Industrial1.2%
Communication1.0%
🚪 Exited Positionssold since Q2 2025
+895 more exited positions
Changes from Q2 2025
NEW2 new positions
↑158 increased
↓38 decreased
Historical Filings
Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023