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Latest Atomi Financial Group, Inc. Stock Portfolio

$3.84Billion | No. of Holdings #1244

Atomi Financial Group, Inc. Performance

2026 Q2+5.26%
YTD+1.95%
2025+18.59%

About Atomi Financial Group, Inc. and 13F Hedge Fund Stock Holdings

On 2026-08-04, the fund reported it's updated stock portfolio. In the 13F Holdings report, Compound Planning, Inc. reported an equity portfolio of $3.8 Billions as of 30 Jun, 2026. <br><br> The top stock holdings of Compound Planning, Inc. are AAPL, IJR, ACWF. The fund has invested 3.8% of it's portfolio in APPLE INC and 3.1% of portfolio in ISHARES TR. <br><br> The fund managers got completely rid off HONEYWELL INTL INC (HON), SPDR SERIES TRUST (BIL) and FIDELITY COVINGTON TRUST (FBCG) stocks. They significantly reduced their stock positions in INSMED INC (INSM), WISDOMTREE TR (DWMF) and ISHARES TR (AMPS). Compound Planning, Inc. opened new stock positions in FUNDX INVT TR, INVESCO EXCHANGE TRADED FD T (CSD) and CONSTELLIUM SE (CSTM). The fund showed a lot of confidence in some stocks as they added substantially to ABRDN PLATINUM ETF TRUST (PPLT), VANGUARD WORLD FD (VAW) and VANGUARD ADMIRAL FDS INC (IVOG).
Atomi Financial Group, Inc. Equity Portfolio Value
Last Reported on: 04 Aug, 2026
$3.84Billion
  as of Aug 04, 2026

Atomi Financial Group, Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that Compound Planning, Inc. made a return of 5.26% in the last quarter. In trailing 12 months, it's portfolio return was 10.73%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
fundx invt tr1,355,170
invesco exchange traded fd t1,324,230
constellium se1,234,350
spdr series trust1,120,000
dupont de nemours inc1,116,820
lattice strategies tr1,036,930
honeywell intl inc940,604
New stocks bought by Atomi Financial Group, Inc.

Additions

Ticker% Inc.
abrdn platinum etf trust965
vanguard world fd743
vanguard admiral fds inc535
vanguard index fds518
ishares tr364
dimensional etf trust323
vanguard index fds301
abbott laboratories264
Additions to existing portfolio by Atomi Financial Group, Inc.

Reductions

Ticker% Reduced
wisdomtree tr-76.85
ishares tr-73.89
bristol-myers squibb co-61.12
conocophillips-54.2
amgen inc-50.22
trio tech intl-46.11
bluerock pvt real estate fd-39.1
ge aerospace-37.69
Atomi Financial Group, Inc. reduced stake in above stock

Sold off

None of the stocks were completely sold off by Atomi Financial Group, Inc.

Sector Distribution

Compound Planning, Inc. has about 58% of it's holdings in Others sector.

  • Others
  • Technology
  • Communication Services
  • Financial Services
  • Healthcare
  • Industrials
  • Consumer Cyclical
  • Consumer Defensive
  • Energy
Sector%
Others58
Technology16
Communication Services5.4
Financial Services4.7
Healthcare3.8
Industrials3.5
Consumer Cyclical3.4
Consumer Defensive1.6
Energy1.2

Market Cap. Distribution

Compound Planning, Inc. has about 40.8% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED58.3
MEGA-CAP25.6
LARGE-CAP15.2

Stocks belong to which Index?

About 35.2% of the stocks held by Compound Planning, Inc. either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others63.9
S&P 50035.2
Top 5 Winners (%)%
astera labs inc
240.4 %
sandisk corp
196.8 %
INTC
intel corp
183.7 %
MRVL
marvell technology inc
182.7 %
AMD
advanced micro devices inc
178.5 %
Top 5 Winners ($)$
AAPL
apple inc
17.3 M
HOOD
robinhood mkts inc
14.8 M
GOOG
alphabet inc
14.8 M
IJR
ishares tr
14.4 M
MU
micron technology inc
13.6 M
Top 5 Losers (%)%
PPLT
abrdn platinum etf trust
-86.4 %
PALL
abrdn palladium etf trust
-75.4 %
VAW
vanguard world fd
-73.0 %
SBS
companhia de saneamento basi
-72.0 %
AMPS
ishares tr
-70.4 %
Top 5 Losers ($)$
VB
vanguard index fds
-111.0 M
IJR
ishares tr
-32.6 M
VAW
vanguard world fd
-13.7 M
PPLT
abrdn platinum etf trust
-8.0 M
COIN
coinbase global inc
-7.0 M

Atomi Financial Group, Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Atomi Financial Group, Inc.

Compound Planning, Inc. has 1244 stocks in it's portfolio. About 22% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for Compound Planning, Inc. last quarter.

$3.49BTotal Value
497Positions
04 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of Atomi Financial Group, Inc., last reported on 04 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Atomi Financial Group, Inc.'s holding in Ishares Tr over time
0.29%104,620
$11.26M
0.29%
decreased 21.55 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Atomi Financial Group, Inc.'s holding in Ishares Tr over time
0.24%137,999
$9.17M
0.24%
decreased 2.62 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Atomi Financial Group, Inc.'s holding in Ishares Tr over time
0.23%168,033
$8.93M
0.23%
decreased 0.49 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Atomi Financial Group, Inc.'s holding in Ishares Tr over time
0.22%160,754
$8.43M
0.22%
decreased 2.16 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Atomi Financial Group, Inc.'s holding in Ishares Tr over time
0.13%86,886
$5.01M
0.13%
decreased 12.99 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Atomi Financial Group, Inc.'s holding in Ishares Tr over time
0.09%28,970
$3.60M
0.09%
increased 34.81 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Atomi Financial Group, Inc.'s holding in Ishares Tr over time
0.09%29,564
$3.47M
0.09%
decreased 12.3 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Atomi Financial Group, Inc.'s holding in Ishares Tr over time
0.08%29,158
$3.10M
0.08%
increased 2.46 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Atomi Financial Group, Inc.'s holding in Ishares Tr over time
0.07%54,383
$2.79M
0.07%
decreased 34.18 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Atomi Financial Group, Inc.'s holding in Ishares Tr over time
0.06%21,265
$2.35M
0.06%
increased 4.67 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Atomi Financial Group, Inc.'s holding in Ishares Tr over time
0.06%43,363
$2.34M
0.06%
increased 1.69 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Atomi Financial Group, Inc.'s holding in Ishares Tr over time
0.06%29,502
$2.25M
0.06%
increased 30.69 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Atomi Financial Group, Inc.'s holding in Ishares Tr over time
0.05%22,920
$1.75M
0.05%
decreased 35.47 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Atomi Financial Group, Inc.'s holding in Ishares Tr over time
0.04%20,774
$1.71M
0.04%
decreased 1.82 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Atomi Financial Group, Inc.'s holding in Ishares Tr over time
0.04%17,579
$1.66M
0.04%
decreased 29.78 percentreduced
ACES
Alps Etf Tr

Alps Etf Tr

ACES
Atomi Financial Group, Inc.'s holding in Alps Etf Tr over time
0.09%67,219
$3.49M
0.09%
increased 8.5 percentadded