Latest Atomi Financial Group, Inc. Stock Portfolio
Atomi Financial Group, Inc. Performance:
2025 Q3: 4.36%YTD: 12%2024: 13.86%
Performance for 2025 Q3 is 4.36%, and YTD is 12%, and 2024 is 13.86%.
About Atomi Financial Group, Inc. and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Compound Planning, Inc. reported an equity portfolio of $3.1 Billions as of 30 Sep, 2025.
The top stock holdings of Compound Planning, Inc. are AAPL, COIN, IJR. The fund has invested 3.2% of it's portfolio in APPLE INC and 3.2% of portfolio in COINBASE GLOBAL INC.
The fund managers got completely rid off ISHARES TR (DMXF), UPSTART HLDGS INC (UPST) and VANGUARD WORLD FD (EDV) stocks. They significantly reduced their stock positions in PACER FDS TR (AFTY), ISHARES U S ETF TR (CCRV) and ISHARES TR (IJR). Compound Planning, Inc. opened new stock positions in SCHWAB STRATEGIC TR (FNDA), SIMPLIFY EXCHANGE TRADED FUN (AGGH) and DIMENSIONAL ETF TRUST (DFAC). The fund showed a lot of confidence in some stocks as they added substantially to AMERICAN CENTY ETF TR (AEMB), ISHARES BITCOIN TRUST ETF and BLACKROCK ETF TRUST II (HYMU).
The top stock holdings of Compound Planning, Inc. are AAPL, COIN, IJR. The fund has invested 3.2% of it's portfolio in APPLE INC and 3.2% of portfolio in COINBASE GLOBAL INC.
The fund managers got completely rid off ISHARES TR (DMXF), UPSTART HLDGS INC (UPST) and VANGUARD WORLD FD (EDV) stocks. They significantly reduced their stock positions in PACER FDS TR (AFTY), ISHARES U S ETF TR (CCRV) and ISHARES TR (IJR). Compound Planning, Inc. opened new stock positions in SCHWAB STRATEGIC TR (FNDA), SIMPLIFY EXCHANGE TRADED FUN (AGGH) and DIMENSIONAL ETF TRUST (DFAC). The fund showed a lot of confidence in some stocks as they added substantially to AMERICAN CENTY ETF TR (AEMB), ISHARES BITCOIN TRUST ETF and BLACKROCK ETF TRUST II (HYMU).
Atomi Financial Group, Inc. Annual Return Estimates Vs S&P 500
Our best estimate is that Compound Planning, Inc. made a return of 4.36% in the last quarter. In trailing 12 months, it's portfolio return was 15.4%.
New Buys
| Ticker | $ Bought |
|---|---|
| schwab strategic tr | 13,564,800 |
| simplify exchange traded fun | 8,493,660 |
| dimensional etf trust | 1,180,720 |
| spdr series trust | 1,084,220 |
| franklin templeton etf tr | 924,649 |
| ishares tr | 883,821 |
| spdr index shs fds | 847,703 |
| compania de minas buenaventu | 813,028 |
New stocks bought by Atomi Financial Group, Inc.
Additions
| Ticker | % Inc. |
|---|---|
| american centy etf tr | 1,405 |
| american centy etf tr | 990 |
| ishares bitcoin trust etf | 496 |
| blackrock etf trust ii | 453 |
| gamco global gold nat res & | 434 |
| goldman sachs etf tr | 360 |
| ishares tr | 286 |
| cameco corp | 199 |
Additions to existing portfolio by Atomi Financial Group, Inc.
Reductions
| Ticker | % Reduced |
|---|---|
| ishares u s etf tr | -87.46 |
| ishares tr | -82.74 |
| ishares inc | -81.11 |
| oklo inc | -68.69 |
| equinix inc | -60.96 |
| southern co | -57.9 |
| first tr exchange traded fd | -42.37 |
| invesco exch traded fd tr ii | -40.3 |
Atomi Financial Group, Inc. reduced stake in above stock
Sold off
Sector Distribution
Compound Planning, Inc. has about 60.2% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 60.2 |
| Technology | 13.4 |
| Financial Services | 7.2 |
| Communication Services | 6 |
| Consumer Cyclical | 3.5 |
| Industrials | 2.8 |
| Healthcare | 2.2 |
| Consumer Defensive | 1.3 |
Market Cap. Distribution
Compound Planning, Inc. has about 38.1% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 60.3 |
| LARGE-CAP | 19.1 |
| MEGA-CAP | 19 |
Stocks belong to which Index?
About 30.2% of the stocks held by Compound Planning, Inc. either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 68.9 |
| S&P 500 | 30.2 |
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 1147 stocks in it's portfolio. About 23.8% of the portfolio is in top 10 stocks. COIN proved to be the most loss making stock for the portfolio. HOOD was the most profitable stock for Compound Planning, Inc. last quarter.
Last Reported on: 10 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 3.19 | 387,010 | 98,544,300 | added | 6.69 | ||
| AAXJ | ishares tr | 0.40 | 227,300 | 12,294,700 | added | 23.35 | ||
| AAXJ | ishares tr | 0.38 | 125,204 | 11,913,100 | added | 12.57 | ||
| AAXJ | ishares tr | 0.31 | 178,780 | 9,480,720 | added | 13.97 | ||
| AAXJ | ishares tr | 0.29 | 152,591 | 8,960,130 | added | 4.9 | ||
| AAXJ | ishares tr | 0.18 | 51,752 | 5,511,040 | added | 38.89 | ||
| AAXJ | ishares tr | 0.15 | 78,994 | 4,505,820 | added | 17.57 | ||
| AAXJ | ishares tr | 0.13 | 34,608 | 4,135,990 | added | 11.13 | ||
| AAXJ | ishares tr | 0.13 | 76,801 | 4,010,530 | added | 286 | ||
| AAXJ | ishares tr | 0.10 | 29,890 | 3,191,650 | added | 38.33 | ||
| AAXJ | ishares tr | 0.10 | 26,264 | 2,990,990 | added | 14.77 | ||
| AAXJ | ishares tr | 0.07 | 19,727 | 2,179,640 | added | 7.91 | ||
| AAXJ | ishares tr | 0.06 | 32,538 | 1,735,890 | added | 90.63 | ||
| AAXJ | ishares tr | 0.05 | 22,865 | 1,550,960 | reduced | -24.45 | ||
| AAXJ | ishares tr | 0.03 | 11,997 | 920,380 | reduced | -3.41 | ||
| AAXJ | ishares tr | 0.03 | 9,354 | 773,892 | reduced | -32.46 | ||
| ABBV | abbvie inc | 0.14 | 18,807 | 4,354,520 | added | 25.77 | ||
| ABNB | airbnb inc | 0.03 | 6,977 | 847,188 | added | 5.41 | ||
| ABT | abbott labs | 0.10 | 24,305 | 3,255,410 | added | 5.22 | ||
| ACES | alps etf tr | 0.08 | 50,296 | 2,360,400 | added | 15.09 | ||