Compound Global Advisors, LLC
13F Portfolio Filings
Most recent 13F Q4 2025Location mercer island, WACIK 0001962450Alternate names WS Portfolio Advisory, LLCAll SEC filings
Q4 2025 Summary
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
15 | $1.8M | SGOV, PHYS/U, APH, TSM | 13F-HR | Feb 4, 2026 | 000196245026000002 | ||
18 | $1.84M | SGOV, PHYS/U, APH, TSM | 13F-HR | Oct 16, 2025 | 000196245025000008 | ||
17 | $1.1M | APH, NVDA, TSM, META | 13F-HR | Jul 29, 2025 | 000196245025000006 | ||
39 | $16.93M | NVDA, AMZN, META, MSFT | 13F-HR | Apr 28, 2025 | 000196245025000005 | ||
39 | $24.58M | NVDA, MSFT, META, AMZN | 13F-HR | Jan 29, 2025 | 000196245025000003 | ||
40 | $670.95M | IWM, MSFT, WEA, AMZN | 13F-HR | Apr 22, 2024 | 000196245024000004 | ||
39 | $540.17M | MSFT, META, ATKR, CRH PLC | 13F-HR | Jan 24, 2024 | 000196245024000003 | ||
35 | $456.24M | MSFT, WEA, BP, PHM | 13F-HR | Oct 19, 2023 | 000196245023000005 | ||
33 | $433.49M | UNH, V, LNG, ATKR | 13F-HR | Jul 31, 2023 | 000196245023000004 | ||
38 | $393.48M | MSFT, LNG, META, BP | 13F-HR | May 5, 2023 | 000196245023000003 | ||
35 | $351.26M | MSFT, AMZN, V, GOOGL | 13F-HR | Feb 10, 2023 | 000196245023000001 |