Compound Planning, Inc. 13F Holdings · Q2 2026
Compound Planning, Inc. reported 1,248 securities worth $3.84B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: AAPL (3.81%), IVV (3.07%), GOOG (2.26%). Among its top 25 positions this quarter: 19 added, 6 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $146.5M | 3.81% | 506,154 | Added |
| 2 | IVV | ISHARES TR | $118.0M | 3.07% | 157,511 | Added |
| 3 | GOOG | ALPHABET INC | $86.7M | 2.26% | 245,304 | Added |
| 4 | INTF | ISHARES TR | $82.5M | 2.15% | 2.0M | Added |
| 5 | VEA | VANGUARD TAX-MANAGED FDS | $80.8M | 2.11% | 1.1M | Added |
| 6 | NVDA | NVIDIA CORPORATION | $73.9M | 1.92% | 369,170 | Added |
| 7 | SCHG | SCHWAB STRATEGIC TR | $70.9M | 1.85% | 2.1M | Added |
| 8 | SCHV | SCHWAB STRATEGIC TR | $70.0M | 1.82% | 2.0M | Added |
| 9 | AVGO | BROADCOM INC | $63.4M | 1.65% | 167,775 | Added |
| 10 | GOOGL | ALPHABET INC | $59.5M | 1.55% | 166,366 | Trimmed |
| 11 | LRGF | ISHARES TR | $59.1M | 1.54% | 781,052 | Added |
| 12 | AMZN | AMAZON COM INC | $52.6M | 1.37% | 220,556 | Trimmed |
| 13 | MSFT | MICROSOFT CORP | $50.4M | 1.31% | 135,077 | Added |
| 14 | HOOD | ROBINHOOD MKTS INC | $48.1M | 1.25% | 480,021 | Added |
| 15 | BND | VANGUARD BD INDEX FDS | $47.1M | 1.23% | 641,444 | Trimmed |
| 16 | VUG | VANGUARD INDEX FDS | $46.9M | 1.22% | 544,731 | Added |
| 17 | VWO | VANGUARD INTL EQUITY INDEX F | $44.9M | 1.17% | 752,006 | Added |
| 18 | META | META PLATFORMS INC | $41.7M | 1.09% | 74,044 | Added |
| 19 | VB | VANGUARD INDEX FDS | $41.7M | 1.09% | 137,539 | Added |
| 20 | NFLT | ETFIS SER TR I | $37.6M | 0.98% | 1.6M | Added |
| 21 | VTV | VANGUARD INDEX FDS | $36.2M | 0.94% | 166,114 | Added |
| 22 | COIN | COINBASE GLOBAL INC | $35.8M | 0.93% | 244,939 | Trimmed |
| 23 | AVEM | AMERICAN CENTY ETF TR | $34.1M | 0.89% | 353,788 | Trimmed |
| 24 | IUSB | ISHARES TR | $33.3M | 0.87% | 720,843 | Added |
| 25 | IYW | ISHARES TR | $32.5M | 0.85% | 128,742 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR