Compound Planning, Inc.
Compound Planning, Inc. reported 1,260 positions worth $3.84B as of June 30, 2026 (13F filed August 4, 2026). Largest holding: AAPL (3.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | AAPL | SH | $145.6M | 3.79% | 503,054 | — | — | |
| ▸ 2 | IVV | SH | $118.0M | 3.07% | 157,511 | — | — | |
| ▸ 3 | INTF | SH | $82.5M | 2.15% | 2,013,674 | — | — | |
| ▸ 4 | VEA | SH | $80.8M | 2.11% | 1,134,424 | — | — | |
| ▸ 5 | GOOG | SH | $79.3M | 2.06% | 224,304 | — | — | |
| ▸ 6 | NVDA | SH | $73.9M | 1.92% | 369,170 | — | — | |
| ▸ 7 | SCHG | SH | $70.9M | 1.85% | 2,094,006 | — | — | |
| ▸ 8 | SCHV | SH | $70.0M | 1.82% | 2,011,430 | — | — | |
| ▸ 9 | AVGO | SH | $63.4M | 1.65% | 167,775 | — | — | |
| ▸ 10 | LRGF | SH | $59.1M | 1.54% | 781,052 | — | — |
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Frequently Asked Questions
What stocks does Compound Planning, Inc. hold as of Q2 2026?
Compound Planning, Inc. reported 1260 positions worth $3.84B in its Q2 2026 13F filing. Largest positions: AAPL (3.8%), IVV (3.1%), INTF (2.1%), VEA (2.1%) and GOOG (2.1%).
What did Compound Planning, Inc. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Compound Planning, Inc. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.