Compound Planning, Inc.
CIK 0001978879 · NEW YORK, NY · Quarter end: 2026-06-30 · Filed on: 2026-08-04 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$3.84B
2026 Q2
Positions
1,260
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
22.0%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
AAPL
APPLE INC
3.8%
IVV
ISHARES TR
3.1%
INTF
ISHARES TR
2.1%
VEA
VANGUARD TAX-MANAGED FDS
2.1%
GOOG
ALPHABET INC
2.1%
NVDA
NVIDIA CORPORATION
1.9%
SCHG
SCHWAB STRATEGIC TR
1.8%
SCHV
SCHWAB STRATEGIC TR
1.8%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.