§ 13F · FUND PROFILE
Compound Planning, Inc..
AUM · $3.8B (13F)Positions · 2302Turnover · n/a · Q2Filed · Aug 4, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$44M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 157K | $117M | 3.1% | +9% |
| 2 | AAPL | APPLE INC | 348K | $101M | 2.6% | +7% |
| 3 | INTF | ISHARES TR | 2.01M | $82M | 2.1% | +4% |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | 1.10M | $78M | 2.0% | +4% |
| 5 | SCHG | SCHWAB STRATEGIC TR | 2.08M | $70M | 1.8% | +3% |
| 6 | SCHV | SCHWAB STRATEGIC TR | 2.00M | $70M | 1.8% | +2% |
| 7 | LRGF | ISHARES TR | 776K | $59M | 1.5% | ±0% |
| 8 | GOOG | ALPHABET INC | 153K | $54M | 1.4% | +1% |
| 9 | NVDA | NVIDIA CORPORATION | 240K | $48M | 1.3% | +7% |
| 10 | HOOD | ROBINHOOD MKTS INC | 467K | $47M | 1.2% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE COMPOUND SIGNAL
AC read
Compound Planning, Inc. is a Other fund managing $3.8 billion in assets. The fund runs a massive portfolio of 2,302 positions.
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