§ 13F · FUND PROFILE
Compound Planning, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $3093.5T (13F)Positions · 1165Turnover · — · Q4Filed · Feb 19, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$119.6T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 19, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 138K | $94.6T | 2.8% | +2% |
| 2 | AAPL | APPLE INC | 331K | $90.1T | 2.6% | −14% |
| 3 | INTF | ISHARES TR | 2.00M | $75.6T | 2.2% | +2% |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | 1.20M | $74.8T | 2.2% | −1% |
| 5 | SCHG | SCHWAB STRATEGIC TR | 2.09M | $68.1T | 2.0% | −2% |
| 6 | SCHV | SCHWAB STRATEGIC TR | 2.09M | $61.8T | 1.8% | ±0% |
| 7 | COIN | COINBASE GLOBAL INC | 268K | $60.5T | 1.8% | −8% |
| 8 | HOOD | ROBINHOOD MKTS INC | 528K | $59.7T | 1.8% | +25% |
| 9 | GOOG | ALPHABET INC | 180K | $56.4T | 1.7% | −17% |
| 10 | BND | VANGUARD BD INDEX FDS | 749K | $55.5T | 1.6% | +13% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE COMPOUND SIGNAL
AC read
Compound Planning, Inc. is a Other fund managing $3093514.0 trillion in assets. The fund runs a massive portfolio of 1,165 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed