§ 13F · FUND PROFILE
Compound Planning, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $3.1B (13F)Positions · 1165Turnover · — · Q1Filed · May 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$52M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 144K | $94M | 2.9% | +4% |
| 2 | AAPL | APPLE INC | 329K | $84M | 2.6% | +1% |
| 3 | INTF | ISHARES TR | 1.93M | $75M | 2.3% | −3% |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | 1.05M | $67M | 2.1% | −10% |
| 5 | SCHV | SCHWAB STRATEGIC TR | 1.96M | $60M | 1.8% | −6% |
| 6 | SCHG | SCHWAB STRATEGIC TR | 2.01M | $59M | 1.8% | −3% |
| 7 | LRGF | ISHARES TR | 773K | $51M | 1.6% | −2% |
| 8 | BND | VANGUARD BD INDEX FDS | 653K | $48M | 1.5% | −12% |
| 9 | GOOG | ALPHABET INC | 150K | $43M | 1.3% | +2% |
| 10 | COIN | COINBASE GLOBAL INC | 246K | $43M | 1.3% | −8% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE COMPOUND SIGNAL
AC read
Compound Planning, Inc. is a Other fund managing $3.1 billion in assets. The fund runs a massive portfolio of 1,165 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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