Compound Planning
$3.8B 13F equity value
1,328 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Compound Planning covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AAPL | APPLE INC | 503,054 | $146M | 3.8% |
| IVV | ISHARES TR | 157,511 | $118M | 3.1% |
| INTF | ISHARES TR | 2,013,674 | $82M | 2.2% |
| VEA | VANGUARD TAX-MANAGED FDS | 1,134,424 | $81M | 2.1% |
| GOOG | ALPHABET INC | 224,304 | $79M | 2.1% |
| NVDA | NVIDIA CORPORATION | 369,170 | $74M | 1.9% |
| SCHG | SCHWAB STRATEGIC TR | 2,094,006 | $71M | 1.9% |
| SCHV | SCHWAB STRATEGIC TR | 2,011,430 | $70M | 1.8% |
| AVGO | BROADCOM INC | 167,775 | $63M | 1.7% |
| LRGF | ISHARES TR | 781,052 | $59M | 1.5% |
Track Compound Planning's 13F portfolio: $3.8B in reported holdings, 1,328 positions. Top holdings and quarterly changes on SentiSense.
This page is powered by the SentiSense API: GET /api/v1/institutional/institution/{slugOrCik}