Compound Planning
$3.2B 13F equity value
1,330 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AAPL | APPLE INC | 468,351 | $119M | 3.7% |
| IVV | ISHARES TR | 144,467 | $94M | 2.9% |
| INTF | ISHARES TR | 1,936,262 | $75M | 2.3% |
| VEA | VANGUARD TAX-MANAGED FDS | 1,089,021 | $70M | 2.2% |
| GOOG | ALPHABET INC | 219,786 | $63M | 1.9% |
| NVDA | NVIDIA CORPORATION | 346,487 | $60M | 1.9% |
| SCHV | SCHWAB STRATEGIC TR | 1,974,442 | $60M | 1.9% |
| SCHG | SCHWAB STRATEGIC TR | 2,024,864 | $59M | 1.8% |
| LRGF | ISHARES TR | 778,056 | $51M | 1.6% |
| BND | VANGUARD BD INDEX FDS | 671,518 | $49M | 1.5% |
Track Compound Planning's 13F portfolio: $3.2B in reported holdings, 1,330 positions. Top holdings and quarterly changes on SentiSense.