Compound Planning, Inc. — 13F holdings

Compound Planning, Inc. reported 2,302 holdings worth $3.84B in its 13F filing for Q2 2026, filed August 4, 2026.

Largest positions

  1. AAPL APPLE INC — $146M (3.8%)
  2. IVV ISHARES TR — $118M (3.1%)
  3. GOOG ALPHABET INC — $86.7M (2.3%)
  4. INTF ISHARES TR — $82.5M (2.1%)
  5. VEA VANGUARD TAX-MANAGED FDS — $80.8M (2.1%)
  6. NVDA NVIDIA CORPORATION — $73.9M (1.9%)
  7. SCHG SCHWAB STRATEGIC TR — $70.9M (1.8%)
  8. SCHV SCHWAB STRATEGIC TR — $70.0M (1.8%)
  9. AVGO BROADCOM INC — $63.4M (1.7%)
  10. GOOGL ALPHABET INC — $59.5M (1.5%)