Compound Planning, Inc.
CIK 1978879
13F filing for Q2 2026・No. 1,096
- Holdings
- US$3.84B
- Quarter change
- +US$580M
- Entries
- 2,302
- Net bought (estimate)
- +US$205.48M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 132
- Sold out 82
- Cut 393
- Added 697
- Corporate actions 2
- Unchanged 26
Largest holdings
1,248 stocks worth US$3.82B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| AAPLAppleCOM | Added | 503,054 | US$145.56M | 3.81% |
| IVVISHARES TRCORE S&P500 ETF | Added | 157,511 | US$117.96M | 3.09% |
| ISHARES TRINTL EQTY FACTOR | Added | 2,013,674 | US$82.48M | 2.16% |
| VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT | Added | 1,134,424 | US$80.83M | 2.11% |
| GOOGALPHABET INCCAP STK CL C | Added | 224,304 | US$79.25M | 2.07% |
| NVDANvidiaCOM | Added | 369,170 | US$73.87M | 1.93% |
| SCHWAB STRATEGIC TRUS LCAP GR ETF | Added | 2,094,006 | US$70.86M | 1.85% |
| SCHWAB STRATEGIC TRUS LCAP VA ETF | Added | 2,011,430 | US$70.02M | 1.83% |
| AVGOBroadcomCOM | Added | 167,775 | US$63.38M | 1.66% |
| ISHARES TRU S EQUITY FACTR | Added | 781,052 | US$59.07M | 1.55% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 4, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.