13F Insight
DOSSIER · 13F-HR · Q3 2026

Compound Planning, Inc.

$3.9B in tracked AUM across 2,458 positions as of Q3 2026.

CP
CIK 0001978879 · last filed Sep 30, 2026
Total AUM
$3.9B
as of Q3 2026
Holdings
2,458
−8 QoQ
positions
Whale Score
52
52
tracked
Activity
8
+0 new, −8 sold
changes this Q
AI Analysis · Q3 2026

Compound Planning, Inc. filed its latest 13F-HR for Q3 2026. 8 position changes this quarter — 0 new, 8 exited, 0 added, 0 trimmed.

Quarter at a glance — Q3 2026

8 material changes this filing.

EXIT
XOMEXXON MOBIL CORP
-81K sh
$-13M
—
EXIT
DFSVDIMENSIONAL ETF TRUST
-30K sh
$-1M
—
EXIT
AXIAAXIA ENERGIA SA
-62K sh
$-656K
—
EXIT
OKEONEOK INC NEW
-3K sh
$-291K
—
EXIT
IGRCBRE GBL REAL ESTATE INC FD
-23K sh
$-265K
—
EXIT
MQMARQETA INC
-13K sh
$-221K
—
EXIT
G39108108GATES INDL CORP PLC
-8K sh
$-211K
—

Top 10 holdings

By portfolio weight as of Q3 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$167M502K4.3%02
SPYM
SPDR SERIES TRUST
$95M1.1M2.4%03
INTF
ISHARES TR
$84M2.0M2.2%04
VEA
VANGUARD TAX-MANAGED FDS
$84M1.2M2.2%05
GOOG
ALPHABET INC
$83M243K2.1%06
NVDA
NVIDIA CORPORATION
$80M349K2.0%07
SCHG
SCHWAB STRATEGIC TR
$77M2.1M2.0%08
MSFT
MICROSOFT CORP
$76M148K1.9%09
SCHV
SCHWAB STRATEGIC TR
$69M2.1M1.8%10
LRGF
ISHARES TR
$63M808K1.6%

Filing history

2026Q3Sep 30
$3.9B▲ 1.5%
2,458 positionsView →2026Q2Jun 30
$3.8B▲ 17.8%
2,302 positionsView →2026Q1Mar 31
$3.3B▼ 4.4%
2,197 positionsView →2025Q4Dec 31
$3.4B▲ 10.2%
2,175 positionsView →2025Q3Sep 30
$3.1B▲ 16.9%
1,165 positionsLocked2025Q2Jun 30
$2.6B▲ 20.6%
1,110 positionsLocked2025Q1Mar 31
$2.2B▲ 10.8%
1,038 positionsLocked2024Q4Dec 31
$2.0B▲ 23.7%
971 positionsLocked2024Q3Sep 30
$1.6B▲ 18.5%
908 positionsLocked2024Q2Jun 30
$1.4B▲ 24.6%
795 positionsLocked2024Q1Mar 31
$1.1B▲ 50.0%
731 positionsLocked2023Q4Dec 31
$723M▲ 141.3%
601 positionsLocked
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