13F Insight
DOSSIER · 13F-HR · Q2 2026

Compound Planning, Inc.

$3.8B in tracked AUM across 2,302 positions as of Q2 2026.

CP
CIK 0001978879 · last filed Jun 30, 2026
Total AUM
$3.8B
as of Q2 2026
Holdings
2,302
—
positions
Whale Score
49
49
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Compound Planning, Inc. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$146M506K3.8%02
IVV
ISHARES TR
$118M158K3.1%03
GOOG
ALPHABET INC
$87M245K2.3%04
INTF
ISHARES TR
$82M2.0M2.1%05
VEA
VANGUARD TAX-MANAGED FDS
$81M1.1M2.1%06
NVDA
NVIDIA CORPORATION
$74M369K1.9%07
SCHG
SCHWAB STRATEGIC TR
$71M2.1M1.8%08
SCHV
SCHWAB STRATEGIC TR
$70M2.0M1.8%09
AVGO
BROADCOM INC
$63M168K1.7%10
GOOGL
ALPHABET INC
$59M166K1.5%

Filing history

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 positionsView →2025Q2Jun 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 positionsLocked2023Q3Sep 30
$299M▲ 36.6%
348 positionsLocked
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