13F Insight
DOSSIER · 13F-HR · Q1 2026

Compound Planning, Inc.

Compound Planning's asset manager based in Boston, MA — $3.3B in tracked AUM across 2,197 positions as of Q1 2026.

CP
Compound Planning·Boston, MA·Asset Manager
CIK 0001978879 · last filed Mar 31, 2026
Total AUM
$3.3B
▼ 0.6%
vs prior
Holdings
2,197
—
positions
Whale Score
49
49
tracked
Activity
—
no data
changes this Q
Top sector
Tech
22% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Compound Planning, Inc. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$120M475K3.7%
02
IVV
ISHARES TR
$94M144K2.9%
03
INTF
ISHARES TR
$75M1.9M2.3%
04
GOOG
ALPHABET INC
$70M244K2.1%
05
VEA
VANGUARD TAX-MANAGED FDS
$70M1.1M2.1%
06
NVDA
NVIDIA CORPORATION
$60M346K1.9%
07
SCHV
SCHWAB STRATEGIC TR
$60M2.0M1.8%
08
SCHG
SCHWAB STRATEGIC TR
$59M2.0M1.8%
09
LRGF
ISHARES TR
$51M778K1.6%
10
BND
VANGUARD BD INDEX FDS
$49M672K1.5%

Filing history

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