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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
Top 10 holdings
By portfolio weight as of Q3 2026. Source: SEC EDGAR 13F-HR filings.
Filing history
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