13F filer

Compound Planning

As of Jun 30, 2026 Filed Aug 4, 2026 CIK 1978879 SEC filings ↗

13F Value

$3.84B

Positions

1,260

Top Position

AAPL3.8%

Top 5

13.2%

Latest filing changes

vs Mar 31, 2026

1 ABBV AbbVie +186.1%+$20.4M

2 AVGO Broadcom +25.9%+$13.0M

3 MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund +129.4%+$12.2M

4 AAPL Apple +7.4%+$10.0M

5 IVV iShares Core S&P 500 ETF +9.0%+$9.8M

Holdings1,260

#							Trend (4Q)
1	AAPL Apple	3.8%	$145.6M	+7.4%	503.1K	3.6%		Common Stock
2	IVV iShares Core S&P 500 ETF	3.1%	$118.0M	+9.0%	157.5K	2.9%		ETF
3	INTF iShares International Equity Factor ETF	2.1%	$82.5M	+4.0%	2.01M	2.3%		ETF
4	VEA Vanguard Developed Markets Index Fund — ETF Shares	2.1%	$80.8M	+4.2%	1.13M	2.1%		ETF
5	GOOG Alphabet Class C	2.1%	$79.3M	+2.1%	224.3K	1.9%		Common Stock
6	NVDA NVIDIA	1.9%	$73.9M	+6.5%	369.2K	1.9%		Common Stock
7	SCHG Schwab U.S. Large-Cap Growth ETF	1.8%	$70.9M	+3.4%	2.09M	1.8%		ETF
8	SCHV Schwab U.S. Large-Cap Value ETF	1.8%	$70.0M	+1.9%	2.01M	1.8%		ETF
9	AVGO Broadcom	1.7%	$63.4M	+25.9%	167.8K	1.3%		Common Stock
10	LRGF iShares U.S. Equity Factor ETF	1.5%	$59.1M	+0.4%	781.1K	1.6%		ETF
11	GOOGL Alphabet Class A Filing details 02079K305 Jun 30, 2026 161,566 reported quantity $57,739,007 reported value	1.5%	$57.7M	+3.0%	161.6K	1.4%		Common Stock
12	AMZN Amazon	1.4%	$52.6M	+1.1%	220.6K	1.4%		Common Stock
13	MSFT Microsoft	1.3%	$50.4M	+16.4%	135.1K	1.3%		Common Stock
14	HOOD Robinhood Markets	1.3%	$48.1M	+0.3%	480.0K	1.0%		Common Stock
15	BND Vanguard Total Bond Market Index Fund — ETF Shares	1.2%	$47.1M	-4.5%	641.4K	1.5%		ETF
16	VUG Vanguard Morningstar Growth Index Fund — ETF Shares	1.2%	$46.9M	—	544.7K	1.2%	—	ETF
17	VWO Vanguard Emerging Markets Stock Index Fund — ETF Shares	1.2%	$44.9M	+1.2%	752.0K	1.2%		ETF
18	VB Vanguard Morningstar Small-Cap Index Fund — ETF Shares	1.1%	$41.7M	+0.3%	137.5K	1.1%		ETF
19	META Meta Platforms	1.0%	$38.9M	-0.0%	69.0K	1.2%		Common Stock
20	NFLT Virtus Newfleet Multi-Sector Bond ETF	1.0%	$37.6M	+11.0%	1.64M	1.0%		ETF

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing82

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.