Institutional Fund
Compound Planning, Inc.
New York, NYCIK 19788795 filings on record
Portfolio Value
$3.24B
Q1 2026
Holdings
1,198
Reported positions
New Buys
129
Opened this quarter
QoQ Change
-4.2%
from $3.38B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc3.7%
- Ishares Tr2.9%
- Ishares Tr2.3%
- Vanguard Tax-Managed Fds2.2%
- Alphabet Inc1.9%
- Nvidia Corporation1.9%
- Other85.1%
Portfolio Holdings
1,198 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 468.4K | $118.86M | 3.7% | −1.4K | Reduced |
| 2 | Ishares Tr | 144.5K | $94.37M | 2.9% | +5.2K | Added |
| 3 | Ishares Tr | 1.94M | $75.44M | 2.3% | −69.4K | Reduced |
| 4 | Vanguard Tax-Managed Fds | 1.09M | $69.78M | 2.2% | −125.5K | Reduced |
| 5 | Alphabet Inc | 219.8K | $63.05M | 1.9% | −19.2K | Reduced |
| 6 | Nvidia Corporation | 346.5K | $60.43M | 1.9% | −12.6K | Reduced |
| 7 | Schwab Strategic Tr | 1.97M | $60.22M | 1.9% | −118.8K | Reduced |
| 8 | Schwab Strategic Tr | 2.02M | $58.98M | 1.8% | −73.0K | Reduced |
| 9 | Ishares Tr | 778.1K | $51.35M | 1.6% | −19.4K | Reduced |
| 10 | Vanguard Bd Index Fds | 671.5K | $49.45M | 1.5% | −93.3K | Reduced |
1,188 more holdings on Premium
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