Compound Planning, Inc. — 13F Holdings

2026 Q2  ·  1345 Positions

2026 Q2 Portfolio Activity

In 2026 Q2, Compound Planning, Inc. maintained a portfolio of 1345 distinct positions. The most significant new addition was FUNDX INVT TR, now representing 0.04% of the total fund value. They heavily accumulated shares in APPLE INC, increasing the position by 7885.0%. Conversely, Compound Planning, Inc. completely exited their position in APPLE INC.
Position History hover any row below to update
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Compound Planning, Inc. Tokyo, Japan Asset Manager AUM $3,800M
PCA Score Concentration Risk
Risk ENB
Total Positions
1345
Quarter
2026 Q2
Top Holding
AAPL (3.8%)
Top 10 Concentration
22.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 1345

Compound Planning, Inc. Full Holdings List — 2026 Q2

Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
AAPL
APPLE INC
Technology 3.79% 3.65% #1
Prev: #1
5.5
34,703 7.4%
P
S
503,054 $145,563,602
$241.71 +29.6%
$289.36 +8.3%
2023 Q1 13F Filing 2026-06-30 2026-08-04
IVV
ISHARES TR
ETF 3.07% 2.90% #2
Prev: #2
4.7
13,044 9.0%
P
S
157,511 $117,958,626
$561.86 +37.8%
$748.89 +3.4%
2023 Q1 13F Filing 2026-06-30 2026-08-04
INTF
ISHARES TR
Bond/Debt 2.15% 2.31% #3
Prev: #3
2.4
77,412 4.0%
P
S
2,013,674 $82,480,074
$29.51 +45.4%
$40.96 +4.7%
2023 Q4 13F Filing 2026-06-30 2026-08-04
VEA
VANGUARD TAX-MA...
ETF 2.11% 2.14% #4
Prev: #4
1.8
45,403 4.2%
P
S
1,134,424 $80,827,722 2023 Q1 13F Filing 2026-06-30 2026-08-04
GOOG
ALPHABET INC
Communication Services 2.06% 1.93% #5
Prev: #5
1.8
4,518 2.1%
P
S
224,304 $79,253,515 2023 Q1 13F Filing 2026-06-30 2026-08-04
NVDA
NVIDIA CORPORAT...
Technology 1.92% 1.85% #6
Prev: #6
2.8
22,683 6.5%
P
S
369,170 $73,867,271 2023 Q1 13F Filing 2026-06-30 2026-08-04
SCHG
SCHWAB STRATEGI...
ETF 1.85% 1.81% #7 1
Prev: #8
1.2
69,142 3.4%
P
S
2,094,006 $70,861,159 2023 Q1 13F Filing 2026-06-30 2026-08-04
SCHV
SCHWAB STRATEGI...
ETF 1.82% 1.85% #8 1
Prev: #7
1.2
36,988 1.9%
P
S
2,011,430 $70,017,873 2023 Q4 13F Filing 2026-06-30 2026-08-04
AVGO
BROADCOM INC
Technology 1.65% 1.27% #9 6
Prev: #15
3.2
34,514 25.9%
P
S
167,775 $63,377,193 2023 Q2 13F Filing 2026-06-30 2026-08-04
LRGF
ISHARES TR
ETF 1.54% 1.58% #10 1
Prev: #9
1.1
2,996 0.4%
P
S
781,052 $59,070,933 2024 Q1 13F Filing 2026-06-30 2026-08-04
GOOGL
ALPHABET INC
Communication Services 1.50% 1.38% #11 1
Prev: #12
1.1
4,656 3.0%
P
S
161,566 $57,739,007 2023 Q1 13F Filing 2026-06-30 2026-08-04
AMZN
AMAZON COM INC
Consumer Cyclical 1.37% 1.39% #12 1
Prev: #11
1.0
2,458 1.1%
P
S
220,556 $52,567,237 2023 Q1 13F Filing 2026-06-30 2026-08-04
MSFT
MICROSOFT CORP
Technology 1.31% 1.32% #13 1
Prev: #14
2.5
19,076 16.4%
P
S
135,077 $50,386,209 2023 Q1 13F Filing 2026-06-30 2026-08-04
HOOD
ROBINHOOD MKTS ...
Financial Services 1.25% 1.02% #14 7
Prev: #21
1.0
1,557 0.3%
P
S
480,021 $48,136,488 2023 Q4 13F Filing 2026-06-30 2026-08-04
BND
VANGUARD BD IND...
ETF 1.23% 1.52% #15 5
Prev: #10
1.0
-30,074 -4.5%
P
S
641,444 $47,088,400 2023 Q4 13F Filing 2026-06-30 2026-08-04
VUG
VANGUARD INDEX ...
Warrant 1.22% 1.18% #16 2
Prev: #18
3.5
456,621 518.2%
P
S
544,731 $46,923,120 2023 Q1 13F Filing 2026-06-30 2026-08-04
VWO
VANGUARD INTL E...
ETF 1.17% 1.23% #17 1
Prev: #16
1.0
8,998 1.2%
P
S
752,006 $44,887,289 2023 Q1 13F Filing 2026-06-30 2026-08-04
VB
VANGUARD INDEX ...
ETF 1.09% 1.10% #18 1
Prev: #19
0.9
402 0.3%
P
S
137,539 $41,690,621 2023 Q4 13F Filing 2026-06-30 2026-08-04
META
META PLATFORMS ...
Communication Services 1.01% 1.21% #19 2
Prev: #17
0.9
-13 -0.0%
P
S
69,044 $38,891,368 2023 Q1 13F Filing 2026-06-30 2026-08-04
NFLT
ETFIS SER TR I
ETF 0.98% 1.03% #20
Prev: #20
2.4
162,232 11.0%
P
S
1,637,454 $37,579,567 2023 Q2 13F Filing 2026-06-30 2026-08-04
VTV
VANGUARD INDEX ...
ETF 0.94% 0.92% #21 1
Prev: #22
2.4
12,999 8.5%
P
S
166,114 $36,201,218 2023 Q2 13F Filing 2026-06-30 2026-08-04
COIN
COINBASE GLOBAL...
Financial Services 0.93% 1.32% #22 9
Prev: #13
0.9
-2,028 -0.8%
P
S
244,939 $35,807,633 2023 Q4 13F Filing 2026-06-30 2026-08-04
AVEM
AMERICAN CENTY ...
Bond/Debt 0.89% 0.91% #23 2
Prev: #25
0.9
-14,520 -3.9%
P
S
353,788 $34,137,001 2025 Q1 13F Filing 2026-06-30 2026-08-04
IUSB
ISHARES TR
ETF 0.87% 0.90% #24 2
Prev: #26
2.3
87,391 13.8%
P
S
720,843 $33,266,927 2024 Q1 13F Filing 2026-06-30 2026-08-04
IYW
ISHARES TR
ETF 0.85% 0.77% #25 2
Prev: #27
0.8
-10,141 -7.3%
P
S
128,742 $32,472,722 2023 Q1 13F Filing 2026-06-30 2026-08-04
ABBV
ABBVIE INC
Healthcare 0.82% 0.29% #26 41
Prev: #67
3.3
81,138 186.1%
P
S
124,737 $31,388,814 2023 Q1 13F Filing 2026-06-30 2026-08-04
BRK/B
BERKSHIRE HATHA...
Financial Services 0.80% 0.91% #27 4
Prev: #23
0.8
-975 -1.6%
P
S
61,254 $30,650,658 2023 Q1 13F Filing 2026-06-30 2026-08-04
BINC
BLACKROCK ETF T...
ETF 0.79% 0.77% #28
Prev: #28
2.8
97,548 20.2%
P
S
581,064 $30,412,874 2024 Q2 13F Filing 2026-06-30 2026-08-04
VTI
VANGUARD INDEX ...
ETF 0.75% 0.76% #29
Prev: #29
0.8
565 0.7%
P
S
77,507 $28,681,036 2023 Q1 13F Filing 2026-06-30 2026-08-04
JPM
JPMORGAN CHASE ...
Financial Services 0.66% 0.68% #30 1
Prev: #31
0.8
1,312 1.7%
P
S
77,143 $25,251,264 2023 Q1 13F Filing 2026-06-30 2026-08-04
AGG
ISHARES TR
ETF 0.64% 0.91% #31 7
Prev: #24
0.8
-50,561 -16.9%
P
S
248,550 $24,601,490 2023 Q2 13F Filing 2026-06-30 2026-08-04
CSRE
COHEN & STEERS ...
ETF 0.63% 0.62% #32
Prev: #32
2.3
78,312 10.1%
P
S
852,343 $24,189,502 2025 Q4 13F Filing 2026-06-30 2026-08-04
IEFA
ISHARES TR
ETF 0.63% 0.69% #33 3
Prev: #30
0.8
2,492 1.0%
P
S
249,619 $24,108,151 2023 Q3 13F Filing 2026-06-30 2026-08-04
IFRA
ISHARES TR
ETF 0.62% 0.58% #34 1
Prev: #33
2.2
45,405 13.7%
P
S
377,211 $23,779,369 2023 Q3 13F Filing 2026-06-30 2026-08-04
IWF
ISHARES TR
ETF 0.57% 0.50% #35 7
Prev: #42
3.2
139,230 364.1%
P
S
177,468 $22,036,151 2023 Q2 13F Filing 2026-06-30 2026-08-04
MINT
PIMCO ETF TR
ETF 0.56% 0.29% #36 32
Prev: #68
3.2
121,057 129.4%
P
S
214,644 $21,638,259 2023 Q1 13F Filing 2026-06-30 2026-08-04
MU
MICRON TECHNOLO...
Technology 0.56% 0.15% #37 82
Prev: #119
2.7
3,803 25.7%
P
S
18,602 $21,471,906 2023 Q4 13F Filing 2026-06-30 2026-08-04
TSM
TAIWAN SEMICOND...
Technology 0.56% 0.45% #38 10
Prev: #48
0.7
942 2.2%
P
S
44,754 $21,373,197 2023 Q4 13F Filing 2026-06-30 2026-08-04
QQQ
INVESCO QQQ TR
ETF 0.55% 0.53% #39 2
Prev: #37
0.7
-932 -3.1%
P
S
28,922 $21,298,360 2023 Q1 13F Filing 2026-06-30 2026-08-04
CAT
CATERPILLAR INC
Industrials 0.52% 0.39% #40 12
Prev: #52
0.7
837 4.6%
P
S
18,879 $20,104,542 2023 Q1 13F Filing 2026-06-30 2026-08-04
SPY
STATE STR SPDR ...
ETF 0.51% 0.53% #41 5
Prev: #36
0.7
-552 -2.1%
P
S
26,020 $19,431,066 2023 Q1 13F Filing 2026-06-30 2026-08-04
SCHB
SCHWAB STRATEGI...
ETF 0.51% 0.51% #42 1
Prev: #41
0.7
12,191 1.9%
P
S
670,509 $19,417,950 2023 Q4 13F Filing 2026-06-30 2026-08-04
VOO
VANGUARD INDEX ...
ETF 0.50% 0.51% #43 3
Prev: #40
0.7
-5 -0.0%
P
S
28,084 $19,288,352 2023 Q2 13F Filing 2026-06-30 2026-08-04
THLV
THOR FINL TECHN...
ETF 0.50% 0.52% #44 6
Prev: #38
2.2
46,479 8.8%
P
S
576,834 $19,232,090 2023 Q2 13F Filing 2026-06-30 2026-08-04
SCHF
SCHWAB STRATEGI...
Bond/Debt 0.49% 0.52% #45 6
Prev: #39
0.7
-1,298 -0.2%
P
S
680,467 $18,848,952 2023 Q4 13F Filing 2026-06-30 2026-08-04
VTEB
VANGUARD MUN BD...
ETF 0.47% 0.48% #46 1
Prev: #45
2.2
43,088 13.8%
P
S
354,852 $17,948,421 2023 Q4 13F Filing 2026-06-30 2026-08-04
TSLA
TESLA INC
Consumer Cyclical 0.46% 0.49% #47 3
Prev: #44
0.7
-879 -2.0%
P
S
42,245 $17,767,257 2023 Q1 13F Filing 2026-06-30 2026-08-04
COWZ
PACER FDS TR
ETF 0.45% 0.49% #48 5
Prev: #43
2.2
22,980 9.0%
P
S
279,729 $17,399,117 2023 Q1 13F Filing 2026-06-30 2026-08-04
SYLD
CAMBRIA ETF TR
ETF 0.45% 0.47% #49 3
Prev: #46
2.2
15,539 7.7%
P
S
216,923 $17,155,807 2023 Q1 13F Filing 2026-06-30 2026-08-04
JNJ
JOHNSON & JOHNS...
Healthcare 0.44% 0.46% #50 3
Prev: #47
2.2
4,405 7.2%
P
S
65,795 $16,710,119 2023 Q1 13F Filing 2026-06-30 2026-08-04
Showing 1-50 of 1345 holdings

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