Holders — by stockHoldings — by fund
Compound Planning, Inc.
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1978879
$3.84B
disclosed book value
1,248
positions
3.8%
largest position share
Positions, as of 2026-06-30
top 100 of 1,248 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 503,054 | $145.6M | 3.8% |
| 2 | IVVISHARES TR | 157,511 | $118.0M | 3.1% |
| 3 | INTFISHARES TR | 2.0M | $82.5M | 2.1% |
| 4 | VEAVANGUARD TAX-MANAGED FDS | 1.1M | $80.8M | 2.1% |
| 5 | GOOGALPHABET INC | 224,304 | $79.3M | 2.1% |
| 6 | NVDANVIDIA CORPORATION | 369,170 | $73.9M | 1.9% |
| 7 | SCHGSCHWAB STRATEGIC TR | 2.1M | $70.9M | 1.8% |
| 8 | SCHVSCHWAB STRATEGIC TR | 2.0M | $70.0M | 1.8% |
| 9 | AVGOBROADCOM INC | 167,775 | $63.4M | 1.7% |
| 10 | LRGFISHARES TR | 781,052 | $59.1M | 1.5% |
| 11 | GOOGLALPHABET INC | 161,566 | $57.7M | 1.5% |
| 12 | AMZNAMAZON COM INC | 220,556 | $52.6M | 1.4% |
| 13 | MSFTMICROSOFT CORP | 135,077 | $50.4M | 1.3% |
| 14 | HOODROBINHOOD MKTS INC | 480,021 | $48.1M | 1.3% |
| 15 | BNDVANGUARD BD INDEX FDS | 641,444 | $47.1M | 1.2% |
| 16 | VUGVANGUARD INDEX FDS | 544,731 | $46.9M | 1.2% |
| 17 | VWOVANGUARD INTL EQUITY INDEX F | 752,006 | $44.9M | 1.2% |
| 18 | VBVANGUARD INDEX FDS | 137,539 | $41.7M | 1.1% |
| 19 | METAMETA PLATFORMS INC | 69,044 | $38.9M | 1% |
| 20 | ETFIS SER TR I | 1.6M | $37.6M | 1% |
| 21 | VTVVANGUARD INDEX FDS | 166,114 | $36.2M | 0.9% |
| 22 | COINCOINBASE GLOBAL INC | 244,939 | $35.8M | 0.9% |
| 23 | AVEMAMERICAN CENTY ETF TR | 353,788 | $34.1M | 0.9% |
| 24 | IUSBISHARES TR | 720,843 | $33.3M | 0.9% |
| 25 | IYWISHARES TR | 128,742 | $32.5M | 0.8% |
| 26 | ABBVABBVIE INC | 124,737 | $31.4M | 0.8% |
| 27 | BRK/BBERKSHIRE HATHAWAY INC DEL | 61,254 | $30.7M | 0.8% |
| 28 | BINCBLACKROCK ETF TRUST II | 581,064 | $30.4M | 0.8% |
| 29 | VTIVANGUARD INDEX FDS | 77,507 | $28.7M | 0.7% |
| 30 | JPMJPMORGAN CHASE & CO | 77,143 | $25.3M | 0.7% |
| 31 | AGGISHARES TR | 248,550 | $24.6M | 0.6% |
| 32 | COHEN & STEERS ETF TRUST | 852,343 | $24.2M | 0.6% |
| 33 | IEFAISHARES TR | 249,619 | $24.1M | 0.6% |
| 34 | IFRAISHARES TR | 377,211 | $23.8M | 0.6% |
| 35 | IWFISHARES TR | 177,468 | $22.0M | 0.6% |
| 36 | MINTPIMCO ETF TR | 214,644 | $21.6M | 0.6% |
| 37 | MUMICRON TECHNOLOGY INC | 18,602 | $21.5M | 0.6% |
| 38 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 44,754 | $21.4M | 0.6% |
| 39 | QQQINVESCO QQQ TR | 28,922 | $21.3M | 0.6% |
| 40 | CATCATERPILLAR INC | 18,879 | $20.1M | 0.5% |
| 41 | SPYSTATE STR SPDR S&P 500 ETF T | 26,020 | $19.4M | 0.5% |
| 42 | SCHBSCHWAB STRATEGIC TR | 670,509 | $19.4M | 0.5% |
| 43 | VOOVANGUARD INDEX FDS | 28,084 | $19.3M | 0.5% |
| 44 | THOR FINL TECHNOLOGIES TR | 576,834 | $19.2M | 0.5% |
| 45 | SCHFSCHWAB STRATEGIC TR | 680,467 | $18.8M | 0.5% |
| 46 | VTEBVANGUARD MUN BD FDS | 354,852 | $17.9M | 0.5% |
| 47 | TSLATESLA INC | 42,245 | $17.8M | 0.5% |
| 48 | COWZPACER FDS TR | 279,729 | $17.4M | 0.5% |
| 49 | SYLDCAMBRIA ETF TR | 216,923 | $17.2M | 0.4% |
| 50 | JNJJOHNSON & JOHNSON | 65,795 | $16.7M | 0.4% |
| 51 | AVUVAMERICAN CENTY ETF TR | 128,848 | $16.1M | 0.4% |
| 52 | VBRVANGUARD INDEX FDS | 65,686 | $16.0M | 0.4% |
| 53 | VBKVANGUARD INDEX FDS | 42,841 | $15.7M | 0.4% |
| 54 | HGERHARBOR ETF TRUST | 524,162 | $15.4M | 0.4% |
| 55 | FIGFIGMA INC | 809,025 | $14.6M | 0.4% |
| 56 | IJRISHARES TR | 97,283 | $14.4M | 0.4% |
| 57 | DMBSDOUBLELINE ETF TRUST | 282,956 | $13.9M | 0.4% |
| 58 | LLYELI LILLY & CO | 10,900 | $13.1M | 0.3% |
| 59 | MRKMERCK & CO INC | 101,296 | $13.0M | 0.3% |
| 60 | IWMISHARES TR | 42,212 | $12.7M | 0.3% |
| 61 | AMDADVANCED MICRO DEVICES INC | 21,524 | $12.5M | 0.3% |
| 62 | DFUVDIMENSIONAL ETF TRUST | 223,958 | $12.3M | 0.3% |
| 63 | INTCINTEL CORP | 87,311 | $12.2M | 0.3% |
| 64 | CTASIMPLIFY EXCHANGE TRADED FUN | 463,212 | $12.0M | 0.3% |
| 65 | IBMINTERNATIONAL BUSINESS MACHS | 42,292 | $11.9M | 0.3% |
| 66 | LRCXLAM RESEARCH CORP | 26,945 | $11.7M | 0.3% |
| 67 | CSCOCISCO SYS INC | 99,224 | $11.7M | 0.3% |
| 68 | ETF OPPORTUNITIES TRUST | 496,108 | $11.3M | 0.3% |
| 69 | MUBISHARES TR | 104,620 | $11.3M | 0.3% |
| 70 | DFIVDIMENSIONAL ETF TRUST | 206,170 | $11.1M | 0.3% |
| 71 | EXMOCEXXON MOBIL CORP | 81,382 | $11.1M | 0.3% |
| 72 | WMTWALMART INC | 96,289 | $10.9M | 0.3% |
| 73 | ABTABBOTT LABORATORIES | 119,850 | $10.9M | 0.3% |
| 74 | XLKSELECT SECTOR SPDR TR | 55,362 | $10.5M | 0.3% |
| 75 | COSTCOSTCO WHOLESALE CORPORATION | 11,265 | $10.5M | 0.3% |
| 76 | ASML HLDG NV | 5,261 | $10.5M | 0.3% |
| 77 | SPYMSPDR SERIES TRUST | 116,373 | $10.2M | 0.3% |
| 78 | PGPROCTER & GAMBLE CO | 69,303 | $10.2M | 0.3% |
| 79 | SCHDSCHWAB STRATEGIC TR | 306,159 | $9.7M | 0.3% |
| 80 | BACBANK OF AMER CORP | 169,796 | $9.7M | 0.3% |
| 81 | SGOVISHARES TR | 95,900 | $9.7M | 0.3% |
| 82 | IJTISHARES TR | 53,150 | $9.5M | 0.2% |
| 83 | CRWVCOREWEAVE INC | 94,752 | $9.4M | 0.2% |
| 84 | AMATAPPLIED MATLS INC | 12,906 | $9.3M | 0.2% |
| 85 | MRVLMARVELL TECHNOLOGY INC | 30,838 | $9.2M | 0.2% |
| 86 | USRTISHARES TR | 137,999 | $9.2M | 0.2% |
| 87 | IGIBISHARES TR | 168,033 | $8.9M | 0.2% |
| 88 | GSGOLDMAN SACHS GROUP INC | 8,829 | $8.9M | 0.2% |
| 89 | GEVGE VERNOVA INC | 7,471 | $8.8M | 0.2% |
| 90 | VVISA INC | 25,346 | $8.7M | 0.2% |
| 91 | PLTRPALANTIR TECHNOLOGIES INC | 73,535 | $8.6M | 0.2% |
| 92 | IGSBISHARES TR | 160,754 | $8.4M | 0.2% |
| 93 | IAUISHARES GOLD TR | 111,023 | $8.4M | 0.2% |
| 94 | BSVVANGUARD BD INDEX FDS | 102,436 | $8.0M | 0.2% |
| 95 | SNDKSANDISK CORP | 3,477 | $7.9M | 0.2% |
| 96 | WISDOMTREE TR | 90,795 | $7.6M | 0.2% |
| 97 | IEMGISHARES INC | 91,492 | $7.6M | 0.2% |
| 98 | EMXCISHARES INC | 73,777 | $7.5M | 0.2% |
| 99 | CVXCHEVRON CORPORATION | 45,520 | $7.5M | 0.2% |
| 100 | HSBCHSBC HLDGS PLC | 79,278 | $7.5M | 0.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.