EdgeMarket › What Compound Planning, Inc. reported owning
What Compound Planning, Inc. reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
3.3BPositions
1,209Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| AAPL Apple Inc. | 118.9M | 3.6% | 468.4K | 309.35 | +36.9% |
| IVV iShares Core S&P 500 ETF | 94.4M | 2.9% | 144.5K | 769.31 | +20.0% |
| INTF iShares International Equity Factor ETF | 75.4M | 2.3% | 1.9M | 43.14 | +21.2% |
| VEA Vanguard FTSE Developed Markets ETF | 69.8M | 2.1% | 1.1M | 73.42 | +24.7% |
| GOOG Alphabet Inc. | 63.0M | 1.9% | 219.8K | 341.75 | +70.7% |
| NVDA NVIDIA CORP | 60.4M | 1.9% | 346.5K | 214.72 | +22.4% |
| SCHV Schwab U.S. Large-Cap Value ETF | 60.2M | 1.8% | 2.0M | 34.94 | +22.7% |
| SCHG Schwab U.S. Large-Cap Growth ETF | 59.0M | 1.8% | 2.0M | 35.32 | +17.3% |
| LRGF iShares U.S. Equity Factor ETF | 51.4M | 1.6% | 778.1K | 77.96 | +18.0% |
| BND Vanguard Total Bond Market ETF | 49.5M | 1.5% | 671.5K | 72.23 | -1.8% |
| AMZN AMAZON COM INC | 45.4M | 1.4% | 218.1K | 258.63 | +15.6% |
| GOOGL Alphabet Inc. | 45.1M | 1.4% | 156.9K | 344.82 | +73.0% |
| COIN Coinbase Global, Inc. | 43.1M | 1.3% | 247.0K | 186.49 | -38.7% |
| MSFT MICROSOFT CORP | 42.9M | 1.3% | 116.0K | 483.24 | -4.4% |
| AVGO Broadcom Inc. | 41.2M | 1.3% | 133.3K | 368.45 | +26.5% |
| VWO Vanguard FTSE Emerging Markets ETF | 40.2M | 1.2% | 743.0K | 60.45 | +17.7% |
| META Meta Platforms, Inc. | 39.5M | 1.2% | 69.1K | 549.90 | -26.5% |
| VUG Vanguard Morningstar Growth ETF | 38.5M | 1.2% | 88.1K | 87.50 | +15.9% |
| VB Vanguard Morningstar Small-Cap ETF | 35.9M | 1.1% | 137.1K | 304.76 | +24.4% |
| NFLT Virtus Newfleet Multi-Sector Bond ETF | 33.6M | 1.0% | 1.5M | 22.72 | -0.7% |
| HOOD Robinhood Markets, Inc. | 33.2M | 1.0% | 478.5K | 108.13 | +2.6% |
| VTV Vanguard Morningstar Value ETF | 30.0M | 0.9% | 153.1K | 226.40 | +24.6% |
| unmapped CUSIP 084670702 | 29.8M | 0.9% | 62.2K | — | — |
| AGG iShares Core U.S. Aggregate Bond ETF | 29.7M | 0.9% | 299.1K | 97.35 | -1.7% |
| AVEM Avantis Emerging Markets Equity ETF | 29.7M | 0.9% | 368.3K | 94.24 | +33.1% |
| IUSB iShares Core Universal USD Bond ETF | 29.3M | 0.9% | 633.5K | 45.43 | -1.7% |
| IYW iShares U.S. Technology ETF | 25.2M | 0.8% | 138.9K | 247.25 | +37.9% |
| BINC iShares Flexible Income Active ETF | 25.1M | 0.8% | 483.5K | 52.00 | -1.7% |
| VTI Vanguard Morningstar Total Stock Market ETF | 24.7M | 0.8% | 76.9K | 378.24 | +20.5% |
| IEFA iShares Core MSCI EAFE ETF | 22.4M | 0.7% | 247.1K | 100.85 | +16.8% |
| JPM JPMORGAN CHASE & CO | 22.3M | 0.7% | 75.8K | 351.58 | +20.3% |
| CSRE Cohen & Steers Real Estate Active ETF | 20.3M | 0.6% | 774.0K | 29.04 | +12.3% |
| IFRA iShares U.S. Infrastructure ETF | 19.0M | 0.6% | 331.8K | 59.71 | +16.4% |
| FIG Figma, Inc. | 18.6M | 0.6% | 879.2K | 27.10 | -63.4% |
| XOM ExxonMobil Holdings Corp | 17.6M | 0.5% | 103.8K | 165.11 | +52.1% |
| SPY SPDR S&P 500 ETF TRUST | 17.3M | 0.5% | 26.6K | 765.72 | +20.0% |
| QQQ INVESCO QQQ TRUST, SERIES 1 | 17.2M | 0.5% | 29.9K | 713.44 | +26.1% |
| THLV THOR Equal Weight Low Volatility ETF | 16.9M | 0.5% | 530.4K | 32.96 | +12.3% |
| SCHF Schwab International Equity ETF | 16.9M | 0.5% | 681.8K | 28.46 | +24.7% |
| VOO Vanguard S&P 500 ETF | 16.8M | 0.5% | 28.1K | 703.71 | +20.0% |
| SCHB Schwab U.S. Broad Market ETF | 16.5M | 0.5% | 658.3K | 29.61 | +20.4% |
| IWF iShares Russell 1000 Growth Fund | 16.3M | 0.5% | 38.2K | 122.39 | +11.2% |
| COWZ Pacer US Cash Cows 100 ETF | 16.1M | 0.5% | 256.7K | 72.02 | +26.3% |
| TSLA Tesla, Inc. | 16.0M | 0.5% | 43.1K | 362.86 | +12.0% |
| VTEB Vanguard Tax-Exempt Bond ETF | 15.6M | 0.5% | 311.8K | 49.54 | +1.4% |
| SYLD Cambria Shareholder Yield ETF | 15.2M | 0.5% | 201.4K | 86.62 | +28.5% |
| JNJ JOHNSON & JOHNSON | 15.0M | 0.5% | 61.4K | 270.24 | +51.1% |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 14.8M | 0.5% | 43.8K | 418.95 | +83.3% |
| MUB iShares National Muni Bond ETF | 14.2M | 0.4% | 133.4K | 105.34 | +1.2% |
| AVUV Avantis U.S. Small Cap Value ETF | 13.3M | 0.4% | 120.3K | 126.45 | +33.2% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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