Compound Planning, Inc.: 13F holdings
CIK 19788792026Q2
| Positions | 1,248 |
|---|---|
| Reported value | $3.8bn |
| Filed | 2026-08-04 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| AAPL APPLE INC | 503,054 | $145.6m | 3.8% |
| IVV ISHARES TR | 157,511 | $118.0m | 3.1% |
| INTF ISHARES TR | 2,013,674 | $82.5m | 2.1% |
| VEA VANGUARD TAX-MANAGED FDS | 1,134,424 | $80.8m | 2.1% |
| GOOG ALPHABET INC | 224,304 | $79.3m | 2.1% |
| NVDA NVIDIA CORPORATION | 369,170 | $73.9m | 1.9% |
| SCHG SCHWAB STRATEGIC TR | 2,094,006 | $70.9m | 1.8% |
| SCHV SCHWAB STRATEGIC TR | 2,011,430 | $70.0m | 1.8% |
| AVGO BROADCOM INC | 167,775 | $63.4m | 1.7% |
| LRGF ISHARES TR | 781,052 | $59.1m | 1.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1978879")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.