StockDriftsStockDriftsTop 50 Compound Planning, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 3.81% | 503.1K | $145.6M | +7.41%(+34.70K) | $204.70(+49.82%) | 2026-06-30 | |
| IVV | ISHARES TR | 3.09% | 157.5K | $118.0M | +9.03%(+13.04K) | $561.17(+38.52%) | 2026-06-30 | |
| INTF | ISHARES TR | 2.16% | 2.01M | $82.5M | +4.00%(+77.41K) | $30.76(+40.10%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 2.11% | 1.13M | $80.8M | +4.17%(+45.40K) | $51.31(+42.25%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 2.07% | 224.3K | $79.3M | +2.06%(+4.52K) | $180.15(+94.56%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 1.93% | 369.2K | $73.9M | +6.55%(+22.68K) | $108.81(+102.62%) | 2026-06-30 | |
| SCHG | SCHWAB STRATEGIC TR | 1.85% | 2.09M | $70.9M | +3.41%(+69.14K) | $25.22(+41.88%) | 2026-06-30 | |
| SCHV | SCHWAB STRATEGIC TR | 1.83% | 2.01M | $70.0M | +1.87%(+36.99K) | $25.64(+36.48%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 1.66% | 167.8K | $63.4M | +25.90%(+34.51K) | $282.54(+48.78%) | 2026-06-30 | |
| LRGF | ISHARES TR | 1.55% | 781.1K | $59.1M | +0.39%(+3.00K) | $57.03(+38.29%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (13 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +24.09% | +91.06% | — | — | +99.52% |
| Top 20 Holdings Unweighted | +24.15% | +91.36% | — | — | +100.53% |
Compound Planning, Inc. reports $3.84B in US-listed equity holdings across 1,248 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (3.8%), IVV (3.1%) and INTF (2.2%). The top 20 holdings account for 34.25% of reported assets. Its disclosed equity book has returned +91.06% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Compound Planning, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1978879). View Compound Planning, Inc.’s 13F filings on SEC