Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Compound Planning, Inc. (CIK 1978879) reported $3.26B across 1,182 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($120.5M, 3.70%), IVV ($94.4M, 2.90%), INTF ($75.4M, 2.31%), GOOG ($70.0M, 2.15%), VEA ($69.8M, 2.14%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $120.5M | 3.70% | 474,651 | Added |
| 2 | IVV | ISHARES TR | $94.4M | 2.90% | 144,467 | Added |
| 3 | INTF | ISHARES TR | $75.4M | 2.31% | 1.9M | Trimmed |
| 4 | GOOG | ALPHABET INC | $70.0M | 2.15% | 243,886 | Added |
| 5 | VEA | VANGUARD TAX-MANAGED FDS | $69.8M | 2.14% | 1.1M | Trimmed |
| 6 | SCHV | SCHWAB STRATEGIC TR | $60.2M | 1.85% | 2.0M | Trimmed |
| 7 | NVDA | NVIDIA CORPORATION | $60.4M | 1.85% | 346,487 | Trimmed |
| 8 | SCHG | SCHWAB STRATEGIC TR | $59.0M | 1.81% | 2.0M | Trimmed |
| 9 | LRGF | ISHARES TR | $51.4M | 1.58% | 778,056 | Trimmed |
| 10 | BND | VANGUARD BD INDEX FDS | $49.5M | 1.52% | 671,518 | Trimmed |
| 11 | GOOGL | ALPHABET INC | $47.9M | 1.47% | 166,510 | Added |
| 12 | AMZN | AMAZON COM INC | $47.0M | 1.44% | 225,598 | Trimmed |
| 13 | MSFT | MICROSOFT CORP | $42.9M | 1.32% | 116,001 | Trimmed |
| 14 | COIN | COINBASE GLOBAL INC | $43.1M | 1.32% | 246,967 | Trimmed |
| 15 | AVGO | BROADCOM INC | $41.2M | 1.27% | 133,261 | Added |
| 16 | VWO | VANGUARD INTL EQUITY INDEX F | $40.2M | 1.23% | 743,008 | Trimmed |
| 17 | META | META PLATFORMS INC | $39.5M | 1.21% | 69,057 | Trimmed |
| 18 | VUG | VANGUARD INDEX FDS | $38.5M | 1.18% | 88,110 | Added |
| 19 | VB | VANGUARD INDEX FDS | $35.9M | 1.10% | 137,137 | Trimmed |
| 20 | NFLT | ETFIS SER TR I | $33.6M | 1.03% | 1.5M | Trimmed |
| 21 | HOOD | ROBINHOOD MKTS INC | $33.2M | 1.02% | 478,464 | Trimmed |
| 22 | VTV | VANGUARD INDEX FDS | $30.0M | 0.92% | 153,115 | Added |
| 23 | AGG | ISHARES TR | $29.7M | 0.91% | 299,111 | Added |
| 24 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $29.8M | 0.91% | 62,229 | Trimmed |
| 25 | AVEM | AMERICAN CENTY ETF TR | $29.7M | 0.91% | 368,308 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31