account_balance
Investment manager · 13F filer · SEC CIK 1978879
Compound Planning, Inc.
Reported value$3.89Bas of Sep 30, 2026
Positions1,351 197 new, 94 sold out
Top 10 weight22.4%AAPL alone is 4%
FiledNov 536 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
4.3%
SPYMSPDR Series Trust
2.4%Added +808%
INTFiShares Tr
2.2%
VEAVanguard Tax-Managed FDS
2.2%Added +5%
NVDANVIDIA Corp
2.0%Trimmed −6%
SCHGSchwab Strategic Tr
2.0%Added +2%
MSFTMicrosoft Corp
2.0%Added +10%
GOOGAlphabet Inc.
1.9%
SCHVSchwab Strategic Tr
1.8%Added +3%
LRGFiShares Tr
1.6%Added +3%
GOOGLAlphabet Inc.
1.5%+4%
AVGOBroadcom Inc.
1.4%−5%
AAPLApple Inc.
4.3%
SPYMSPDR Series Trust
2.4%+808%
INTFiShares Tr
2.2%
VEAVanguard Tax-Managed FDS
2.2%+5%
NVDANVIDIA Corp
2.0%−6%
SCHGSchwab Strategic Tr
2.0%
MSFTMicrosoft Corp
2.0%
GOOGAlphabet Inc.
1.9%
SCHVSchwab Strategic Tr
1.8%
LRGF1.6%
GOOGLAVGOBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc. 4.3% Held
SPYM SPDR Series Trust 2.4% Added +808%
INTF iShares Tr 2.2% Held
VEA Vanguard Tax-Managed FDS 2.2% Added +5%
NVDA NVIDIA Corp 2.0% Trimmed −6%SCHG Schwab Strategic Tr 2.0% Added +2%
MSFT Microsoft Corp 2.0% Added +10%GOOG Alphabet Inc. 1.9% HeldSCHV Schwab Strategic Tr 1.8% Added +3%
LRGF iShares Tr 1.6% Added +3%
GOOGL Alphabet Inc. 1.5% Added +4%AVGO Broadcom Inc. 1.4% Trimmed −5%What changed
Biggest moves since Jun 30, 2026
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