Compound Planning, Inc.

13F filer · CIK 0001978879

Reported Aug 4, 2026

Net buyer this quarter

13F portfolio value$3.84BU.S. long equity reported on 13F

Positions90193 new · 60 closed

Net flow last quarter+$128MBuys minus sells

Top 10 positions weight16.8%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 4, 2026901 positions
AAPLApple Inc.	$146M	3.79%	0.00%	+7.4%	Q1 2023
GOOGAlphabet Inc.	$79.3M	2.06%	Not reported	+2.1%	Q1 2023
NVDANvidia Corp	$73.9M	1.92%	0.00%	+6.6%	Q1 2023
AVGOBroadcom Inc.	$63.4M	1.65%	0.00%	+25.9%	Q2 2023
GOOGLAlphabet Inc.	$57.7M	1.50%	0.00%	+3.0%	Q1 2023
AMZNAmazon Com Inc	$52.6M	1.37%	0.00%	+1.1%	Q1 2023
MSFTMicrosoft Corp	$50.4M	1.31%	0.00%	+16.4%	Q1 2023
HOODRobinhood Markets, Inc.	$48.1M	1.25%	0.21%	+0.3%	Q4 2023
METAMeta Platforms, Inc.	$38.9M	1.01%	Not reported	0.0%	Q1 2023
COINCoinbase Global, Inc.	$35.8M	0.93%	0.09%	-0.8%	Q4 2023
ABBVAbbVie Inc.	$31.4M	0.82%	0.01%	+186.1%	Q1 2023
BRK.BBerkshire Hathaway Inc	$30.7M	0.80%	Not reported	-1.6%	Q1 2023
JPMJPMorgan Chase & Co	$25.3M	0.66%	0.00%	+1.7%	Q1 2023
MUMicron Technology Inc	$21.5M	0.56%	0.00%	+25.7%	Q4 2023
TSMTaiwan Semiconductor Manufacturing Co Ltd	$21.4M	0.56%	0.00%	+2.2%	Q4 2023
QQQInvesco QQQ Trust, Series 1	$21.3M	0.55%	Not reported	-3.1%	Q1 2023
CATCaterpillar Inc	$20.1M	0.52%	0.00%	+4.6%	Q1 2023
SPYSPDR S&P 500 ETF Trust	$19.4M	0.51%	Not reported	-2.1%	Q1 2023
TSLATesla, Inc.	$17.8M	0.46%	0.00%	-2.0%	Q1 2023
JNJJohnson & Johnson	$16.7M	0.44%	0.00%	+7.2%	Q1 2023
FIGFigma, Inc.	$14.6M	0.38%	Not reported	-8.0%	Q4 2025
LLYELI LILLY & Co	$13.1M	0.34%	0.00%	+9.7%	Q1 2023
MRKMerck & Co., Inc.	$13M	0.34%	0.00%	+8.3%	Q1 2023
AMDAdvanced Micro Devices Inc	$12.5M	0.33%	0.00%	-7.6%	Q2 2023
INTCIntel Corp	$12.2M	0.32%	0.00%	-30.2%	Q2 2023
IBMInternational Business Machines Corp	$11.9M	0.31%	0.00%	+23.5%	Q1 2023
LRCXLam Research Corp	$11.7M	0.30%	0.00%	+57.1%	Q4 2023
CSCOCisco Systems, Inc.	$11.7M	0.30%	0.00%	+46.5%	Q3 2023
XOMExxonMobil Holdings Corp	$11.1M	0.29%	0.00%	-21.6%	Q1 2023
WMTWalmart Inc.	$10.9M	0.28%	0.00%	+7.2%	Q1 2023
ABTAbbott Laboratories	$10.9M	0.28%	0.01%	+264.3%	Q1 2023
COSTCostco Wholesale Corp	$10.5M	0.27%	0.00%	-4.2%	Q1 2023
ASMLAsml Holding NV	$10.5M	0.27%	0.00%	-0.2%	Q3 2023
PGPROCTER & GAMBLE Co	$10.2M	0.26%	0.00%	+85.0%	Q1 2023
BACBank of America Corp	$9.67M	0.25%	0.00%	+4.2%	Q1 2023
CRWVCoreWeave, Inc.	$9.43M	0.25%	Not reported	+7.6%	Q4 2025
AMATApplied Materials Inc	$9.33M	0.24%	0.00%	+5.8%	Q3 2023
MRVLMarvell Technology, Inc.	$9.19M	0.24%	0.00%	-18.0%	Q4 2023
USRTEnigma-Bulwark, Ltd.	$9.17M	0.24%	Not reported	-2.6%	Q4 2023
GSGoldman Sachs Group Inc	$8.93M	0.23%	0.00%	+8.1%	Q3 2023
GEVGE Vernova Inc.	$8.78M	0.23%	0.00%	+93.9%	Q2 2024
VVisa Inc.	$8.7M	0.23%	0.00%	+23.5%	Q1 2023
PLTRPalantir Technologies Inc.	$8.58M	0.22%	0.00%	+0.8%	Q1 2023
IAUIshares Gold Trust	$8.38M	0.22%	0.01%	-7.6%	Q1 2023
BSVNBank7 Corp.	$7.98M	0.21%	1.08%	+2.6%	Q1 2023
SNDKSandisk Corp	$7.91M	0.21%	0.00%	+19.0%	Q4 2025
EMXCEmax Holdings Corp	$7.55M	0.20%	Not reported	+0.1%	Q3 2024
CVXChevron Corp	$7.55M	0.20%	0.00%	+1.2%	Q1 2023
HSBCHSBC Holdings PLC	$7.54M	0.20%	0.00%	+4.5%	Q4 2023
RTXRTX Corp	$7.53M	0.20%	0.00%	+25.5%	Q1 2023

Q1 2026Reported May 14, 2026866 positions
AAPLApple Inc.	$119M	3.65%	0.00%	-0.3%	Q1 2023
GOOGAlphabet Inc.	$63M	1.93%	Not reported	-8.0%	Q1 2023
NVDANvidia Corp	$60.4M	1.85%	0.00%	-3.5%	Q1 2023
AMZNAmazon Com Inc	$45.4M	1.39%	0.00%	-6.8%	Q1 2023
GOOGLAlphabet Inc.	$45.1M	1.38%	0.00%	+1.2%	Q1 2023
COINCoinbase Global, Inc.	$43.1M	1.32%	0.09%	-8.3%	Q4 2023
MSFTMicrosoft Corp	$42.9M	1.32%	0.00%	-5.7%	Q1 2023
AVGOBroadcom Inc.	$41.2M	1.27%	0.00%	+5.4%	Q2 2023
METAMeta Platforms, Inc.	$39.5M	1.21%	Not reported	-4.8%	Q1 2023
HOODRobinhood Markets, Inc.	$33.2M	1.02%	0.21%	-11.7%	Q4 2023
BRK.BBerkshire Hathaway Inc	$29.8M	0.91%	Not reported	-1.5%	Q1 2023
JPMJPMorgan Chase & Co	$22.3M	0.68%	0.00%	-5.0%	Q1 2023
FIGFigma, Inc.	$18.6M	0.57%	Not reported	-3.5%	Q4 2025
XOMExxonMobil Holdings Corp	$17.6M	0.54%	0.00%	+41.2%	Q1 2023
SPYSPDR S&P 500 ETF Trust	$17.3M	0.53%	Not reported	+5.8%	Q1 2023
QQQInvesco QQQ Trust, Series 1	$17.2M	0.53%	Not reported	+5.7%	Q1 2023
TSLATesla, Inc.	$16M	0.49%	0.00%	-15.0%	Q1 2023
JNJJohnson & Johnson	$15M	0.46%	0.00%	+3.7%	Q1 2023
TSMTaiwan Semiconductor Manufacturing Co Ltd	$14.8M	0.45%	0.00%	+0.7%	Q4 2023
CATCaterpillar Inc	$12.8M	0.39%	0.00%	-0.7%	Q1 2023
COSTCostco Wholesale Corp	$11.7M	0.36%	0.00%	+20.9%	Q1 2023
MRKMerck & Co., Inc.	$11.3M	0.35%	0.00%	+48.7%	Q1 2023
WMTWalmart Inc.	$11.2M	0.34%	0.00%	0.0%	Q1 2023
PLTRPalantir Technologies Inc.	$10.7M	0.33%	0.00%	-14.5%	Q1 2023
IAUIshares Gold Trust	$10.6M	0.32%	0.01%	-6.4%	Q1 2023
ABBVAbbVie Inc.	$9.48M	0.29%	0.00%	-1.7%	Q1 2023
CVXChevron Corp	$9.31M	0.29%	0.00%	+7.4%	Q1 2023
LLYELI LILLY & Co	$9.14M	0.28%	0.00%	-2.9%	Q1 2023
USRTEnigma-Bulwark, Ltd.	$8.39M	0.26%	Not reported	+0.4%	Q4 2023
IBMInternational Business Machines Corp	$8.3M	0.25%	0.00%	0.0%	Q1 2023
NFLXNetflix Inc	$8.02M	0.25%	0.00%	-9.0%	Q1 2023
BACBank of America Corp	$7.95M	0.24%	0.00%	-7.5%	Q1 2023
NEENextera Energy Inc	$7.94M	0.24%	0.00%	+0.7%	Q1 2023
BSVNBank7 Corp.	$7.83M	0.24%	1.05%	+35.7%	Q1 2023
ASMLAsml Holding NV	$6.97M	0.21%	0.00%	+11.3%	Q3 2023
GSGoldman Sachs Group Inc	$6.91M	0.21%	0.00%	-4.8%	Q3 2023
CRWVCoreWeave, Inc.	$6.83M	0.21%	Not reported	+1.2%	Q4 2025
MAMastercard Inc	$6.74M	0.21%	0.00%	-13.7%	Q2 2023
GEGeneral Electric Co	$6.45M	0.20%	0.00%	-4.5%	Q3 2023
HSBCHSBC Holdings PLC	$6.26M	0.19%	0.00%	+1.7%	Q4 2023
VVisa Inc.	$6.2M	0.19%	0.00%	-7.2%	Q1 2023
RTXRTX Corp	$6.1M	0.19%	0.00%	+5.3%	Q1 2023
AMGNAmgen Inc	$6.05M	0.19%	0.00%	+83.4%	Q4 2023
EMXCEmax Holdings Corp	$5.8M	0.18%	Not reported	-5.3%	Q3 2024
COPConocophillips	$5.54M	0.17%	0.00%	+145.6%	Q3 2023
INTCIntel Corp	$5.52M	0.17%	0.00%	-2.2%	Q2 2023
GILDGilead Sciences, Inc.	$5.45M	0.17%	0.00%	+8.2%	Q4 2023
PGPROCTER & GAMBLE Co	$5.41M	0.17%	0.00%	-0.5%	Q1 2023
MCDMcdonalds Corp	$5.3M	0.16%	0.00%	+9.2%	Q1 2023
CSCOCisco Systems, Inc.	$5.26M	0.16%	0.00%	+2.6%	Q3 2023

Q4 2025Reported Feb 19, 2026860 positions
AAPLApple Inc.	$128M	3.75%	0.00%	+21.4%	Q1 2023
GOOGAlphabet Inc.	$75M	2.20%	Not reported	+10.3%	Q1 2023
NVDANvidia Corp	$67M	1.96%	0.00%	+15.4%	Q1 2023
HOODRobinhood Markets, Inc.	$61.3M	1.80%	0.23%	+28.2%	Q4 2023
COINCoinbase Global, Inc.	$60.9M	1.79%	0.10%	-7.6%	Q4 2023
MSFTMicrosoft Corp	$59.5M	1.75%	0.00%	+9.3%	Q1 2023
AMZNAmazon Com Inc	$54M	1.58%	0.00%	+31.3%	Q1 2023
GOOGLAlphabet Inc.	$48.6M	1.42%	0.00%	+16.9%	Q1 2023
METAMeta Platforms, Inc.	$47.9M	1.40%	Not reported	-4.2%	Q1 2023
AVGOBroadcom Inc.	$43.8M	1.28%	0.00%	+140.0%	Q2 2023
FIGFigma, Inc.	$34.1M	1.00%	Not reported	New	Q4 2025
BRK.BBerkshire Hathaway Inc	$31.7M	0.93%	Not reported	-0.3%	Q1 2023
JPMJPMorgan Chase & Co	$25.7M	0.75%	0.00%	+12.3%	Q1 2023
TSLATesla, Inc.	$22.8M	0.67%	0.00%	+21.8%	Q1 2023
QQQInvesco QQQ Trust, Series 1	$17.4M	0.51%	Not reported	-12.3%	Q1 2023
SPYSPDR S&P 500 ETF Trust	$17.1M	0.50%	Not reported	-13.4%	Q1 2023
PLTRPalantir Technologies Inc.	$15.2M	0.44%	0.00%	+1.7%	Q1 2023
TSMTaiwan Semiconductor Manufacturing Co Ltd	$13.2M	0.39%	0.00%	+11.5%	Q4 2023
JNJJohnson & Johnson	$12.3M	0.36%	0.00%	+12.6%	Q1 2023
LLYELI LILLY & Co	$11M	0.32%	0.00%	+17.4%	Q1 2023
IAUIshares Gold Trust	$10.4M	0.31%	0.02%	+2.4%	Q1 2023
CATCaterpillar Inc	$10.4M	0.31%	0.00%	+5.5%	Q1 2023
IBMInternational Business Machines Corp	$10.1M	0.30%	0.00%	+8.7%	Q1 2023
ABBVAbbVie Inc.	$10.1M	0.30%	0.00%	+135.8%	Q1 2023
WMTWalmart Inc.	$10M	0.29%	0.00%	+34.3%	Q1 2023
BACBank of America Corp	$9.69M	0.28%	0.00%	+12.3%	Q1 2023
MAMastercard Inc	$8.92M	0.26%	0.00%	-2.0%	Q2 2023
XOMExxonMobil Holdings Corp	$8.85M	0.26%	0.00%	+25.2%	Q1 2023
NFLXNetflix Inc	$8.59M	0.25%	0.00%	-16.9%	Q1 2023
COSTCostco Wholesale Corp	$8.39M	0.25%	0.00%	+7.5%	Q1 2023
AMDAdvanced Micro Devices Inc	$8.14M	0.24%	0.00%	-14.0%	Q2 2023
USRTEnigma-Bulwark, Ltd.	$8.04M	0.24%	Not reported	-7.5%	Q4 2023
VVisa Inc.	$7.76M	0.23%	0.00%	+9.5%	Q1 2023
GSGoldman Sachs Group Inc	$7.54M	0.22%	0.00%	+7.7%	Q3 2023
GEGeneral Electric Co	$7.33M	0.22%	0.00%	+99.5%	Q3 2023
NEENextera Energy Inc	$6.82M	0.20%	0.00%	+122.6%	Q1 2023
MRKMerck & Co., Inc.	$6.62M	0.19%	0.00%	+60.6%	Q1 2023
TMOThermo Fisher Scientific Inc.	$6.41M	0.19%	0.00%	+146.6%	Q3 2023
CVXChevron Corp	$6.39M	0.19%	0.00%	+8.5%	Q1 2023
CRWVCoreWeave, Inc.	$6.24M	0.18%	Not reported	New	Q4 2025
HSBCHSBC Holdings PLC	$5.87M	0.17%	0.00%	+8.9%	Q4 2023
BSVNBank7 Corp.	$5.8M	0.17%	0.78%	-8.2%	Q1 2023
BKNGBooking Holdings Inc.	$5.66M	0.17%	0.00%	+1.7%	Q3 2023
EMXCEmax Holdings Corp	$5.66M	0.17%	Not reported	-3.1%	Q3 2024
RTXRTX Corp	$5.5M	0.16%	0.00%	+47.5%	Q1 2023
PGPROCTER & GAMBLE Co	$5.39M	0.16%	0.00%	+23.8%	Q1 2023
IBITiShares Bitcoin Trust ETF	$5.35M	0.16%	0.01%	+21.9%	Q1 2024
SHOPShopify Inc.	$5.33M	0.16%	0.01%	+8.1%	Q4 2023
CSCOCisco Systems, Inc.	$5.09M	0.15%	0.00%	+81.3%	Q3 2023
ASMLAsml Holding NV	$5.07M	0.15%	0.00%	+44.9%	Q3 2023

Q3 2025Reported Nov 10, 2025820 positions
AAPLApple Inc.	$98.5M	3.19%	0.00%	+6.7%	Q1 2023
COINCoinbase Global, Inc.	$98.4M	3.18%	0.11%	-6.9%	Q4 2023
HOODRobinhood Markets, Inc.	$60.5M	1.96%	0.18%	+0.2%	Q4 2023
MSFTMicrosoft Corp	$58.3M	1.88%	0.00%	+8.0%	Q1 2023
NVDANvidia Corp	$58.1M	1.88%	0.00%	+17.0%	Q1 2023
METAMeta Platforms, Inc.	$55.6M	1.80%	Not reported	+9.1%	Q1 2023
GOOGAlphabet Inc.	$52.8M	1.71%	Not reported	+12.2%	Q1 2023
AMZNAmazon Com Inc	$39.1M	1.26%	0.00%	+10.7%	Q1 2023
GOOGLAlphabet Inc.	$32.3M	1.04%	0.00%	+8.2%	Q1 2023
BRK.BBerkshire Hathaway Inc	$31.8M	1.03%	Not reported	+32.2%	Q1 2023
OKLOOklo Inc.	$30.1M	0.97%	0.17%	-68.7%	Q3 2024
JPMJPMorgan Chase & Co	$22.4M	0.73%	0.00%	+7.1%	Q1 2023
QQQInvesco QQQ Trust, Series 1	$19.3M	0.62%	Not reported	+0.6%	Q1 2023
SPYSPDR S&P 500 ETF Trust	$19.3M	0.62%	Not reported	-4.5%	Q1 2023
TSLATesla, Inc.	$18.5M	0.60%	0.00%	-9.7%	Q1 2023
AVGOBroadcom Inc.	$17.4M	0.56%	0.00%	+18.9%	Q2 2023
PLTRPalantir Technologies Inc.	$15.3M	0.49%	0.00%	+2.0%	Q1 2023
NFLXNetflix Inc	$13.2M	0.43%	0.00%	+1.9%	Q1 2023
TSMTaiwan Semiconductor Manufacturing Co Ltd	$10.9M	0.35%	0.00%	+10.1%	Q4 2023
JNJJohnson & Johnson	$9.75M	0.32%	0.00%	+15.2%	Q1 2023
IAUIshares Gold Trust	$9.13M	0.30%	0.02%	+2.3%	Q1 2023
MAMastercard Inc	$9.06M	0.29%	0.00%	+7.7%	Q2 2023
USRTEnigma-Bulwark, Ltd.	$8.96M	0.29%	Not reported	+4.9%	Q4 2023
IBMInternational Business Machines Corp	$8.89M	0.29%	0.00%	+7.4%	Q1 2023
COSTCostco Wholesale Corp	$8.38M	0.27%	0.00%	-18.7%	Q1 2023
CATCaterpillar Inc	$8.22M	0.27%	0.00%	+5.3%	Q1 2023
BACBank of America Corp	$8.1M	0.26%	0.00%	+13.0%	Q1 2023
RBLXRoblox Corp	$7.49M	0.24%	0.01%	-36.7%	Q4 2023
TAt&T Inc.	$7.31M	0.24%	0.00%	+7.5%	Q1 2023
AMDAdvanced Micro Devices Inc	$7.16M	0.23%	0.00%	+86.4%	Q2 2023
VVisa Inc.	$6.9M	0.22%	0.00%	+3.8%	Q1 2023
WMTWalmart Inc.	$6.89M	0.22%	0.00%	+2.2%	Q1 2023
LLYELI LILLY & Co	$6.65M	0.21%	0.00%	+6.9%	Q1 2023
XOMExxonMobil Holdings Corp	$6.62M	0.21%	0.00%	+15.3%	Q1 2023
GSGoldman Sachs Group Inc	$6.34M	0.21%	0.00%	+6.7%	Q3 2023
BSVNBank7 Corp.	$6.32M	0.20%	0.85%	+76.4%	Q1 2023
ORCLOracle Corp	$6.32M	0.20%	0.00%	+8.5%	Q1 2023
CVXChevron Corp	$6M	0.19%	0.00%	+13.8%	Q1 2023
IBITiShares Bitcoin Trust ETF	$5.74M	0.19%	0.01%	+496.2%	Q1 2024
MOAltria Group, Inc.	$5.62M	0.18%	0.01%	+15.6%	Q3 2023
BKNGBooking Holdings Inc.	$5.61M	0.18%	0.00%	+9.3%	Q3 2023
EMXCEmax Holdings Corp	$5.42M	0.18%	Not reported	-81.1%	Q3 2024
COFCapital One Financial Corp	$5.38M	0.17%	0.00%	+143.7%	Q4 2023
DIASPDR Dow Jones Industrial Average ETF Trust	$5.11M	0.17%	Not reported	+2.2%	Q4 2023
BABAAlibaba Group Holding Ltd	$4.9M	0.16%	0.00%	+11.6%	Q2 2023
HSBCHSBC Holdings PLC	$4.86M	0.16%	0.00%	+13.4%	Q4 2023
BABoeing Co	$4.76M	0.15%	0.00%	+16.3%	Q1 2023
PGPROCTER & GAMBLE Co	$4.67M	0.15%	0.00%	+8.8%	Q1 2023
HDHome Depot, Inc.	$4.65M	0.15%	0.00%	+20.8%	Q1 2023
SHOPShopify Inc.	$4.55M	0.15%	0.01%	+7.4%	Q4 2023

Premium opens every quarter this fund has filed