Compound Planning, Inc.

Q2 2026 13F-HR Holdings

Location
New York, NY
Holdings as of
6/30/2026
Date filed
8/4/2026
Form type
13F-HR
Num holdings
1,260
Total value ($000)
$3,839,234
Net value change ($000)
+580,003 (17.8%)
New positions
132
Sold out positions
79
Turnover %
2.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AAPL 26,701 22.5%
IVV 23,592 25.0%
AVGO 22,131 53.7%
ABBV 21,907 231.0%
MU 16,472 329.4%
GOOGL 16,206 25.7%
HOOD 14,978 45.2%
NVDA 13,440 22.2%
GOOGL 12,618 28.0%
MINT 12,226 129.9%
Top Reduces (Value $000, Stocks/ETFs)
COIN -7,315 -17.0%
XOM -6,491 -36.8%
FLOT -5,582 -73.8%
AGG -5,092 -17.1%
USFR -4,623 -76.8%
INSM -4,323 -94.9%
FIG -3,952 -21.3%
COP -3,543 -63.9%
BMY -3,117 -63.1%
AMGN -2,951 -48.8%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 16,324 (0.4% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type