Institutions / Compound Planning, Inc.
Compound Planning, Inc.
CIK 1978879 · Institution · as of Dec 31, 2025
Portfolio value
$3.38B
Positions
1,202
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 1,202 →
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $127.71M | 3.8% |
| iShares Tr | $95.36M | 2.8% |
| Vanguard Tax-Managed Fds | $75.87M | 2.2% |
| iShares Tr | $75.71M | 2.2% |
| Alphabet Inc. | $74.99M | 2.2% |
| Schwab Strategic Tr | $68.43M | 2.0% |
| NVIDIA Corp | $66.97M | 2.0% |
| Schwab Strategic Tr | $61.98M | 1.8% |
| Robinhood Markets, Inc. | $61.26M | 1.8% |
| Coinbase Global, Inc. | $60.93M | 1.8% |
| Microsoft Corp | $59.51M | 1.8% |
| Vanguard Bd Index Fds | $56.65M | 1.7% |
| iShares Tr | $55.37M | 1.6% |
| Amazon.com Inc | $54.00M | 1.6% |
| Vanguard Index Fds | $52.96M | 1.6% |
| Alphabet Inc. | $48.56M | 1.4% |
| Meta Platforms Inc | $47.87M | 1.4% |
| Vanguard Intl Equity Index F | $44.72M | 1.3% |
| Broadcom Inc. | $43.78M | 1.3% |
| Vanguard Index Fds | $39.94M | 1.2% |
| Etfis Ser Tr I | $38.05M | 1.1% |
| Vanguard Index Fds | $37.13M | 1.1% |
| Figma, Inc.FIG | $34.06M | 1.0% |
| Warren E. Buffett | $31.75M | 0.9% |
| BlackRock ETF Trust II | $30.55M | 0.9% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.