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Portfolio (Quarterly) Guide ↗

Compound Planning, Inc.

· CIK 0001978879
13F Portfolio $3.8B AUM 2,302 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 1260 New
Page 20 of 63  ·  1,260 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 SPHQ INVESCO EXCHANGE TRADED FD T 14,676.0 $1.3M 0.03% NEW $90.10 -4.4%
382 MFC MANULIFE FINL CORP Financial Services 32,472.0 $1.3M 0.03% NEW $40.51 +6.5%
383 ANGLOGOLD ASHANTI PLC 16,233.0 $1.3M 0.03% NEW $80.89
384 DHI D R HORTON INC Consumer Cyclical 8,047.0 $1.3M 0.03% NEW $162.88 -10.8%
385 TFC TRUIST FINL CORP Financial Services 26,134.0 $1.3M 0.03% NEW $49.82 +1.0%
386 ARM ARM HOLDINGS PLC Technology 3,663.0 $1.3M 0.03% NEW $354.54 -28.0%
387 RDVI FIRST TR EXCHANGE-TRADED FD 43,935.0 $1.3M 0.03% NEW $29.40 -0.2%
388 CGXU CAPITAL GROUP INTL FOCUS EQT 37,184.0 $1.3M 0.03% NEW $34.62 +2.1%
389 URTH ISHARES INC 6,321.0 $1.3M 0.03% NEW $202.65 +3.6%
390 NUE NUCOR CORP Basic Materials 5,745.0 $1.3M 0.03% NEW $222.76 +13.3%
391 TRP TC ENERGY CORP Energy 19,294.0 $1.3M 0.03% NEW $66.29 -6.4%
392 EFAV ISHARES TR 14,533.0 $1.3M 0.03% NEW $87.71 +7.2%
393 WPM WHEATON PRECIOUS METALS CORP Basic Materials 11,323.0 $1.3M 0.03% NEW $112.32 +40.7%
394 BLOCK INC 16,690.0 $1.3M 0.03% NEW $76.00
395 IWR ISHARES TR 11,482.0 $1.3M 0.03% NEW $110.32 +2.7%
396 BKR BAKER HUGHES COMPANY Energy 22,744.0 $1.3M 0.03% NEW $55.50 +11.9%
397 PPLT ABRDN PLATINUM ETF TRUST Financial Services 89,176.0 $1.3M 0.03% NEW $14.13 +18.6%
398 GLDM WORLD GOLD TR Financial Services 15,837.0 $1.3M 0.03% NEW $79.42 +14.8%
399 HYMB SPDR SERIES TRUST 49,303.0 $1.3M 0.03% NEW $25.44 -2.5%
400 FLCO FRANKLIN TEMPLETON ETF TR 58,317.0 $1.3M 0.03% NEW $21.44 -1.6%
Page 20 of 63  ·  1,260 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 35.4%
Financial Services 20.9%
Healthcare 8.8%
Consumer Cyclical 7.5%
Industrials 7.3%
Communication Services 6.9%
Consumer Defensive 3.7%
Energy 3.2%
Basic Materials 2.7%
Utilities 2.3%