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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 2 of 63  ·  1,260 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VTV VANGUARD INDEX FDS 166,114.0 $36.2M 0.94% NEW $217.93 +4.1%
22 COIN COINBASE GLOBAL INC Financial Services 244,939.0 $35.8M 0.93% NEW $146.19 +28.0%
23 AVEM AMERICAN CENTY ETF TR 353,788.0 $34.1M 0.89% NEW $96.49 -1.8%
24 IUSB ISHARES TR 720,843.0 $33.3M 0.87% NEW $46.15 -0.9%
25 IYW ISHARES TR 128,742.0 $32.5M 0.85% NEW $252.23 -2.5%
26 ABBV ABBVIE INC Healthcare 124,737.0 $31.4M 0.82% NEW $251.64 +5.6%
27 BERKSHIRE HATHAWAY INC DEL 61,254.0 $30.7M 0.80% NEW $500.39
28 BINC BLACKROCK ETF TRUST II 581,064.0 $30.4M 0.79% NEW $52.34 -0.4%
29 VTI VANGUARD INDEX FDS 77,507.0 $28.7M 0.75% NEW $370.04 +2.2%
30 JPM JPMORGAN CHASE & CO Financial Services 77,143.0 $25.3M 0.66% NEW $327.33 +9.0%
31 AGG ISHARES TR 248,550.0 $24.6M 0.64% NEW $98.98 -1.0%
32 CSRE COHEN & STEERS ETF TRUST 852,343.0 $24.2M 0.63% NEW $28.38 +3.2%
33 IEFA ISHARES TR 249,619.0 $24.1M 0.63% NEW $96.58 +5.0%
34 IFRA ISHARES TR 377,211.0 $23.8M 0.62% NEW $63.04 -5.5%
35 IWF ISHARES TR 177,468.0 $22.0M 0.57% NEW $124.17 -1.9%
36 MINT PIMCO ETF TR 214,644.0 $21.6M 0.56% NEW $100.81 -0.0%
37 MU MICRON TECHNOLOGY INC Technology 18,602.0 $21.5M 0.56% NEW $1154.28 -19.2%
38 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 44,754.0 $21.4M 0.56% NEW $477.57 -12.6%
39 QQQ INVESCO QQQ TR Financial Services 28,922.0 $21.3M 0.56% NEW $736.41 -3.5%
40 CAT CATERPILLAR INC Industrials 18,879.0 $20.1M 0.52% NEW $1064.92 -23.8%
Page 2 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%