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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 3 of 63  ·  1,260 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SPY STATE STR SPDR S&P 500 ETF T Financial Services 26,020.0 $19.4M 0.51% NEW $746.77 +2.6%
42 SCHB SCHWAB STRATEGIC TR 670,509.0 $19.4M 0.51% NEW $28.96 +2.3%
43 VOO VANGUARD INDEX FDS 28,084.0 $19.3M 0.50% NEW $686.81 +2.6%
44 THLV THOR FINL TECHNOLOGIES TR 576,834.0 $19.2M 0.50% NEW $33.34 -0.6%
45 SCHF SCHWAB STRATEGIC TR 680,467.0 $18.8M 0.49% NEW $27.70 +2.8%
46 VTEB VANGUARD MUN BD FDS 354,852.0 $17.9M 0.47% NEW $50.58 -2.1%
47 TSLA TESLA INC Consumer Cyclical 42,245.0 $17.8M 0.46% NEW $420.58 -18.1%
48 COWZ PACER FDS TR 279,729.0 $17.4M 0.45% NEW $62.20 +15.5%
49 SYLD CAMBRIA ETF TR 216,923.0 $17.2M 0.45% NEW $79.09 +9.6%
50 JNJ JOHNSON & JOHNSON Healthcare 65,795.0 $16.7M 0.43% NEW $253.97 +6.7%
51 AVUV AMERICAN CENTY ETF TR 128,848.0 $16.1M 0.42% NEW $124.76 +0.8%
52 VBR VANGUARD INDEX FDS 65,686.0 $16.0M 0.42% NEW $242.99 +2.5%
53 VBK VANGUARD INDEX FDS 42,841.0 $15.7M 0.41% NEW $365.70 -2.8%
54 HGER HARBOR ETF TRUST 524,162.0 $15.4M 0.40% NEW $29.34 +17.9%
55 FIG FIGMA INC Technology 809,025.0 $14.6M 0.38% NEW $18.09 +49.3%
56 IJR ISHARES TR 97,283.0 $14.4M 0.38% NEW $148.31 -1.1%
57 DMBS DOUBLELINE ETF TRUST 282,956.0 $13.9M 0.36% NEW $49.09 -1.4%
58 LLY ELI LILLY & CO Healthcare 10,900.0 $13.1M 0.34% NEW $1199.41 +1.2%
59 MRK MERCK & CO INC Healthcare 101,296.0 $13.0M 0.34% NEW $128.50 +20.2%
60 IWM ISHARES TR 42,212.0 $12.7M 0.33% NEW $300.45 -0.6%
Page 3 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%