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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 4 of 63  ·  1,260 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AMD ADVANCED MICRO DEVICES INC Technology 21,524.0 $12.5M 0.33% NEW $580.91 -17.5%
62 DFUV DIMENSIONAL ETF TRUST 223,958.0 $12.3M 0.32% NEW $55.01 +4.2%
63 INTC INTEL CORP Technology 87,311.0 $12.2M 0.32% NEW $139.63 -37.3%
64 CTA SIMPLIFY EXCHANGE TRADED FUN 463,212.0 $12.0M 0.31% NEW $25.94 +4.1%
65 IBM INTERNATIONAL BUSINESS MACHS Technology 42,292.0 $11.9M 0.31% NEW $281.21 -16.7%
66 LRCX LAM RESEARCH CORP Technology 26,945.0 $11.7M 0.30% NEW $433.33 -27.4%
67 CSCO CISCO SYS INC Technology 99,224.0 $11.7M 0.30% NEW $117.46 -5.4%
68 DYFI ETF OPPORTUNITIES TRUST 496,108.0 $11.3M 0.29% NEW $22.76 -0.2%
69 MUB ISHARES TR 104,620.0 $11.3M 0.29% NEW $107.62 -1.9%
70 DFIV DIMENSIONAL ETF TRUST 206,170.0 $11.1M 0.29% NEW $54.02 +8.1%
71 XOM EXXON MOBIL CORP Energy 81,382.0 $11.1M 0.29% NEW $136.72 +17.5%
72 WMT WALMART INC Consumer Defensive 96,289.0 $10.9M 0.28% NEW $113.26 -7.0%
73 ABT ABBOTT LABORATORIES Healthcare 119,850.0 $10.9M 0.28% NEW $90.74 +28.0%
74 XLK SELECT SECTOR SPDR TR 55,362.0 $10.5M 0.28% NEW $190.52 -4.6%
75 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 11,265.0 $10.5M 0.27% NEW $935.45 +2.6%
76 ASML ASML HLDG NV Technology 5,261.0 $10.5M 0.27% NEW $1989.31 -12.3%
77 SPYM SPDR SERIES TRUST 116,373.0 $10.2M 0.27% NEW $87.88 +2.6%
78 PG PROCTER & GAMBLE CO Consumer Defensive 69,303.0 $10.2M 0.27% NEW $146.64 -0.8%
79 SCHD SCHWAB STRATEGIC TR 306,159.0 $9.7M 0.25% NEW $31.71 +10.7%
80 BAC BANK OF AMER CORP Financial Services 169,796.0 $9.7M 0.25% NEW $56.98 +9.6%
Page 4 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%