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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 8 of 63  ·  1,260 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 SCHC SCHWAB STRATEGIC TR 95,665.0 $4.6M 0.12% NEW $48.12 +7.2%
142 IWX ISHARES TR 43,758.0 $4.6M 0.12% NEW $105.16 +7.5%
143 FORTINET INC 28,846.0 $4.4M 0.12% NEW $153.62
144 ESGU ISHARES TR 26,401.0 $4.3M 0.11% NEW $163.67 +2.6%
145 VO VANGUARD INDEX FDS 53,581.0 $4.3M 0.11% NEW $80.57 +3.2%
146 MCD MCDONALDS CORP Consumer Cyclical 15,416.0 $4.2M 0.11% NEW $270.30 -1.1%
147 IVE ISHARES TR 18,322.0 $4.2M 0.11% NEW $227.05 +4.7%
148 DFAT DIMENSIONAL ETF TRUST 59,182.0 $4.1M 0.11% NEW $69.90 +2.2%
149 TRT TRIO TECH INTL Technology 334,899.0 $4.1M 0.11% NEW $12.32 -16.4%
150 BHP BHP BILLITON LIMITED Basic Materials 49,521.0 $4.1M 0.11% NEW $83.31 +15.5%
151 MUFG MITSUBISHI UFJ FINANCIAL GRO Financial Services 205,851.0 $4.1M 0.11% NEW $19.89 +12.7%
152 DIA STATE STR SPDR DOW JONES IND Financial Services 7,726.0 $4.0M 0.10% NEW $522.40 +2.2%
153 HD HOME DEPOT INC Consumer Cyclical 11,270.0 $4.0M 0.10% NEW $352.69 -4.4%
154 SAN BANCO SANTANDER SA Financial Services 283,998.0 $3.9M 0.10% NEW $13.80 +7.0%
155 IVW ISHARES TR 28,209.0 $3.9M 0.10% NEW $137.53 +0.8%
156 PM PHILIP MORRIS INTL INC Consumer Defensive 21,306.0 $3.9M 0.10% NEW $180.90 +7.9%
157 AXP AMERICAN EXPRESS CO Financial Services 11,276.0 $3.8M 0.10% NEW $338.27 -1.0%
158 GLD SPDR GOLD TR Financial Services 10,254.0 $3.8M 0.10% NEW $368.37 +14.4%
159 ENB ENBRIDGE INC Energy 69,171.0 $3.7M 0.10% NEW $54.21 -7.3%
160 DFAE DIMENSIONAL ETF TRUST 90,774.0 $3.7M 0.10% NEW $40.21 -1.2%
Page 8 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%