1y return+16.3%S&P 500 +20.9%
3y return+61.4%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since March 31, 2023: $170 against $182 in the S&P 500.2
Compound Planning, Inc.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AAPLApple Inc | $145.6M | 3.8% | +7.4% |
| IVVIshares Tr | $118.0M | 3.1% | +9.0% |
| INTFIshares Tr | $82.5M | 2.2% | +4.0% |
| VEAVanguard Tax-managed Fds | $80.8M | 2.1% | +4.2% |
| GOOGAlphabet Inc | $79.3M | 2.1% | +2.1% |
| NVDANvidia Corporation | $73.9M | 1.9% | +6.5% |
| SCHGSchwab Strategic Tr | $70.9M | 1.9% | +3.4% |
| SCHVSchwab Strategic Tr | $70.0M | 1.8% | +1.9% |
| AVGOBroadcom Inc | $63.4M | 1.7% | +25.9% |
| LRGFIshares Tr | $59.1M | 1.5% | |
| GOOGLAlphabet Inc | $57.7M | 1.5% | +3.0% |
| AMZNAmazon Com Inc | $52.6M | 1.4% | +1.1% |
| MSFTMicrosoft Corp | $50.4M | 1.3% | +16.4% |
| HOODRobinhood Mkts Inc | $48.1M | 1.3% | |
| BNDVanguard Bd Index Fds | $47.1M | 1.2% | −4.5% |
| VUGVanguard Index Fds | $46.9M | 1.2% | +3.0% |
| VWOVanguard Intl Equity Index F | $44.9M | 1.2% | +1.2% |
| VBVanguard Index Fds | $41.7M | 1.1% | |
| METAMeta Platforms Inc | $38.9M | 1.0% | |
| NFLTEtfis Ser Tr I | $37.6M | 1.0% | +11.0% |
| VTVVanguard Index Fds | $36.2M | 0.9% | +8.5% |
| COINCoinbase Global Inc | $35.8M | 0.9% | |
| AVEMAmerican Centy Etf Tr | $34.1M | 0.9% | −3.9% |
| IUSBIshares Tr | $33.3M | 0.9% | +13.8% |
| IYWIshares Tr | $32.5M | 0.8% | −7.3% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| HOODRobinhood Mkts Inc | December 31, 2023 | +687.1% | $48.1M |
| NVDANvidia Corporation | March 31, 2023 | +620.3% | $73.9M |
| CATCaterpillar Inc | March 31, 2023 | +365.3% | $20.1M |
| TSMTaiwan Semiconductor Manufac | December 31, 2023 | +359.2% | $21.4M |
| AVGOBroadcom Inc | June 30, 2023 | +335.5% | $63.4M |
| GOOGLAlphabet Inc | March 31, 2023 | +244.5% | $57.7M |
| GOOGAlphabet Inc | March 31, 2023 | +239.7% | $79.3M |
| IYWIshares Tr | March 31, 2023 | +171.8% | $32.5M |
| METAMeta Platforms Inc | March 31, 2023 | +165.8% | $38.9M |
| JPMJpmorgan Chase & Co | March 31, 2023 | +151.2% | $25.3M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $1.9M
- XMESpdr Series Trust was $1.1M
- FIDUFidelity Covington Trust was $1.1M
- FEZSpdr Index Shs Fds was $1.1M
- Lyondellbasell Industries NvCUSIP N53745100 was $937K
- CHRDChord Energy Corporation was $915K
- BVNCompania De Minas Buenaventu was $883K
- USGUscf Etf Tr was $843K
- GGNGamco Global Gold Nat Res & was $745K
- IAGGIshares Tr was $697K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.3% | +14.8% |
| March 31, 2026 | −3.7% | −4.6% |
| December 31, 2025 | +0.3% | +2.4% |
| September 30, 2025 | +9.2% | +7.8% |
| June 30, 2025 | +14.0% | +10.5% |
| March 31, 2025 | −3.7% | −4.6% |
| December 31, 2024 | +2.4% | +2.1% |
| September 30, 2024 | +4.4% | +5.4% |
| June 30, 2024 | +0.3% | +4.0% |
| March 31, 2024 | +11.7% | +10.0% |
| December 31, 2023 | +10.1% | +11.2% |
| September 30, 2023 | −4.1% | −3.6% |
| June 30, 2023 | +5.2% | +8.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Compound Planning, Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1978879&type=13F-HR&dateb=&owner=include&count=40CIK 1978879
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1978879/000197887926000005/Filed August 4, 2026 · accession 0001978879-26-000005