Compound Planning, Inc. ETF holdings
New York, NY
Reported $1.9B in 387 ETFs in its Form 13F for June 30, 2026.
ETF value
$1.9B
ETFs held
387
Change from prior quarter
+14.1%
With price moves
ETFs as a share of its 13F
50.2%
of $3.8B
Top 10 of 387 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IVV | iShares Core S&P 500 ETF | $118.0M | 157,511 | +13,044 shares |
| INTF | iShares International Equity Factor ETF | $82.5M | 2,013,674 | +77,412 shares |
| VEA | Vanguard FTSE Developed Markets ETF | $80.8M | 1,134,424 | +45,403 shares |
| SCHG | Schwab U.S. Large-Cap Growth ETF | $70.9M | 2,094,006 | +69,142 shares |
| SCHV | Schwab U.S. Large-Cap Value ETF | $70.0M | 2,011,430 | +36,988 shares |
| LRGF | iShares U.S. Equity Factor ETF | $59.1M | 781,052 | +2,996 shares |
| BND | Vanguard Total Bond Market ETF | $47.1M | 641,444 | −30,074 shares |
| VUG | Vanguard Morningstar Growth ETF | $46.9M | 544,731 | +456,621 shares |
| VWO | Vanguard FTSE Emerging Markets ETF | $44.9M | 752,006 | +8,998 shares |
| VB | Vanguard Morningstar Small-Cap ETF | $41.7M | 137,539 | +402 shares |
377 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001978879. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Compound Planning, Inc. own?
Compound Planning, Inc. reported 387 ETF positions worth $1.9B in its Form 13F for June 30, 2026. The largest was IVV, at $118.0M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.