Compound Planning, Inc.
Annual return '25
+22.0%
SPY '25
+17.7%
Alpha
+4.3ptsvs SPY
Invested
$3.3B
Holdings
1,198
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AAPL
APPLE INC
Q1 2026: Sold 97.8% (662.8k → 14.7k shares)
3.7%
02
$IVV
ISHARES TR
Q1 2026: Sold 62.6% (2.2k → 839 shares)
2.9%
03
$ZS
ZSCALER INC
Q4 2025: Exited (was 2.1k shares)
2.8%
04
$INTF
ISHARES TR
Q1 2026: Exited (was 4.00M shares)
2.3%
05
$VEA
VANGUARD TAX-MANAGED FDS
Q1 2026: New position (185 shares)
2.1%
06
$GOOG
ALPHABET INC
Q1 2026: Sold 99.8% (359.4k → 663 shares)
2.1%
07
$NVDA
NVIDIA CORPORATION
Q1 2026: Sold 99.5% (285.4k → 1.4k shares)
1.9%
08
$SCHV
SCHWAB STRATEGIC TR
Q1 2026: Exited (was 15.0k shares)
1.8%
09
$SCHG
SCHWAB STRATEGIC TR
Q1 2026: Sold 96.1% (20.5k → 800 shares)
1.8%
10
$LRGF
ISHARES TR
Q1 2026: Exited (was 1.59M shares)
1.6%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:47 UTC.