SEC Form 13F

Compound Planning, Inc. 13F Holdings

Report period2026-06-30
Publicly available2026-08-05
Reported value$3,839,234,488
Positions1,260

Largest disclosed positions

IssuerTickerClassReported valueReported amount
APPLE INCAAPLCOM$145,563,602503,054
ISHARES TRIVVCORE S&P500 ETF$117,958,626157,511
ISHARES TRINTFINTL EQTY FACTOR$82,480,0742,013,674
VANGUARD TAX-MANAGED FDSVEAVAN FTSE DEV MKT$80,827,7221,134,424
ALPHABET INCGOOGCAP STK CL C$79,253,515224,304
NVIDIA CORPORATIONNVDACOM$73,867,271369,170
SCHWAB STRATEGIC TRSCHGUS LCAP GR ETF$70,861,1592,094,006
SCHWAB STRATEGIC TRSCHVUS LCAP VA ETF$70,017,8732,011,430
BROADCOM INCAVGOCOM$63,377,193167,775
ISHARES TRLRGFU S EQUITY FACTR$59,070,933781,052

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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