First seen by DFX
Sep 12, 2026
date not stated
Compound Planning, Inc. found on the SEC adviser roster (client_description)
Compound Planning, Inc. reported $3,259,230,684 across 2197 13(f) positions for the quarter ended 2026-03-31
Compound Planning, Inc. exited Spdr S&p 500 Etf Tr (was $20,457,600, 30,000 shares)
Compound Planning, Inc. exited Robinhood Mkts Inc (was $5,655,000, 50,000 shares)
Compound Planning, Inc. reduced Thermo Fisher Scientific Inc 11,065 -> 5,214 shares ($6,412,068 -> $2,563,236)
Compound Planning, Inc. reduced SAP Se 11,481 -> 8,039 shares ($2,788,937 -> $1,376,418)
Compound Planning, Inc. reduced Hdfc Bank Ltd 61,089 -> 15,745 shares ($2,232,185 -> $391,731)
Compound Planning, Inc. reduced Deutsche Bk Ag 51,974 -> 35,015 shares ($2,004,103 -> $1,042,741)
Compound Planning, Inc. reduced Spdr Series Trust 42,820 -> 27,504 shares ($3,912,857 -> $2,520,491)
Compound Planning, Inc. opened a $2,991,564 position in State Str Spdr S&p 500 Etf T (4,600 shares)
Compound Planning, Inc. reduced Booking Holdings Inc 1,057 -> 709 shares ($5,661,389 -> $2,986,126)
Compound Planning, Inc. reduced Ishares Tr 71,345 -> 52,207 shares ($7,861,462 -> $5,690,071)
Compound Planning, Inc. reduced Vanguard Index Fds 84,447 -> 28,089 shares ($52,959,253 -> $16,784,179)
Compound Planning, Inc. reduced Vanguard Index Fds 42,035 -> 13,329 shares ($12,199,567 -> $3,827,716)
Compound Planning, Inc. increased Spdr Series Trust 35,521 -> 86,854 shares ($2,849,505 -> $6,647,785)
Compound Planning, Inc. reduced Ishares Tr 228,037 -> 168,865 shares ($12,286,609 -> $8,986,983)
Compound Planning, Inc. reduced Ishares Tr 52,421 -> 28,462 shares ($2,247,266 -> $1,204,225)
Compound Planning, Inc. opened a $3,662,378 position in Astrazeneca Plc (18,570 shares)
Compound Planning, Inc. reduced Select Sector Spdr Tr 43,426 -> 21,495 shares ($2,378,444 -> $1,061,194)
Compound Planning, Inc. reduced Select Sector Spdr Tr 84,727 -> 15,149 shares ($3,418,751 -> $618,550)
Compound Planning, Inc. reduced Select Sector Spdr Tr 13,409 -> 6,785 shares ($2,075,683 -> $994,701)
Compound Planning, Inc. reduced Bluerock Pvt Real Estate Fd 274,394 -> 191,820 shares ($4,115,908 -> $3,186,870)
Compound Planning, Inc. reduced Schwab Strategic Tr 110,766 -> 58,792 shares ($2,778,013 -> $1,464,510)
Compound Planning, Inc. opened a $2,760,576 position in Alphabet Inc (9,600 shares)
Compound Planning, Inc. opened a $6,913,326 position in Alphabet Inc (24,100 shares)
Compound Planning, Inc. increased American Centy Etf Tr 92,176 -> 120,349 shares ($9,400,109 -> $13,294,915)
Compound Planning, Inc. increased Amgen Inc 9,377 -> 17,195 shares ($3,069,144 -> $6,049,972)
Compound Planning, Inc. reduced Mercadolibre Inc 1,284 -> 406 shares ($2,586,227 -> $701,982)
Compound Planning, Inc. increased Merck & Co Inc 62,935 -> 93,562 shares ($6,624,591 -> $11,254,605)
Compound Planning, Inc. increased Exxon Mobil Corp 73,531 -> 103,842 shares ($8,848,634 -> $17,617,858)
Compound Planning, Inc. exited Barclays Bank Plc (was $2,876,591, 113,029 shares)
Compound Planning, Inc. increased Spdr Series Trust 6,500 -> 37,232 shares ($369,283 -> $2,106,594)
Compound Planning, Inc. increased Ishares Inc 54,680 -> 91,912 shares ($3,675,592 -> $6,410,913)
Compound Planning, Inc. increased Ishares Tr 60,117 -> 133,357 shares ($6,439,085 -> $14,155,766)
Compound Planning, Inc. increased Ishares Tr 12,995 -> 22,016 shares ($4,852,831 -> $7,849,932)
Compound Planning, Inc. increased Ishares Tr 14,704 -> 21,241 shares ($1,398,155 -> $2,031,021)
Compound Planning, Inc. increased Ishares Tr 2,035 -> 17,081 shares ($287,150 -> $2,489,389)
Compound Planning, Inc. increased Vanguard Bd Index Fds 73,608 -> 99,854 shares ($5,801,055 -> $7,829,575)
Compound Planning, Inc. increased Ishares Tr 22,170 -> 35,520 shares ($1,583,131 -> $2,640,925)
Compound Planning, Inc. exited Astrazeneca Plc (was $3,914,642, 42,583 shares)