Compound Planning, Inc.
Top Portfolio Positions
836 positions ·
$1,573,300,498 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
474,651 | $120,461,676 | 7.66% | |
| NVDA |
Nvidia Corp
Technology
|
346,487 | $60,427,332 | 3.84% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
166,510 | $47,881,614 | 3.04% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
225,598 | $46,985,295 | 2.99% | |
| COIN |
Coinbase Global, Inc.
Financial Services
|
246,967 | $43,122,907 | 2.74% | |
| MSFT |
Microsoft Corp
Technology
|
116,001 | $42,940,089 | 2.73% | |
| AVGO |
Broadcom Inc.
Technology
|
133,261 | $41,245,611 | 2.62% | |
| META |
Meta Platforms, Inc.
Communication Services
|
69,057 | $39,509,580 | 2.51% | |
| HOOD |
Robinhood Markets, Inc.
Financial Services
|
478,464 | $33,157,554 | 2.11% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
62,229 | $29,820,136 | 1.90% |
Portfolio Trend
13 quarters · across all stocks
Holdings in AVK
Shares Held
Position Value (USD)
13 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $236,100 | 21,156 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $265,296 | 21,156 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $270,585 | 21,156 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $275,272 | 22,731 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $262,088 | 22,731 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $261,435 | 22,212 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $237,300 | 20,213 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $235,277 | 20,271 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $195,109 | 16,782 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $173,071 | 15,619 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $168,534 | 16,500 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $188,296 | 16,500 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $185,725 | 16,500 | Shares | Sole | 2023-06-07 | |
| No 13F history on record for this holder in this stock. | ||||||