Compound Planning, Inc. has filed a restatement of its Form 13F-HR for the period ending September 30, 2026. The filing, submitted on November 9, 2026, updates the firm's portfolio holdings list.
The filing lists Sheevani Blaes as the Chief Compliance Officer responsible for the report. The firm’s address is listed as 115 Broadway, 5th Floor, New York, NY 10006.
The restated report includes a comprehensive list of equity securities held by the firm as of the specified date. The portfolio contains a diverse mix of common stock and exchange-traded funds. Notable holdings include significant positions in Apple Inc., with 111,165,393 shares reported, and Amazon.com Inc., with 30,715,060 shares. The filing also details positions in Alphabet Inc. Class A and Class C shares, Advanced Micro Devices Inc., and Applied Materials Inc.
In addition to individual equities, the filing lists various exchange-traded funds. These include funds focused on emerging markets, such as the American Century ETF Trust Avantis Emerging Markets ETF, and energy-related funds like the ALPS ETF Trust Alerian Energy ETF.
