Institutions / Capital Planning Advisors, LLC
Capital Planning Advisors, LLC
CIK 1631941 · Institution · as of Dec 31, 2025
Portfolio value
$747.74M
Positions
163
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 163 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Tax-Managed Fds | $51.67M | 6.9% |
| World Gold Tr | $45.52M | 6.1% |
| Invesco Exchange Traded Fd T | $33.99M | 4.5% |
| WisdomTree Tr | $32.27M | 4.3% |
| iShares Inc | $30.94M | 4.1% |
| iShares Tr | $30.80M | 4.1% |
| Invesco Exchange Traded Fd T | $28.08M | 3.8% |
| BlackRock ETF Trust - iShares International Country Rotation Active ETF | $27.77M | 3.7% |
| Alphabet Inc. | $25.57M | 3.4% |
| American Centy ETF Tr | $25.47M | 3.4% |
| Apple Inc. | $24.81M | 3.3% |
| J P Morgan Exchange Traded F | $23.84M | 3.2% |
| Microsoft Corp | $22.45M | 3.0% |
| iShares MSCI UAE ETF | $17.27M | 2.3% |
| NVIDIA Corp | $16.02M | 2.1% |
| Amazon.com Inc | $13.00M | 1.7% |
| J P Morgan Exchange Traded F | $12.45M | 1.7% |
| Visa Inc | $10.21M | 1.4% |
| WisdomTree Tr | $10.01M | 1.3% |
| Costco Wholesale Corp /New | $9.74M | 1.3% |
| Broadcom Inc. | $9.22M | 1.2% |
| American Centy ETF Tr | $9.05M | 1.2% |
| Meta Platforms Inc | $9.00M | 1.2% |
| Vanguard Index Fds | $8.48M | 1.1% |
| International Business Machines Corp | $7.97M | 1.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.