Capital Planning Advisors, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Blue Owl Capital CorpOBDC | $183.8K | 0.0% |
| HERON THERAPEUTICS, INC. /DE | $187.3K | 0.0% |
| INTEL CORP | $203.4K | 0.0% |
| Motorola Solutions, Inc. | $203.5K | 0.0% |
| DANAHER CORP /DE | $207.6K | 0.0% |
| Copart Inc | $208.5K | 0.0% |
| Accenture plc | $208.7K | 0.0% |
| AMERICAN EXPRESS CO | $209.0K | 0.0% |
| SPROTT ASSET MANAGEMENT LP | $215.8K | 0.0% |
| ARK ETF TR | $219.4K | 0.0% |
| VANGUARD WORLD FD | $222.5K | 0.0% |
| Agilent Technologies Inc | $223.2K | 0.0% |
| SPDR GOLD TR | $224.7K | 0.0% |
| DIMENSIONAL ETF TRUST | $230.1K | 0.0% |
| T-Mobile US, Inc.TMUS | $232.9K | 0.0% |
| WP Carey Inc | $237.2K | 0.0% |
| Zoetis Inc. | $248.7K | 0.0% |
| VANGUARD INTL EQUITY INDEX F | $253.0K | 0.0% |
| Blackstone Secured Lending FundBXSL | $254.6K | 0.0% |
| Duke Energy Corp | $259.7K | 0.0% |
| VANGUARD SCOTTSDALE FDS | $267.6K | 0.0% |
| Newmont Corp | $268.0K | 0.0% |
| SOUTHERN CO | $268.2K | 0.0% |
| MCDONALD'S CORP | $270.2K | 0.0% |
| WASTE MANAGEMENT INC | $274.4K | 0.0% |
| VANGUARD SCOTTSDALE FDS | $282.3K | 0.0% |
| Constellation Energy Corp | $295.7K | 0.0% |
| ISHARES TR | $307.9K | 0.0% |
| DIMENSIONAL ETF TRUST | $312.2K | 0.0% |
| DIMENSIONAL ETF TRUST | $313.9K | 0.0% |
| CUMMINS INC | $315.5K | 0.0% |
| CORNING INC /NY | $329.8K | 0.0% |
| ConocoPhillips | $337.7K | 0.0% |
| Netflix Inc | $339.4K | 0.0% |
| HONEYWELL INTERNATIONAL INC | $342.4K | 0.0% |
| S&P Global Inc. | $350.7K | 0.0% |
| PUBLIC SERVICE ENTERPRISE GROUP INC | $353.9K | 0.0% |
| PROFESIONALLY MANAGED PORTFO | $356.4K | 0.0% |
| SPDR SERIES TRUST | $366.5K | 0.0% |
| iShares MSCI UAE ETF | $368.5K | 0.0% |
| ECOLAB INC. | $379.9K | 0.1% |
| SCHWAB STRATEGIC TR | $391.3K | 0.1% |
| ISHARES TR | $398.6K | 0.1% |
| SELECT SECTOR SPDR TR | $399.7K | 0.1% |
| RTX Corp | $416.0K | 0.1% |
| NORFOLK SOUTHERN CORP | $474.9K | 0.1% |
| Fastenal Co | $483.2K | 0.1% |
| Northrop Grumman Corp | $489.2K | 0.1% |
| SPDR SERIES TRUST | $505.9K | 0.1% |
| LOWES COMPANIES INC | $508.4K | 0.1% |