Institutions / Capital Planning LLC

Capital Planning LLC

CIK 1790688 · Institution · as of Dec 31, 2025

Portfolio value

$356.89M

Positions

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 84 →

Company	Class	Value	Shares	% of portfolio
iShares Core S&P 500 ETF	—	$45.79M	66,730	12.8%
Microsoft Corp	—	$26.21M	55,416	7.3%
Quanta Services Inc	—	$26.05M	59,225	7.3%
Schwab US Large-Cap Growth ETF	—	$25.64M	788,940	7.2%
iShares Core Dividend Growth ETF	—	$16.68M	238,974	4.7%
Vanguard Information Technology ETF	—	$12.53M	16,568	3.5%
Vanguard Small-Cap ETF	—	$11.77M	45,004	3.3%
Vanguard Large-Cap ETF	—	$11.53M	36,587	3.2%
The Boeing Company	—	$11.49M	50,451	3.2%
iShares MSCI UAE ETF	—	$10.90M	116,412	3.1%
Vanguard Mid-Cap ETF	—	$10.03M	34,259	2.8%
Vanguard Mega Cap Growth ETF	—	$9.49M	23,087	2.7%
Vanguard Mega Cap Value ETF	—	$8.86M	62,216	2.5%
The Technology Select Sector SPDR ETF	—	$8.68M	60,136	2.4%
iShares MSCI UAE ETF	—	$8.37M	33,137	2.3%
Vanguard Growth ETF	—	$8.29M	17,058	2.3%
Akre Focus ETF	—	$7.45M	114,952	2.1%
iShares MSCI UAE ETF	—	$6.62M	44,359	1.9%
Apple Inc.	—	$5.96M	21,996	1.7%
TCW Durable Growth ETF	—	$5.86M	188,567	1.6%
Fidelity MSCI Information Tech ETF	—	$5.33M	23,652	1.5%
Capital Group Municipal Income ETF	—	$4.92M	179,441	1.4%
Vanguard Dividend Appreciation ETF	—	$4.81M	21,785	1.3%
First Trust Smith Opportnstc Fxd Inc ETF	—	$4.48M	101,225	1.3%
JPMorgan Core Plus Bond ETF	—	$4.43M	93,233	1.2%

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.