Institutions / Capasso Planning Partners LLC
Capasso Planning Partners LLC
CIK 1911938 · Institution · as of Dec 31, 2025
Portfolio value
$181.89M
Positions
74
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 74 →
| Company | Value | % of portfolio |
|---|---|---|
| SPDR S&P 500 ETF Tr | $37.98M | 20.9% |
| SPDR Series Trust | $16.20M | 8.9% |
| First Tr Exchng Traded Fd VI | $12.46M | 6.8% |
| Vanguard Tax-Managed Fds | $11.46M | 6.3% |
| SPDR Series Trust | $11.23M | 6.2% |
| SPDR Series Trust | $8.34M | 4.6% |
| First Tr Exchange-Traded Fd | $7.64M | 4.2% |
| iShares Tr | $5.90M | 3.2% |
| Apple Inc. | $5.64M | 3.1% |
| Vanguard Scottsdale Fds | $5.34M | 2.9% |
| Vanguard Index Fds | $4.91M | 2.7% |
| American Centy ETF Tr | $4.84M | 2.7% |
| iShares Tr | $3.49M | 1.9% |
| Vanguard Scottsdale Fds | $3.21M | 1.8% |
| American Centy ETF Tr | $2.87M | 1.6% |
| Vanguard Index Fds | $2.84M | 1.6% |
| Warren E. Buffett | $2.61M | 1.4% |
| iShares Tr | $2.13M | 1.2% |
| iShares MSCI UAE ETF | $1.94M | 1.1% |
| Schwab Strategic Tr | $1.59M | 0.9% |
| Schwab Strategic Tr | $1.54M | 0.8% |
| First Trust Exchange-Traded Fund VIII | $1.25M | 0.7% |
| Microsoft Corp | $1.23M | 0.7% |
| AbbVie Inc. | $1.15M | 0.6% |
| Amazon.com Inc | $1.10M | 0.6% |
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.