Capasso Planning Partners LLC
CIK: 1911938SEC EDGAR →
Portfolio Value
$112.2B
Holdings
86
As of
Q2 2026
New Positions
13
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SPDR SERIES TRUST | 210,645 | $19.1B | 17.05% |
| 2 | FIRST TR EXCHNG TRADED FD VI | 385,702 | $14.1B | 12.56% |
| 3 | VANGUARD TAX-MANAGED FDS | 191,851 | $13.7B | 12.18% |
| 4 | SPDR SERIES TRUST | 408,514 | $11.6B | 10.34% |
| 5 | AMERICAN CENTY ETF TR | 63,709 | $6.1B | 5.48% |
| 6 | ISHARES TR | 74,526 | $6.1B | 5.45% |
| 7 | FIRST TR EXCHANGE-TRADED FD | 95,237 | $5.7B | 5.07% |
| 8 | VANGUARD SCOTTSDALE FDS | 66,613 | $5.5B | 4.91% |
| 9 | VANGUARD SCOTTSDALE FDS | 41,596 | $3.3B | 2.93% |
| 10 | ISHARES TR | 93,015 | $2.6B | 2.29% |
Quarterly Changes
New Positions (13)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 60 | $105.5B | 94.0% |
| Unknown | 10 | $6.4B | 5.7% |
| Healthcare | 3 | $300.5M | 0.3% |
| Technology | 8 | $9.4M | 0.0% |
| Communication Services | 2 | $1.8M | 0.0% |
| Consumer Cyclical | 2 | $1.6M | 0.0% |
| Energy | 1 | $358K | 0.0% |