Capasso Planning Partners LLC
CIK: 1911938SEC EDGAR →
Portfolio Value
$119.8B
Holdings
73
As of
Q1 2026
New Positions
73
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SPDR SERIES TRUST | 212,710 | $16.8B | 14.04% |
| 2 | FIRST TR EXCHNG TRADED FD VI | 405,423 | $13.7B | 11.43% |
| 3 | VANGUARD TAX-MANAGED FDS | 195,263 | $12.5B | 10.45% |
| 4 | SPDR SERIES TRUST | 410,309 | $11.8B | 9.82% |
| 5 | SPDR SERIES TRUST | 99,183 | $9.4B | 7.83% |
| 6 | FIRST TR EXCHANGE-TRADED FD | 139,190 | $8.3B | 6.95% |
| 7 | ISHARES TR | 74,705 | $6.2B | 5.15% |
| 8 | VANGUARD SCOTTSDALE FDS | 66,201 | $5.5B | 4.57% |
| 9 | AMERICAN CENTY ETF TR | 65,316 | $5.3B | 4.39% |
| 10 | VANGUARD SCOTTSDALE FDS | 41,543 | $3.3B | 2.75% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 52 | $113.9B | 95.1% |
| Unknown | 9 | $5.9B | 4.9% |
| Technology | 5 | $7.5M | 0.0% |
| Healthcare | 3 | $1.9M | 0.0% |
| Communication Services | 2 | $1.2M | 0.0% |
| Consumer Cyclical | 1 | $984K | 0.0% |
| Energy | 1 | $446K | 0.0% |