Capasso Planning Partners LLC Q1 2026 Filing
Filed May 27, 2026
Portfolio Value
$119.8B
Holdings
73
Report Date
Q1 2026
Filing Type
13F-HR
All Holdings (73 positions)
| Stock | Value |
|---|---|
SPTMSPDR SERIES TRUST | $16.8B |
BUFRFIRST TR EXCHNG TRADED FD VI | $13.7B |
VEAVANGUARD TAX-MANAGED FDS | $12.5B |
SPTISPDR SERIES TRUST | $11.8B |
SLYVSPDR SERIES TRUST | $9.4B |
FTSMFIRST TR EXCHANGE-TRADED FD | $8.3B |
SHYISHARES TR | $6.2B |
VCITVANGUARD SCOTTSDALE FDS | $5.5B |
AVEMAMERICAN CENTY ETF TR | $5.3B |
VCSHVANGUARD SCOTTSDALE FDS | $3.3B |
AVDVAMERICAN CENTY ETF TR | $3.1B |
DECMFIRST TR EXCHNG TRADED FD VI | $2.4B |
REETISHARES TR | $2.3B |
SCHDSCHWAB STRATEGIC TR | $1.6B |
FNDXSCHWAB STRATEGIC TR | $1.4B |
MARMFIRST TR EXCHNG TRADED FD VI | $1.3B |
JEPIJ P MORGAN EXCHANGE TRADED F | $1.2B |
BUFDFIRST TR EXCHNG TRADED FD VI | $1.0B |
DDECFIRST TR EXCHNG TRADED FD VI | $1.0B |
IJHISHARES TR | $809.0M |
OCTMFIRST TR EXCHNG TRADED FD VI | $758.5M |
JANMFIRST TR EXCHNG TRADED FD VI | $709.1M |
SCHFSCHWAB STRATEGIC TR | $689.0M |
AOCTINNOVATOR ETFS TRUST | $647.1M |
ESGDISHARES TR | $580.4M |
SCHXSCHWAB STRATEGIC TR | $534.2M |
BUFYFIRST TR EXCHNG TRADED FD VI | $510.7M |
BUFSFIRST TR EXCHNG TRADED FD VI | $504.6M |
DIVOAMPLIFY ETF TR | $494.0M |
DOCTFIRST TR EXCHNG TRADED FD VI | $485.9M |
IQLTISHARES TR | $437.0M |
FEBMFIRST TR EXCHNG TRADED FD VI | $415.1M |
VGKVANGUARD INTL EQUITY INDEX F | $402.9M |
NUSCNUSHARES ETF TR | $397.4M |
NOVMFIRST TR EXCHNG TRADED FD VI | $394.4M |
DNOVFIRST TR EXCHNG TRADED FD VI | $385.8M |
COWZPACER FDS TR | $330.2M |
ICOWPACER FDS TR | $318.4M |
COWGPACER FDS TR | $290.9M |
ESGEISHARES INC | $281.7M |
SPYMSPDR SERIES TRUST | $268.3M |
FNOVFIRST TR EXCHNG TRADED FD VI | $250.0M |
DMARFIRST TR EXCHNG TRADED FD VI | $238.7M |
FDECFIRST TR EXCHNG TRADED FD VI | $215.6M |
SUSCISHARES TR | $214.3M |
SPYSTATE STR SPDR S&P 500 ETF T | $34.1M |
AAPLAPPLE INC | $5.2M |
VTIVANGUARD INDEX FDS | $4.8M |
MUBISHARES TR | $3.2M |
VOOVANGUARD INDEX FDS | $2.7M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $2.4M |
STIPISHARES TR | $2.0M |
ABBVABBVIE INC | $1.1M |
AMZNAMAZON COM INC | $984K |
MSFTMICROSOFT CORP | $914K |
IJRISHARES TR | $827K |
GOOGALPHABET INC | $772K |
AVUVAMERICAN CENTY ETF TR | $713K |
NDQINVESCO QQQ TR | $713K |
NVDANVIDIA CORPORATION | $701K |
ESGUISHARES TR | $626K |
LLYELI LILLY & CO | $484K |
CVXCHEVRON CORPORATION | $446K |
GOOGLALPHABET INC | $416K |
VBRVANGUARD INDEX FDS | $341K |
TSMTAIWAN SEMICONDUCTOR MANUFAC | $339K |
ABTABBOTT LABORATORIES | $338K |
ACWIISHARES TR | $334K |
SUBISHARES TR | $297K |
IBMINTERNATIONAL BUSINESS MACHS | $287K |
IWMISHARES TR | $251K |
VYMVANGUARD WHITEHALL FDS | $217K |
SDYSPDR SERIES TRUST | $208K |