Capasso Planning Partners LLC Q2 2026 Filing
Filed August 18, 2026
Portfolio Value
$112.2B
Holdings
86
Report Date
Q2 2026
Filing Type
13F-HR
All Holdings (86 positions)
| Stock | Value |
|---|---|
SPTMSPDR SERIES TRUST | $19.1B |
BUFRFIRST TR EXCHNG TRADED FD VI | $14.1B |
VEAVANGUARD TAX-MANAGED FDS | $13.7B |
SPTISPDR SERIES TRUST | $11.6B |
AVEMAMERICAN CENTY ETF TR | $6.1B |
SHYISHARES TR | $6.1B |
FTSMFIRST TR EXCHANGE-TRADED FD | $5.7B |
VCITVANGUARD SCOTTSDALE FDS | $5.5B |
VCSHVANGUARD SCOTTSDALE FDS | $3.3B |
REETISHARES TR | $2.6B |
DECMFIRST TR EXCHNG TRADED FD VI | $2.4B |
SCHDSCHWAB STRATEGIC TR | $1.7B |
FNDXSCHWAB STRATEGIC TR | $1.6B |
MARMFIRST TR EXCHNG TRADED FD VI | $1.3B |
JEPIJ P MORGAN EXCHANGE TRADED F | $1.1B |
BUFDFIRST TR EXCHNG TRADED FD VI | $1.1B |
DDECFIRST TR EXCHNG TRADED FD VI | $1.1B |
IJHISHARES TR | $925.7M |
OCTMFIRST TR EXCHNG TRADED FD VI | $783.5M |
SCHFSCHWAB STRATEGIC TR | $771.1M |
JANMFIRST TR EXCHNG TRADED FD VI | $705.6M |
AOCTINNOVATOR ETFS TRUST | $669.1M |
SCHXSCHWAB STRATEGIC TR | $631.7M |
BUFSFIRST TR EXCHNG TRADED FD VI | $549.0M |
BUFYFIRST TR EXCHNG TRADED FD VI | $534.2M |
DOCTFIRST TR EXCHNG TRADED FD VI | $522.3M |
DIVOAMPLIFY ETF TR | $509.9M |
AQLTISHARES TR | $497.3M |
IQLTISHARES TR | $472.8M |
NUSCNUSHARES ETF TR | $460.4M |
VGKVANGUARD INTL EQUITY INDEX F | $432.8M |
DNOVFIRST TR EXCHNG TRADED FD VI | $413.5M |
FEBMFIRST TR EXCHNG TRADED FD VI | $412.6M |
NOVMFIRST TR EXCHNG TRADED FD VI | $406.6M |
ESGEISHARES INC | $338.4M |
COWGPACER FDS TR | $328.3M |
SPYMSPDR SERIES TRUST | $324.6M |
COWZPACER FDS TR | $319.8M |
FBNDFIDELITY MERRIMACK STR TR | $304.5M |
ABTABBOTT LABORATORIES | $298.6M |
ICOWPACER FDS TR | $277.7M |
FLHYFRANKLIN TEMPLETON ETF TR | $265.7M |
DMARFIRST TR EXCHNG TRADED FD VI | $251.2M |
FNOVFIRST TR EXCHNG TRADED FD VI | $249.2M |
FDECFIRST TR EXCHNG TRADED FD VI | $236.2M |
VWOVANGUARD INTL EQUITY INDEX F | $226.7M |
SUSCISHARES TR | $216.3M |
AVNVAMERICAN CENTY ETF TR | $213.8M |
GTOINVESCO ACTIVELY MANAGED EXC | $212.8M |
GDECFIRST TR EXCHNG TRADED FD VI | $211.1M |
SPYSTATE STR SPDR S&P 500 ETF T | $37.1M |
SLYVSPDR SERIES TRUST | $10.7M |
AAPLAPPLE INC | $5.9M |
VTIVANGUARD INDEX FDS | $5.5M |
AVDVAMERICAN CENTY ETF TR | $3.2M |
MUBISHARES TR | $3.1M |
VOOVANGUARD INDEX FDS | $3.0M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $2.5M |
STIPISHARES TR | $1.9M |
ABBVABBVIE INC | $1.3M |
AMZNAMAZON COM INC | $1.1M |
GOOGALPHABET INC | $1.1M |
IJRISHARES TR | $983K |
MSFTMICROSOFT CORP | $953K |
NDQINVESCO QQQ TR | $896K |
AVUVAMERICAN CENTY ETF TR | $818K |
NVDANVIDIA CORPORATION | $807K |
GOOGLALPHABET INC | $733K |
ESGUISHARES TR | $726K |
LLYELI LILLY & CO | $631K |
ESGDISHARES TR | $624K |
TSMTAIWAN SEMICONDUCTOR MANUFAC | $479K |
MUMICRON TECHNOLOGY INC | $449K |
TSLATESLA INC | $432K |
ACWIISHARES TR | $385K |
VBRVANGUARD INDEX FDS | $381K |
CVXCHEVRON CORPORATION | $358K |
IBMINTERNATIONAL BUSINESS MACHS | $333K |
IWMISHARES TR | $328K |
SUBISHARES TR | $298K |
VYMVANGUARD WHITEHALL FDS | $231K |
SDYSPDR SERIES TRUST | $217K |
JPMJPMORGAN CHASE & CO | $216K |
CRWDCROWDSTRIKE HLDGS INC | $213K |
IVVISHARES TR | $202K |
AVGOBROADCOM INC | $200K |