Capital Planning LLC

CIK: 0001790688SEC EDGAR →

Portfolio Value

$356.9M

Holdings

84

As of

Q4 2025

New Positions

84

Closed Positions

0

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

iShares Core S&P 500 ETF

66,730$45.8M
12.83%
2

Microsoft Corp

55,416$26.2M
7.34%
3

Quanta Services Inc

59,225$26.0M
7.30%
4

Schwab US Large-Cap Growth ETF

788,940$25.6M
7.18%
5

iShares Core Dividend Growth ETF

238,974$16.7M
4.67%
6

Vanguard Information Technology ETF

16,568$12.5M
3.51%
7

Vanguard Small-Cap ETF

45,004$11.8M
3.30%
8

Vanguard Large-Cap ETF

36,587$11.5M
3.23%
9

Boeing Co

50,451$11.5M
3.22%
10

iShares MSCI USA Min Vol Factor ETF

116,412$10.9M
3.05%

Quarterly Changes

Top Buys

IVVNEW
$45.8M
MSFTNEW
$26.2M
PWRNEW
$26.0M
SCHGNEW
$25.6M
DGRONEW
$16.7M

Top Sells

No sells this quarter

New Positions (84)

$45.8M · 67K shares
$26.2M · 55K shares
$26.0M · 59K shares
$25.6M · 789K shares
$16.7M · 239K shares
$12.5M · 17K shares
$11.8M · 45K shares
$11.5M · 37K shares
$11.5M · 50K shares
$10.9M · 116K shares
$10.0M · 34K shares
$9.5M · 23K shares
$8.9M · 62K shares
$8.7M · 60K shares
$8.4M · 33K shares
$8.3M · 17K shares
$7.5M · 115K shares
$6.6M · 44K shares
$6.0M · 22K shares
$5.9M · 189K shares
$5.3M · 24K shares
$4.9M · 179K shares
$4.8M · 22K shares
$4.5M · 101K shares
$4.4M · 93K shares
$4.2M · 137K shares
$3.8M · 31K shares
$3.7M · 16K shares
$3.1M · 16K shares
$3.0M · 4K shares
$2.3M · 4K shares
$2.3M · 19K shares
$2.2M · 22K shares
$1.6M · 30K shares
$1.5M · 4K shares
$1.4M · 4K shares
$1.3M · 6K shares
$1.2M · 2K shares
$993K · 8K shares
$946K · 11K shares
$938K · 21K shares
$936K · 5K shares
$935K · 10K shares
$935K · 27K shares
$917K · 3K shares
$819K · 9K shares
$760K · 2K shares
$724K · 11K shares
$691K · 3K shares
$647K · 7K shares
$639K · 28K shares
$629K · 3K shares
$614K · 22K shares
$520K · 19K shares
$517K · 21K shares
$512K · 20K shares
$501K · 9K shares
$472K · 7K shares
$470K · 4K shares
$451K · 1K shares
$443K · 411 shares
$427K · 7K shares
$421K · 8K shares
$408K · 11K shares
$408K · 5K shares
$398K · 9K shares
$382K · 11K shares
$338K · 14K shares
$312K · 904 shares
$300K · 993 shares
$298K · 750 shares
$296K · 2K shares
$287K · 883 shares
$285K · 4K shares
$283K · 436 shares
$272K · 787 shares
$267K · 10K shares
$260K · 5K shares
$243K · 11K shares
$224K · 600 shares
$223K · 767 shares
$221K · 12K shares
$219K · 3K shares
$217K · 3K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services55$260.1M72.9%
Industrials5$39.7M11.1%
Technology8$38.5M10.8%
Healthcare3$6.4M1.8%
Unknown6$5.1M1.4%
Consumer Defensive1$3.0M0.9%
Consumer Cyclical4$2.9M0.8%
Communication Services2$1.0M0.3%