Capital Planning Advisors, LLC

CIK: 0001631941SEC EDGAR →

Portfolio Value

$747.0M

Holdings

163

As of

Q4 2025

New Positions

23

Closed Positions

3

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

VANGUARD TAX-MANAGED FDS

827,165$51.0M
6.83%
2

WORLD GOLD TR

533,240$45.0M
6.02%
3

INVESCO EXCHANGE TRADED FD T

452,850$33.0M
4.42%
4

WISDOMTREE TR

641,211$32.0M
4.28%
5

ISHARES TR

65,076$30.0M
4.02%
6

ISHARES INC

460,299$30.0M
4.02%
7

INVESCO EXCHANGE TRADED FD T

274,130$28.0M
3.75%
8

BLACKROCK ETF TRUST

456,610$27.0M
3.61%
9

AMERICAN CENTY ETF TR

309,452$25.0M
3.35%
10

ALPHABET INC

81,703$25.0M
3.35%

Quarterly Changes

Top Buys

IEMG↑ Increased
$8.0M
DYNF↑ Increased
$2.6M
VEA↑ Increased
$2.6M
MSFT↑ Increased
$2.0M
META↑ Increased
$1.7M

Top Sells

KIECLOSED
$8.2M
USFR↓ Decreased
$8.1M
GOOGL↓ Decreased
$4.9M
GLDM↓ Decreased
$3.2M
ORCL↓ Decreased
$2.8M

New Positions (23)

$1.0M · 15K shares
$1.0M · 64K shares
$0 · 9K shares
$0 · 15K shares
$0 · 7K shares
$0 · 907 shares
$0 · 837 shares
$0 · 1K shares
$0 · 6K shares
$0 · 567 shares
$0 · 15K shares
$0 · 4K shares
$0 · 565 shares
$0 · 8K shares
$0 · 10K shares
$0 · 6K shares
$0 · 26K shares
$0 · 1K shares
$0 · 15K shares
$0 · 778 shares
$0 · 7K shares
$0 · 9K shares
$0 · 5K shares

Closed Positions (3)

$8.2M · 138K shares
$254K · 354 shares
$227K · 1K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services67$389.0M57.5%
Technology22$137.0M20.3%
Communication Services6$36.0M5.3%
Unknown12$27.0M4.0%
Industrials20$22.0M3.3%
Consumer Cyclical7$21.0M3.1%
Healthcare11$17.0M2.5%
Consumer Defensive3$15.0M2.2%
Energy5$5.0M0.7%
Utilities6$4.0M0.6%
Basic Materials3$3.0M0.4%
Real Estate1$00.0%