Capasso Planning Partners LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, Capasso Planning Partners LLC held in its portfolio 67 assets valued at $182,554,730 (i.e. $182.56M).
The most valuable assets in the portfolio included: SPDR S&P 500 ETF TR ($37.99M), SPDR SERIES TRUST ($36.04M), and FIRST TR EXCHNG TRADED FD VI ($14.00M).
The chart below shows the top 10 valuable assets, and the table below shows the top 67 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Capasso Planning Partners LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 55703 | 37984677 | TR UNIT |
| SPDR SERIES TRUST | 680788 | 36039576 | STATE STREET SPD |
| FIRST TR EXCHNG TRADED FD VI | 423155 | 14002001 | FT VEST LADDERED |
| VANGUARD TAX-MANAGED FDS | 183410 | 11457597 | VAN FTSE DEV MKT |
| FIRST TR EXCHANGE-TRADED FD | 127465 | 7638972 | FIRST TR ENH NEW |
| ISHARES TR | 71242 | 5900244 | 1 3 YR TREAS BD |
| APPLE INC | 20749 | 5640714 | COM |
| VANGUARD SCOTTSDALE FDS | 63707 | 5335476 | INT-TERM CORP |
| VANGUARD INDEX FDS | 14652 | 4912421 | TOTAL STK MKT |
| AMERICAN CENTY ETF TR | 62778 | 4835150 | AVANTIS EMGMKT |
| ISHARES TR | 32553 | 3486757 | NATIONAL MUN ETF |
| VANGUARD SCOTTSDALE FDS | 40313 | 3214186 | SHRT TRM CORP BD |
| AMERICAN CENTY ETF TR | 30552 | 2871007 | INTL SMCP VLU |
| VANGUARD INDEX FDS | 4522 | 2835806 | S&P 500 ETF SHS |
| BERKSHIRE HATHAWAY INC DEL | 5198 | 2612775 | CL B NEW |
| ISHARES TR | 85373 | 2130045 | GLOBAL REIT ETF |
| ISHARES TR | 18913 | 1936548 | 0-5 YR TIPS ETF |
| SCHWAB STRATEGIC TR | 57877 | 1587565 | US DIVIDEND EQ |
| SCHWAB STRATEGIC TR | 56686 | 1542440 | FUNDAMENTAL US L |
| ABBVIE INC | 7520 | 1517587 | COM |
| FIRST TR EXCHNG TRADED FD VI | 37798 | 1249405 | VEST US EQUITY M |
| MICROSOFT CORP | 2538 | 1227290 | COM |
| AMAZON COM INC | 4747 | 1095703 | COM |
| INVESCO QQQ TR | 1435 | 881494 | UNIT SER 1 |
| INNOVATOR ETFS TRUST | 30738 | 816699 | EQUITY DEF PRO 2 |
| ISHARES TR | 6687 | 803694 | CORE S&P SCP ETF |
| ALPHABET INC | 2550 | 800235 | CAP STK CL C |
| ISHARES TR | 12006 | 792368 | CORE S&P MCP ETF |
| NVIDIA CORPORATION | 3999 | 745737 | COM |
| FIRST TR EXCHNG TRADED FD VI | 15706 | 725513 | FT VEST UQ EQT |
| FIRST TR EXCHNG TRADED FD VI | 22053 | 720156 | FT VEST US EQUIT |
| ABBOTT LABS | 6190 | 710438 | COM |
| ISHARES TR | 4525 | 674115 | ESG AWR MSCI USA |
| SCHWAB STRATEGIC TR | 27838 | 669226 | INTL EQTY ETF |
| AMERICAN CENTY ETF TR | 6506 | 663482 | US SML CP VALU |
| FIRST TR EXCHNG TRADED FD VI | 12735 | 650006 | FT VEST US EQT |
| VANGUARD CHARLOTTE FDS | 13435 | 649179 | TOTAL INT BD ETF |
| SCHWAB STRATEGIC TR | 22664 | 609898 | US LRG CAP ETF |
| ISHARES TR | 6166 | 586367 | ESG AW MSCI EAFE |
| ELI LILLY & CO | 526 | 565394 | COM |
| AMPLIFY ETF TR | 11322 | 503841 | CWP ENHANCED DIV |
| FIRST TR EXCHNG TRADED FD VI | 21882 | 499785 | VEST LADDERED SM |
| J P MORGAN EXCHANGE TRADED F | 8466 | 484620 | EQUITY PREMIUM |
| VANGUARD BD INDEX FDS | 6434 | 476566 | TOTAL BND MRKT |
| VANGUARD STAR FDS | 6096 | 459882 | VG TL INTL STK F |
| NUSHARES ETF TR | 9482 | 423388 | NUVEEN ESG SMLCP |
| ISHARES TR | 9257 | 420723 | MSCI INTL QUALTY |
| ALPHABET INC | 1307 | 409092 | CAP STK CL A |
| VANGUARD INTL EQUITY INDEX F | 4888 | 408686 | FTSE EUROPE ETF |
| FIRST TR EXCHNG TRADED FD VI | 12055 | 396309 | FT VEST US EQ MA |
| PACER FDS TR | 6273 | 377476 | US CASH COWS 100 |
| PACER FDS TR | 9307 | 359978 | DEVELOPED MRKT |
| INTERNATIONAL BUSINESS MACHS | 1184 | 350713 | COM |
| VANGUARD INDEX FDS | 1565 | 331520 | SM CP VAL ETF |
| CHEVRON CORP NEW | 2139 | 326005 | COM |
| ISHARES TR | 3055 | 326001 | SHRT NAT MUN ETF |
| ISHARES TR | 2283 | 322989 | MSCI ACWI ETF |
| PACER FDS TR | 8798 | 309777 | US LRG CP CASH |
| TAIWAN SEMICONDUCTOR MFG LTD | 1002 | 304498 | SPONSORED ADS |
| ISHARES INC | 6142 | 271284 | ESG AWR MSCI EM |
| SCHWAB STRATEGIC TR | 10192 | 269285 | HIGH YIELD BD ET |
| FIRST TR EXCHNG TRADED FD VI | 5870 | 264678 | FT VEST U.S. |
| ISHARES TR | 1012 | 249114 | RUSSELL 2000 ETF |
| PALANTIR TECHNOLOGIES INC | 1381 | 245473 | CL A |
| ISHARES TR | 9527 | 222784 | ESG AWRE USD ETF |
| JPMORGAN CHASE & CO. | 659 | 212207 | COM |
| VANGUARD WHITEHALL FDS | 1464 | 210113 | HIGH DIV YLD |
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