Capasso Planning Partners LLC Portfolio Holdings

Capasso Planning Partners LLC

  • $158 Million
  • Q3 2025

Capasso Planning Partners LLC has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $158 Million distributed in 70 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $38.5M, Spdr Portfolio S&P 1500 Compos with a value of $14.7M, Spdr Ser Tr Spdr Portfolio Int with a value of $10.2M, Vanguard Ftse Developed Market with a value of $10.2M, and First Tr Enhanced Traded Fd Iv with a value of $9.35M.

Examining the 13F form we can see an decrease of $11.7M in the current position value, from $170M to 158M.

Capasso Planning Partners LLC is based out at Charleston, SC

Below you can find more details about Capasso Planning Partners LLC portfolio as well as his latest detailed transactions.

Portfolio value $158 Million
ETFs: $142 Million
Technology: $9.31 Million
Financial Services: $2.83 Million
Healthcare: $2.41 Million
Consumer Cyclical: $832,000
Communication Services: $584,000
Energy: $332,000

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 70
  • Current Value $158 Million
  • Prior Value $170 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 5 stocks
  • Additional Purchases 7 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 55 stocks
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