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.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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