Capital Planning Advisors, LLC has filed its 13F form on November 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $704 Million distributed in 143 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Ftse Developed Market with a value of $48.4M, World Gold Trust with a value of $41.8M, Wisdomtree Floating Rate Treas with a value of $40.1M, Invesco Exchange Traded Fd Tr with a value of $34.9M, and Ishares Russell 1000 Gr ETF with a value of $30M.
Examining the 13F form we can see an increase of $40.6M in the current position value, from $664M to 704M.
Capital Planning Advisors, LLC is based out at Sacramento, CA
Below you can find more details about Capital Planning Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$704 Million
ETFs: $409 Million
Technology: $101 Million
Financial Services: $51 Million
Communication Services: $34 Million
Industrials: $30.5 Million
Consumer Cyclical: $25.7 Million
Healthcare: $19 Million
Consumer Defensive: $17.8 Million
Other: $15.7 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
