Capital Planning LLC Portfolio Holdings
Capital Planning LLC
- $329 Million
- Q3 2025
Capital Planning LLC has filed its 13F form on October 22, 2025 for Q3 2025 where it was disclosed a total value porftolio of $329 Million distributed in 79 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $45.6M, Microsoft Corp with a value of $28.5M, Schwab Strategic Tr Us Large C with a value of $25.1M, Quanta Services, Inc. with a value of $24.6M, and Ishares Core Dividend Growth E with a value of $16.3M.
Examining the 13F form we can see an increase of $25.7M in the current position value, from $303M to 329M.
Below you can find more details about Capital Planning LLC portfolio as well as his latest detailed transactions.
Portfolio value
$329 Million
ETFs: $235 Million
Technology: $41.5 Million
Industrials: $38 Million
Healthcare: $5.08 Million
Consumer Defensive: $3.3 Million
Consumer Cyclical: $2 Million
Financial Services: $1.78 Million
Communication Services: $908,000
Other: $0
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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