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Akre Focus Etf shares owned by Capital Planning

Quarter-by-quarter ownership of Akre Focus Etf shares owned by Capital Planning from 13F filings

Historical chart of Capital Planning investment in Akre Focus Etf

Tip: Access up to 7 years of quarterly data

All positions including Akre Focus Etf held by Capital Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Akre Focus Etf by Capital Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $7.5M 115k 64.81

More positions owned by Capital Planning

iShares Core S&P 500 ETF Exchange Traded Fund (IVV)
Microsoft Corp Common Stock (MSFT)
Quanta Services Common Stock (PWR)
Schwab US Large-Cap Growth ETF Exchange Traded Fund (SCHG)
iShares Core Dividend Growth ETF Exchange Traded Fund (DGRO)
Vanguard Information Technology ETF Exchange Traded Fund (VGT)
Vanguard Small-Cap ETF Exchange Traded Fund (VB)
Vanguard Large-Cap ETF Exchange Traded Fund (VV)
Boeing Common Stock (BA)
iShares MSCI USA Min Vol Factor ETF Exchange Traded Fund (USMV)
Vanguard Mid-Cap ETF Exchange Traded Fund (VO)
Vanguard Mega Cap Growth ETF Exchange Traded Fund (MGK)
Vanguard Mega Cap Value ETF Exchange Traded Fund (MGV)
Technology Select Sector SPDR ETF Exchange Traded Fund (XLK)
iShares MSCI USA Momentum Factor ETF Exchange Traded Fund (MTUM)

View all positions for Capital Planning

Top funds holding Akre Focus Etf

Wealth Enhancement Advisory Services
Affiance Financial
Assetmark
Parisi Gray Wealth Management
Lighthouse Wealth Management
Canal Capital Management
Montz Harcus Wealth Management
Perigon Wealth Management
Compton Wealth Advisory Group
Beacon Financial Planning
Prime Capital Investment Advisors
Aspire Capital Advisors
Capital Planning
JBR Co Financial Management
Baker Tilly Financial

View all funds holding Akre Focus Etf