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Capasso Planning Partners

Latest statistics and disclosures from Capasso Planning Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPY, SPTM, SPTI, VEA, FTSM, and represent 50.81% of Capasso Planning Partners's stock portfolio.
Added to shares of these 10 stocks: BUFR, AAPL, AVUV, SPTI, SHY, BUFD, SPTM, SLYV, SPLG, RSPH.
Started 5 new stock positions in BUFD, RSPH, AVUV, VYM, SPLG.
Reduced shares in these 10 stocks: SPY (-$11M), FTSM, TLT, IBIT, VOO, ACWI, SCHX, LLY, BRK.B, SCHJ.
Sold out of its positions in COST, HD, PJAN, POCT, PJUL, QHDG, LJAN, XUSP, IVV, IXC. TLT, SUSC, IBIT, ORCL, PANW, GLD, SCHJ, VWO, ETN.
Capasso Planning Partners was a net seller of stock by $-24M.
Capasso Planning Partners has $163M in assets under management (AUM), dropping by -7.77%.
Central Index Key (CIK): 0001911938

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Portfolio Holdings for Capasso Planning Partners

Capasso Planning Partners holds 69 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr S&p 500 Etf Tr Tr Unit (SPY)	23.6	$39M	-22%	58k	666.18	View chart
Spdr Series Trust Portfoli S&p1500 (SPTM)	9.0	$15M	+3%	182k	80.65	View chart
Spdr Series Trust Portfli Intrmdit (SPTI)	6.3	$10M	+6%	353k	28.90	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	6.2	$10M	-3%	170k	59.92	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	5.7	$9.4M	-21%	156k	59.91	View chart
Apple (AAPL)	4.5	$7.3M	+30%	29k	254.63	View chart
Spdr Series Trust S&p 600 Smcp Val (SLYV)	4.4	$7.2M	+4%	81k	88.65	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	3.4	$5.5M	+11%	66k	82.96	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	3.0	$4.9M		59k	84.11	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	2.7	$4.5M		60k	75.11	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	2.6	$4.3M	+89%	128k	33.42	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	1.9	$3.1M	-4%	38k	79.93	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.8	$2.9M	-22%	4.8k	612.42	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.7	$2.8M	-13%	5.6k	502.74	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	1.6	$2.5M	+4%	29k	89.03	View chart
First Tr Exchng Traded Fd Vi Vest Us Equity M (MARM)	1.2	$2.0M		62k	32.60	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.2	$2.0M	-15%	71k	27.30	View chart
Ishares Tr Global Reit Etf (REET)	1.2	$1.9M		76k	25.56	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	1.1	$1.8M	-12%	67k	26.30	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.0	$1.7M	-18%	5.1k	328.17	View chart
Abbvie (ABBV)	0.8	$1.4M	-14%	5.8k	231.56	View chart
Ishares Tr National Mun Etf (MUB)	0.7	$1.2M	-11%	11k	106.49	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.6	$1.0M	-15%	1.7k	600.27	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.6	$910k	-22%	14k	65.26	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.6	$907k	-14%	39k	23.28	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.5	$886k	-11%	8.6k	103.36	View chart
Amazon (AMZN)	0.5	$833k	-24%	3.8k	219.57	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.5	$827k	-3%	7.0k	118.82	View chart
Innovator Etfs Trust Equity Def Pro 2 (AOCT)	0.5	$810k		31k	26.26	View chart
NVIDIA Corporation (NVDA)	0.5	$762k	-5%	4.1k	186.60	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.5	$735k	-49%	28k	26.34	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.4	$734k	-24%	17k	44.57	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.4	$719k	-26%	4.9k	145.60	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Equit (OCTM)	0.4	$688k		21k	32.18	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.4	$629k	NEW	6.3k	99.53	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.4	$619k	-19%	6.7k	92.98	View chart
Microsoft Corporation (MSFT)	0.4	$619k	-35%	1.2k	517.77	View chart
Eli Lilly & Co. (LLY)	0.4	$618k	-43%	810.00	763.09	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.3	$565k	-29%	9.8k	57.47	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)	0.3	$520k	NEW	19k	27.64	View chart
Pacer Fds Tr Developed Mrkt (ICOW)	0.3	$517k	-33%	14k	36.42	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.3	$482k	+5%	8.4k	57.10	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.3	$481k	-20%	11k	44.19	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.3	$480k	-12%	4.5k	106.78	View chart
Abbott Laboratories (ABT)	0.3	$441k		3.3k	133.96	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.3	$439k	-11%	10k	44.10	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.3	$429k	-8%	2.1k	208.66	View chart
Pacer Fds Tr Us Lrg Cp Cash (COWG)	0.3	$411k	-35%	11k	36.30	View chart
Franklin Templeton Etf Tr High Yield Corp (FLHY)	0.2	$393k	-50%	16k	24.53	View chart
Schwab Strategic Tr High Yield Bd Et (SCYB)	0.2	$393k	-43%	15k	26.73	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.2	$390k	-14%	4.9k	79.80	View chart
Proshares Tr Short S&p 500 Ne (SH)	0.2	$373k	-6%	10k	36.96	View chart
International Business Machines (IBM)	0.2	$334k		1.2k	282.16	View chart
Chevron Corporation (CVX)	0.2	$332k	-18%	2.1k	155.29	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$322k	-2%	1.5k	215.81	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.2	$320k	-70%	2.3k	138.23	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$318k	-45%	1.3k	243.06	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.2	$304k	-18%	1.1k	279.29	View chart
Ishares Esg Awr Msci Em (ESGE)	0.2	$301k	-18%	6.9k	43.42	View chart
Spdr Series Trust S&p Divid Etf (SDY)	0.2	$271k		1.9k	140.01	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$268k	-6%	1.1k	243.58	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DDEC)	0.2	$262k	-2%	6.0k	43.77	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	0.2	$255k	NEW	3.3k	78.34	View chart
Pacer Fds Tr Us Small Cap Cas (CALF)	0.2	$250k	-54%	5.7k	43.78	View chart
Pacer Fds Tr Emrg Mkt Cash (ECOW)	0.1	$234k	-33%	9.6k	24.44	View chart
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH)	0.1	$234k	NEW	7.9k	29.39	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$216k	-20%	2.2k	99.12	View chart
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC)	0.1	$214k	-39%	4.3k	49.24	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$211k	NEW	1.5k	140.95	View chart

Past Filings by Capasso Planning Partners

SEC 13F filings are viewable for Capasso Planning Partners going back to 2021

Capasso Planning Partners 2025 Q3 filed Nov. 12, 2025
Capasso Planning Partners 2025 Q2 filed Aug. 6, 2025
Capasso Planning Partners 2025 Q1 filed April 24, 2025
Capasso Planning Partners 2024 Q4 filed Feb. 10, 2025
Capasso Planning Partners 2024 Q2 filed Dec. 2, 2024
Capasso Planning Partners 2024 Q3 filed Dec. 2, 2024
Capasso Planning Partners 2024 Q1 filed April 24, 2024
Capasso Planning Partners 2023 Q4 filed Jan. 26, 2024
Capasso Planning Partners 2023 Q3 filed Oct. 26, 2023
Capasso Planning Partners 2023 Q2 filed Aug. 11, 2023
Capasso Planning Partners 2023 Q1 filed May 2, 2023
Capasso Planning Partners 2022 Q4 filed Jan. 20, 2023
Capasso Planning Partners 2022 Q3 filed Nov. 9, 2022
Capasso Planning Partners 2022 Q2 filed Aug. 11, 2022
Capasso Planning Partners 2022 Q1 filed May 9, 2022
Capasso Planning Partners 2021 Q4 filed Feb. 17, 2022

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