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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, BUFR, VEA, SPTI, and represent 48.86% of Capasso Planning Partners's stock portfolio.
Added to shares of these 10 stocks: BUFR (+$8.1M), VTI, MUB, SPTM, STIP, SPTI, SLYV, VEA, MSFT, BNDX.
Started 13 new stock positions in DNOV, FNOV, BND, VXUS, SUSC, BUFS, BNDX, NOVM, PLTR, BUFY. IWM, DOCT, JPM.
Reduced shares in these 10 stocks: AAPL, FTSM, SPY, MARM, FLHY, SH, SCHD, VIG, LLY, FNDX.
Sold out of its positions in FLHY, RSPH, CALF, ECOW, SH, SDY, MOAT, VIG.
Capasso Planning Partners was a net buyer of stock by $16M.
Capasso Planning Partners has $183M in assets under management (AUM), dropping by 12.11%.
Central Index Key (CIK): 0001911938

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Portfolio Holdings for Capasso Planning Partners

Capasso Planning Partners holds 74 positions in its portfolio as reported in the December 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)	20.8	$38M	-3%	56k	681.91	View chart
Spdr Series Trust State Street Spd (SPTM)	8.9	$16M	+7%	196k	82.50	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	6.8	$13M	+184%	364k	34.26	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	6.3	$12M	+7%	183k	62.47	View chart
Spdr Series Trust State Street Spd (SPTI)	6.1	$11M	+10%	389k	28.84	View chart
Spdr Series Trust State Street Spd (SLYV)	4.6	$8.3M	+12%	92k	90.97	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	4.2	$7.6M	-18%	128k	59.93	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	3.2	$5.9M	+7%	71k	82.82	View chart
Apple (AAPL)	3.1	$5.6M	-27%	21k	271.85	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	2.9	$5.3M	+8%	64k	83.75	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.7	$4.9M	+186%	15k	335.27	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	2.6	$4.8M	+5%	63k	77.02	View chart
Ishares Tr National Mun Etf (MUB)	1.9	$3.5M	+195%	33k	107.11	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	1.8	$3.2M	+5%	40k	79.73	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	1.6	$2.9M	+6%	31k	93.97	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.6	$2.8M	-6%	4.5k	627.11	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.4	$2.6M	-7%	5.2k	502.65	View chart
Ishares Tr Global Reit Etf (REET)	1.2	$2.1M	+13%	85k	24.95	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	1.1	$1.9M	+120%	19k	102.39	View chart
Abbvie (ABBV)	0.9	$1.7M	+28%	7.5k	228.50	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.9	$1.6M	-18%	58k	27.43	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.8	$1.5M	-15%	57k	27.21	View chart
First Tr Exchng Traded Fd Vi Vest Us Equity M (MARM)	0.7	$1.2M	-38%	38k	33.05	View chart
Microsoft Corporation (MSFT)	0.7	$1.2M	+112%	2.5k	483.57	View chart
Amazon (AMZN)	0.6	$1.1M	+25%	4.7k	230.82	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)	0.6	$1.0M	+95%	37k	28.24	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.5	$882k	-16%	1.4k	614.28	View chart
Innovator Etfs Trust Equity Def Pro 2 (AOCT)	0.4	$817k		31k	26.57	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$804k	-3%	6.7k	120.19	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$800k	+131%	2.6k	313.82	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.4	$792k	-13%	12k	66.00	View chart
Abbott Laboratories (ABT)	0.4	$776k	+88%	6.2k	125.28	View chart
NVIDIA Corporation (NVDA)	0.4	$746k	-2%	4.0k	186.48	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Equit (OCTM)	0.4	$720k	+3%	22k	32.66	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.4	$674k	-8%	4.5k	148.98	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.4	$669k	-28%	28k	24.04	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.4	$664k	+2%	6.5k	101.98	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.4	$649k	NEW	13k	48.32	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.3	$610k	-18%	23k	26.91	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.3	$586k	-7%	6.2k	95.10	View chart
Eli Lilly & Co. (LLY)	0.3	$565k	-35%	526.00	1074.89	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFY)	0.3	$508k	NEW	23k	22.24	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.3	$504k	-31%	11k	44.50	View chart
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (DOCT)	0.3	$504k	NEW	11k	44.29	View chart
First Tr Exchng Traded Fd Vi Vest Laddered Sm (BUFS)	0.3	$500k	NEW	22k	22.84	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.3	$485k		8.5k	57.24	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.3	$477k	NEW	6.4k	74.07	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.3	$460k	NEW	6.1k	75.44	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.2	$423k	-4%	9.5k	44.65	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.2	$421k	-14%	9.3k	45.45	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$409k		1.3k	313.00	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.2	$409k		4.9k	83.61	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eq Ma (NOVM)	0.2	$396k	NEW	12k	32.88	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DNOV)	0.2	$393k	NEW	8.1k	48.84	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.2	$378k	-36%	6.3k	60.17	View chart
Pacer Fds Tr Developed Mrkt (ICOW)	0.2	$360k	-34%	9.3k	38.68	View chart
International Business Machines (IBM)	0.2	$351k		1.2k	296.21	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$332k	-23%	1.6k	211.83	View chart
Chevron Corporation (CVX)	0.2	$326k		2.1k	152.41	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.2	$326k	-32%	3.1k	106.71	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.2	$323k		2.3k	141.48	View chart
Pacer Fds Tr Us Lrg Cp Cash (COWG)	0.2	$310k	-22%	8.8k	35.21	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.2	$305k	-7%	1.0k	303.89	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$271k	-11%	6.1k	44.17	View chart
Schwab Strategic Tr High Yield Bd Et (SCYB)	0.1	$269k	-30%	10k	26.42	View chart
Spdr Series Trust State Street Spd (SPYM)	0.1	$269k	+2%	3.4k	80.22	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DDEC)	0.1	$265k		5.9k	45.09	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV)	0.1	$257k	NEW	4.7k	54.83	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$249k	NEW	1.0k	246.16	View chart
Palantir Technologies Cl A (PLTR)	0.1	$246k	NEW	1.4k	177.75	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.1	$223k	NEW	9.5k	23.38	View chart
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC)	0.1	$222k		4.3k	51.18	View chart
JPMorgan Chase & Co. (JPM)	0.1	$212k	NEW	659.00	322.01	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$210k	-2%	1.5k	143.52	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 Q4 filed Feb. 17, 2026
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

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