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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 47.94% of Capasso Planning Partners's stock portfolio.
Added to shares of these 10 stocks: DECM, BUFR, SPTM, VEA, DDEC, JANM, SLYV, FTSM, JEPI, SPTI.
Started 5 new stock positions in JANM, DMAR, FEBM, SDY, DECM.
Reduced shares in these 10 stocks: SPY, BNDX, ABBV, BND, VXUS, ABT, SCYB, MUB, PLTR, .
Sold out of its positions in JPM, PLTR, SCYB, VXUS, BND, BNDX.
Capasso Planning Partners was a net buyer of stock by $5.6M.
Capasso Planning Partners has $185M in assets under management (AUM), dropping by 1.37%.
Central Index Key (CIK): 0001911938

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Portfolio Holdings for Capasso Planning Partners

Capasso Planning Partners holds 73 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	18.4	$34M	-5%	52k	650.34	View chart
Spdr Series Trust State Street Spd (SPTM)	9.1	$17M	+8%	213k	79.06	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	7.4	$14M	+11%	405k	33.77	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	6.8	$13M	+6%	195k	64.08	View chart
Spdr Series Trust State Street Spd (SPTI)	6.3	$12M	+5%	410k	28.66	View chart
Spdr Series Trust State Street Spd (SLYV)	5.1	$9.4M	+8%	99k	94.58	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	4.5	$8.3M	+9%	139k	59.78	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	3.3	$6.2M	+4%	75k	82.57	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	3.0	$5.5M	+3%	66k	82.75	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	2.8	$5.3M	+4%	65k	80.58	View chart
Apple (AAPL)	2.8	$5.2M		21k	253.79	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.6	$4.8M		15k	320.80	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	1.8	$3.3M	+3%	42k	79.27	View chart
Ishares Tr National Mun Etf (MUB)	1.7	$3.2M	-7%	30k	106.15	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	1.7	$3.1M	+3%	32k	99.86	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.4	$2.7M		4.5k	597.48	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.3	$2.4M		5.1k	479.20	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Equit (DECM)	1.3	$2.4M	NEW	74k	32.67	View chart
Ishares Tr Global Reit Etf (REET)	1.3	$2.3M	+8%	93k	25.15	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	1.1	$2.0M		19k	103.43	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.9	$1.6M	-8%	53k	30.68	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.8	$1.4M	-8%	52k	27.85	View chart
First Tr Exchng Traded Fd Vi Vest Us Equity M (MARM)	0.7	$1.3M		38k	33.48	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.6	$1.2M	+145%	21k	56.68	View chart
Abbvie (ABBV)	0.6	$1.1M	-33%	5.0k	217.50	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)	0.6	$1.0M		37k	28.00	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DDEC)	0.5	$1.0M	+287%	23k	44.28	View chart
Amazon (AMZN)	0.5	$985k		4.7k	208.27	View chart
Microsoft Corporation (MSFT)	0.5	$914k	-2%	2.5k	370.13	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$827k		6.7k	124.31	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.4	$809k		12k	67.53	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$772k	+5%	2.7k	286.88	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Equit (OCTM)	0.4	$759k	+5%	23k	32.53	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.4	$713k		6.5k	110.47	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$713k	-13%	1.2k	577.04	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Equit (JANM)	0.4	$709k	NEW	22k	32.81	View chart
NVIDIA Corporation (NVDA)	0.4	$701k		4.0k	174.38	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.4	$689k		28k	24.75	View chart
Innovator Etfs Trust Equity Def Pro 2 (AOCT)	0.3	$647k	-20%	25k	26.46	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.3	$626k	-2%	4.4k	141.41	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.3	$580k		6.1k	95.63	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.3	$534k	-8%	21k	25.64	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFY)	0.3	$511k		23k	22.38	View chart
First Tr Exchng Traded Fd Vi Vest Laddered Sm (BUFS)	0.3	$505k		22k	23.06	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.3	$494k	-2%	11k	44.85	View chart
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (DOCT)	0.3	$486k		11k	43.43	View chart
Eli Lilly & Co. (LLY)	0.3	$484k		526.00	919.97	View chart
Chevron Corporation (CVX)	0.2	$446k		2.2k	206.90	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.2	$437k	+2%	9.5k	46.23	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$416k	+10%	1.4k	287.60	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Equty (FEBM)	0.2	$415k	NEW	14k	30.32	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.2	$403k		4.9k	82.43	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.2	$397k	-7%	8.8k	45.06	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eq Ma (NOVM)	0.2	$394k		12k	32.71	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DNOV)	0.2	$386k		8.1k	47.91	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$341k		1.6k	217.26	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.2	$339k		1.0k	337.95	View chart
Abbott Laboratories (ABT)	0.2	$338k	-46%	3.3k	102.68	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.2	$334k	+5%	2.4k	138.36	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.2	$330k	-15%	5.3k	62.56	View chart
Pacer Fds Tr Developed Mrkt (ICOW)	0.2	$318k	-19%	7.5k	42.44	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.2	$297k	-8%	2.8k	106.51	View chart
Pacer Fds Tr Us Lrg Cp Cash (COWG)	0.2	$291k	-2%	8.6k	33.74	View chart
International Business Machines (IBM)	0.2	$287k		1.2k	242.39	View chart
Ishares Esg Awr Msci Em (ESGE)	0.2	$282k		6.2k	45.47	View chart
Spdr Series Trust State Street Spd (SPYM)	0.1	$268k	+4%	3.5k	76.54	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$251k		1.0k	248.00	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV)	0.1	$250k		4.7k	53.40	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAR)	0.1	$239k	NEW	5.6k	42.40	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$217k		1.5k	148.10	View chart
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC)	0.1	$216k		4.3k	49.72	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.1	$214k	-2%	9.3k	23.14	View chart
Spdr Series Trust State Street Spd (SDY)	0.1	$208k	NEW	1.4k	145.95	View chart

Past Filings by Capasso Planning Partners

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

Capasso Planning Partners 2026 Q1 filed May 27, 2026
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

View all past filings

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