Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

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 47.66% of Capasso Planning Partners's stock portfolio.
Added to shares of these 10 stocks: IEFA, MU, TSLA, FBND, FLHY, VWO, GOOGL, JPM, AVNV, CRWD.
Started 13 new stock positions in AVNV, IVV, JPM, FBND, MU, FLHY, CRWD, IEFA, TSLA, AVGO. GTO, GDEC, VWO.
Reduced shares in these 10 stocks: FTSM, SPY, BUFR, VEA, SPTM, AVEM, SLYV, DECM, MUB, SPTI.
Capasso Planning Partners was a net seller of stock by $-2.5M.
Capasso Planning Partners has $201M in assets under management (AUM), dropping by 8.20%.
Central Index Key (CIK): 0001911938

Tip: Access up to 7 years of quarterly data

Positions held by Capasso Planning Partners consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Capasso Planning Partners

Capasso Planning Partners holds 86 positions in its portfolio as reported in the June 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)	18.5	$37M	-5%	50k	746.77	View chart
Spdr Series Trust ST STR PR SP1500 (SPTM)	9.5	$19M		211k	90.79	View chart
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)	7.0	$14M	-4%	386k	36.53	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	6.8	$14M		192k	71.25	View chart
Spdr Series Trust St Inter Etf (SPTI)	5.8	$12M		409k	28.39	View chart
Spdr Series Trust ST STR SP600SM C (SLYV)	5.3	$11M		98k	109.11	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	3.1	$6.1M	-2%	64k	96.49	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	3.1	$6.1M		75k	82.11	View chart
Apple (AAPL)	3.0	$5.9M		21k	289.36	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	2.8	$5.7M	-31%	95k	59.73	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	2.7	$5.5M		67k	82.65	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.7	$5.5M		15k	370.03	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	1.6	$3.3M		42k	79.03	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	1.6	$3.2M		31k	103.05	View chart
Ishares Tr National Mun Etf (MUB)	1.6	$3.1M	-3%	29k	107.62	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.5	$3.0M		4.4k	686.81	View chart
Ishares Tr Global Reit Etf (REET)	1.3	$2.6M		93k	27.62	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.3	$2.5M		5.1k	500.39	View chart
First Tr Exchng Traded Fd Vi Ft Vest Max Dece (DECM)	1.2	$2.4M	-5%	70k	33.71	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	1.0	$1.9M		19k	102.16	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.9	$1.7M	+2%	54k	31.71	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.8	$1.6M	-2%	51k	31.10	View chart
First Tr Exchng Traded Fd Vi Vest Us Equity M (MARM)	0.7	$1.3M	+3%	39k	34.13	View chart
Abbvie (ABBV)	0.6	$1.3M		5.0k	251.63	View chart
Amazon (AMZN)	0.6	$1.1M		4.8k	238.34	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.6	$1.1M	-3%	20k	56.48	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$1.1M	+14%	3.1k	353.35	View chart
First Tr Exchng Traded Fd Vi Ft Vest Deep Etf (BUFD)	0.5	$1.1M		37k	29.72	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DDEC)	0.5	$1.1M		23k	47.38	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.5	$983k		6.6k	148.32	View chart
Microsoft Corporation (MSFT)	0.5	$953k	+3%	2.6k	372.97	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.5	$926k		12k	77.11	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$896k		1.2k	736.44	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.4	$818k		6.6k	124.76	View chart
NVIDIA Corporation (NVDA)	0.4	$807k		4.0k	200.11	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Equit (OCTM)	0.4	$784k		23k	33.60	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.4	$771k		28k	27.70	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$734k	+41%	2.1k	357.44	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.4	$726k		4.4k	163.67	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Equit (JANM)	0.4	$706k	-3%	21k	33.84	View chart
Innovator Etfs Trust Equity Def Pro 2 (AOCT)	0.3	$669k		25k	27.36	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.3	$632k	+3%	22k	29.43	View chart
Eli Lilly & Co. (LLY)	0.3	$631k		526.00	1199.71	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.3	$624k		6.1k	102.81	View chart
First Tr Exchng Traded Fd Vi Vest Lad Cap Etf (BUFS)	0.3	$549k		22k	25.09	View chart
First Tr Exchng Traded Fd Vi Ft Vest Intl Etf (BUFY)	0.3	$534k		23k	23.41	View chart
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (DOCT)	0.3	$522k		11k	46.68	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.3	$510k		11k	45.70	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$497k	NEW	5.1k	96.58	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.2	$479k		1.0k	477.57	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.2	$473k		9.5k	49.55	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.2	$460k		8.8k	52.12	View chart
Micron Technology (MU)	0.2	$449k	NEW	389.00	1153.76	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.2	$433k		4.9k	88.54	View chart
Tesla Motors (TSLA)	0.2	$432k	NEW	1.0k	420.60	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DNOV)	0.2	$414k		8.1k	51.35	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Equty (FEBM)	0.2	$413k	-3%	13k	31.22	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eq Ma (NOVM)	0.2	$407k		12k	33.73	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.2	$385k		2.5k	156.96	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$381k		1.6k	242.95	View chart
Chevron Corporation (CVX)	0.2	$358k		2.2k	165.76	View chart
Ishares Esg Awr Msci Em (ESGE)	0.2	$338k		6.2k	54.69	View chart
International Business Machines (IBM)	0.2	$333k		1.2k	281.21	View chart
Pacer Fds Tr Us Lrg Cp Cash (COWG)	0.2	$328k	-5%	8.2k	40.15	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$328k	+7%	1.1k	300.45	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.2	$325k	+5%	3.7k	87.88	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.2	$320k	-2%	5.1k	62.20	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.2	$305k	NEW	6.7k	45.49	View chart
Abbott Laboratories (ABT)	0.1	$299k		3.3k	90.73	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$298k		2.8k	106.46	View chart
Pacer Fds Tr Developed Mrkt (ICOW)	0.1	$278k	-11%	6.7k	41.63	View chart
Franklin Templeton Etf Tr High Yield Corp (FLHY)	0.1	$266k	NEW	11k	24.29	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAR)	0.1	$251k		5.6k	44.73	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV)	0.1	$249k	-8%	4.3k	58.49	View chart
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC)	0.1	$236k		4.3k	54.47	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$231k		1.5k	158.03	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$227k	NEW	3.8k	59.69	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.1	$217k		1.4k	152.16	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.1	$216k		9.3k	23.15	View chart
JPMorgan Chase & Co. (JPM)	0.1	$216k	NEW	660.00	327.20	View chart
American Centy Etf Tr Avantis All Int (AVNV)	0.1	$214k	NEW	2.6k	82.54	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$213k	NEW	279.00	763.14	View chart
Invesco Actively Managed Exc Total Return (GTO)	0.1	$213k	NEW	4.5k	46.87	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GDEC)	0.1	$211k	NEW	5.3k	39.80	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$202k	NEW	270.00	749.18	View chart
Broadcom (AVGO)	0.1	$200k	NEW	530.00	377.77	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 Q2 filed Aug. 18, 2026
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

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z