Capasso Planning Partners

Capasso Planning Partners as of Dec. 31, 2025

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