Capasso Planning Partners

Capasso Planning Partners as of March 31, 2026

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