Capasso Planning Partners

Capasso Planning Partners as of June 30, 2026

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