Capital Planning Advisors, LLC
Q3 2025 13F Holdings
- Locationroseville, CA
- Num holdings
143
- Value ($000)
$728,161
- Date Filed 11/07/2025
- Form type13F-HR
- CIK 0001631941
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
V VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $48.41M | 7 % | 807,888 | ||
G WORLD GOLD TR | SPDR GLD MINIS | 98149E303 | $41.84M | 6 % | 547,323 | ||
U WISDOMTREE TR | FLOATNG RAT TREA | 97717Y527 | $40.12M | 6 % | 798,102 | ||
S INVESCO EXCHANGE TRADED FD T | S&P500 QUALITY | 46137V241 | $34.88M | 5 % | 475,978 | ||
I ISHARES TR | RUS 1000 GRW ETF | 464287614 | $30.00M | 4 % | 64,050 | ||
X INVESCO EXCHANGE TRADED FD T | S&P MDCP QUALITY | 46137V472 | $28.86M | 4 % | 274,950 | ||
D BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 | $24.39M | 3 % | 412,026 | ||
M MICROSOFT CORP | COM | 594918104 | $24.02M | 3 % | 46,383 | ||
A AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 | $23.91M | 3 % | 303,012 | ||
J J P MORGAN EXCHANGE TRADED F | INTRNL RES EQT | 46641Q134 | $22.53M | 3 % | 306,323 |
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