Capital Planning Advisors, LLC
Q1 2026 13F Holdings
- Locationroseville, CA
- Num holdings
146
- Value ($000)
$691,558
- Date Filed 05/14/2026
- 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 Q1 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $53.98M | 8 % | 842,318 | ||
WORLD GOLD TR | SPDR GLD MINIS | 98149E303 | $41.03M | 6 % | 442,711 | ||
WISDOMTREE TR | FLOATNG RAT TREA | 97717Y527 | $40.65M | 6 % | 807,604 | ||
ISHARES INC | CORE MSCI EMKT | 46434G103 | $32.87M | 5 % | 471,250 | ||
INVESCO EXCHANGE TRADED FD T | S&P500 QUALITY | 46137V241 | $31.1M | 5 % | 413,627 | ||
INVESCO EXCHANGE TRADED FD T | S&P MDCP QUALITY | 46137V472 | $29.07M | 4 % | 281,267 | ||
ISHARES TR | RUS 1000 GRW ETF | 464287614 | $27.9M | 4 % | 65,424 | ||
AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 | $26.77M | 4 % | 315,497 | ||
BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 | $25.09M | 4 % | 431,324 | ||
J P MORGAN EXCHANGE TRADED F | INTRNL RES EQT | 46641Q134 | $24.64M | 4 % | 325,345 |
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