Capital Planning LLC
Q3 2025 13F Holdings
- Locationbellevue, WA
- Num holdings
79
- Value ($000)
$343,285
- Date Filed 10/22/2025
- Form type13F-HR
- CIK 0001790688
- 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 |
|---|---|---|---|---|---|---|---|
I iShares Core S&P 500 ETF | EXCHANGE TRADED FUND | 464287200 | $45.62M | 13 % | 68,158 | ||
M Microsoft Corp | COMMON STOCK | 594918104 | $28.52M | 8 % | 55,062 | ||
S Schwab US Large-Cap Growth ETF | EXCHANGE TRADED FUND | 808524300 | $25.15M | 7 % | 788,077 | ||
P Quanta Services Inc | COMMON STOCK | 74762E102 | $24.57M | 7 % | 59,284 | ||
D iShares Core Dividend Growth ETF | EXCHANGE TRADED FUND | 46434V621 | $16.35M | 5 % | 240,089 | ||
Vanguard Information Technology ETF | EXCHANGE TRADED FUND | 92204A702 | $12.68M | 4 % | 16,981 | ||
V Vanguard Small-Cap ETF | EXCHANGE TRADED FUND | 922908751 | $11.37M | 3 % | 44,582 | ||
B Boeing Co | COMMON STOCK | 097023105 | $11.15M | 3 % | 51,649 | ||
U iShares MSCI USA Min Vol Factor ETF | EXCHANGE TRADED FUND | 46429B697 | $11.14M | 3 % | 117,128 | ||
V Vanguard Large-Cap ETF | EXCHANGE TRADED FUND | 922908637 | $10.92M | 3 % | 35,387 |
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