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Capital Planning LLC

Q1 2026 13F Holdings

  • Location
    bellevue, WA
  • Num holdings

    82

  • Value ($000)

    $307,449

  • Date Filed
    04/30/2026
  • Form type
    13F-HR
  • CIK
    0001790688
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IVV

iShares Core S&P 500 ETF

EXCHANGE TRADED FUND
464287200
$44.17M
14 %

67,613

S
SCHG

Schwab US Large-Cap Growth ETF

EXCHANGE TRADED FUND
808524300
$26.4M
9 %

906,338

M
MSFT

Microsoft Corp

COMMON STOCK
594918104
$19.95M
7 %

53,905

D
DGRO

iShares Core Dividend Growth ETF

EXCHANGE TRADED FUND
46434V621
$18.13M
6 %

258,299

V
VV

Vanguard Large-Cap ETF

EXCHANGE TRADED FUND
922908637
$12.17M
4 %

40,713

V
VO

Vanguard Mid-Cap ETF

EXCHANGE TRADED FUND
922908629
$11.45M
4 %

39,856

---

Vanguard Information Technology ETF

EXCHANGE TRADED FUND
92204A702
$10.99M
4 %

15,749

V
VB

Vanguard Small-Cap ETF

EXCHANGE TRADED FUND
922908751
$10.93M
4 %

41,738

U
USMV

iShares MSCI USA Min Vol Factor ETF

EXCHANGE TRADED FUND
46429B697
$10.65M
4 %

114,795

M
MGV

Vanguard Mega Cap Value ETF

EXCHANGE TRADED FUND
921910840
$10.3M
3 %

71,058

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