Capasso Planning Partners LLC
Q1 2026 13F Holdings
- Locationcharleston, SC
- Num holdings
73
- Value ($000)
$185,323
- Date Filed 05/27/2026
- Form type13F-HR
- CIK 0001911938
- 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 |
|---|---|---|---|---|---|---|---|
STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | $34.06M | 18 % | 52,375 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78464A805 | $16.82M | 9 % | 212,710 | ||
FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | 33740F755 | $13.69M | 7 % | 405,423 | ||
VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $12.51M | 7 % | 195,263 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78464A672 | $11.76M | 6 % | 410,309 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78464A300 | $9.38M | 5 % | 99,183 | ||
FIRST TR EXCHANGE-TRADED FD | FIRST TR ENH NEW | 33739Q408 | $8.32M | 5 % | 139,190 | ||
ISHARES TR | 1 3 YR TREAS BD | 464287457 | $6.17M | 3 % | 74,705 | ||
VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | $5.48M | 3 % | 66,201 | ||
AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 | $5.26M | 3 % | 65,316 |
Rows Per Page
10
- 10
- 50
- 100