Capasso Planning Partners LLC

Q3 2025 13F Holdings

  • Location
    charleston, SC
  • Num holdings

    70

  • Value ($000)

    $163,066

  • Date Filed
    11/12/2025
  • Form type
    13F-HR
  • CIK
    0001911938
  • 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 Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
S
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$38.46M
24 %

57,734

---

SPDR SERIES TRUST

PORTFOLI S&P1500
78464A805
$14.68M
9 %

181,979

---

SPDR SERIES TRUST

PORTFLI INTRMDIT
78464A672
$10.19M
6 %

352,694

V
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
921943858
$10.18M
6 %

169,852

F
FTSM

FIRST TR EXCHANGE-TRADED FD

FIRST TR ENH NEW
33739Q408
$9.35M
6 %

156,115

---

SPDR SERIES TRUST

S&P 600 SMCP VAL
78464A300
$7.20M
4 %

81,208

S
SHY

ISHARES TR

1 3 YR TREAS BD
464287457
$5.50M
3 %

66,310

V
VCIT

VANGUARD SCOTTSDALE FDS

INT-TERM CORP
92206C870
$4.94M
3 %

58,772

A
AAPL

APPLE INC

COM
037833100
$4.70M
3 %

18,447

A
AVEM

AMERICAN CENTY ETF TR

AVANTIS EMGMKT
025072604
$4.48M
3 %

59,594

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