Capital Planning LLC: 13F holdings
CIK 17906882026Q2
| Positions | 88 |
|---|
| Reported value | $343.4m |
|---|
| Filed | 2026-07-22 |
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Change since last quarter
| Positions | 88 (+6 vs prior quarter) |
|---|
| Reported value | $343.4m (+11.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IVV iShares Core S&P 500 ETF | 62,122 | $46.5m | 13.5% |
| SCHG Schwab US Large-Cap Growth ETF | 828,430 | $28.0m | 8.2% |
| MSFT Microsoft Corp | 54,067 | $20.2m | 5.9% |
| DGRO iShares Core Dividend Growth ETF | 240,778 | $18.2m | 5.3% |
| VV Vanguard Large-Cap ETF | 40,666 | $14.0m | 4.1% |
| VGT Vanguard Information Technology ETF | 114,400 | $13.7m | 4.0% |
| VO Vanguard Mid-Cap ETF | 150,538 | $12.1m | 3.5% |
| VB Vanguard Small-Cap ETF | 38,814 | $11.8m | 3.4% |
| MGK Vanguard Mega Cap Growth ETF | 133,729 | $11.8m | 3.4% |
| MGV Vanguard Mega Cap Value ETF | 70,530 | $11.5m | 3.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1790688")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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