Capasso Planning Partners LLC: 13F holdings
CIK 19119382026Q2
| Positions | 86 |
|---|
| Reported value | $200.5m |
|---|
| Filed | 2026-08-18 |
|---|
Change since last quarter
| Positions | 86 (+13 vs prior quarter) |
|---|
| Reported value | $200.5m (+8.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SPY STATE STR SPDR S&P 500 ETF T | 49,648 | $37.1m | 18.5% |
| SPYM SPDR SERIES TRUST | 210,645 | $19.1m | 9.5% |
| BUFR FIRST TR EXCHNG TRADED FD VI | 385,702 | $14.1m | 7.0% |
| VEA VANGUARD TAX-MANAGED FDS | 191,851 | $13.7m | 6.8% |
| SPTI SPDR SERIES TRUST | 408,514 | $11.6m | 5.8% |
| SLYV SPDR SERIES TRUST | 97,845 | $10.7m | 5.3% |
| AVEM AMERICAN CENTY ETF TR | 63,709 | $6.1m | 3.1% |
| SHY ISHARES TR | 74,526 | $6.1m | 3.1% |
| AAPL APPLE INC | 20,531 | $5.9m | 3.0% |
| FTSM FIRST TR EXCHANGE-TRADED FD | 95,237 | $5.7m | 2.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1911938")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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