Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Capasso Planning Partners LLC (CIK 1911938) reported $185.3M across 73 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPY ($34.1M, 18.38%), SPTM ($16.8M, 9.07%), BUFR ($13.7M, 7.39%), VEA ($12.5M, 6.75%), SPTI ($11.8M, 6.35%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $34.1M | 18.38% | 52,375 | Trimmed |
| 2 | SPTM | SPDR SERIES TRUST | $16.8M | 9.07% | 212,710 | Added |
| 3 | BUFR | FIRST TR EXCHNG TRADED FD VI | $13.7M | 7.39% | 405,423 | Added |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | $12.5M | 6.75% | 195,263 | Added |
| 5 | SPTI | SPDR SERIES TRUST | $11.8M | 6.35% | 410,309 | Added |
| 6 | SLYV | SPDR SERIES TRUST | $9.4M | 5.06% | 99,183 | Added |
| 7 | FTSM | FIRST TR EXCHANGE-TRADED FD | $8.3M | 4.49% | 139,190 | Added |
| 8 | SHY | ISHARES TR | $6.2M | 3.33% | 74,705 | Added |
| 9 | VCIT | VANGUARD SCOTTSDALE FDS | $5.5M | 2.96% | 66,201 | Added |
| 10 | AVEM | AMERICAN CENTY ETF TR | $5.3M | 2.84% | 65,316 | Added |
| 11 | AAPL | APPLE INC | $5.2M | 2.82% | 20,622 | Trimmed |
| 12 | VTI | VANGUARD INDEX FDS | $4.8M | 2.57% | 14,822 | Added |
| 13 | VCSH | VANGUARD SCOTTSDALE FDS | $3.3M | 1.78% | 41,543 | Added |
| 14 | MUB | ISHARES TR | $3.2M | 1.73% | 30,209 | Trimmed |
| 15 | AVDV | AMERICAN CENTY ETF TR | $3.1M | 1.70% | 31,498 | Added |
| 16 | VOO | VANGUARD INDEX FDS | $2.7M | 1.44% | 4,459 | Trimmed |
| 17 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $2.4M | 1.32% | 5,096 | Trimmed |
| 18 | DECM | FIRST TR EXCHNG TRADED FD VI | $2.4M | 1.31% | 74,404 | New |
| 19 | REET | ISHARES TR | $2.3M | 1.26% | 92,933 | Added |
| 20 | STIP | ISHARES TR | $2.0M | 1.06% | 18,931 | Added |
| 21 | SCHD | SCHWAB STRATEGIC TR | $1.6M | 0.88% | 52,963 | Trimmed |
| 22 | FNDX | SCHWAB STRATEGIC TR | $1.4M | 0.78% | 52,034 | Trimmed |
| 23 | MARM | FIRST TR EXCHNG TRADED FD VI | $1.3M | 0.68% | 37,798 | Hold |
| 24 | JEPI | J P MORGAN EXCHANGE TRADED F | $1.2M | 0.63% | 20,753 | Added |
| 25 | ABBV | ABBVIE INC | $1.1M | 0.58% | 4,979 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31