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.
Capital Planning Advisors, LLC (CIK 1631941) reported $691.6M across 146 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VEA ($54.0M, 7.80%), GLDM ($41.0M, 5.93%), USFR ($40.7M, 5.88%), IEMG ($32.9M, 4.75%), SPHQ ($31.1M, 4.50%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | $54.0M | 7.80% | 842,318 | Added |
| 2 | GLDM | WORLD GOLD TR | $41.0M | 5.93% | 442,711 | Trimmed |
| 3 | USFR | WISDOMTREE TR | $40.7M | 5.88% | 807,604 | Added |
| 4 | IEMG | ISHARES INC | $32.9M | 4.75% | 471,250 | Added |
| 5 | SPHQ | INVESCO EXCHANGE TRADED FD T | $31.1M | 4.50% | 413,627 | Trimmed |
| 6 | XMHQ | INVESCO EXCHANGE TRADED FD T | $29.1M | 4.20% | 281,267 | Added |
| 7 | IWF | ISHARES TR | $27.9M | 4.03% | 65,424 | Added |
| 8 | AVDE | AMERICAN CENTY ETF TR | $26.8M | 3.87% | 315,497 | Added |
| 9 | DYNF | BLACKROCK ETF TRUST | $25.1M | 3.63% | 431,324 | Trimmed |
| 10 | JIRE | J P MORGAN EXCHANGE TRADED F | $24.6M | 3.56% | 325,345 | Added |
| 11 | GOOGL | ALPHABET INC | $23.2M | 3.35% | 80,561 | Trimmed |
| 12 | AAPL | APPLE INC | $22.3M | 3.23% | 88,021 | Trimmed |
| 13 | MSFT | MICROSOFT CORP | $16.9M | 2.44% | 45,570 | Trimmed |
| 14 | GOVT | ISHARES TR | $16.8M | 2.42% | 731,365 | Trimmed |
| 15 | NVDA | NVIDIA CORPORATION | $14.1M | 2.04% | 81,055 | Trimmed |
| 16 | HELO | J P MORGAN EXCHANGE TRADED F | $12.3M | 1.78% | 192,856 | Added |
| 17 | AMZN | AMAZON COM INC | $11.2M | 1.62% | 53,848 | Trimmed |
| 18 | COST | COSTCO WHOLESALE CORPORATION | $10.8M | 1.56% | 10,860 | Trimmed |
| 19 | AVUV | AMERICAN CENTY ETF TR | $10.8M | 1.56% | 97,387 | Added |
| 20 | DGRW | WISDOMTREE TR | $10.0M | 1.45% | 114,118 | Added |
| 21 | VOO | VANGUARD INDEX FDS | $8.7M | 1.26% | 14,588 | Added |
| 22 | AVGO | BROADCOM INC | $8.0M | 1.16% | 25,898 | Trimmed |
| 23 | META | META PLATFORMS INC | $7.7M | 1.11% | 13,371 | Trimmed |
| 24 | WMT | WALMART INC | $7.4M | 1.07% | 59,664 | Trimmed |
| 25 | CVX | CHEVRON CORPORATION | $7.2M | 1.04% | 34,601 | Added |
Source: SEC Form 13F filings · as of 2026-03-31