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 LLC (CIK 1790688) reported $307.4M across 82 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($44.2M, 14.37%), SCHG ($26.4M, 8.59%), MSFT ($20.0M, 6.49%), DGRO ($18.1M, 5.90%), VV ($12.2M, 3.96%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | iShares Core S&P 500 ETF | $44.2M | 14.37% | 67,613 | Added |
| 2 | SCHG | Schwab US Large-Cap Growth ETF | $26.4M | 8.59% | 906,338 | Added |
| 3 | MSFT | Microsoft Corp | $20.0M | 6.49% | 53,905 | Trimmed |
| 4 | DGRO | iShares Core Dividend Growth ETF | $18.1M | 5.90% | 258,299 | Added |
| 5 | VV | Vanguard Large-Cap ETF | $12.2M | 3.96% | 40,713 | Added |
| 6 | VO | Vanguard Mid-Cap ETF | $11.4M | 3.72% | 39,856 | Added |
| 7 | VGT | Vanguard Information Technology ETF | $11.0M | 3.57% | 15,749 | Trimmed |
| 8 | VB | Vanguard Small-Cap ETF | $10.9M | 3.56% | 41,738 | Trimmed |
| 9 | USMV | iShares MSCI USA Min Vol Factor ETF | $10.6M | 3.46% | 114,795 | Trimmed |
| 10 | MGV | Vanguard Mega Cap Value ETF | $10.3M | 3.35% | 71,058 | Added |
| 11 | MGK | Vanguard Mega Cap Growth ETF | $9.9M | 3.23% | 27,060 | Added |
| 12 | VUG | Vanguard Growth ETF | $8.8M | 2.86% | 20,143 | Added |
| 13 | XLK | The Technology Select Sector SPDR ETF | $8.8M | 2.85% | 65,966 | Added |
| 14 | MTUM | iShares MSCI USA Momentum Factor ETF | $7.3M | 2.38% | 30,536 | Trimmed |
| 15 | BA | Boeing Co | $7.0M | 2.28% | 35,203 | Trimmed |
| 16 | ITOT | iShares Core S&P Total US Stock Mkt ETF | $6.1M | 1.97% | 42,528 | Trimmed |
| 17 | FTEC | Fidelity MSCI Information Tech ETF | $5.8M | 1.87% | 27,650 | Added |
| 18 | AAPL | Apple Inc | $5.5M | 1.80% | 21,777 | Trimmed |
| 19 | VIG | Vanguard Dividend Appreciation ETF | $5.5M | 1.79% | 25,527 | Added |
| 20 | SCHM | Schwab US Mid-Cap ETF | $5.0M | 1.62% | 160,520 | Added |
| 21 | PWR | Quanta Services Inc | $4.8M | 1.55% | 8,661 | Trimmed |
| 22 | CGMU | Capital Group Municipal Income ETF | $4.6M | 1.49% | 169,086 | Trimmed |
| 23 | IJR | iShares Core S&P Small-Cap ETF | $4.5M | 1.46% | 36,106 | Added |
| 24 | FIXD | First Trust Smith Opportnstc Fxd Inc ETF | $4.4M | 1.43% | 101,089 | Trimmed |
| 25 | JCPB | JPMorgan Core Plus Bond ETF | $4.4M | 1.42% | 92,923 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31