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Capasso Planning Partners LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001911938

$200.5M

disclosed book value

86

positions

18.5%

largest position share

Positions, as of 2026-06-30

top 86 of 86 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1SPYSTATE STR SPDR S&P 500 ETF T49,648$37.1M18.5%
2SPTMSPDR SERIES TRUST210,645$19.1M9.5%
3BUFRFIRST TR EXCHNG TRADED FD VI385,702$14.1M7%
4VEAVANGUARD TAX-MANAGED FDS191,851$13.7M6.8%
5SPTISPDR SERIES TRUST408,514$11.6M5.8%
6SLYVSPDR SERIES TRUST97,845$10.7M5.3%
7AVEMAMERICAN CENTY ETF TR63,709$6.1M3.1%
8SHYISHARES TR74,526$6.1M3.1%
9AAPLAPPLE INC20,531$5.9M3%
10FTSMFIRST TR EXCHANGE-TRADED FD95,237$5.7M2.8%
11VCITVANGUARD SCOTTSDALE FDS66,613$5.5M2.7%
12VTIVANGUARD INDEX FDS14,782$5.5M2.7%
13VCSHVANGUARD SCOTTSDALE FDS41,596$3.3M1.6%
14AVDVAMERICAN CENTY ETF TR31,059$3.2M1.6%
15MUBISHARES TR29,083$3.1M1.6%
16VOOVANGUARD INDEX FDS4,429$3.0M1.5%
17REETISHARES TR93,015$2.6M1.3%
18BRK/BBERKSHIRE HATHAWAY INC DEL5,096$2.5M1.3%
19DECMFIRST TR EXCHNG TRADED FD VI70,431$2.4M1.2%
20STIPISHARES TR18,995$1.9M1%
21SCHDSCHWAB STRATEGIC TR54,379$1.7M0.9%
22FNDXSCHWAB STRATEGIC TR50,920$1.6M0.8%
23MARMFIRST TR EXCHNG TRADED FD VI39,170$1.3M0.7%
24ABBVABBVIE INC4,987$1.3M0.6%
25AMZNAMAZON COM INC4,777$1.1M0.6%
26JEPIJ P MORGAN EXCHANGE TRADED F20,129$1.1M0.6%
27GOOGALPHABET INC3,093$1.1M0.5%
28BUFDFIRST TR EXCHNG TRADED FD VI36,710$1.1M0.5%
29DDECFIRST TR EXCHNG TRADED FD VI23,006$1.1M0.5%
30IJRISHARES TR6,625$982,6000.5%
31MSFTMICROSOFT CORP2,554$952,5740.5%
32IJHISHARES TR12,005$925,6820.5%
33QQQINVESCO QQQ TR1,217$896,2440.4%
34AVUVAMERICAN CENTY ETF TR6,558$818,1880.4%
35NVDANVIDIA CORPORATION4,032$806,8530.4%
36OCTMFIRST TR EXCHNG TRADED FD VI23,318$783,4770.4%
37SCHFSCHWAB STRATEGIC TR27,838$771,1130.4%
38GOOGLALPHABET INC2,052$733,4680.4%
39ESGUISHARES TR4,435$725,8790.4%
40JANMFIRST TR EXCHNG TRADED FD VI20,847$705,5670.4%
41AOCTINNOVATOR ETFS TRUST24,460$669,1030.3%
42SCHXSCHWAB STRATEGIC TR21,465$631,7150.3%
43LLYELI LILLY & CO526$631,0490.3%
44ESGDISHARES TR6,071$624,1670.3%
45BUFSFIRST TR EXCHNG TRADED FD VI21,882$549,0190.3%
46BUFYFIRST TR EXCHNG TRADED FD VI22,820$534,1710.3%
47DOCTFIRST TR EXCHNG TRADED FD VI11,189$522,3030.3%
48DIVOAMPLIFY ETF TR11,157$509,8600.3%
49IEFAISHARES TR5,149$497,2910.2%
50TSMTAIWAN SEMICONDUCTOR MANUFAC1,002$478,5250.2%
51IQLTISHARES TR9,543$472,8490.2%
52NUSCNUSHARES ETF TR8,834$460,4480.2%
53MUMICRON TECHNOLOGY INC389$448,8120.2%
54VGKVANGUARD INTL EQUITY INDEX F4,888$432,7840.2%
55TSLATESLA INC1,026$431,5360.2%
56DNOVFIRST TR EXCHNG TRADED FD VI8,053$413,5220.2%
57FEBMFIRST TR EXCHNG TRADED FD VI13,215$412,5730.2%
58NOVMFIRST TR EXCHNG TRADED FD VI12,055$406,5550.2%
59ACWIISHARES TR2,452$384,8550.2%
60VBRVANGUARD INDEX FDS1,569$381,1830.2%
61CVXCHEVRON CORPORATION2,157$357,5440.2%
62ESGEISHARES INC6,187$338,3560.2%
63IBMINTERNATIONAL BUSINESS MACHS1,184$332,9530.2%
64COWGPACER FDS TR8,176$328,2510.2%
65IWMISHARES TR1,091$327,7910.2%
66SPYMSPDR SERIES TRUST3,694$324,6340.2%
67COWZPACER FDS TR5,142$319,8490.2%
68FBNDFIDELITY MERRIMACK STR TR6,694$304,5100.2%
69ABTABBOTT LABORATORIES3,291$298,6080.1%
70SUBISHARES TR2,797$297,7560.1%
71ICOWPACER FDS TR6,670$277,6660.1%
72FLHYFRANKLIN TEMPLETON ETF TR10,937$265,6530.1%
73DMARFIRST TR EXCHNG TRADED FD VI5,616$251,2180.1%
74FNOVFIRST TR EXCHNG TRADED FD VI4,261$249,2250.1%
75FDECFIRST TR EXCHNG TRADED FD VI4,337$236,2250.1%
76VYMVANGUARD WHITEHALL FDS1,464$231,3560.1%
77VWOVANGUARD INTL EQUITY INDEX F3,798$226,7030.1%
78SDYSPDR SERIES TRUST1,425$216,8350.1%
79SUSCISHARES TR9,342$216,2810.1%
80JPMJPMORGAN CHASE & CO660$215,9510.1%
81AVNVAMERICAN CENTY ETF TR2,590$213,7910.1%
82CRWDCROWDSTRIKE HLDGS INC279$212,9160.1%
83GTOINVESCO ACTIVELY MANAGED EXC4,541$212,8370.1%
84GDECFIRST TR EXCHNG TRADED FD VI5,303$211,0830.1%
85IVVISHARES TR270$202,2790.1%
86AVGOBROADCOM INC530$200,2170.1%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

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