Capital Planning Advisors, LLC - Portfolio overview
Capital Planning Advisors, LLC has 165 reported holdings in this dataset, with the latest filing dated 2026-05-14.
Its largest classified asset exposures are funds and stocks.
Its largest classified sector exposures are Technology and Communication Services.
Largest reported holdings by portfolio allocation
- VEA - VANGUARD TAX-MANAGED FDS, 7.39%
- GLDM - WORLD GOLD TR, 5.62%
- USFR - WISDOMTREE TR, 5.57%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
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