Capital Planning LLC - Portfolio overview

Capital Planning LLC has 87 reported holdings in this dataset, with the latest filing dated 2026-04-30.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. IVV - iShares Core S&P 500 ETF, 14.25%
2. SCHG - Schwab US Large-Cap Growth ETF, 8.52%
3. MSFT - Microsoft Corp, 6.44%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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