Capasso Planning Partners LLC
Capasso Planning Partners LLC reported 86 positions worth $200.5M as of June 30, 2026 (13F filed August 18, 2026). Largest holding: SPY (18.5%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SPY | SH | $37.1M | 18.49% | 49,648 | — | — | |
| ▸ 2 | SPTM | SH | $19.1M | 9.54% | 210,645 | — | — | |
| ▸ 3 | BUFR | SH | $14.1M | 7.03% | 385,702 | — | — | |
| ▸ 4 | VEA | SH | $13.7M | 6.82% | 191,851 | — | — | |
| ▸ 5 | SPTI | SH | $11.6M | 5.78% | 408,514 | — | — | |
| ▸ 6 | SLYV | SH | $10.7M | 5.32% | 97,845 | — | — | |
| ▸ 7 | AVEM | SH | $6.1M | 3.07% | 63,709 | — | — | |
| ▸ 8 | SHY | SH | $6.1M | 3.05% | 74,526 | — | — | |
| ▸ 9 | AAPL | SH | $5.9M | 2.96% | 20,531 | — | — | |
| ▸ 10 | FTSM | SH | $5.7M | 2.84% | 95,237 | — | — |
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Frequently Asked Questions
What stocks does Capasso Planning Partners LLC hold as of Q2 2026?
Capasso Planning Partners LLC reported 86 positions worth $200.5M in its Q2 2026 13F filing. Largest positions: SPY (18.5%), SPTM (9.5%), BUFR (7.0%), VEA (6.8%) and SPTI (5.8%).
What did Capasso Planning Partners LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Capasso Planning Partners LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.