Capital Planning Advisors, LLC
Capital Planning Advisors, LLC reported 146 positions worth $691.6M as of March 31, 2026 (13F filed May 14, 2026). Largest holding: VEA (7.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VEA | SH | $54.0M | 7.80% | 842,318 | — | — | |
| ▸ 2 | GLDM | SH | $41.0M | 5.93% | 442,711 | — | — | |
| ▸ 3 | USFR | SH | $40.7M | 5.88% | 807,604 | — | — | |
| ▸ 4 | IEMG | SH | $32.9M | 4.75% | 471,250 | — | — | |
| ▸ 5 | SPHQ | SH | $31.1M | 4.50% | 413,627 | — | — | |
| ▸ 6 | XMHQ | SH | $29.1M | 4.20% | 281,267 | — | — | |
| ▸ 7 | IWF | SH | $27.9M | 4.03% | 65,424 | — | — | |
| ▸ 8 | AVDE | SH | $26.8M | 3.87% | 315,497 | — | — | |
| ▸ 9 | DYNF | SH | $25.1M | 3.63% | 431,324 | — | — | |
| ▸ 10 | JIRE | SH | $24.6M | 3.56% | 325,345 | — | — |
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Frequently Asked Questions
What stocks does Capital Planning Advisors, LLC hold as of Q1 2026?
Capital Planning Advisors, LLC reported 146 positions worth $691.6M in its Q1 2026 13F filing. Largest positions: VEA (7.8%), GLDM (5.9%), USFR (5.9%), IEMG (4.8%) and SPHQ (4.5%).
What did Capital Planning Advisors, LLC buy in Q1 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Capital Planning Advisors, LLC sell in Q1 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.