Capital Planning LLC
Capital Planning LLC reported 88 positions worth $343.4M as of June 30, 2026 (13F filed July 22, 2026). Largest holding: IVV (13.5%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVV | SH | $46.5M | 13.55% | 62,122 | — | — | |
| ▸ 2 | SCHG | SH | $28.0M | 8.16% | 828,430 | — | — | |
| ▸ 3 | MSFT | SH | $20.2M | 5.87% | 54,067 | — | — | |
| ▸ 4 | DGRO | SH | $18.2M | 5.31% | 240,778 | — | — | |
| ▸ 5 | VV | SH | $14.0M | 4.07% | 40,666 | — | — | |
| ▸ 6 | VGT | SH | $13.7M | 3.98% | 114,400 | — | — | |
| ▸ 7 | VO | SH | $12.1M | 3.53% | 150,538 | — | — | |
| ▸ 8 | VB | SH | $11.8M | 3.43% | 38,814 | — | — | |
| ▸ 9 | MGK | SH | $11.8M | 3.42% | 133,729 | — | — | |
| ▸ 10 | MGV | SH | $11.5M | 3.36% | 70,530 | — | — |
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Frequently Asked Questions
What stocks does Capital Planning LLC hold as of Q2 2026?
Capital Planning LLC reported 88 positions worth $343.4M in its Q2 2026 13F filing. Largest positions: IVV (13.5%), SCHG (8.2%), MSFT (5.9%), DGRO (5.3%) and VV (4.1%).
What did Capital Planning LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Capital Planning 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.