Capital Planning LLC - Portfolio Stock Holdings
Capital Planning LLC disclosed 93 stock positions in a recent SEC 13F filing. $376,064,263 of stock holdings were filed, with the largest holdings including IVV, PWR, and SCHG. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $617,688,176 and has 12 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
93Est. Stock Holding Value:
$376,064,263Top Stock Holdings By Sector
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Portfolio Stock Holdings - Capital Planning LLC
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