Capital Planning LLC — 13F holdings

Capital Planning LLC reported 84 holdings worth $376M in its 13F filing for Q3 2026, filed October 9, 2026.

Largest positions

1. IVV ISHARES TR — $46.9M (12.5%)
2. PWR QUANTA SVCS INC — $32.9M (8.7%)
3. SCHG SCHWAB STRATEGIC TR — $29.2M (7.8%)
4. MSFT MICROSOFT CORP — $28.2M (7.5%)
5. DGRO ISHARES TR — $18.0M (4.8%)
6. VV VANGUARD INDEX FDS — $14.2M (3.8%)
7. VGT VANGUARD WORLD FD — $14.0M (3.7%)
8. MGK VANGUARD WORLD FD — $12.4M (3.3%)
9. VO VANGUARD INDEX FDS — $11.7M (3.1%)
10. XLK SELECT SECTOR SPDR TR — $11.4M (3.0%)