Capasso Planning Partners LLC — 13F holdings

Capasso Planning Partners LLC reported 86 holdings worth $201M in its 13F filing for Q2 2026, filed August 18, 2026.

Largest positions

  1. SPY SPDR S&P 500 ETF TR — $37.1M (18.5%)
  2. SPTM SPDR SERIES TRUST — $19.1M (9.5%)
  3. BUFR FIRST TR EXCHNG TRADED FD VI — $14.1M (7.0%)
  4. VEA VANGUARD TAX-MANAGED FDS — $13.7M (6.8%)
  5. SPTI SPDR SERIES TRUST — $11.6M (5.8%)
  6. SLYV SPDR SERIES TRUST — $10.7M (5.3%)
  7. AVEM AMERICAN CENTY ETF TR — $6.15M (3.1%)
  8. SHY ISHARES TR — $6.12M (3.1%)
  9. AAPL APPLE INC — $5.94M (3.0%)
  10. FTSM FIRST TR EXCHANGE-TRADED FD — $5.69M (2.8%)