Capasso Planning Partners LLC Portfolio Holdings

Capasso Planning Partners LLC

  • $170 Million
  • Q2 2025

Capasso Planning Partners LLC has filed its 13F form on August 06, 2025 for Q2 2025 where it was disclosed a total value porftolio of $170 Million distributed in 83 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $46.2M, Spdr Portfolio S&P 1500 Compos with a value of $13.2M, First Tr Enhanced Traded Fd Iv with a value of $12M, Vanguard Ftse Developed Market with a value of $10.1M, and Spdr Ser Tr Spdr Portfolio Int with a value of $9.55M.

Examining the 13F form we can see an decrease of $56.2M in the current position value, from $226M to 170M.

Capasso Planning Partners LLC is based out at Charleston, SC

Below you can find more details about Capasso Planning Partners LLC portfolio as well as his latest detailed transactions.

Portfolio value $170 Million
ETFs: $154 Million
Technology: $7.29 Million
Financial Services: $3.16 Million
Healthcare: $2.84 Million
Consumer Cyclical: $1.31 Million
Communication Services: $634,000
Energy: $376,000
Consumer Defensive: $243,000
Other: $224,000

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 83
  • Current Value $170 Million
  • Prior Value $226 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 06, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 6 stocks
  • Additional Purchases 9 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 66 stocks
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