Capasso Planning Partners LLC
Q3 2025 13F Holdings
- Locationcharleston, SC
- Num holdings
70
- Value ($000)
$163,066
- Date Filed11/12/2025
- Form type13F-HR
- CIK0001911938
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $38.46 M | 24 % | 57,734 | ||
SPDR SERIES TRUST | PORTFOLI S&P1500 | 78464A805 | $14.68 M | 9 % | 181,979 | ||
SPDR SERIES TRUST | PORTFLI INTRMDIT | 78464A672 | $10.19 M | 6 % | 352,694 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $10.18 M | 6 % | 169,852 | ||
FTSM FIRST TR EXCHANGE-TRADED FD | FIRST TR ENH NEW | 33739Q408 | $9.35 M | 6 % | 156,115 | ||
SPDR SERIES TRUST | S&P 600 SMCP VAL | 78464A300 | $7.20 M | 4 % | 81,208 | ||
SHY ISHARES TR | 1 3 YR TREAS BD | 464287457 | $5.50 M | 3 % | 66,310 | ||
VCIT VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | $4.94 M | 3 % | 58,772 | ||
AAPL APPLE INC | COM | 037833100 | $4.70 M | 3 % | 18,447 | ||
AVEM AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 | $4.48 M | 3 % | 59,594 |
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