Capital Planning Advisors, LLC
Q4 2025 13F Holdings
- Locationroseville, CA
- Num holdings
163
- Value ($000)
$747,741
- Date Filed02/17/2026
- Form type13F-HR
- CIK0001631941
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $51.67M | 7 % | 827,165 | ||
WORLD GOLD TR | SPDR GLD MINIS | 98149E303 | $45.52M | 6 % | 533,240 | ||
INVESCO EXCHANGE TRADED FD T | S&P500 QUALITY | 46137V241 | $33.99M | 5 % | 452,850 | ||
WISDOMTREE TR | FLOATNG RAT TREA | 97717Y527 | $32.27M | 4 % | 641,211 | ||
ISHARES INC | CORE MSCI EMKT | 46434G103 | $30.94M | 4 % | 460,299 | ||
ISHARES TR | RUS 1000 GRW ETF | 464287614 | $30.8M | 4 % | 65,076 | ||
INVESCO EXCHANGE TRADED FD T | S&P MDCP QUALITY | 46137V472 | $28.08M | 4 % | 274,130 | ||
BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 | $27.77M | 4 % | 456,610 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | $25.57M | 3 % | 81,703 | ||
AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 | $25.47M | 3 % | 309,452 |
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