Capital Planning LLC
Q3 2025 13F Holdings
- Locationbellevue, WA
- Num holdings
79
- Value ($000)
$343,285
- Date Filed10/22/2025
- Form type13F-HR
- CIK0001790688
- 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 |
|---|---|---|---|---|---|---|---|
IVV iShares Core S&P 500 ETF | EXCHANGE TRADED FUND | 464287200 | $45.62 M | 13 % | 68,158 | ||
MSFT Microsoft Corp | COMMON STOCK | 594918104 | $28.52 M | 8 % | 55,062 | ||
SCHG Schwab US Large-Cap Growth ETF | EXCHANGE TRADED FUND | 808524300 | $25.15 M | 7 % | 788,077 | ||
PWR Quanta Services Inc | COMMON STOCK | 74762E102 | $24.57 M | 7 % | 59,284 | ||
DGRO iShares Core Dividend Growth ETF | EXCHANGE TRADED FUND | 46434V621 | $16.35 M | 5 % | 240,089 | ||
Vanguard Information Technology ETF | EXCHANGE TRADED FUND | 92204A702 | $12.68 M | 4 % | 16,981 | ||
VB Vanguard Small-Cap ETF | EXCHANGE TRADED FUND | 922908751 | $11.37 M | 3 % | 44,582 | ||
BA Boeing Co | COMMON STOCK | 097023105 | $11.15 M | 3 % | 51,649 | ||
USMV iShares MSCI USA Min Vol Factor ETF | EXCHANGE TRADED FUND | 46429B697 | $11.14 M | 3 % | 117,128 | ||
VV Vanguard Large-Cap ETF | EXCHANGE TRADED FUND | 922908637 | $10.92 M | 3 % | 35,387 |
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