Capital Planning LLC
Q4 2025 13F Holdings
- Locationbellevue, WA
- Num holdings
84
- Value ($000)
$356,894
- Date Filed01/23/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
iShares Core S&P 500 ETF | EXCHANGE TRADED FUND | 464287200 | $45.79M | 13 % | 66,730 | ||
Microsoft Corp | COMMON STOCK | 594918104 | $26.21M | 7 % | 55,416 | ||
Quanta Services Inc | COMMON STOCK | 74762E102 | $26.05M | 7 % | 59,225 | ||
Schwab US Large-Cap Growth ETF | EXCHANGE TRADED FUND | 808524300 | $25.64M | 7 % | 788,940 | ||
iShares Core Dividend Growth ETF | EXCHANGE TRADED FUND | 46434V621 | $16.68M | 5 % | 238,974 | ||
Vanguard Information Technology ETF | EXCHANGE TRADED FUND | 92204A702 | $12.53M | 4 % | 16,568 | ||
Vanguard Small-Cap ETF | EXCHANGE TRADED FUND | 922908751 | $11.77M | 3 % | 45,004 | ||
Vanguard Large-Cap ETF | EXCHANGE TRADED FUND | 922908637 | $11.53M | 3 % | 36,587 | ||
Boeing Co | COMMON STOCK | 097023105 | $11.49M | 3 % | 50,451 | ||
iShares MSCI USA Min Vol Factor ETF | EXCHANGE TRADED FUND | 46429B697 | $10.9M | 3 % | 116,412 |
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