Capasso Planning Partners LLC
Q4 2025 13F Holdings
- Locationcharleston, SC
- Num holdings
76
- Value ($000)
$182,555
- Date Filed02/17/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $37.98M | 21 % | 55,703 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78464A805 | $16.2M | 9 % | 196,326 | ||
FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | 33740F755 | $12.46M | 7 % | 363,625 | ||
VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $11.46M | 6 % | 183,410 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78464A672 | $11.23M | 6 % | 389,389 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78464A300 | $8.34M | 5 % | 91,720 | ||
FIRST TR EXCHANGE-TRADED FD | FIRST TR ENH NEW | 33739Q408 | $7.64M | 4 % | 127,465 | ||
ISHARES TR | 1 3 YR TREAS BD | 464287457 | $5.9M | 3 % | 71,242 | ||
APPLE INC | COM | 037833100 | $5.64M | 3 % | 20,749 | ||
VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | $5.34M | 3 % | 63,707 |
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