Capasso Planning Partners Llc Stock Trading & 13F Insights
13F Portfolio Filings
- Most recent 13FQ2 2025
- Locationcharleston, SC
- CIK0001911938
- All SEC filings
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
83 | $176.81 M | SPY, SPDR SER TR, FTSM, VEA | 13F-HR | Aug 6, 2025 | 000194104025000434 | ||
99 | $238.91 M | SPY, SPDR SER TR, VEA, SPDR SER TR | 13F-HR | Apr 24, 2025 | 000194104025000226 | ||
100 | $250.22 M | SPY, SPDR SER TR, VEA, SPDR SER TR | 13F-HR | Feb 10, 2025 | 000194104025000096 | ||
148 | $338.82 M | SPY, SPDR SER TR, VEA, SPDR SER TR | 13F-HR | Dec 2, 2024 | 000194104024000530 | ||
140 | $307.94 M | SPY, SPDR SER TR, VEA, SPDR SER TR | 13F-HR | Dec 2, 2024 | 000194104024000529 | ||
111 | $241.43 M | SPY, SPDR SER TR, VEA, SPDR SER TR | 13F-HR | Apr 24, 2024 | 000194104024000204 | ||
100 | $214.28 M | SPY, SPDR SER TR, VEA, SPDR SER TR | 13F-HR | Jan 26, 2024 | 000194104024000044 | ||
97 | $186.88 M | SPY, SPDR SER TR, VEA, SPDR SER TR | 13F-HR | Oct 26, 2023 | 000194104023000303 | ||
99 | $185.94 M | SPY, VEA, SPDR SER TR, SPDR SER TR | 13F-HR | Aug 11, 2023 | 000194104023000212 | ||
97 | $170.44 M | SPY, VEA, SPDR SER TR, SPDR SER TR | 13F-HR | May 2, 2023 | 000194104023000119 | ||
102 | $156.93 M | SPY, VEA, SPDR SER TR, SPDR SER TR | 13F-HR | Jan 20, 2023 | 000194104023000020 | ||
90 | $143.30 M | SPY, SPDR SER TR, VEA, SPDR SER TR | 13F-HR | Nov 9, 2022 | 000191193822000010 | ||
88 | $140.96 M | VEA, SPDR SER TR, SPY, VCSH | 13F-HR | Aug 11, 2022 | 000191193822000008 | ||
90 | $141.72 M | VEA, SPDR SER TR, SPDR SER TR, VCSH | 13F-HR | May 9, 2022 | 000191193822000004 | ||
83 | $136.93 M | VEA, SPDR SER TR, SPDR SER TR, VCSH | 13F-HR | Feb 17, 2022 | 000191193822000002 |