account_balance
Investment manager · 13F filer · SEC CIK 1631941
Capital Planning Advisors, LLC
Reported value$692Mas of Mar 31, 2026
Positions146
Top 10 weight48.2%VEA alone is 8%
FiledMay 1444 days after quarter end
Portfolio · as of Mar 31, 2026
Where the money is
VEAVanguard Tax-Managed FDS
7.8%
GLDMWorld Gold Trust
5.9%
USFRWisdomtree Tr
5.9%
IEMGiShares Inc
4.8%
SPHQInvesco Exchange Traded Fd T
4.5%
XMHQInvesco Exchange Traded Fd T
4.2%
IWFiShares Tr
4.0%
AVDEAmerican Centy ETF Tr
3.9%
DYNFBlackRock ETF Trust
3.6%
JIREJ P Morgan Exchange Traded F
3.6%
GOOGLAlphabet Inc.
3.3%
AAPLApple Inc.
3.2%
VEAVanguard Tax-Managed FDS
7.8%
GLDMWorld Gold Trust
5.9%
USFRWisdomtree Tr
5.9%
IEMGiShares Inc
4.8%
SPHQInvesco Exchange Traded Fd T
4.5%
XMHQInvesco Exchange Traded Fd T
4.2%
IWFiShares Tr
4.0%
AVDEAmerican Centy ETF Tr
3.9%
DYNFBlackRock ETF Trust
3.6%
JIREJ P Morgan Exchange Traded F
3.6%
GOOGLAlphabet Inc.
3.3%
AAPLApple Inc.
3.2%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VEA Vanguard Tax-Managed FDS 7.8%
GLDM World Gold Trust 5.9% USFR Wisdomtree Tr 5.9%
IEMG iShares Inc 4.8%
SPHQ Invesco Exchange Traded Fd T 4.5%
XMHQ Invesco Exchange Traded Fd T 4.2%
IWF iShares Tr 4.0%
AVDE American Centy ETF Tr 3.9%
DYNF BlackRock ETF Trust 3.6%
JIRE J P Morgan Exchange Traded F 3.6%
GOOGL Alphabet Inc. 3.3% AAPL Apple Inc. 3.2% Free weekly email
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