account_balance
Investment manager · 13F filer · SEC CIK 1790688
Capital Planning LLC
Reported value$376Mas of Sep 30, 2026
Positions84 5 new, 9 sold out
Top 10 weight58.2%IVV alone is 12%
FiledOct 99 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Core S&P 500 ETF
12.5%
PWRQuanta Services, Inc.
8.7%Added +498%
SCHGSchwab US Large-Cap Growth ETF
7.8%Trimmed −2%
MSFTMicrosoft Corp
7.5%
DGROiShares Core Dividend Growth ETF
4.8%
VVVanguard MStar Large Cap ETF
3.8%
VGTVanguard Information Technology ETF
3.7%Trimmed −2%
MGKVanguard MStar Mega Cap Growth ETF
3.3%
VOVanguard MStar Mid Cap ETF
3.1%
XLKThe Technology Select Sector SPDR ETF
3.0%−3%
VUGVanguard MStar Growth ETF
3.0%+5%
MGVVanguard MStar Mega Cap Value ETF
3.0%
IVViShares Core S&P 500 ETF
12.5%
PWRQuanta Services, Inc.
8.7%Added +498%
SCHGSchwab US Large-Cap Growth ETF
7.8%−2%
MSFTMicrosoft Corp
7.5%
DGROiShares Core Dividend Growth ETF
4.8%
VVVanguard MStar Large Cap ETF
3.8%
VGT3.7%
MGK3.3%
VO3.1%
XLK3.0%
VUG3.0%
MGV3.0%
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
IVV iShares Core S&P 500 ETF 12.5% Held
PWR Quanta Services, Inc. 8.7% Added +498%SCHG Schwab US Large-Cap Growth ETF 7.8% Trimmed −2%
MSFT Microsoft Corp 7.5% HeldDGRO iShares Core Dividend Growth ETF 4.8% Held
VV Vanguard MStar Large Cap ETF 3.8% Held
VGT Vanguard Information Technology ETF 3.7% Trimmed −2%
MGK Vanguard MStar Mega Cap Growth ETF 3.3% Held
VO Vanguard MStar Mid Cap ETF 3.1% Held
XLK The Technology Select Sector SPDR ETF 3.0% Trimmed −3%
VUG Vanguard MStar Growth ETF 3.0% Added +5%
MGV Vanguard MStar Mega Cap Value ETF 3.0% Held
What changed
Biggest moves since Jun 30, 2026
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