account_balance
Investment manager · 13F filer · SEC CIK 1911938
Capasso Planning Partners LLC
Reported value$201Mas of Jun 30, 2026
Positions86 13 new, 0 sold out
Top 10 weight64.9%SPY alone is 18%
FiledAug 1849 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
SPYSPDR S&P 500 ETF Trust
18.5%Trimmed −5%
SPTMSPDR Series Trust
9.5%
BUFRFirst Tr Exchng Traded Fd Vi
7.0%Trimmed −5%
VEAVanguard Tax-Managed FDS
6.8%
SPTISPDR Series Trust
5.8%
SLYVSPDR Series Trust
5.3%
AVEMAmerican Centy ETF Tr
3.1%−2%
SHYiShares Tr
3.1%
AAPLApple Inc.
3.0%
FTSMFirst Tr Exchange-Traded Fd
2.8%−32%
VCITVanguard Scottsdale FDS
2.7%
VTIVanguard Index FDS
2.7%
SPYSPDR S&P 500 ETF Trust
18.5%Trimmed −5%
SPTMSPDR Series Trust
9.5%
BUFRFirst Tr Exchng Traded Fd Vi
7.0%
VEAVanguard Tax-Managed FDS
6.8%
SPTISPDR Series Trust
5.8%
SLYVSPDR Series Trust
5.3%
AVEM3.1%
SHY3.1%
AAPL3.0%FTSM2.8%
VCIT2.7%
VTI2.7%
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
SPY SPDR S&P 500 ETF Trust 18.5% Trimmed −5%
SPTM SPDR Series Trust 9.5% Held
BUFR First Tr Exchng Traded Fd Vi 7.0% Trimmed −5%
VEA Vanguard Tax-Managed FDS 6.8% Held
SPTI SPDR Series Trust 5.8% Held
SLYV SPDR Series Trust 5.3% Held
AVEM American Centy ETF Tr 3.1% Trimmed −2%
SHY iShares Tr 3.1% Held
AAPL Apple Inc. 3.0% HeldFTSM First Tr Exchange-Traded Fd 2.8% Trimmed −32%
VCIT Vanguard Scottsdale FDS 2.7% Held
VTI Vanguard Index FDS 2.7% Held
What changed
Biggest moves since Mar 31, 2026
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