Capital Planning Advisors, LLC

CIK: 0001631941Latest portfolio: $747.0M · Q4 2025

Holdings

163

Total Value

$747.0M

New Positions

23

Closed Positions

3

#StockSharesValue% PortfolioChangeType
1
VEAVANGUARD TAX-MANAGED FDS
827,165$51.0M6.83%+19K
2
GLDMWORLD GOLD TR
533,240$45.0M6.02%-14,083
3
SPHQINVESCO EXCHANGE TRADED FD T
452,850$33.0M4.42%-23,128
4
USFRWISDOMTREE TR
641,211$32.0M4.28%-156,891
5
IWFISHARES TR
65,076$30.0M4.02%+1K
6
IEMGISHARES INC
460,299$30.0M4.02%+127K
7
XMHQINVESCO EXCHANGE TRADED FD T
274,130$28.0M3.75%-820
8
DYNFBLACKROCK ETF TRUST
456,610$27.0M3.61%+45K
9
GOOGLALPHABET INC
81,703$25.0M3.35%-1,181
10
AVDEAMERICAN CENTY ETF TR
309,452$25.0M3.35%+6K
11
AAPLAPPLE INC
91,270$24.0M3.21%+3K
12
JIREJ P MORGAN EXCHANGE TRADED F
318,343$23.0M3.08%+12K
13
MSFTMICROSOFT CORP
46,414$22.0M2.95%+31
14
AQLTISHARES TR
750,002$17.0M2.28%-50,381
15
NVDANVIDIA CORPORATION
85,911$16.0M2.14%-3,081
16
AMZNAMAZON COM INC
56,325$13.0M1.74%-1,206
17
HELOJ P MORGAN EXCHANGE TRADED F
187,466$12.0M1.61%-2,215
18
DGRWWISDOMTREE TR
111,903$10.0M1.34%+2K
19
VVISA INC
29,126$10.0M1.34%-523
20
AVUVAMERICAN CENTY ETF TR
88,765$9.0M1.20%+841
21
AVGOBROADCOM INC
26,634$9.0M1.20%-1,787
22
COSTCOSTCO WHSL CORP NEW
11,299$9.0M1.20%-117
23
METAMETA PLATFORMS INC
13,634$8.0M1.07%+431
24
VOOVANGUARD INDEX FDS
13,517$8.0M1.07%+381
25
IBMINTERNATIONAL BUSINESS MACHS
26,921$7.0M0.94%-351

Quarterly Changes

New Positions

Closed Positions

  • KIECLOSED
    $8.2B
  • APPCLOSED
    $254.4M
  • VSTCLOSED
    $226.9M

Increased Positions

NameSharesChange
IEMG460K+127K
DYNF457K+45K
VEA827K+19K
MCHB343K+17K
JIRE318K+12K
BOND44K+12K
BND25K+12K
XLF113K+8K
BAC62K+8K
AVDE309K+6K

Decreased Positions

NameSharesChange
USFR641K-156891
AQLT750K-50381
SPHQ453K-23128
OBDC15K-22859
GLDM533K-14083
NVDA86K-3081
WMT61K-3003
PGR25K-2579
MRSH20K-2543
HELO187K-2215

Sector Breakdown

Financial Services0.0% ($5.100033000320003e+177T)
Technology0.0% ($4.500024000220002e+64T)
Industrials0.0% ($5.000300030003001e+37T)
Healthcare0.0% ($5.000400020002e+25T)
Unknown0.0% ($1.7000300030002e+21T)
Consumer Cyclical0.0% ($13000300030001.0T)
Communication Services0.0% ($2500080002.0T)
Utilities0.0% ($300.0T)
Energy0.0% ($40.0T)
Consumer Defensive0.0% ($900.1B)
Basic Materials0.0% ($300.0M)
Real Estate0.0% ($0)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 17, 2026$747.0M163
Q3 2025Nov 7, 2025$728.2B143
Q2 2025Aug 14, 2025$681.8B137
Q1 2025May 12, 2025$647.8B135

Fund Information

CIK0001631941
Most Recent FilingFeb 17, 2026
Number of Filings4

Capital Planning Advisors, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $747.0M across 163 holdings. The largest position is VANGUARD TAX-MANAGED FDS (VEA), representing 6.8% of the portfolio. Compared to the previous quarter, the fund opened 23 new positions and closed 3 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.