Capital Planning Advisors, LLC Q4 2025 Filing

Filed February 17, 2026

Portfolio Value

$747.0M

Holdings

163

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (163 positions)

#StockSharesValue% PortfolioType
1
VEAVANGUARD TAX-MANAGED FDS
827,165$51.0M6.83%
2
GLDMWORLD GOLD TR
533,240$45.0M6.02%
3
SPHQINVESCO EXCHANGE TRADED FD T
452,850$33.0M4.42%
4
USFRWISDOMTREE TR
641,211$32.0M4.28%
5
IEMGISHARES INC
460,299$30.0M4.02%
6
IWFISHARES TR
65,076$30.0M4.02%
7
XMHQINVESCO EXCHANGE TRADED FD T
274,130$28.0M3.75%
8
DYNFBLACKROCK ETF TRUST
456,610$27.0M3.61%
9
AVDEAMERICAN CENTY ETF TR
309,452$25.0M3.35%
10
GOOGLALPHABET INC
81,703$25.0M3.35%
11
AAPLAPPLE INC
91,270$24.0M3.21%
12
JIREJ P MORGAN EXCHANGE TRADED F
318,343$23.0M3.08%
13
MSFTMICROSOFT CORP
46,414$22.0M2.95%
14
AQLTISHARES TR
750,002$17.0M2.28%
15
NVDANVIDIA CORPORATION
85,911$16.0M2.14%
16
AMZNAMAZON COM INC
56,325$13.0M1.74%
17
HELOJ P MORGAN EXCHANGE TRADED F
187,466$12.0M1.61%
18
VVISA INC
29,126$10.0M1.34%
19
DGRWWISDOMTREE TR
111,903$10.0M1.34%
20
AVUVAMERICAN CENTY ETF TR
88,765$9.0M1.20%
21
COSTCOSTCO WHSL CORP NEW
11,299$9.0M1.20%
22
AVGOBROADCOM INC
26,634$9.0M1.20%
23
METAMETA PLATFORMS INC
13,634$8.0M1.07%
24
VOOVANGUARD INDEX FDS
13,517$8.0M1.07%
25
VUGVANGUARD INDEX FDS
14,394$7.0M0.94%
26
IBMINTERNATIONAL BUSINESS MACHS
26,921$7.0M0.94%
27
XLISELECT SECTOR SPDR TR
41,501$6.0M0.80%
28
XLFSELECT SECTOR SPDR TR
113,023$6.0M0.80%
29
WMTWALMART INC
61,177$6.0M0.80%
30
ABTABBOTT LABS
41,346$5.0M0.67%
31
PGRPROGRESSIVE CORP
24,846$5.0M0.67%
32
WCNWASTE CONNECTIONS INC
28,833$5.0M0.67%
33
MCHBMECHANICS BANCORP
343,313$5.0M0.67%
34
AONAON PLC
11,616$4.0M0.54%
35
LLYELI LILLY & CO
3,959$4.0M0.54%
36
BXBLACKSTONE INC
31,607$4.0M0.54%
37
CVXCHEVRON CORP NEW
32,234$4.0M0.54%
38
BONDPIMCO ETF TR
44,026$4.0M0.54%
39
BRK-BBERKSHIRE HATHAWAY INC DEL
4$3.0M0.40%
40
JPMJPMORGAN CHASE & CO.
12,136$3.0M0.40%
41
NDQINVESCO QQQ TR
5,140$3.0M0.40%
42
SHWSHERWIN WILLIAMS CO
10,576$3.0M0.40%
43
PHPARKER-HANNIFIN CORP
3,605$3.0M0.40%
44
ORCLORACLE CORP
20,163$3.0M0.40%
45
GEVGE VERNOVA INC
5,834$3.0M0.40%
46
VRTVERTIV HOLDINGS CO
24,108$3.0M0.40%
47
MRSHMARSH & MCLENNAN COS INC
19,546$3.0M0.40%
48
HDHOME DEPOT INC
10,909$3.0M0.40%
49
AZOAUTOZONE INC
913$3.0M0.40%
50
GWWWW GRAINGER INC
3,378$3.0M0.40%
51
BACBANK AMERICA CORP
62,339$3.0M0.40%
52
DEDEERE & CO
4,548$2.0M0.27%
53
APHAMPHENOL CORP NEW
18,475$2.0M0.27%
54
ETNEATON CORP PLC
7,942$2.0M0.27%
55
ASMLASML HOLDING N V
1,927$2.0M0.27%
56
ABBVABBVIE INC
12,504$2.0M0.27%
57
BRK/BBERKSHIRE HATHAWAY INC DEL
5,949$2.0M0.27%
58
GOOGALPHABET INC
7,888$2.0M0.27%
59
JNJJOHNSON & JOHNSON
11,966$2.0M0.27%
60
ITWILLINOIS TOOL WKS INC
9,465$2.0M0.27%
61
SPYSPDR S&P 500 ETF TR
2,212$1.0M0.13%
62
BSXBOSTON SCIENTIFIC CORP
16,914$1.0M0.13%
63
EFAISHARES TR
10,650$1.0M0.13%
64
PANWPALO ALTO NETWORKS INC
5,601$1.0M0.13%
65
TSLATESLA INC
4,357$1.0M0.13%
66
IXUSISHARES TR
21,024$1.0M0.13%
67
IVWISHARES TR
9,507$1.0M0.13%
68
SCHWSCHWAB CHARLES CORP
13,736$1.0M0.13%
69
TMOTHERMO FISHER SCIENTIFIC INC
3,144$1.0M0.13%
70
CATCATERPILLAR INC
2,372$1.0M0.13%
71
IYTISHARES TR
14,887$1.0M0.13%
72
FTNTFORTINET INC
18,064$1.0M0.13%
73
PLTRPALANTIR TECHNOLOGIES INC
6,679$1.0M0.13%
74
MDYSPDR S&P MIDCAP 400 ETF TR
2,000$1.0M0.13%
75
ANETARISTA NETWORKS INC
8,953$1.0M0.13%
76
UNPUNION PAC CORP
6,773$1.0M0.13%
77
UBERUBER TECHNOLOGIES INC
18,534$1.0M0.13%
78
T7DTRANSDIGM GROUP INC
769$1.0M0.13%
79
BKNGBOOKING HOLDINGS INC
298$1.0M0.13%
80
UNHUNITEDHEALTH GROUP INC
4,577$1.0M0.13%
81
SPDWSPDR INDEX SHS FDS
45,020$1.0M0.13%
82
ADBEADOBE INC
4,110$1.0M0.13%
83
TRGPTARGA RES CORP
5,723$1.0M0.13%
84
INTUINTUIT
2,447$1.0M0.13%
85
NEENEXTERA ENERGY INC
16,240$1.0M0.13%
86
CGCBCAPITAL GRP FIXED INCM ETF T
64,296$1.0M0.13%
87
SPOTSPOTIFY TECHNOLOGY S A
1,787$1.0M0.13%
88
MRKMERCK & CO INC
12,129$1.0M0.13%
89
MAMASTERCARD INCORPORATED
1,863$1.0M0.13%
90
BNDVANGUARD BD INDEX FDS
25,479$1.0M0.13%
91
NRANRG ENERGY INC
6,838$1.0M0.13%
92
IVVISHARES TR
582$00.00%
93
WPCWP CAREY INC
3,686$00.00%
94
XLESELECT SECTOR SPDR TR
8,939$00.00%
95
KOMPSPDR SERIES TRUST
8,470$00.00%
96
OBDCBLUE OWL CAPITAL CORPORATION
14,788$00.00%
97
LOWLOWES COS INC
2,108$00.00%
98
SCHXSCHWAB STRATEGIC TR
14,541$00.00%
99
VEUVANGUARD INTL EQUITY INDEX F
3,440$00.00%
100
HONHONEYWELL INTL INC
1,755$00.00%
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