Capital Planning Advisors, LLC - Q42025 Holdings

Capital Planning Advisors, LLC holds 163 stocks with a total portfolio value of $ 747.74M as of Q42025. In Q42025, Capital Planning Advisors, LLC added 23 new positions, increased stakes in 58 stocks, reduced 62 holdings, and fully exited 3 positions. The largest holding is Vanguard Tax-Managed Fds (VEA), representing 6.91% of the total portfolio.