Capital Planning LLC - Q42025 Holdings

Capital Planning LLC holds 84 stocks with a total portfolio value of $ 356.89M as of Q42025. In Q42025, Capital Planning LLC added 6 new positions, increased stakes in 35 stocks, reduced 23 holdings, and fully exited 1 position. The largest holding is Ishares Core S&P 500 Etf (IVV), representing 12.83% of the total portfolio.