Capital Planning LLC - Q32026 Holdings

Capital Planning LLC holds 84 stocks with a total portfolio value of $ 376.07M as of Q32026. In Q32026, Capital Planning LLC added 6 new positions, increased stakes in 20 stocks, reduced 32 holdings, and fully exited 10 positions. The largest holding is Ishares Core S&P 500 Etf (IVV), representing 12.48% of the total portfolio.