Capital Planning LLC - Q12026 Holdings

Capital Planning LLC holds 82 stocks with a total portfolio value of $ 307.45M as of Q12026. In Q12026, Capital Planning LLC added 5 new positions, increased stakes in 23 stocks, reduced 35 holdings, and fully exited 7 positions. The largest holding is Ishares Core S&P 500 Etf (IVV), representing 14.37% of the total portfolio.