Capital Planning LLC - Q22026 Holdings

Capital Planning LLC holds 88 stocks with a total portfolio value of $ 343.4M as of Q22026. In Q22026, Capital Planning LLC added 9 new positions, increased stakes in 28 stocks, reduced 28 holdings, and fully exited 3 positions. The largest holding is Ishares Core S&P 500 Etf (IVV), representing 13.55% of the total portfolio.