Capital & Planning, LLC - Q42025 Holdings

Capital & Planning, LLC holds 9 stocks with a total portfolio value of $ 21.6M as of Q42025. In Q42025, Capital & Planning, LLC added 9 new positions, increased stakes in 0 stocks, reduced 0 holdings, and fully exited 0 positions. The largest holding is Alphabet Inc (GOOGL), representing 28.97% of the total portfolio.