§ 13F · FUND PROFILE
Capasso Planning Partners LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $176.8T (13F)Positions · 83Turnover · — · Q4Filed · Feb 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$5.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF TR | 56K | $38.0T | 20.8% | −4% |
| 2 | SPTM | SPDR SERIES TRUST | 196K | $16.2T | 8.9% | +8% |
| 3 | BUFR | FIRST TR EXCHNG TRADED FD VI | 364K | $12.5T | 6.8% | +185% |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | 183K | $11.5T | 6.3% | +8% |
| 5 | SPTI | SPDR SERIES TRUST | 389K | $11.2T | 6.2% | +10% |
| 6 | SLYV | SPDR SERIES TRUST | 92K | $8.3T | 4.6% | +13% |
| 7 | FTSM | FIRST TR EXCHANGE-TRADED FD | 127K | $7.6T | 4.2% | −18% |
| 8 | SHY | ISHARES TR | 71K | $5.9T | 3.2% | +7% |
| 9 | AAPL | APPLE INC | 21K | $5.6T | 3.1% | +103% |
| 10 | VCIT | VANGUARD SCOTTSDALE FDS | 64K | $5.3T | 2.9% | +8% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CAPASSO SIGNAL
AC read
Capasso Planning Partners LLC is a Other fund managing $176806.6 trillion in assets. The fund runs a portfolio of 83 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed