§ 13F · FUND PROFILE
Capital Planning LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $318.3T (13F)Positions · 79Turnover · — · Q4Filed · Jan 23, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$9.3T 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 JAN 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVV | iShares Core S&P 500 ETF | 67K | $45.8T | 12.8% | −2% |
| 2 | MSFT | Microsoft Corp | 55K | $26.2T | 7.3% | +1% |
| 3 | PWR | Quanta Services Inc | 59K | $26.0T | 7.3% | ±0% |
| 4 | SCHG | Schwab US Large-Cap Growth ETF | 789K | $25.6T | 7.2% | ±0% |
| 5 | DGRO | iShares Core Dividend Growth ETF | 239K | $16.7T | 4.7% | ±0% |
| 6 | VGT | Vanguard Information Technology ETF | 17K | $12.5T | 3.5% | −2% |
| 7 | VB | Vanguard Small-Cap ETF | 45K | $11.8T | 3.3% | +1% |
| 8 | VV | Vanguard Large-Cap ETF | 37K | $11.5T | 3.2% | +3% |
| 9 | BA | Boeing Co | 50K | $11.5T | 3.2% | −2% |
| 10 | USMV | iShares MSCI USA Min Vol Factor ETF | 116K | $10.9T | 3.1% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CAPITAL SIGNAL
AC read
Capital Planning LLC is a Other fund managing $318277.6 trillion in assets. The fund runs a portfolio of 79 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