Capasso Planning Partners LLC

Est. AUM

$185.3M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	STATE STR SPDR S&P 500 ETF T	TR UNIT	$34.1M	52375	18.38%	SOLE
2	SPDR SERIES TRUST	STATE STREET SPD	$16.8M	212710	9.07%	SOLE
3	FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$13.7M	405423	7.39%	SOLE
4	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$12.5M	195263	6.75%	SOLE
5	SPDR SERIES TRUST	STATE STREET SPD	$11.8M	410309	6.35%	SOLE
6	SPDR SERIES TRUST	STATE STREET SPD	$9.4M	99183	5.06%	SOLE
7	FIRST TR EXCHANGE-TRADED FD	FIRST TR ENH NEW	$8.3M	139190	4.49%	SOLE
8	ISHARES TR	1 3 YR TREAS BD	$6.2M	74705	3.33%	SOLE
9	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$5.5M	66201	2.96%	SOLE
10	AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$5.3M	65316	2.84%	SOLE
11	APPLE INC	COM	$5.2M	20622	2.82%	SOLE
12	VANGUARD INDEX FDS	TOTAL STK MKT	$4.8M	14822	2.57%	SOLE
13	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$3.3M	41543	1.78%	SOLE
14	ISHARES TR	NATIONAL MUN ETF	$3.2M	30209	1.73%	SOLE
15	AMERICAN CENTY ETF TR	INTL SMCP VLU	$3.1M	31498	1.70%	SOLE
16	VANGUARD INDEX FDS	S&P 500 ETF SHS	$2.7M	4459	1.44%	SOLE
17	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.4M	5096	1.32%	SOLE
18	FIRST TR EXCHNG TRADED FD VI	FT VEST US EQUIT	$2.4M	74404	1.31%	SOLE
19	ISHARES TR	GLOBAL REIT ETF	$2.3M	92933	1.26%	SOLE
20	ISHARES TR	0-5 YR TIPS ETF	$2.0M	18931	1.06%	SOLE
21	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$1.6M	52963	0.88%	SOLE
22	SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$1.4M	52034	0.78%	SOLE
23	FIRST TR EXCHNG TRADED FD VI	VEST US EQUITY M	$1.3M	37798	0.68%	SOLE
24	J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$1.2M	20753	0.63%	SOLE
25	ABBVIE INC	COM	$1.1M	4979	0.58%	SOLE
26	FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$1.0M	36710	0.55%	SOLE
27	FIRST TR EXCHNG TRADED FD VI	FT VEST U.S.	$1.0M	22759	0.54%	SOLE
28	AMAZON COM INC	COM	$984K	4727	0.53%	SOLE
29	MICROSOFT CORP	COM	$914K	2470	0.49%	SOLE
30	ISHARES TR	CORE S&P SCP ETF	$827K	6653	0.45%	SOLE
31	ISHARES TR	CORE S&P MCP ETF	$809K	11980	0.44%	SOLE
32	ALPHABET INC	CAP STK CL C	$772K	2690	0.42%	SOLE
33	FIRST TR EXCHNG TRADED FD VI	FT VEST US EQUIT	$759K	23318	0.41%	SOLE
34	AMERICAN CENTY ETF TR	US SML CP VALU	$713K	6455	0.38%	SOLE
35	INVESCO QQQ TR	UNIT SER 1	$713K	1235	0.38%	SOLE
36	FIRST TR EXCHNG TRADED FD VI	FT VEST US EQUIT	$709K	21615	0.38%	SOLE
37	NVIDIA CORPORATION	COM	$701K	4022	0.38%	SOLE
38	SCHWAB STRATEGIC TR	INTL EQTY ETF	$689K	27838	0.37%	SOLE
39	INNOVATOR ETFS TRUST	EQUITY DEF PRO 2	$647K	24460	0.35%	SOLE
40	ISHARES TR	ESG AWR MSCI USA	$626K	4425	0.34%	SOLE
41	ISHARES TR	ESG AW MSCI EAFE	$580K	6069	0.31%	SOLE
42	SCHWAB STRATEGIC TR	US LRG CAP ETF	$534K	20836	0.29%	SOLE
43	FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$511K	22820	0.28%	SOLE
44	FIRST TR EXCHNG TRADED FD VI	VEST LADDERED SM	$505K	21882	0.27%	SOLE
45	AMPLIFY ETF TR	CWP ENHANCED DIV	$494K	11014	0.27%	SOLE
46	FIRST TR EXCHNG TRADED FD VI	FT VEST UQ EQT	$486K	11189	0.26%	SOLE
47	ELI LILLY & CO	COM	$484K	526	0.26%	SOLE
48	CHEVRON CORPORATION	COM	$446K	2157	0.24%	SOLE
49	ISHARES TR	MSCI INTL QUALTY	$437K	9452	0.24%	SOLE
50	ALPHABET INC	CAP STK CL A	$416K	1447	0.22%	SOLE

1–50 of 73

1 / 2

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.