Capital Planning Advisors, LLC
All 13F Filings
- Location
- Roseville, CA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 747,741
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/17/2026 | 163 | 747,741 | 13F-HR | Capital Planning Advisors, LLC |
| Q3 2025 | 11/7/2025 | 143 | 728,161 | 13F-HR | Capital Planning Advisors, LLC |
| Q2 2025 | 8/14/2025 | 137 | 681,849 | 13F-HR | Capital Planning Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 572.3 K | 76.5% | 14.24 K | 0 | 14.24 K |
| ETFs | 173.7 K | 23.2% | 3.638 K | 0 | 3.638 K |
| Debt | 1.705 K | 0.2% | 1.705 K | 0 | 1.705 K |
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Fund Snapshot
Q4 2025
Latest filed
2/17/2026
Total value ($000)
747,741
Holdings
163
QoQ value change ($000)
19,580
(2.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.