Capital Planning Advisors, LLC
All 13F Filings
- Location
- Roseville, CA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 691,558
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 5/14/2026 | 146 | 691,558 | 13F-HR | Capital Planning Advisors, LLC |
| 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 | 311.5 K | 45.0% | 0 | 260.9 K | -260.9 K |
| ETFs | 378 K | 54.7% | 204.3 K | 0 | 204.3 K |
| Debt | 2.12 K | 0.3% | 415 | 0 | 415 |
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Fund Snapshot
Q1 2026
Latest filed
5/14/2026
Total value ($000)
691,558
Holdings
146
QoQ value change ($000)
-56,183
(-7.5%)
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.