Capital Planning LLC
All 13F Filings
- Location
- Bellevue, WA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 376,075
- Description
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- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/9/2026 | 84 | 376,075 | 13F-HR | Capital Planning LLC |
| Q2 2026 | 7/22/2026 | 88 | 343,402 | 13F-HR | Capital Planning LLC |
| Q1 2026 | 4/29/2026 | 82 | 307,449 | 13F-HR | Capital Planning LLC |
| Q4 2025 | 1/23/2026 | 84 | 356,894 | 13F-HR | Capital Planning LLC |
| Q3 2025 | 10/22/2025 | 79 | 343,285 | 13F-HR | Capital Planning LLC |
| Q2 2025 | 7/21/2025 | 79 | 318,278 | 13F-HR | Capital Planning LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 95.86 K | 25.5% | 33.63 K | 0 | 33.63 K |
| ETFs | 280.2 K | 74.5% | 0 | 954 | -954 |
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Fund Snapshot
Q3 2026
Latest filed
10/9/2026
Total value ($000)
376,075
Holdings
84
QoQ value change ($000)
32,673
(9.5%)
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.