Capasso Planning Partners LLC
All 13F Filings
- Location
- Charleston, SC
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 200,511
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/18/2026 | 86 | 200,511 | 13F-HR | Capasso Planning Partners LLC |
| Q1 2026 | 5/27/2026 | 73 | 185,323 | 13F-HR | Capasso Planning Partners LLC |
| Q4 2025 | 2/17/2026 | 76 | 182,555 | 13F-HR | Capasso Planning Partners LLC |
| Q3 2025 | 11/12/2025 | 70 | 163,066 | 13F-HR | Capasso Planning Partners LLC |
| Q2 2025 | 8/6/2025 | 83 | 176,807 | 13F-HR | Capasso Planning Partners LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 34.36 K | 17.1% | 0 | 14.28 K | -14.28 K |
| ETFs | 166.2 K | 82.9% | 29.48 K | 0 | 29.48 K |
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Fund Snapshot
Q2 2026
Latest filed
8/18/2026
Total value ($000)
200,511
Holdings
86
QoQ value change ($000)
15,188
(8.2%)
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.