StockDriftsStockDriftsTop 50 Capasso Planning Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 18.38% | 52.4K | $34.1M | -5.97%(-3.33K) | $453.32(+64.29%) | 2026-03-31 | |
| SPTM | SPDR SERIES TRUST | 9.07% | 212.7K | $16.8M | +8.35%(+16.38K) | $60.15(+50.51%) | 2026-03-31 | |
| BUFR | FIRST TR EXCHNG TRADED FD VI | 7.39% | 405.4K | $13.7M | +11.49%(+41.80K) | $33.05(+10.58%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 6.75% | 195.3K | $12.5M | +6.46%(+11.85K) | $51.48(+37.54%) | 2026-03-31 | |
| SPTI | SPDR SERIES TRUST | 6.35% | 410.3K | $11.8M | +5.37%(+20.92K) | $29.79(-5.04%) | 2026-03-31 | |
| SLYV | SPDR SERIES TRUST | 5.06% | 99.2K | $9.4M | +8.14%(+7.46K) | $83.30(+29.72%) | 2026-03-31 | |
| FTSM | FIRST TR EXCHANGE-TRADED FD | 4.49% | 139.2K | $8.3M | +9.20%(+11.72K) | $59.78(-0.02%) | 2026-03-31 | |
| SHY | ISHARES TR | 3.33% | 74.7K | $6.2M | +4.86%(+3.46K) | $82.23(-0.35%) | 2026-03-31 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 2.96% | 66.2K | $5.5M | +3.91%(+2.49K) | $89.76(-8.26%) | 2026-03-31 | |
| AVEM | AMERICAN CENTY ETF TR | 2.84% | 65.3K | $5.3M | +4.04%(+2.54K) | $61.52(+50.25%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (17 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.21% | +41.29% | — | — | +25.31% |
| Top 20 Holdings Unweighted | +10.45% | +34.76% | — | — | +16.51% |
Capasso Planning Partners LLC reports $185.32M in US-listed equity holdings across 73 positions in its most recent 13F filing. Its largest disclosed positions are SPY (18.4%), SPTM (9.1%) and BUFR (7.4%). The top 20 holdings account for 83.61% of reported assets. Its disclosed equity book has returned +41.29% on a three-year cumulative basis. Figures reflect the Q1 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Capasso Planning Partners LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1911938). View Capasso Planning Partners LLC’s 13F filings on SEC