StockDriftsStockDriftsTop 50 Capital Planning Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | 7.8% | 842.3K | $54.0M | +1.83%(+15.15K) | $49.73(+41.90%) | 2026-03-31 | |
| GLDM | WORLD GOLD TR | 5.93% | 442.7K | $41.0M | -16.98%(-90.53K) | $33.33(+176.28%) | 2026-03-31 | |
| USFR | WISDOMTREE TR | 5.88% | 807.6K | $40.7M | +25.95%(+166.39K) | $50.29(+0.26%) | 2026-03-31 | |
| IEMG | ISHARES INC | 4.75% | 471.3K | $32.9M | +2.38%(+10.95K) | $58.64(+40.33%) | 2026-03-31 | |
| SPHQ | INVESCO EXCHANGE TRADED FD T | 4.5% | 413.6K | $31.1M | -8.66%(-39.22K) | $46.34(+79.54%) | 2026-03-31 | |
| XMHQ | INVESCO EXCHANGE TRADED FD T | 4.2% | 281.3K | $29.1M | +2.60%(+7.14K) | $77.28(+40.88%) | 2026-03-31 | |
| IWF | ISHARES TR | 4.03% | 65.4K | $27.9M | +0.53%(+348) | $234.08(-46.22%) | 2026-03-31 | |
| AVDE | AMERICAN CENTY ETF TR | 3.87% | 315.5K | $26.8M | +1.95%(+6.04K) | $71.18(+27.99%) | 2026-03-31 | |
| DYNF | BLACKROCK ETF TRUST | 3.63% | 431.3K | $25.1M | -5.54%(-25.29K) | $49.69(+35.19%) | 2026-03-31 | |
| JIRE | J P MORGAN EXCHANGE TRADED F | 3.56% | 325.3K | $24.6M | +2.20%(+7.00K) | $68.14(+17.62%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.55% | +54.29% | +5.87% | +33.00% |
| Top 20 Holdings Unweighted | +17.16% | +60.80% | +7.49% | +43.50% |
Capital Planning Advisors, LLC reports $691.56M in US-listed equity holdings across 146 positions in its most recent 13F filing. Its largest disclosed positions are VEA (7.8%), GLDM (5.9%) and USFR (5.9%). The top 20 holdings account for 69.6% of reported assets. Its disclosed equity book has returned +54.29% 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 Capital Planning Advisors, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1631941). View Capital Planning Advisors, LLC’s 13F filings on SEC