Capasso Planning Partners LLC

CIK 0001911938 · Q1 2026

13F Equity AUM

$185.3M

+1.5% QoQ

Positions

-1 QoQ

AUM Rank

#7,719

Top 62%

Skill Alpha (FF)

-0.6%/yr^ns

No Clear Edge

Rank #3,140 · Top 38%

vs S&P -5.2%/yr (unadj.)

Quarters Tracked

~4 years

Portfolio Concentration

Top 5: 47.9%Top 10: 66.6%Top 20: 83.6%

SPY18.4%

SPTM9.1%

BUFR7.4%

VEA6.8%

SPTI6.3%

SLYV5.1%

FTSM4.5%

SHY3.3%

VCIT3.0%

AVEM2.8%

Others (63)33.4%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services90.4%

Technology4.0%

Fund3.2%

Other2.4%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Loading summary cards...

Loading overlap analysis...

Position Changes This Quarter

New5Increased26Decreased27Exited6

New Positions

DECM1.3%

+74K

JANM0.4%

+22K

FEBM0.2%

+14K

DMAR0.1%

+6K

SDY0.1%

+1K

Increased

BUFR7.4%

+42K(+11%)

SPTI6.3%

+21K(+5%)

DDEC0.5%

+17K(+288%)

SPTM9.1%

+16K(+8%)

JEPI0.6%

+12K(+145%)

VEA6.8%

+12K(+6%)

FTSM4.5%

+12K(+9%)

REET1.3%

+8K(+9%)

SLYV5.1%

+7K(+8%)

SHY3.3%

+3K(+5%)

Decreased

AOCT0.3%

-6,278(-20%)

SCHD0.9%

-4,914(-8%)

FNDX0.8%

-4,652(-8%)

SPY18.4%

-3,328(-6%)

ABT0.2%

-2,900(-47%)

ABBV0.6%

-2,541(-34%)

MUB1.7%

-2,344(-7%)

SCHX0.3%

-1,828(-8%)

ICOW0.2%

-1,805(-19%)

COWZ0.2%

-995(-16%)

Exited

-13,435

-6,434

-6,096

-10,192

-1,381

-659

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

Loading position changes...

Holdings

Loading holdings...