Capasso Planning Partners LLC reported 86 holdings worth US$201M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 18, 2026
Capasso Planning Partners LLC reported 86 holdings worth US$201M as of Jun 30, 2026. Largest: Apple Inc, Berkshire Hathaway Inc. and Alphabet Inc (google) Class C. Filed Aug 18, 2026 (Form 13F).
- Holdings
- 86
- Value as reported
- US$201M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Apple Inc | 20,531 | US$5.94M | 3.0% |
| Berkshire Hathaway Inc. | 5,096 | US$2.55M | 1.3% |
| Alphabet Inc (google) Class C | 5,110 | US$1.83M | 0.91% |
| Abbvie Inc. | 4,987 | US$1.25M | 0.63% |
| Amazon.com, Inc. | 4,777 | US$1.14M | 0.57% |
| Microsoft Corp. | 2,554 | US$953K | 0.48% |
| Nvidia Corporation | 4,032 | US$807K | 0.40% |
| Eli Lilly And Company | 526 | US$631K | 0.31% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 1,002 | US$479K | 0.24% |
| Micron Technology, Inc. | 389 | US$449K | 0.22% |
| Tesla, Inc. | 1,026 | US$432K | 0.22% |
| Chevron Corporation | 2,157 | US$358K | 0.18% |
| International Business Machines Corporation | 1,184 | US$333K | 0.17% |
| Abbott Laboratories | 3,291 | US$299K | 0.15% |
| Jp Morgan Chase & Co. | 660 | US$216K | 0.11% |
| Crowdstrike Holdings, Inc. | 279 | US$213K | 0.11% |
| Broadcom Inc. | 530 | US$200K | 0.10% |