Capital Planning Advisors, LLC
Capital Planning Advisors, LLC reported 146 holdings worth US$692M as of Mar 31, 2026 (Form 13F)
As of Mar 31, 2026 · Filed May 14, 2026
Capital Planning Advisors, LLC reported 146 holdings worth US$692M as of Mar 31, 2026. Filed May 14, 2026 (Form 13F).
- Holdings
- 146
- Value as reported
- US$692M