Capasso Planning Partners
Capasso Planning Partners reported 86 stocks worth $201M in its 13F filing for Q2 2026, filed Aug 18, 2026. Its largest holdings are SPY (18.5%), SPTM (9.5%) and BUFR (7.0%). Compared with Q1 2026, the fund opened new positions in IEFA, MU and TSLA, added to VCIT, VCSH and STIP and trimmed SPY, SPTM and BUFR.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SPY Spdr S&P 500 ETF TR | $37.1M | 18.5% | 50K | −2,727 (−5%) | 8 of 8 | |
| 2 |  SPTM Spdr Series Trust | $19.1M | 9.5% | 211K | −2,065 (−1%) | 8 of 8 | |
| 3 |  BUFR First Trust | $14.1M | 7.0% | 386K | −20K (−5%) | 7 of 8 | |
| 4 |  VEA Vanguard Tax-Managed Fds | $13.7M | 6.8% | 192K | −3,412 (−2%) | 8 of 8 | |
| 5 |  SPTI Spdr Series Trust | $11.6M | 5.8% | 409K | −1,795 (−0%) | 8 of 8 | |
| 6 |  SLYV Spdr Series Trust | $10.7M | 5.3% | 98K | −1,338 (−1%) | 8 of 8 | |
| 7 |  AVEM American Centy ETF TR | $6.1M | 3.1% | 64K | −1,607 (−2%) | 8 of 8 | |
| 8 |  SHY Ishares 1-3 Year Treasry | $6.1M | 3.0% | 75K | −179 (−0%) | 8 of 8 | |
| 9 |  AAPL Apple Inc | $5.9M | 3.0% | 21K | −91 (−0%) | 8 of 8 | |
| 10 |  FTSM First TR Exchange-Traded FD | $5.7M | 2.8% | 95K | −44K (−32%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 18, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Capasso Planning Partners 13F FAQ
What does Capasso Planning Partners own?
Capasso Planning Partners reported 86 stocks worth $201M in its 13F filing for Q2 2026, filed Aug 18, 2026. Its largest holdings are SPY (18.5%), SPTM (9.5%) and BUFR (7.0%). The table above lists every position in the filing (the top 10 without an account).
What did Capasso Planning Partners buy and sell in Q2 2026?
Compared with Q1 2026: 13 new positions, 24 added to, 27 trimmed and 0 sold out. New positions include IEFA, MU and TSLA.
When will Capasso Planning Partners file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Capasso Planning Partners's portfolio worth?
The Q2 2026 filing reports $201M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.