Capasso Planning Partners LLC ETF holdings
Charleston, SC
Reported $182.4M in 68 ETFs in its Form 13F for June 30, 2026.
ETF value
$182.4M
ETFs held
68
Change from prior quarter
+6.8%
With price moves
ETFs as a share of its 13F
91.0%
of $200.5M
Top 10 of 68 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SPY | State Street SPDR S&P 500 ETF Trust | $37.1M | 49,648 | −2,727 shares |
| SPTM | State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF | $19.1M | 210,645 | −2,065 shares |
| BUFR | FT Vest Laddered Buffer ETF | $14.1M | 385,702 | −19,721 shares |
| VEA | Vanguard FTSE Developed Markets ETF | $13.7M | 191,851 | −3,412 shares |
| SPTI | State Street SPDR Portfolio Intermediate Term Treasury Index ETF | $11.6M | 408,514 | −1,795 shares |
| SLYV | State Street SPDR S&P 600 Small Cap Value ETF | $10.7M | 97,845 | −1,338 shares |
| AVEM | Avantis Emerging Markets Equity ETF | $6.1M | 63,709 | −1,607 shares |
| SHY | iShares 1-3 Year Treasury Bond ETF | $6.1M | 74,526 | −179 shares |
| FTSM | First Trust Enhanced Short Maturity ETF | $5.7M | 95,237 | −43,953 shares |
| VCIT | Vanguard Intermediate-Term Corporate Bond ETF | $5.5M | 66,613 | +412 shares |
58 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001911938. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Capasso Planning Partners LLC own?
Capasso Planning Partners LLC reported 68 ETF positions worth $182.4M in its Form 13F for June 30, 2026. The largest was SPY, at $37.1M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.