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Portfolio (Quarterly) Guide ↗

Capital Planning LLC

· CIK 0001790688
13F Portfolio $343M AUM 88 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 9 New 22 Added 25 Reduced 3 Exited
Page 2 of 2  ·  25 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CGHM Capital Group Municipal High-Income ETF 10,785.0 $279K 0.08% -9K -46.4% $25.85 -2.5%
22 SCHF Schwab International Equity ETF 9,211.0 $255K 0.07% -8K -46.8% $27.70 +2.3%
23 HD The Home Depot Inc Consumer Cyclical 697.0 $246K 0.07% -65.0 -8.5% $352.68 -7.4%
24 VOO Vanguard S&P 500 ETF 324.0 $223K 0.07% -36.0 -10.0% $686.87 +2.5%
25 AKRE Akre Focus ETF 3,997.0 $213K 0.06% -2K -35.2% $53.19 +15.4%
Page 2 of 2  ·  25 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 51.8%
Industrials 22.8%
Healthcare 9.8%
Financial Services 5.9%
Consumer Defensive 5.3%
Consumer Cyclical 3.2%
Communication Services 0.9%
Energy 0.4%