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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 5  ·  88 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SCHM Schwab US Mid-Cap ETF 159,435.0 $5.9M 1.71% -1K -0.7% $36.87 -3.5%
22 IJR iShares Core S&P Small-Cap ETF 36,005.0 $5.3M 1.55% $148.31 -1.8%
23 ABBV AbbVie Inc Healthcare 19,416.0 $4.9M 1.42% +3K +21.5% $251.64 +1.5%
24 FIXD First Trust Smith Opportnstc Fxd Inc ETF 89,683.0 $3.9M 1.14% -11K -11.3% $43.61 -1.7%
25 JCPB JPMorgan Core Plus Bond ETF 81,553.0 $3.8M 1.11% -11K -12.2% $46.94 -1.5%
26 SPYI NEOS S&P 500(R) High Income ETF 70,710.0 $3.8M 1.09% +40K +131.2% $53.09 +1.2%
27 CGMU Capital Group Municipal Income ETF 131,819.0 $3.6M 1.05% -37K -22.0% $27.47 -1.6%
28 COST Costco Wholesale Corp Consumer Defensive 3,612.0 $3.4M 0.98% $935.49 +1.1%
29 QQQ Invesco QQQ Trust Financial Services 4,094.0 $3.0M 0.88% +529.0 +14.8% $737.37 -2.8%
30 VTI Vanguard Total Stock Market ETF 6,490.0 $2.4M 0.70% +3K +64.8% $370.07 +2.5%
31 ORCL Oracle Corp Technology 16,023.0 $2.3M 0.68% $146.55 +2.8%
32 AVGO Broadcom Inc Com Technology 4,144.0 $1.6M 0.46% +100.0 +2.5% $377.75 -2.4%
33 QQQI NEOS Nasdaq-100(R) High Income ETF 22,632.0 $1.3M 0.37% +13K +135.3% $56.79 -4.0%
34 Berkshire Hathaway Inc B 2,458.0 $1.2M 0.36% +509.0 +26.1% $500.39
35 CGGO Capital Group Global Growth Equity ETF 27,035.0 $1.1M 0.33% +421.0 +1.6% $42.33 -4.5%
36 SBUX Starbucks Corp Consumer Cyclical 10,832.0 $1.1M 0.32% $102.19 +5.5%
37 VONG Vanguard Russell 1000 Growth ETF 8,012.0 $1.0M 0.30% $127.81 -1.1%
38 CGGR Capital Group Growth ETF 19,864.0 $938K 0.27% -1K -5.8% $47.23 -0.5%
39 ABT Abbott Laboratories Healthcare 10,252.0 $930K 0.27% -6K -37.7% $90.74 +23.9%
40 BIL SPDR Blmbg 1-3 Mth T-Bill ETF 9,861.0 $904K 0.26% $91.64 +0.0%
Page 2 of 5  ·  88 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%