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Portfolio (Quarterly) Guide ↗

Capasso Planning Partners LLC

· CIK 0001911938
13F Portfolio $185M AUM 73 positions Filed May 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 · All 73 New
Page 2 of 4  ·  73 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SCHD SCHWAB STRATEGIC TR 52,963.0 $1.6M 0.88% NEW $30.68 +6.2%
22 FNDX SCHWAB STRATEGIC TR 52,034.0 $1.4M 0.78% NEW $27.85 +11.3%
23 MARM FIRST TR EXCHNG TRADED FD VI 37,798.0 $1.3M 0.68% NEW $33.48 +1.8%
24 JEPI J P MORGAN EXCHANGE TRADED F 20,753.0 $1.2M 0.64% NEW $56.68 -0.9%
25 ABBV ABBVIE INC Healthcare 4,979.0 $1.1M 0.58% NEW $217.50 +0.3%
26 BUFD FIRST TR EXCHNG TRADED FD VI 36,710.0 $1.0M 0.56% NEW $28.00 +5.9%
27 DDEC FIRST TR EXCHNG TRADED FD VI 22,759.0 $1.0M 0.54% NEW $44.28 +6.6%
28 AMZN AMAZON COM INC Consumer Cyclical 4,727.0 $984K 0.53% NEW $208.27 +31.3%
29 MSFT MICROSOFT CORP Technology 2,470.0 $914K 0.49% NEW $370.13 +15.2%
30 IJR ISHARES TR 6,653.0 $827K 0.45% NEW $124.31 +12.4%
31 IJH ISHARES TR 11,980.0 $809K 0.44% NEW $67.53 +10.3%
32 GOOG ALPHABET INC Communication Services 2,690.0 $772K 0.42% NEW $286.88 +34.7%
33 FIRST TR EXCHNG TRADED FD VI 23,318.0 $759K 0.41% NEW $32.53
34 AVUV AMERICAN CENTY ETF TR 6,455.0 $713K 0.39% NEW $110.47 +9.7%
35 QQQ INVESCO QQQ TR Financial Services 1,235.0 $713K 0.39% NEW $577.04 +27.4%
36 FIRST TR EXCHNG TRADED FD VI 21,615.0 $709K 0.38% NEW $32.81
37 NVDA NVIDIA CORPORATION Technology 4,022.0 $701K 0.38% NEW $174.38 +22.9%
38 SCHF SCHWAB STRATEGIC TR 27,838.0 $689K 0.37% NEW $24.75 +11.9%
39 INNOVATOR ETFS TRUST 24,460.0 $647K 0.35% NEW $26.46
40 ESGU ISHARES TR 4,425.0 $626K 0.34% NEW $141.41 +16.5%
Page 2 of 4  ·  73 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
Financial Services 74.3%
Technology 16.0%
Healthcare 4.1%
Communication Services 2.5%
Consumer Cyclical 2.1%
Energy 1.0%