Capital Planning Advisors, LLC

Institutional manager (13F) · CIK 1631941

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $615M

#	Issuer	Value	Shares
1	VANGUARD TAX-MANAGED FDS	$54M	842,318
2	WORLD GOLD TR	$41M	442,711
3	WISDOMTREE TR	$41M	807,604
4	ISHARES INC	$33M	471,250
5	INVESCO EXCHANGE TRADED FD T	$31M	413,627
6	INVESCO EXCHANGE TRADED FD T	$29M	281,267
7	ISHARES TR	$28M	65,424
8	AMERICAN CENTY ETF TR	$27M	315,497
9	BLACKROCK ETF TRUST	$25M	431,324
10	J P MORGAN EXCHANGE TRADED F	$25M	325,345
11	ALPHABET INC	$23M	80,561
12	APPLE INC	$22M	88,021
13	MICROSOFT CORP	$17M	45,570
14	ISHARES TR	$17M	731,365
15	NVIDIA CORPORATION	$14M	81,055
16	J P MORGAN EXCHANGE TRADED F	$12M	192,856
17	AMAZON COM INC	$11M	53,848
18	COSTCO WHOLESALE CORPORATION	$11M	10,860
19	AMERICAN CENTY ETF TR	$11M	97,387
20	WISDOMTREE TR	$10M	114,118
21	VANGUARD INDEX FDS	$9M	14,588
22	BROADCOM INC	$8M	25,898
23	META PLATFORMS INC	$8M	13,371
24	WALMART INC	$7M	59,664
25	CHEVRON CORPORATION	$7M	34,601
26	INTERNATIONAL BUSINESS MACHS	$7M	26,859
27	VANGUARD INDEX FDS	$6M	14,045
28	VERTIV HOLDINGS CO	$6M	23,954
29	VISA INC	$6M	18,855
30	GE VERNOVA INC	$5M	5,817
31	MECHANICS BANCORP	$5M	343,313
32	PIMCO ETF TR	$4M	45,809
33	ABBOTT LABORATORIES	$4M	36,878
34	ELI LILLY & CO	$4M	3,985
35	WW GRAINGER INC	$4M	3,303
36	BLACKSTONE INC	$3M	30,296
37	HOME DEPOT INC	$3M	10,536
38	SHERWIN WILLIAMS CO	$3M	10,341
39	JPMORGAN CHASE & CO	$3M	11,040
40	PARKER-HANNIFIN CORP	$3M	3,542
41	EATON CORP PLC	$3M	8,589
42	BANK AMERICA CORP	$3M	61,066
43	INVESCO QQQ TR	$3M	5,132
44	JOHNSON & JOHNSON	$3M	11,842
45	BERKSHIRE HATHAWAY INC DEL	$3M	4
46	AMPHENOL CORP	$3M	21,533
47	ORACLE CORP	$3M	18,458
48	ABBVIE INC	$3M	12,415
49	ASML HLDG NV	$3M	1,988
50	DEERE & CO	$3M	4,516

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.