Notify me when Capital Planning Advisors, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 163 | $747,741,120 | +$34,286,148 | -$29,514,408 | +$4,771,740 | VEA, GLDM, SPHQ, USFR, IEMG | 13F-HR | 17 Feb 2026, 13:58 |
| Q3 2025 | 143 | $728,160,599 | +$38,140,521 | -$36,751,112 | +$1,389,409 | VEA, GLDM, USFR, SPHQ, IWF | 13F-HR | 07 Nov 2025, 10:02 |
| Q2 2025 | 137 | $681,848,550 | +$74,452,581 | -$85,114,874 | -$10,662,293 | USFR, VEA, SPHQ, GLDM, IWF | 13F-HR | 14 Aug 2025, 13:05 |
| Q1 2025 | 135 | $647,811,877 | +$24,813,756 | -$16,699,797 | +$8,113,959 | USFR, GLDM, SPHQ, XMHQ, IWF | 13F-HR | 12 May 2025, 15:22 |
| Q4 2024 | 137 | $647,517,505 | +$46,244,845 | -$56,485,836 | -$10,240,991 | USFR, SPHQ, XMHQ, GLDM, IWF | 13F-HR | 17 Jan 2025, 16:16 |
| Q3 2024 | 139 | $662,344,385 | +$107,888,700 | -$58,783,450 | +$49,105,250 | USFR, GLDM, SPHQ, XMHQ, GOVT | 13F-HR | 12 Nov 2024, 14:04 |
| Q2 2024 | 136 | $584,401,521 | +$29,285,258 | -$13,525,715 | +$15,759,543 | GOVT, USFR, SPHQ, XMHQ, GLDM | 13F-HR | 12 Aug 2024, 12:12 |
| Q1 2024 | 142 | $569,420,197 | +$16,378,589 | -$13,264,922 | +$3,113,667 | USFR, GOVT, XMHQ, GLDM, SPHQ | 13F-HR | 15 May 2024, 10:15 |
| Q4 2023 | 135 | $528,937,723 | +$53,135,379 | -$45,314,672 | +$7,820,707 | USFR, GOVT, XMHQ, SPHQ, GLDM | 13F-HR | 12 Feb 2024, 11:12 |
| Q3 2023 | 121 | $479,235,261 | +$13,342,101 | -$14,547,821 | -$1,205,720 | USFR, IEF, XMHQ, GLDM, SPHQ | 13F-HR | 30 Oct 2023, 11:34 |
| Q2 2023 | 128 | $493,191,865 | +$46,416,076 | -$47,976,114 | -$1,560,038 | IEF, USFR, GLDM, XMHQ, SPHQ | 13F-HR | 01 Aug 2023, 10:24 |
| Q1 2023 | 124 | $470,468,640 | +$97,205,118 | -$69,455,857 | +$27,749,261 | USFR, GLDM, IEF, XMHQ, VEA | 13F-HR | 15 May 2023, 15:51 |
| Q4 2022 | 120 | $420,825,854 | +$52,350,307 | -$27,297,542 | +$25,052,765 | USFR, SPHQ, IWF, XMLV, GLDM | 13F-HR | 09 Feb 2023, 21:01 |
| Q3 2022 | 121 | $372,346,000 | +$65,482,442 | -$39,855,850 | +$25,626,592 | USFR, IWF, XMLV, GLDM, SPHQ | 13F-HR | 14 Nov 2022, 14:49 |
| Q2 2022 | 132 | $377,776,000 | +$81,065,621 | -$99,345,006 | -$18,279,385 | GLDM, XMLV, IWF, EELV, USFR | 13F-HR | 10 Aug 2022, 16:58 |
| Q1 2022 | 163 | $467,574,000 | +$45,614,156 | -$66,986,175 | -$21,372,019 | IWF, KOMP, GLDM, AAPL, ICF | 13F-HR | 10 May 2022, 15:12 |
| Q4 2021 | 159 | $525,151,000 | +$16,949,816 | -$6,822,329 | +$10,127,487 | IWF, KOMP, GLDM, ICF, AAPL | 13F-HR | 14 Feb 2022, 12:29 |
| Q3 2021 | 145 | $482,069,000 | +$12,108,658 | -$5,405,257 | +$6,703,401 | KOMP, IWF, GLDM, SVAL, ICF | 13F-HR | 08 Nov 2021, 20:37 |
| Q2 2021 | 147 | $487,454,000 | +$39,166,687 | -$23,897,078 | +$15,269,609 | KOMP, IWF, GLDM, ARKG, SVAL | 13F-HR | 12 Aug 2021, 21:47 |
| Q1 2021 | 130 | $446,042,000 | +$56,637,406 | -$29,233,312 | +$27,404,094 | KOMP, IWF, GLDM, ARKG, ICF | 13F-HR | 30 Apr 2021, 09:42 |
| Q4 2020 | 126 | $406,949,000 | +$36,817,703 | -$27,237,019 | +$9,580,684 | KOMP, IWF, GLDM, ARKG, AAPL | 13F-HR | 04 Feb 2021, 14:57 |
| Q3 2020 | 122 | $364,899,000 | +$36,736,054 | -$27,985,311 | +$8,750,743 | IWF, GLDM, KOMP, AAPL, EMB | 13F-HR | 12 Nov 2020, 15:24 |
| Q2 2020 | 131 | $335,833,000 | +$40,016,128 | -$27,799,273 | +$12,216,855 | IWF, GLDM, KOMP, EMB, MSFT | 13F-HR | 05 Aug 2020, 19:52 |
| Q1 2020 | 111 | $267,984,000 | +$15,576,693 | -$67,198,847 | -$51,622,154 | IWF, GLDM, KOMP, EMB, MSFT | 13F-HR | 11 May 2020, 12:10 |
| Q4 2019 | 124 | $382,226,000 | +$23,489,664 | -$9,678,558 | +$13,811,106 | IWF, GLDM, JPST, IJH, EEM | 13F-HR | 03 Feb 2020, 13:03 |
| Q3 2019 | 151 | $343,542,000 | +$31,684,217 | -$30,509,476 | +$1,174,741 | IWF, GLDM, JPST, EEM, IJH | 13F-HR | 05 Nov 2019, 15:00 |
| Q2 2019 | 116 | $340,368,000 | +$19,263,790 | -$16,982,138 | +$2,281,652 | IWF, IJH, EEM, JPST, GLDM | 13F-HR | 09 Aug 2019, 14:45 |
| Q1 2019 | 119 | $327,512,000 | +$35,073,655 | -$17,612,583 | +$17,461,072 | IWF, IJH, EEM, JPST, USFR | 13F-HR | 14 May 2019, 13:24 |
| Q4 2018 | 113 | $274,421,000 | +$58,874,274 | -$52,143,937 | +$6,730,337 | IWF, IJH, USFR, JPST, IJR | 13F-HR | 13 Feb 2019, 13:33 |
| Q3 2018 | 115 | $312,705,000 | +$88,976,513 | -$11,566,909 | +$77,409,604 | IJH, IWF, VEU, IJR, VUG | 13F-HR | 14 Nov 2018, 09:41 |
| Q2 2018 | 104 | $221,001,000 | +$15,369,584 | -$82,596,566 | -$67,226,982 | VEU, IJH, IJR, VUG, META | 13F-HR | 08 Aug 2018, 16:04 |
| Q1 2018 | 117 | $281,688,000 | +$15,237,332 | -$14,519,100 | +$718,232 | VEU, IJH, VUG, IJR, VTV | 13F-HR | 15 May 2018, 08:34 |
| Q4 2017 | 120 | $284,676,000 | +$40,035,520 | -$24,789,673 | +$15,245,847 | VEU, IJH, VUG, IJR, VTV | 13F-HR | 08 Feb 2018, 13:35 |
| Q3 2017 | 121 | $255,232,000 | +$35,405,369 | -$15,944,954 | +$19,460,415 | VUG, IJH, META, VEU, VTV | 13F-HR | 09 Nov 2017, 08:10 |
| Q2 2017 | 130 | $225,974,000 | +$38,649,245 | -$20,828,445 | +$17,820,800 | VUG, META, IJH, VTV, IWF | 13F-HR | 08 Aug 2017, 10:52 |
| Q1 2017 | 133 | $202,587,000 | +$24,876,110 | -$21,933,243 | +$2,942,867 | VUG, META, VTV, IJH, IWF | 13F-HR | 11 May 2017, 20:36 |
| Q4 2016 | 98 | $187,348,000 | +$13,475,374 | -$13,642,593 | -$167,219 | META, VUG, VTV, IJH, IWF | 13F-HR | 13 Feb 2017, 13:03 |
| Q3 2016 | 96 | $187,376,000 | +$8,511,927 | -$6,245,636 | +$2,266,291 | META, VUG, IWF, IJH, JNJ | 13F-HR | 08 Nov 2016, 15:13 |
| Q2 2016 | 99 | $179,670,000 | +$7,801,029 | -$38,646,243 | -$30,845,214 | META, VUG, IWF, JNJ, IJH | 13F-HR | 20 Jul 2016, 19:39 |
| Q1 2016 | 98 | $207,670,000 | +$43,625,280 | -$11,920,731 | +$31,704,549 | QQQ, META, VUG, IWF, JNJ | 13F-HR | 03 May 2016, 18:31 |
| Q4 2015 | 103 | $171,652,000 | +$25,209,287 | -$17,781,600 | +$7,427,687 | META, VUG, IWF, IJH, JNJ | 13F-HR | 21 Jan 2016, 21:45 |
| Q3 2015 | 102 | $152,288,000 | +$14,484,544 | -$24,404,842 | -$9,920,298 | META, VUG, IJH, IWF, JNJ | 13F-HR | 20 Oct 2015, 17:07 |
| Q2 2015 | 106 | $170,397,000 | +$30,332,354 | -$3,715,495 | +$26,616,859 | META, VUG, HEDJ, DIA, JNJ | 13F-HR | 22 Jul 2015, 07:43 |
| Q1 2015 | 102 | $143,468,000 | +$31,140,158 | -$3,815,451 | +$27,324,707 | META, VUG, DIA, HEDJ, VTV | 13F-HR | 11 May 2015, 17:10 |
| Q4 2014 | 88 | $115,105,000 | $0 | $0 | $0 | META, VUG, DIA, XOM, JNJ | 13F-HR | 05 Feb 2015, 15:37 |