13F Filings History of Capasso Planning Partners LLC

Latest 13F report
Q4 2025 - 17 Feb 2026
Value $
$181,885,965
Signature - Title
Michael O'Connor - Partner/CCO
Location
Charleston, SC
Summary
This page shows a list of all the recent 13F filings made by Capasso Planning Partners LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Capasso Planning Partners LLC reported 74 stock holdings with total value $181,885,965 as of Q4 2025. Top holdings included SPY, SPTM, BUFR, VEA, and SPTI.

Notify me when Capasso Planning Partners LLC files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 74 $181,885,965 +$27,940,829 -$9,876,127 +$18,064,702 SPY, SPTM, BUFR, VEA, SPTI 13F-HR 17 Feb 2026, 15:00
Q3 2025 69 $160,468,410 +$5,978,739 -$32,806,802 -$26,828,063 SPY, SPTM, SPTI, VEA, FTSM 13F-HR 12 Nov 2025, 16:41
Q2 2025 83 $176,806,582 +$5,354,814 -$82,255,408 -$76,900,594 SPY, SPTM, FTSM, VEA, SPTI 13F-HR 06 Aug 2025, 16:14
Q1 2025 99 $238,904,126 +$16,574,848 -$23,164,077 -$6,589,229 SPY, SPTM, VEA, SPTI, SLYV 13F-HR 23 Apr 2025, 17:44
Q4 2024 100 $250,221,300 +$33,031,049 -$107,669,834 -$74,638,785 SPY, SPTM, VEA, SLYV, SPTI 13F-HR 07 Feb 2025, 18:39
Q3 2024 148 $338,819,107 +$39,718,365 -$27,214,533 +$12,503,832 SPY, SPTM, VEA, SLYV, AAPL 13F-HR 02 Dec 2024, 16:52
Q2 2024 140 $307,943,722 +$76,846,624 -$14,860,845 +$61,985,779 SPY, SPTM, VEA, SLYV, AAPL 13F-HR 02 Dec 2024, 16:49
Q1 2024 111 $241,427,133 +$21,405,726 -$5,560,927 +$15,844,799 SPY, SPTM, VEA, SLYV, SPTI 13F-HR 23 Apr 2024, 19:22
Q4 2023 100 $214,276,913 +$27,345,054 -$15,922,855 +$11,422,199 SPY, SPTM, VEA, SLYV, SPTI 13F-HR 26 Jan 2024, 12:22
Q3 2023 97 $186,310,862 +$15,789,887 -$8,029,183 +$7,760,704 SPY, SPTM, VEA, SLYV, AAPL 13F-HR 25 Oct 2023, 18:21
Q2 2023 99 $185,323,370 +$16,264,945 -$7,991,710 +$8,273,235 SPY, VEA, SPTM, SLYV, AAPL 13F-HR 10 Aug 2023, 19:14
Q1 2023 97 $170,398,027 +$11,513,901 -$7,603,832 +$3,910,069 SPY, VEA, SPTM, SLYV, AAPL 13F-HR 01 May 2023, 18:43
Q4 2022 102 $156,927,430 +$14,362,964 -$6,231,534 +$8,131,430 SPY, VEA, SPTM, SLYV, VCSH 13F-HR 20 Jan 2023, 12:58
Q3 2022 90 $143,261,000 +$22,953,993 -$13,820,211 +$9,133,782 SPY, SPTM, VEA, SLYV, VCSH 13F-HR 09 Nov 2022, 16:28
Q2 2022 88 $140,960,000 +$24,270,643 -$6,735,554 +$17,535,089 VEA, SPTM, SPY, VCSH, SLYV 13F-HR 11 Aug 2022, 15:05
Q1 2022 90 $141,724,000 +$15,332,347 -$3,627,776 +$11,704,571 VEA, SPTM, SLYV, VCSH, SPTI 13F-HR 09 May 2022, 14:09
Q4 2021 83 $136,926,000 $0 $0 $0 VEA, SPTM, SLYV, VCSH, SPTI 13F-HR 17 Feb 2022, 13:44