Capasso Planning Partners LLC

CIK

1911938

Location

CHARLESTON, SC

Portfolio Value

Micro $61,726,848

Diversification

Highly concentrated

Filing Date

Global Rank

#6,965 / 8,698 ▼ 65 · as of Mar 2026

Top Industry

Consumer Electronics 36.2%

3Y Alpha vs SPY

+0.6%

Period ended 5 months ago

Filed May 27, 2026 · 3mo

18 quarters · since Dec 2021

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+81.6%

SPY

+77.9%

Annualised alpha

+0.8%

Max drawdown

−18.5%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 12 quarters. Past performance does not predict future results.

Portfolio Concentration

15 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

55.2%

−0.3 pts

Top 5

89.8%

+3.0 pts

Top 10

96.9%

+2.6 pts

HHI

3,559

Highly concentrated+96

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	76.6%	$47,286,827	3
Technology	12.1%	$7,475,026	5
Financial Services	4.0%	$2,442,003	1
Healthcare	3.1%	$1,904,465	3
Communication Services	1.9%	$1,187,752	1
Consumer Cyclical	1.6%	$984,492	1
Energy	0.7%	$446,283	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

4 positions

Ticker	Company	Δ Shares	Shares	Value
VEA	Vanguard FTSE Developed Markets ETF	+11,853	195,263	$12,512,453
GOOGL	Alphabet Inc.	+280	4,137	$1,187,752
NVDA	Nvidia Corp	+23	4,022	$701,436
CVX	Chevron Corp	+18	2,157	$446,283
No positions match the current search.

Trimmed

Positions the filer reduced

8 positions

Ticker	Company	Δ Shares	Shares	Value
SPY	Spdr S&P 500 ETF Trust	−3,328	52,375	$34,061,557
ABT	Abbott Laboratories	−2,900	3,290	$337,784
ABBV	AbbVie Inc.	−2,541	4,979	$1,082,882
QQQ	Invesco Qqq Trust, Series 1	−200	1,235	$712,817
AAPL	Apple Inc.	−127	20,622	$5,233,657
BRK-B	Berkshire Hathaway Inc	−102	5,096	$2,442,003
MSFT	Microsoft Corp	−68	2,470	$914,319
AMZN	Amazon Com Inc	−20	4,727	$984,492
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
BNDX	Vanguard Total International Bond ETF	13,435	$649,179
VXUS	Vanguard Total International Stock ETF	6,096	$459,882
PLTR	Palantir Technologies Inc.	1,381	$245,472
JPM	Jpmorgan Chase & Co	659	$212,342
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

15 tracked positions · $61,726,848 total · filing declares 73 positions · $185,323,270 · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Energy Financial Services Healthcare Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Reduced	52,375	-3,328	$34,061,557	−10.3%	55.18%
VEA	Vanguard FTSE Developed Markets ETF	Added	195,263	+11,853	$12,512,453	+9.2%	20.27%
AAPL	Apple Inc. Technology	Reduced	20,622	-127	$5,233,657	−7.2%	8.48%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	5,096	-102	$2,442,003	−6.5%	3.96%
GOOGL	Alphabet Inc. Communication Services	Added	4,137	+280	$1,187,752	−1.8%	1.92%
ABBV	AbbVie Inc. Healthcare	Reduced	4,979	-2,541	$1,082,882	−37.0%	1.75%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	4,727	-20	$984,492	−10.1%	1.59%
MSFT	Microsoft Corp Technology	Reduced	2,470	-68	$914,319	−25.5%	1.48%
QQQ	Invesco Qqq Trust, Series 1	Reduced	1,235	-200	$712,817	−19.1%	1.15%
NVDA	Nvidia Corp Technology	Added	4,022	+23	$701,436	−6.0%	1.14%
LLY	ELI LILLY & Co Healthcare	Held	526	0	$483,799	−14.4%	0.78%
CVX	Chevron Corp Energy	Added	2,157	+18	$446,283	+36.9%	0.72%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Held	1,002	0	$338,625	+11.2%	0.55%
ABT	Abbott Laboratories Healthcare	Reduced	3,290	-2,900	$337,784	−56.4%	0.55%
IBM	International Business Machines Corp Technology	Held	1,184	0	$286,989	−18.2%	0.46%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.