13F Insight
DOSSIER · 13F-HR · Q1 2026

Capital Planning Advisors, LLC

$692M in tracked AUM across 146 positions as of Q1 2026.

CP
CIK 0001631941 · last filed Mar 31, 2026
Total AUM
$692M
as of Q1 2026
Holdings
146
—
positions
Whale Score
53
53
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Capital Planning Advisors, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VEA
VANGUARD TAX-MANAGED FDS
$54M842K7.8%02
GLDM
WORLD GOLD TR
$41M443K5.9%03
USFR
WISDOMTREE TR
$41M808K5.9%04
IEMG
ISHARES INC
$33M471K4.8%05
SPHQ
INVESCO EXCHANGE TRADED FD T
$31M414K4.5%06
XMHQ
INVESCO EXCHANGE TRADED FD T
$29M281K4.2%07
IWF
ISHARES TR
$28M65K4.0%08
AVDE
AMERICAN CENTY ETF TR
$27M315K3.9%09
DYNF
BLACKROCK ETF TRUST
$25M431K3.6%10
JIRE
J P MORGAN EXCHANGE TRADED F
$25M325K3.6%

Filing history

2026Q1Mar 31
$692M▼ 7.5%
146 positionsView →2025Q4Dec 31
$748M▲ 2.7%
163 positionsView →2025Q3Sep 30
$728M▲ 6.8%
143 positionsLocked2025Q2Jun 30
$682M▲ 5.3%
137 positionsLocked2025Q1Mar 31
$648M▲ 0.0%
135 positionsLocked2024Q4Dec 31
$648M▼ 2.2%
137 positionsLocked2024Q3Sep 30
$662M▲ 13.3%
139 positionsLocked2024Q2Jun 30
$584M▲ 2.6%
136 positionsLocked2024Q1Mar 31
$569M▲ 7.7%
142 positionsLocked2023Q4Dec 31
$529M▲ 10.4%
135 positionsLocked2023Q3Sep 30
$479M▼ 2.8%
121 positionsLocked2023Q2Jun 30
$493M▲ 4.8%
128 positionsLocked
Showing 12 of 41