DOSSIER · 13F-HR · Q3 2026
Capital Planning LLC
$376M in tracked AUM across 84 positions as of Q3 2026.
CP
CIK 0001790688 · last filed Sep 30, 2026
AI Analysis · Q3 2026
Comprehensive Analysis of SEC 13F Filing: Capital Planning LLC
1. Portfolio Overview
Capital Planning LLC has reported a significant transformation in its investment portfolio for the period ending December 31, 2025. The total portfolio value surged by 245.8%, increasing from $103.21M to $356.89M. This dramatic capital infusion indicates either substantial client inflows, a major restructuring strategy, or the deployment of previously held cash reserves.
The portfolio con...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q3 2026. Methodology
Quarter at a glance — Q3 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q3 2026.
Filing history
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