CAPITAL & PLANNING, LLC

DOSSIER · 13F-HR · Q2 2026

CAPITAL & PLANNING, LLC

$194M in tracked AUM across 45 positions as of Q2 2026.

C&

CIK 0002053750 · last filed Jun 30, 2026

Total AUM

$194M

as of Q2 2026

Holdings

45

—

positions

Whale Score

64

64

tracked

Activity

—

no data

changes this Q

AI Analysis · Q2 2026

CAPITAL & PLANNING, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.