Capasso Planning Partners LLC
•CIK: 1911938•Filing: Q4 2025
**Capasso Planning Partners LLC** manages $181M across a diversified portfolio of 74 positions. The fund exhibits significant exposure to broad market indices, notably holding $38.0M in SPY and $16.2M in SPTM. Key allocations also include substantial positions in international equities via VEA ($11.5M) and fixed income through SHY ($5.9M). This structure suggests a core focus on systematic, multi-asset market exposure.
Total AUM
$180.7M
+ $370.5K in options
QoQ Performance
+12.6%
Positions
35
+ 1 option
Top 10 Concentration
67.5%
Latest Filing
Q4 2025
Top Holdings Allocation
SPY
SPTM
BUFR
VEA
SPTI
SPY21.0%
SPTM8.9%
BUFR6.9%
VEA6.3%
SPTI6.2%
SLYV4.6%
FTSM4.2%
SHY3.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other69.5%
ETF22.5%
Technology5.1%
Financial1.6%
Healthcare0.7%
Consumer0.6%
🚪 Exited Positionssold since Q3 2025
+3 more exited positions
Changes from Q3 2025
NEW13 new positions
↑24 increased
↓33 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q1 2024Q4 2023