Capital Planning Advisors, LLC
•CIK: 1631941•Filing: Q4 2025
**Capital Planning Advisors, LLC** manages $748M across a diversified portfolio of 163 positions. The fund exhibits notable international and commodity exposure, highlighted by top holdings such as VEA ($51.7M) and GLDM ($45.5M). Significant allocations are also directed toward US fixed income (USFR at $32.3M) and emerging markets (IEMG at $30.9M). This structure suggests a tactical approach balancing global equity exposure with defensive asset classes.
Total AUM
$747.7M
QoQ Performance
+2.7%
Positions
131
Top 10 Concentration
44.4%
Latest Filing
Q4 2025
Top Holdings Allocation
VEA
GLDM
VEA6.9%
GLDM6.1%
SPHQ4.5%
USFR4.3%
IEMG4.1%
IWF4.1%
XMHQ3.8%
DYNF3.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other67.8%
Technology16.9%
Consumer5.2%
Financial3.2%
Healthcare2.6%
ETF1.4%
Energy0.9%
Industrial0.9%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW23 new positions
↑58 increased
↓62 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022