SEC Form 13F

Capital Planning Advisors, LLC 13F Holdings

Report period2026-03-31
Publicly available2026-05-15
Reported value$691,558,105
Positions146

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VANGUARD TAX-MANAGED FDSVEAVAN FTSE DEV MKT$53,975,737842,318
WORLD GOLD TRGLDMSPDR GLD MINIS$41,034,883442,711
WISDOMTREE TRUSFRFLOATNG RAT TREA$40,654,806807,604
ISHARES INCIEMGCORE MSCI EMKT$32,869,688471,250
INVESCO EXCHANGE TRADED FD TSPHQS&P500 QUALITY$31,100,614413,627
INVESCO EXCHANGE TRADED FD TXMHQS&P MDCP QUALITY$29,074,570281,267
ISHARES TRIWFRUS 1000 GRW ETF$27,896,86465,424
AMERICAN CENTY ETF TRAVDEINTL EQT ETF$26,766,765315,497
BLACKROCK ETF TRUSTDYNFISHARES US EQUIT$25,094,430431,324
J P MORGAN EXCHANGE TRADED FJIREINTRNL RES EQT$24,641,630325,345

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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