SEC Form 13F

Capital Planning LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-23
Reported value$343,402,243
Positions88

Largest disclosed positions

IssuerTickerClassReported valueReported amount
iShares Core S&P 500 ETFIVVExchange Traded Fund$46,522,25162,122
Schwab US Large-Cap Growth ETFSCHGExchange Traded Fund$28,034,070828,430
Microsoft CorpMSFTCommon Stock$20,168,09354,067
iShares Core Dividend Growth ETFDGROExchange Traded Fund$18,248,569240,778
Vanguard Large-Cap ETFVVExchange Traded Fund$13,985,44440,666
Vanguard Information Technology ETFVGTExchange Traded Fund$13,673,058114,400
Vanguard Mid-Cap ETFVOExchange Traded Fund$12,128,812150,538
Vanguard Small-Cap ETFVBExchange Traded Fund$11,765,34838,814
Vanguard Mega Cap Growth ETFMGKExchange Traded Fund$11,756,116133,729
Vanguard Mega Cap Value ETFMGVExchange Traded Fund$11,528,12970,530

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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