Capital Planning
$343M 13F equity value
91 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Capital Planning covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| IVV | iShares Core S&P 500 ETF | 62,122 | $47M | 13.5% |
| SCHG | Schwab US Large-Cap Growth ETF | 828,430 | $28M | 8.2% |
| MSFT | Microsoft Corp | 54,067 | $20M | 5.9% |
| DGRO | iShares Core Dividend Growth ETF | 240,778 | $18M | 5.3% |
| VV | Vanguard Large-Cap ETF | 40,666 | $14M | 4.1% |
| VGT | Vanguard Information Technology ETF | 114,400 | $14M | 4.0% |
| VO | Vanguard Mid-Cap ETF | 150,538 | $12M | 3.5% |
| VB | Vanguard Small-Cap ETF | 38,814 | $12M | 3.4% |
| MGK | Vanguard Mega Cap Growth ETF | 133,729 | $12M | 3.4% |
| MGV | Vanguard Mega Cap Value ETF | 70,530 | $12M | 3.4% |
Track Capital Planning's 13F portfolio: $343M in reported holdings, 91 positions. Top holdings and quarterly changes on SentiSense.
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