Capital Planning LLC
Annual return '25
+15.9%
SPY '25
+17.7%
Alpha
-1.8ptsvs SPY
Invested
$307.4M
Holdings
87
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IVV
iShares Core S&P 500 ETF
Q1 2026: Sold 10.1% (1.7k → 1.5k shares)
14.4%
02
$SCHG
Schwab US Large-Cap Growth ETF
Q1 2026: Increased +1820.3% (1.3k → 25.3k shares)
8.6%
03
$MSFT
Microsoft Corp
Q1 2026: Increased +20.4% (4.7k → 5.6k shares)
6.5%
04
$DGRO
iShares Core Dividend Growth ETF
Q4 2025: New position (309 shares)
5.9%
05
$VV
Vanguard Large-Cap ETF
Q4 2025: New position (834 shares)
4.0%
06
$VO
Vanguard Mid-Cap ETF
Q1 2026: Increased +9.8% (44.9k → 49.2k shares)
3.7%
07
$VGT
Vanguard Information Technology ETF
Q1 2026: Increased +71.9% (256 → 440 shares)
3.6%
08
$VB
Vanguard Small-Cap ETF
Q4 2025: New position (116 shares)
3.6%
09
$USMV
iShares MSCI USA Min Vol Factor ETF
Q4 2025: New position (726 shares)
3.5%
10
$MGV
Vanguard Mega Cap Value ETF
Held since at least Q1 2024
3.4%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 15:06 UTC.