Capasso Planning Partners Llc Increases Holdings in Top ETFs During Q2 2026

As of June 30th, 2026, Capasso Planning Partners Llc (View Profile) has shown substantial buying activity across its portfolio. All holdings listed in the changed_holdings section experienced a 100% increase from the previous period, indicating either full replacement of positions or entirely new purchases.

The investment firm significantly bolstered its exposure to large-cap fixed income and equity vehicles during this quarter:

• Purchased SPY (State Street Global Select Dividend Yield Small-Cap ETF) worth $37,075,602.00 (View Stock). This large position underscores confidence in small-cap value stocks.
• Increased SPTM (SPDR Series Trust) allocation to $19,124,443.00 (View Stock). This trust holds various fixed income ETFs.
• Added BUFR (First Trust Exchange-Traded Fund) worth $14,089,694.00 (View Stock). This fund focuses on short-term bond strategies.
• Enhanced VEA (Vanguard Tax-Managed Fixed Income ETF) position to $13,669,381.00 (View Stock). This tax-managed fixed income fund was a notable addition.
• Increased SLYV (SPDR Series Trust) allocation to $10,675,859.00 (View Stock). This trust holds fixed income ETFs.
• Added FTSM (First Trust Exchange-Traded Fund) worth $5,688,522.00 (View Stock). This fund targets short-term corporate bond income.
• Increased AVEM (American Century ETF Trust) to $6,147,304.00 (View Stock). This fund invests in short-term bond strategies.
• Purchased SHY (iShares 1-3 Year Treasury Bond ETF) worth $6,119,296.00 (View Stock). This short-term government bond fund was added to the portfolio.
• Increased VCIT (Vanguard Scottsdale Small Cap Bond ETF) allocation to $5,505,546.00 (View Stock). This small-cap bond fund was a significant purchase.
• Added FNDX (Schwab Strategic Trust) worth $1,583,607.00 (View Stock). This trust holds various fixed income ETFs.
• Purchased VCSH (Vanguard Scottsdale Small Cap ETF) worth $328,731.00 (View Stock). This small-cap equity fund was bought.
• Added REET (iShares Strategic Allocation Trust) worth $2,569,073.00 (View Stock). This allocation fund was a notable purchase.
• Purchased MARM (First Trust Exchange-Traded Fund) worth $1,336,935.00 (View Stock). This fund focuses on short-term bond strategies.
• Purchased SCHD (Schwab Strategic Allocation Trust) worth $1,724,336.00 (View Stock). This allocation fund was added.

Capasso Planning Partners' portfolio consists of 77 holdings as of the reporting date, with a total value exceeding $193 million. The top five positions by weight account for over 47% (47.66%) of the total portfolio allocation.

The firm's sector allocations remain heavily weighted towards fixed income and unknown categories (View Profile). However, there is a clear tilt towards Technology through its holdings in SPY (State Street ETF) and the direct equity position in AAPL.

Notably, Capasso Planning Partners did not engage in any significant selling activities during this quarter. All changes appear to be additions or increases rather than reductions or exits from positions.