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Capital Planning Advisors, LLCAggressive Growth

CIK: 0001631941 | SACRAMENTO, CA

Q4 2025 vs Q1 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q1 2026
13F-HR146$691.6M2026-05-14SEC ↗
Q4 2025
13F-HR163$747.7M2026-02-17SEC ↗
Q3 2025
13F-HR143$728.2M2025-11-07SEC ↗
Q2 2025
13F-HR137$681.8M2025-08-14SEC ↗
Q1 2025
13F-HR135$647.8M2025-05-12SEC ↗
Q4 2024
13F-HR137$647.5M2025-01-17SEC ↗
Q3 2024
13F-HR139$662.3M2024-11-12SEC ↗
Q2 2024
13F-HR136$584.4M2024-08-12SEC ↗
Q1 2024
13F-HR142$569.4M2024-05-15SEC ↗
Q4 2023
13F-HR135$528.9M2024-02-12SEC ↗
Q3 2023
13F-HR121$479.2M2023-10-30SEC ↗
Q2 2023
13F-HR128$493.2M2023-08-01SEC ↗
Q1 2023
13F-HR124$470.5M2023-05-15SEC ↗
Q4 2022
13F-HR120$420.8M2023-02-10SEC ↗
Q3 2022
13F-HR121$27.5M2022-11-14SEC ↗
Q2 2022
13F-HR132$18.0M2022-08-10SEC ↗
Q1 2022
13F-HR163$21.5M2022-05-10SEC ↗
Q4 2021
13F-HR159$42.4M2022-02-14SEC ↗
Q3 2021
13F-HR145$46.9M2021-11-09SEC ↗
Q2 2021
13F-HR147$51.5M2021-08-13SEC ↗
Q1 2021
13F-HR130$48.7M2021-04-30SEC ↗
Q4 2020
13F-HR126$45.2M2021-02-04SEC ↗
Q3 2020
13F-HR122$35.4M2020-11-12SEC ↗
Q2 2020
13F-HR131$25.9M2020-08-06SEC ↗
Q1 2020
13F-HR111$17.1M2020-05-11SEC ↗
Q4 2019
13F-HR124$14.1M2020-02-03SEC ↗
Q3 2019
13F-HR151$12.7M2019-11-05SEC ↗
Q2 2019
13F-HR116$13.4M2019-08-09SEC ↗
Q1 2019
13F-HR119$12.4M2019-05-14SEC ↗
Q4 2018
13F-HR113$10.2M2019-02-13SEC ↗
Q3 2018
13F-HR115$12.2M2018-11-14SEC ↗
Q2 2018
13F-HR104$8.7M2018-08-08SEC ↗
Q1 2018
13F-HR117$10.6M2018-05-15SEC ↗
Q4 2017
13F-HR120$9.4M2018-02-08SEC ↗
Q3 2017
13F-HR122$6.1M2017-11-09SEC ↗
Q2 2017
13F-HR130$5.3M2017-08-08SEC ↗
Q1 2017
13F-HR133$5.2M2017-05-12SEC ↗
Q4 2016
13F-HR98$3.8M2017-02-13SEC ↗
Q3 2016
13F-HR96$4.1M2016-11-08SEC ↗
Q2 2016
13F-HR100$4.0M2016-07-21SEC ↗
Q1 2016
13F-HR98$3.6M2016-05-04SEC ↗
Q4 2015
13F-HR103$3.3M2016-01-22SEC ↗
Q3 2015
13F-HR102$3.1M2015-10-20SEC ↗
Q2 2015
13F-HR107$3.3M2015-07-22SEC ↗
Q1 2015
13F-HR103$2.6M2015-05-11SEC ↗
Q4 2014
13F-HR89$2.6M2015-02-05SEC ↗