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Lawrence Hansen

Capital Planning Advisors, Llc

Assets Managed
$691.558M
Holdings
146
Last Quarter
2026 - Q1
Filed Date
1mo 15d ago
Growth Rate
-7.51%(2Q avg: -2.41%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Capital Planning Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 146 positions.

Assets under management

The assets under management (AUM) of Capital Planning Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 691.558M in assets, with a quarterly growth rate of -7.51% and a 2-quarter average growth rate of -2.41%. The portfolio is managed by Lawrence Hansen, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 1.84%
7.81%
$53.976M
842,318 shares@ $64.08 avg price
GLDM
Spdr Gold Minishares Trust
Recent Activity
Decreased -16.97%
5.94%
$41.035M
442,711 shares@ $92.7 avg price
USFR
Wisdomtree Floating Rate Tre
Recent Activity
Increased 25.95%
5.88%
$40.655M
807,604 shares@ $50.35 avg price
IEMG
Ishares Core Msci Emerging
Recent Activity
Increased 2.38%
4.76%
$32.87M
471,250 shares@ $69.76 avg price
SPHQ
Invesco S&p 500 Quality Etf
Recent Activity
Decreased -8.66%
4.5%
$31.101M
413,627 shares@ $75.19 avg price
XMHQ
Invesco S&p Midcap Qual Etf
Recent Activity
Increased 2.61%
4.21%
$29.075M
281,267 shares@ $103.38 avg price
IWF
Ishares Russell 1000 Growth
Recent Activity
Increased 0.54%
4.04%
$27.897M
65,424 shares@ $426.41 avg price
AVDE
Avantis International Equity
Recent Activity
Increased 1.96%
3.88%
$26.767M
315,497 shares@ $84.84 avg price
DYNF
Ishrs Us E F R A Etf-usd Inc
Recent Activity
Decreased -5.53%
3.63%
$25.094M
431,324 shares@ $58.18 avg price
JIRE
Jpmorgan Int Res Enh Eqty
Recent Activity
Increased 2.2%
3.57%
$24.642M
325,345 shares@ $75.74 avg price

1-10 of 146