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Michael D. Miller

Capital Planning Llc

Assets Managed
$343.402M
Holdings
88
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
11.7%(2Q avg: -1.08%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Capital Planning Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 88 positions.

Assets under management

The assets under management (AUM) of Capital Planning Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 343.402M in assets, with a quarterly growth rate of 11.7% and a 2-quarter average growth rate of -1.08%. The portfolio is managed by Michael D. Miller, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -8.12%
13.55%
$46.522M
62,122 shares@ $748.89 avg price
SCHG
Schwab Us Large-cap Growth
Recent Activity
Decreased -8.59%
8.17%
$28.034M
828,430 shares@ $33.84 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 0.31%
5.88%
$20.168M
54,067 shares@ $373.03 avg price
DGRO
Ishares Core Dividend Growth
Recent Activity
Decreased -6.78%
5.32%
$18.249M
240,778 shares@ $75.8 avg price
VV
Vanguard Large-cap Etf
Recent Activity
Decreased -0.11%
4.08%
$13.985M
40,666 shares@ $343.91 avg price
VGT
Vanguard Info Tech Etf
Recent Activity
Increased 626.4%
3.99%
$13.673M
114,400 shares@ $119.52 avg price
VO
Vanguard Mid-cap Etf
Recent Activity
Increased 277.71%
3.54%
$12.129M
150,538 shares@ $80.57 avg price
VB
Vanguard Small-cap Etf
Recent Activity
Decreased -7%
3.43%
$11.765M
38,814 shares@ $303.13 avg price
MGK
Vanguard Mega Cap Growth Etf
Recent Activity
Increased 394.2%
3.43%
$11.756M
133,729 shares@ $87.91 avg price
MGV
Vanguard Mega Cap Value Etf
Recent Activity
Decreased -0.74%
3.36%
$11.528M
70,530 shares@ $163.46 avg price

1-10 of 88