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Michael OConnor

Capasso Planning Partners Llc

Assets Managed
$185.323M
Holdings
73
Last Quarter
2026 - Q1
Filed Date
19d ago
Growth Rate
1.52%(2Q avg: 6.74%)
Sustained Growth
2 quarters

Portfolio positions

This chart displays the top 10 holdings in Capasso Planning Partners Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 73 positions.

Assets under management

The assets under management (AUM) of Capasso Planning Partners Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 185.323M in assets, with a quarterly growth rate of 1.52% and a 2-quarter average growth rate of 6.74%. The portfolio is managed by Michael OConnor, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -5.97%
18.38%
$34.062M
52,375 shares@ $650.35 avg price
SPTM
Spdr Portfolio S&p 1500 Comp
Recent Activity
Increased 8.35%
9.08%
$16.817M
212,710 shares@ $79.06 avg price
BUFR
Ft Vest Lad Buffervetf-usd I
Recent Activity
Increased 11.5%
7.39%
$13.691M
405,423 shares@ $33.78 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 6.47%
6.76%
$12.512M
195,263 shares@ $64.09 avg price
SPTI
Spdr Port Int Treasury Term
Recent Activity
Increased 5.38%
6.35%
$11.759M
410,309 shares@ $28.67 avg price
SLYV
Spdr S&p 600 Small Cap Value
Recent Activity
Increased 8.14%
5.07%
$9.381M
99,183 shares@ $94.58 avg price
FTSM
First Trust Enh Short Mat Fd
Recent Activity
Increased 9.2%
4.49%
$8.321M
139,190 shares@ $59.78 avg price
SHY
Ishares 1-3 Year Treasury Bo
Recent Activity
Increased 4.87%
3.33%
$6.168M
74,705 shares@ $82.57 avg price
VCIT
Vanguard Int-term Corporate
Recent Activity
Increased 3.92%
2.96%
$5.478M
66,201 shares@ $82.76 avg price
AVEM
Avantis Emerging Markets Eq
Recent Activity
Increased 4.05%
2.84%
$5.263M
65,316 shares@ $80.59 avg price

1-10 of 73