CAPASSO PLANNING PARTNERS LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 21K | $5.23M |
 | BRK-B | 5K | $2.44M |
 | ABBV | 5K | $1.08M |
 | AMZN | 5K | $984.49K |
 | NVDA | 4K | $701.37K |
 | ABT | 3K | $337.81K |
 | GOOG | 3K | $771.70K |
 | MSFT | 2K | $914.21K |
 | CVX | 2K | $446.28K |
 | GOOGL | 1K | $416.16K |
 | IBM | 1K | $286.99K |
 | TSM | 1K | $338.63K |
 | LLY | 526 | $483.90K |
Apple Inc.
AAPL
Shares Held
21K
Value
$5.23M
Berkshire Hathaway Inc.
BRK-B
Shares Held
5K
Value
$2.44M
AbbVie Inc.
ABBV
Shares Held
5K
Value
$1.08M
Amazon.com, Inc.
AMZN
Shares Held
5K
Value
$984.49K
NVIDIA Corporation
NVDA
Shares Held
4K
Value
$701.37K
Abbott Laboratories
ABT
Shares Held
3K
Value
$337.81K
Alphabet Inc.
GOOG
Shares Held
3K
Value
$771.70K
Microsoft Corporation
MSFT
Shares Held
2K
Value
$914.21K
Chevron Corporation
CVX
Shares Held
2K
Value
$446.28K
Alphabet Inc.
GOOGL
Shares Held
1K
Value
$416.16K
International Business Machines Corporation
IBM
Shares Held
1K
Value
$286.99K
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
1K
Value
$338.63K
Eli Lilly and Company
LLY
Shares Held
526
Value
$483.90K