Long-term investor
Capasso Planning Partners LLC @capassoplanningpartnersl
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001911938).
Record
- Tracked since 2025-06-30 (441 days), 93 trades recorded
- Returns: week n/a · month n/a · 90 days +9.5% · 6 months n/a · 1 year +16.8% · all +16.8%
- Max drawdown n/a · win rate 18% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SPY · 18.5% · long · since 2025-06-30
- SPTM · 9.5% · long · since 2025-06-30
- BUFR · 7.0% · long · since 2025-06-30
- VEA · 6.8% · long · since 2025-06-30
- SPTI · 5.8% · long · since 2025-06-30
- SLYV · 5.3% · long · since 2025-06-30
- AVEM · 3.1% · long · since 2025-06-30
- SHY · 3.1% · long · since 2025-06-30
- AAPL · 3.0% · long · since 2025-06-30
- FTSM · 2.8% · long · since 2025-06-30
- VCIT · 2.7% · long · since 2025-06-30
- VTI · 2.7% · long · since 2025-06-30