Capasso Planning Partners LLC

Q1 2026 13F Holdings

Location
Charleston, SC
Holdings as of
3/31/2026
Value ($000)
$185,323
Num holdings
73
Date filed
5/27/2026
Form type
13F-HR
Prev filing
2/17/2026
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type