Capital Planning LLC has filed its Form 13F-HR, disclosing the firm's equity portfolio as of the close of business on September 30, 2026. The report lists the firm's principal executive officer as Michael D. Miller, who serves as Chief Executive Officer and Chief Compliance Officer, with a mailing address in Bellevue, Washington.
The filing details a portfolio consisting of 84 individual securities, including common stocks and exchange-traded funds. The largest position in the portfolio is Apple Inc., with 21,919 shares. Microsoft Corp. is the second-largest holding, with 54,930 shares. Other notable individual stock holdings include NVIDIA Corp. with 5,478 shares, Oracle Corp. with 16,010 shares, and PACCAR Inc. with 4,169 shares.
The portfolio is heavily weighted toward broad market exchange-traded funds. The iShares Core S&P 500 ETF is the largest ETF holding, with 61,281 shares. Other significant ETF positions include the Schwab US Broad Market ETF (30,216 shares), the Vanguard Information Technology ETF (111,740 shares), and the Schwab US Large-Cap Growth ETF (811,581 shares). The filing indicates that all positions are held for investment purposes.
