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Capital Planning Advisors, LLC
RIA/Wealth
Capital Planning Advisors, LLC is a RIA/Wealth based in Roseville, CA led by James Boyd Wilson, reporting $1.4B in AUM as of Q3 2025 with 53% ETF concentration.
CEOJames Boyd Wilson
- Portfolio Value
- $728.2M
- Positions
- 143
- Top Holding
- VEA at 6.65%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Capital Planning Advisors, LLC's portfolio (43.8% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $48.4M | 6.65% | +$2.7M Bought | — 807.9K shares | |
Unknown Unknown | $41.8M | 5.75% | -$225.3K Sold | — 547.3K shares | |
ETF ETF | $40.1M | 5.51% | -$5.9M Sold | — 798.1K shares | |
ETF ETF | $34.9M | 4.79% | -$2.3M Sold | — 476.0K shares | |
ETF ETF | $30.0M | 4.12% | -$358.3K Sold | — 64.1K shares | |
ETF ETF | $28.9M | 3.96% | +$88.2K Bought | — 275.0K shares | |
ETF ETF | $24.4M | 3.35% | -$101.0K Sold | — 412.0K shares | |
Software - Infrastructure Technology | $24.0M | 3.30% | -$370.9K Sold | 0.00% 46.4K shares | |
ETF ETF | $23.9M | 3.28% | +$1.1M Bought | — 303.0K shares | |
ETF ETF | $22.5M | 3.09% | +$2.0M Bought | — 306.3K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Capital Planning Advisors, LLC's latest filing
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Market Value
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Net Flows % of MV
Turnover Ratio
New Purchases
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Sold Out Of
Reduced Holdings
Increased Positions
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Capital Planning Advisors, LLC
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