Capital Planning LLC
RIA/Wealth
Capital Planning LLC is a RIA/Wealth based in Bellevue, WA led by Michael Darrell Miller, reporting $676.9M in AUM as of Q3 2025 with 71% ETF concentration and 58% concentrated in top 10 holdings.
CEOMichael Darrell Miller
- Portfolio Value
- $343.3M
- Positions
- 79
- Top Holding
- IVV at 13.29%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Capital Planning LLC's portfolio (57.5% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $45.6M | 13.29% | -$420.3K Sold | — 68.2K shares | |
Software - Infrastructure Technology | $28.5M | 8.31% | -$205.6K Sold | 0.00% 55.1K shares | |
ETF ETF | $25.1M | 7.33% | -$156.4K Sold | — 788.1K shares | |
Engineering & Construction Industrials | $24.6M | 7.16% | -$279.7K Sold | 0.04% 59.3K shares | |
ETF ETF | $16.3M | 4.76% | -$144.9K Sold | — 240.1K shares | |
ETF ETF | $12.7M | 3.69% | -$241.9K Sold | — 17.0K shares | |
ETF ETF | $11.4M | 3.31% | +$232.4K Bought | — 44.6K shares | |
Aerospace & Defense Industrials | $11.1M | 3.25% | -$339.7K Sold | 0.01% 51.6K shares | |
ETF ETF | $11.1M | 3.25% | +$113.2K Bought | — 117.1K shares | |
ETF ETF | $10.9M | 3.18% | -$30.3K Sold | — 35.4K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Capital Planning LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
+1,284.07% | |
+126.45% | |
+121.31% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
-39.09% | |
-20.19% |
Analytics
Portfolio insights and performance metrics for Capital Planning LLC
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