Capital Planning Advisors, LLC
All 13F Filings
Location
Roseville, CA
CIK
0001631941
All SEC filings
View on sec.gov
Filing ID
Report Period
Holdings
Value ($000)
Form Type
Date Filed
Name
000117266126001916
Q1 2026
146
691,558,105
13F-HR
5/14/2026
Capital Planning Advisors, LLC