# EDGAR Filing Document

**Accession Number:** 0001911938
**File Stem:** 0001911938-26-000001
**Filing Date:** 2026-2
**Character Count:** 11601
**Document Hash:** 18db130cebb6de21df8281973ffe2295
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001911938-26-000001.hdr.sgml**: 20260217

**ACCESSION NUMBER**: 0001911938-26-000001

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260217

**DATE AS OF CHANGE**: 20260217

**EFFECTIVENESS DATE**: 20260217

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Capasso Planning Partners LLC
- **CENTRAL INDEX KEY:** 0001911938

**ORGANIZATION NAME:**
- **EIN:** 824055015
- **STATE OF INCORPORATION:** SC
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-22271
- **FILM NUMBER:** 26640011

**BUSINESS ADDRESS:**
- **STREET 1:** 635 EAST BAY STREET
- **STREET 2:** SUITE C
- **CITY:** CHARLESTON
- **STATE:** SC
- **ZIP:** 29403
- **BUSINESS PHONE:** 843-608-8487

**MAIL ADDRESS:**
- **STREET 1:** 635 EAST BAY STREET
- **STREET 2:** SUITE C
- **CITY:** CHARLESTON
- **STATE:** SC
- **ZIP:** 29403

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Capasso Planning Partners LLC<br>**Address:** 635 EAST BAY STREET<br>SUITE C<br>CHARLESTON, SC 29403

**Form 13F File Number:** 028-22271

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Michael O'Connor<br>**Title:** Partner/CCO<br>**Phone:** 9737698406

**Signature, Place, and Date of Signing:**

Michael O'Connor  Charleston, SC  02-17-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 76

**Form 13F Information Table Value Total:** $182554730

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBOTT LABS | COM | 002824100 |  | 412173 | 3290 | SH |  | SOLE |  | 0 | 0 | 3290 |
| ABBOTT LABS | COM | 002824100 |  | 298265 | 2900 | SH | Put | SOLE |  | 0 | 0 | 2900 |
| ABBVIE INC | COM | 00287Y109 |  | 1147087 | 5020 | SH |  | SOLE |  | 0 | 0 | 5020 |
| ABBVIE INC | COM | 00287Y109 |  | 370500 | 2500 | SH | Put | SOLE |  | 0 | 0 | 2500 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 800235 | 2550 | SH |  | SOLE |  | 0 | 0 | 2550 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 409092 | 1307 | SH |  | SOLE |  | 0 | 0 | 1307 |
| AMAZON COM INC | COM | 023135106 |  | 1095703 | 4747 | SH |  | SOLE |  | 0 | 0 | 4747 |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 |  | 4835150 | 62778 | SH |  | SOLE |  | 0 | 0 | 62778 |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | 025072802 |  | 2871007 | 30552 | SH |  | SOLE |  | 0 | 0 | 30552 |
| AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 |  | 663482 | 6506 | SH |  | SOLE |  | 0 | 0 | 6506 |
| AMPLIFY ETF TR | CWP ENHANCED DIV | 032108409 |  | 503841 | 11322 | SH |  | SOLE |  | 0 | 0 | 11322 |
| APPLE INC | COM | 037833100 |  | 5640714 | 20749 | SH |  | SOLE |  | 0 | 0 | 20749 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 2612775 | 5198 | SH |  | SOLE |  | 0 | 0 | 5198 |
| CHEVRON CORP NEW | COM | 166764100 |  | 326005 | 2139 | SH |  | SOLE |  | 0 | 0 | 2139 |
| ELI LILLY  CO | COM | 532457108 |  | 565394 | 526 | SH |  | SOLE |  | 0 | 0 | 526 |
| FIRST TR EXCHANGE-TRADED FD | FIRST TR ENH NEW | 33739Q408 |  | 7638972 | 127465 | SH |  | SOLE |  | 0 | 0 | 127465 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQ MA | 33740U521 |  | 396309 | 12055 | SH |  | SOLE |  | 0 | 0 | 12055 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 33740F847 |  | 256714 | 4682 | SH |  | SOLE |  | 0 | 0 | 4682 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 33740F839 |  | 393292 | 8053 | SH |  | SOLE |  | 0 | 0 | 8053 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | 33740F755 |  | 12457793 | 363625 | SH |  | SOLE |  | 0 | 0 | 363625 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST UQ EQT | 33740F672 |  | 503533 | 11369 | SH |  | SOLE |  | 0 | 0 | 11369 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST U.S. | 33740U406 |  | 264678 | 5870 | SH |  | SOLE |  | 0 | 0 | 5870 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST UQ EQT | 33740U505 |  | 221980 | 4337 | SH |  | SOLE |  | 0 | 0 | 4337 |
| FIRST TR EXCHNG TRADED FD VI | VEST US EQUITY M | 33740U612 |  | 1249405 | 37798 | SH |  | SOLE |  | 0 | 0 | 37798 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | 33740U703 |  | 1036691 | 36710 | SH |  | SOLE |  | 0 | 0 | 36710 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQUIT | 33740F136 |  | 720156 | 22053 | SH |  | SOLE |  | 0 | 0 | 22053 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | 33740F169 |  | 507517 | 22820 | SH |  | SOLE |  | 0 | 0 | 22820 |
| FIRST TR EXCHNG TRADED FD VI | VEST LADDERED SM | 33740F243 |  | 499785 | 21882 | SH |  | SOLE |  | 0 | 0 | 21882 |
| INNOVATOR ETFS TRUST | EQUITY DEF PRO 2 | 45784N601 |  | 816699 | 30738 | SH |  | SOLE |  | 0 | 0 | 30738 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 350713 | 1184 | SH |  | SOLE |  | 0 | 0 | 1184 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 881494 | 1435 | SH |  | SOLE |  | 0 | 0 | 1435 |
| ISHARES INC | ESG AWR MSCI EM | 46434G863 |  | 271284 | 6142 | SH |  | SOLE |  | 0 | 0 | 6142 |
| ISHARES TR | 0-5 YR TIPS ETF | 46429B747 |  | 1936548 | 18913 | SH |  | SOLE |  | 0 | 0 | 18913 |
| ISHARES TR | GLOBAL REIT ETF | 46434V647 |  | 2130045 | 85373 | SH |  | SOLE |  | 0 | 0 | 85373 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 |  | 3486757 | 32553 | SH |  | SOLE |  | 0 | 0 | 32553 |
| ISHARES TR | 1 3 YR TREAS BD | 464287457 |  | 5900244 | 71242 | SH |  | SOLE |  | 0 | 0 | 71242 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 792368 | 12006 | SH |  | SOLE |  | 0 | 0 | 12006 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 803694 | 6687 | SH |  | SOLE |  | 0 | 0 | 6687 |
| ISHARES TR | MSCI ACWI ETF | 464288257 |  | 322989 | 2283 | SH |  | SOLE |  | 0 | 0 | 2283 |
| ISHARES TR | ESG AW MSCI EAFE | 46435G516 |  | 586367 | 6166 | SH |  | SOLE |  | 0 | 0 | 6166 |
| ISHARES TR | ESG AWR MSCI USA | 46435G425 |  | 674115 | 4525 | SH |  | SOLE |  | 0 | 0 | 4525 |
| ISHARES TR | SHRT NAT MUN ETF | 464288158 |  | 326001 | 3055 | SH |  | SOLE |  | 0 | 0 | 3055 |
| ISHARES TR | MSCI INTL QUALTY | 46434V456 |  | 420723 | 9257 | SH |  | SOLE |  | 0 | 0 | 9257 |
| ISHARES TR | ESG AWRE USD ETF | 46435G193 |  | 222784 | 9527 | SH |  | SOLE |  | 0 | 0 | 9527 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 249114 | 1012 | SH |  | SOLE |  | 0 | 0 | 1012 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 |  | 484620 | 8466 | SH |  | SOLE |  | 0 | 0 | 8466 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 212207 | 659 | SH |  | SOLE |  | 0 | 0 | 659 |
| MICROSOFT CORP | COM | 594918104 |  | 1227290 | 2538 | SH |  | SOLE |  | 0 | 0 | 2538 |
| NUSHARES ETF TR | NUVEEN ESG SMLCP | 67092P607 |  | 423388 | 9482 | SH |  | SOLE |  | 0 | 0 | 9482 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 745737 | 3999 | SH |  | SOLE |  | 0 | 0 | 3999 |
| PACER FDS TR | US LRG CP CASH | 69374H360 |  | 309777 | 8798 | SH |  | SOLE |  | 0 | 0 | 8798 |
| PACER FDS TR | DEVELOPED MRKT | 69374H873 |  | 359978 | 9307 | SH |  | SOLE |  | 0 | 0 | 9307 |
| PACER FDS TR | US CASH COWS 100 | 69374H881 |  | 377476 | 6273 | SH |  | SOLE |  | 0 | 0 | 6273 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 |  | 245473 | 1381 | SH |  | SOLE |  | 0 | 0 | 1381 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 |  | 669226 | 27838 | SH |  | SOLE |  | 0 | 0 | 27838 |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | 808524771 |  | 1542440 | 56686 | SH |  | SOLE |  | 0 | 0 | 56686 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 |  | 1587565 | 57877 | SH |  | SOLE |  | 0 | 0 | 57877 |
| SCHWAB STRATEGIC TR | HIGH YIELD BD ET | 808524631 |  | 269285 | 10192 | SH |  | SOLE |  | 0 | 0 | 10192 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 |  | 609898 | 22664 | SH |  | SOLE |  | 0 | 0 | 22664 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 37984677 | 55703 | SH |  | SOLE |  | 0 | 0 | 55703 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A300 |  | 8343730 | 91720 | SH |  | SOLE |  | 0 | 0 | 91720 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A805 |  | 16196877 | 196326 | SH |  | SOLE |  | 0 | 0 | 196326 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A672 |  | 11229991 | 389389 | SH |  | SOLE |  | 0 | 0 | 389389 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A854 |  | 268978 | 3353 | SH |  | SOLE |  | 0 | 0 | 3353 |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 |  | 304498 | 1002 | SH |  | SOLE |  | 0 | 0 | 1002 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 |  | 476566 | 6434 | SH |  | SOLE |  | 0 | 0 | 6434 |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 |  | 649179 | 13435 | SH |  | SOLE |  | 0 | 0 | 13435 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 2835806 | 4522 | SH |  | SOLE |  | 0 | 0 | 4522 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 |  | 331520 | 1565 | SH |  | SOLE |  | 0 | 0 | 1565 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 4912421 | 14652 | SH |  | SOLE |  | 0 | 0 | 14652 |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | 922042874 |  | 408686 | 4888 | SH |  | SOLE |  | 0 | 0 | 4888 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 |  | 5335476 | 63707 | SH |  | SOLE |  | 0 | 0 | 63707 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 |  | 3214186 | 40313 | SH |  | SOLE |  | 0 | 0 | 40313 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 |  | 459882 | 6096 | SH |  | SOLE |  | 0 | 0 | 6096 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 11457597 | 183410 | SH |  | SOLE |  | 0 | 0 | 183410 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 |  | 210113 | 1464 | SH |  | SOLE |  | 0 | 0 | 1464 |

---