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Form 13F-HR Capital Planning Advisor For: Jun 30

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August 10, 2022 4:59 PM EDT

The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F COVER PAGE
OMB APPROVAL
OMB Number: 3235-0006
Expires: July 31, 2015
Estimated average burden
hours per response: 23.8
Report for the Calendar Year or Quarter Ended: 06-30-2022
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: Capital Planning Advisors, LLC
Address: 601 UNIVERSITY AVENUE
SUITE 175
SACRAMENTO , CA95825
Form 13F File Number: 028-16407

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: Lawrence Hansen
Title: Chief Compliance Officer
Phone: 916-286-7650
Signature, Place, and Date of Signing:
/s/ Lawrence Hansen Sacramento , CA 08-10-2022
[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 reported are 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: 132
Form 13F Information Table Value Total: 377,776
(thousands)
List of Other Managers Reporting for this Manager:
[If there are no entries in this list, omit this section.]
Form 13F File Number Name

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.]
No. Form 13F File Number Name

The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Expires: July 31, 2015
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABBOTT LABS COM 002824100 5,048 46,462 SH SOLE 0 0 46,462
ABBVIE INC COM 00287Y109 261 1,705 SH SOLE 0 0 1,705
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 2,539 9,144 SH SOLE 0 0 9,144
ADOBE SYSTEMS INCORPORATED COM 00724F101 2,887 7,887 SH SOLE 0 0 7,887
AGILENT TECHNOLOGIES INC COM 00846U101 202 1,700 SH SOLE 0 0 1,700
ALPHABET INC CAP STK CL A 02079K305 8,365 3,838 SH SOLE 0 0 3,838
ALPHABET INC CAP STK CL C 02079K107 1,282 586 SH SOLE 0 0 586
AMAZON COM INC COM 023135106 6,546 61,633 SH SOLE 0 0 61,633
AON PLC SHS CL A G0403H108 2,405 8,917 SH SOLE 0 0 8,917
APPLE INC COM 037833100 14,284 104,476 SH SOLE 0 0 104,476
ARCHER DANIELS MIDLAND CO COM 039483102 261 3,358 SH SOLE 0 0 3,358
AUTOMATIC DATA PROCESSING IN COM 053015103 228 1,084 SH SOLE 0 0 1,084
BANCO SANTANDER S.A. ADR 05964H105 36 12,770 SH SOLE 0 0 12,770
BERKSHIRE HATHAWAY INC DEL CL A 084670108 1,636 4 SH SOLE 0 0 4
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,262 4,622 SH SOLE 0 0 4,622
BK OF AMERICA CORP COM 060505104 434 13,926 SH SOLE 0 0 13,926
BLACKROCK ENHANCED EQUITY DI COM 09251A104 296 33,535 SH SOLE 0 0 33,535
BLACKSTONE INC COM 09260D107 2,625 28,778 SH SOLE 0 0 28,778
BROADCOM INC COM 11135F101 300 617 SH SOLE 0 0 617
CATERPILLAR INC COM 149123101 422 2,358 SH SOLE 0 0 2,358
CHARLES RIV LABS INTL INC COM 159864107 203 950 SH SOLE 0 0 950
CHEVRON CORP NEW COM 166764100 5,732 39,592 SH SOLE 0 0 39,592
CIGNA CORP NEW COM 125523100 917 3,479 SH SOLE 0 0 3,479
CISCO SYS INC COM 17275R102 852 19,986 SH SOLE 0 0 19,986
COCA COLA CO COM 191216100 241 3,837 SH SOLE 0 0 3,837
CONOCOPHILLIPS COM 20825C104 349 3,882 SH SOLE 0 0 3,882
COPART INC COM 217204106 988 9,096 SH SOLE 0 0 9,096
COSTCO WHSL CORP NEW COM 22160K105 6,590 13,750 SH SOLE 0 0 13,750
CVS HEALTH CORP COM 126650100 3,711 40,050 SH SOLE 0 0 40,050
DANAHER CORPORATION COM 235851102 2,066 8,148 SH SOLE 0 0 8,148
DEERE & CO COM 244199105 841 2,808 SH SOLE 0 0 2,808
DISNEY WALT CO COM 254687106 214 2,271 SH SOLE 0 0 2,271
DOLLAR GEN CORP NEW COM 256677105 1,200 4,890 SH SOLE 0 0 4,890
DOLLAR TREE INC COM 256746108 240 1,541 SH SOLE 0 0 1,541
DOVER CORP COM 260003108 577 4,759 SH SOLE 0 0 4,759
DRAFTKINGS INC NEW COM CL A 26142V105 251 21,528 SH SOLE 0 0 21,528
EATON VANCE TAX-MANAGED DIVE COM 27828N102 134 11,827 SH SOLE 0 0 11,827
EDWARDS LIFESCIENCES CORP COM 28176E108 1,707 17,951 SH SOLE 0 0 17,951
EMERSON ELEC CO COM 291011104 740 9,304 SH SOLE 0 0 9,304
EQUITY RESIDENTIAL SH BEN INT 29476L107 213 2,956 SH SOLE 0 0 2,956
EXXON MOBIL CORP COM 30231G102 648 7,569 SH SOLE 0 0 7,569
FIRST TR EXCH TRADED FD III LNG/SHT EQUITY 33739P103 586 12,054 SH SOLE 0 0 12,054
HEALTH CATALYST INC COM 42225T107 225 15,499 SH SOLE 0 0 15,499
HOME DEPOT INC COM 437076102 2,142 7,808 SH SOLE 0 0 7,808
HONEYWELL INTL INC COM 438516106 2,320 13,350 SH SOLE 0 0 13,350
ILLINOIS TOOL WKS INC COM 452308109 1,712 9,391 SH SOLE 0 0 9,391
INTEL CORP COM 458140100 647 17,288 SH SOLE 0 0 17,288
INTERNATIONAL BUSINESS MACHS COM 459200101 2,461 17,433 SH SOLE 0 0 17,433
INVESCO EXCH TRADED FD TR II S&P EMRNG MKTS 46138E297 18,016 774,537 SH SOLE 0 0 774,537
INVESCO EXCH TRADED FD TR II S&P MIDCP LOW 46138E198 22,682 441,379 SH SOLE 0 0 441,379
INVESCO EXCH TRADED FD TR II S&P500 HDL VOL 46138E362 6,454 146,227 SH SOLE 0 0 146,227
INVESCO QQQ TR UNIT SER 1 46090E103 1,575 5,618 SH SOLE 0 0 5,618
INVESTMENT MANAGERS SER TR KNWLDL LD ETF 46143U849 10,192 286,374 SH SOLE 0 0 286,374
ISHARES GOLD TR ISHARES NEW 464285204 446 13,007 SH SOLE 0 0 13,007
ISHARES TR COHEN STEER REIT 464287564 13,701 225,461 SH SOLE 0 0 225,461
ISHARES TR CORE S&P MCP ETF 464287507 242 1,070 SH SOLE 0 0 1,070
ISHARES TR MSCI USA VALUE 46432F388 8,760 96,778 SH SOLE 0 0 96,778
ISHARES TR RUS 1000 GRW ETF 464287614 21,712 99,277 SH SOLE 0 0 99,277
ISHARES TR RUS 1000 VAL ETF 464287598 1,207 8,326 SH SOLE 0 0 8,326
ISHARES TR RUSSELL 2000 ETF 464287655 212 1,250 SH SOLE 0 0 1,250
ISHARES TR S&P 500 GRWT ETF 464287309 779 12,906 SH SOLE 0 0 12,906
ISHARES TR S&P 500 VAL ETF 464287408 570 4,148 SH SOLE 0 0 4,148
ISHARES TR SHRT NAT MUN ETF 464288158 294 2,813 SH SOLE 0 0 2,813
J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 632 12,610 SH SOLE 0 0 12,610
JOHNSON & JOHNSON COM 478160104 5,881 33,129 SH SOLE 0 0 33,129
JPMORGAN CHASE & CO COM 46625H100 2,645 23,484 SH SOLE 0 0 23,484
KKR & CO INC COM 48251W104 253 5,470 SH SOLE 0 0 5,470
L3HARRIS TECHNOLOGIES INC COM 502431109 2,059 8,518 SH SOLE 0 0 8,518
LILLY ELI & CO COM 532457108 319 984 SH SOLE 0 0 984
LOCKHEED MARTIN CORP COM 539830109 439 1,021 SH SOLE 0 0 1,021
LOWES COS INC COM 548661107 414 2,371 SH SOLE 0 0 2,371
MARSH & MCLENNAN COS INC COM 571748102 2,890 18,613 SH SOLE 0 0 18,613
MASTERCARD INCORPORATED CL A 57636Q104 590 1,871 SH SOLE 0 0 1,871
MATCH GROUP INC NEW COM 57667L107 581 8,340 SH SOLE 0 0 8,340
MCDONALDS CORP COM 580135101 306 1,240 SH SOLE 0 0 1,240
MEDTRONIC PLC SHS G5960L103 326 3,633 SH SOLE 0 0 3,633
MERCK & CO INC COM 58933Y105 1,668 18,292 SH SOLE 0 0 18,292
META PLATFORMS INC CL A 30303M102 2,805 17,393 SH SOLE 0 0 17,393
METLIFE INC COM 59156R108 222 3,532 SH SOLE 0 0 3,532
MICROSOFT CORP COM 594918104 11,976 46,630 SH SOLE 0 0 46,630
MIZUHO FINANCIAL GROUP INC SPONSORED ADR 60687Y109 35 15,615 SH SOLE 0 0 15,615
MONDELEZ INTL INC CL A 609207105 218 3,516 SH SOLE 0 0 3,516
MOODYS CORP COM 615369105 836 3,073 SH SOLE 0 0 3,073
MOTOROLA SOLUTIONS INC COM NEW 620076307 221 1,056 SH SOLE 0 0 1,056
MOTUS GI HLDGS INC COM 62014P108 3 10,000 SH SOLE 0 0 10,000
NIKE INC CL B 654106103 233 2,279 SH SOLE 0 0 2,279
NORFOLK SOUTHN CORP COM 655844108 402 1,770 SH SOLE 0 0 1,770
NORTHROP GRUMMAN CORP COM 666807102 531 1,110 SH SOLE 0 0 1,110
NVIDIA CORPORATION COM 67066G104 2,148 14,168 SH SOLE 0 0 14,168
OLD DOMINION FREIGHT LINE IN COM 679580100 1,613 6,292 SH SOLE 0 0 6,292
ORACLE CORP COM 68389X105 1,933 27,670 SH SOLE 0 0 27,670
PARKER-HANNIFIN CORP COM 701094104 999 4,062 SH SOLE 0 0 4,062
PFIZER INC COM 717081103 885 16,876 SH SOLE 0 0 16,876
PHILIP MORRIS INTL INC COM 718172109 681 6,900 SH SOLE 0 0 6,900
PIMCO ETF TR ACTIVE BD ETF 72201R775 945 9,920 SH SOLE 0 0 9,920
PROCTER AND GAMBLE CO COM 742718109 602 4,188 SH SOLE 0 0 4,188
PROGRESSIVE CORP COM 743315103 714 6,139 SH SOLE 0 0 6,139
RAYTHEON TECHNOLOGIES CORP COM 75513E101 570 5,930 SH SOLE 0 0 5,930
SALESFORCE INC COM 79466L302 322 1,950 SH SOLE 0 0 1,950
SELECT SECTOR SPDR TR ENERGY 81369Y506 14,324 200,310 SH SOLE 0 0 200,310
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 6,256 48,784 SH SOLE 0 0 48,784
SHERWIN WILLIAMS CO COM 824348106 2,941 13,134 SH SOLE 0 0 13,134
SOUTHWEST AIRLS CO COM 844741108 234 6,489 SH SOLE 0 0 6,489
SPDR S&P 500 ETF TR TR UNIT 78462F103 937 2,483 SH SOLE 0 0 2,483
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 1,396 3,375 SH SOLE 0 0 3,375
SPDR SER TR PORTFOLIO S&P500 78464A854 3,145 70,928 SH SOLE 0 0 70,928
SPDR SER TR PORTFOLIO S&P600 78468R853 402 11,181 SH SOLE 0 0 11,181
SPDR SER TR PRTFLO S&P500 GW 78464A409 1,793 34,290 SH SOLE 0 0 34,290
SPDR SER TR S&P INS ETF 78464A789 6,057 160,032 SH SOLE 0 0 160,032
SPDR SER TR S&P KENSHO NEW 78468R648 582 14,353 SH SOLE 0 0 14,353
SSGA ACTIVE ETF TR MULT ASS RLRTN 78467V103 624 22,301 SH SOLE 0 0 22,301
SYSCO CORP COM 871829107 362 4,276 SH SOLE 0 0 4,276
TESLA INC COM 88160R101 3,029 4,499 SH SOLE 0 0 4,499
TEXAS INSTRS INC COM 882508104 2,821 18,358 SH SOLE 0 0 18,358
THERMO FISHER SCIENTIFIC INC COM 883556102 6,192 11,398 SH SOLE 0 0 11,398
T-MOBILE US INC COM 872590104 395 2,934 SH SOLE 0 0 2,934
UNION PAC CORP COM 907818108 4,736 22,207 SH SOLE 0 0 22,207
UNITEDHEALTH GROUP INC COM 91324P102 6,980 13,590 SH SOLE 0 0 13,590
VALERO ENERGY CORP COM 91913Y100 2,605 24,513 SH SOLE 0 0 24,513
VANGUARD INDEX FDS GROWTH ETF 922908736 5,314 23,839 SH SOLE 0 0 23,839
VANGUARD INDEX FDS REAL ESTATE ETF 922908553 456 5,002 SH SOLE 0 0 5,002
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 264 761 SH SOLE 0 0 761
VERIZON COMMUNICATIONS INC COM 92343V104 475 9,365 SH SOLE 0 0 9,365
VISA INC COM CL A 92826C839 5,464 27,750 SH SOLE 0 0 27,750
WALMART INC COM 931142103 524 4,314 SH SOLE 0 0 4,314
WASTE CONNECTIONS INC COM 94106B101 3,552 28,653 SH SOLE 0 0 28,653
WASTE MGMT INC DEL COM 94106L109 206 1,345 SH SOLE 0 0 1,345
WISDOMTREE TR FLOATNG RAT TREA 97717Y527 14,338 284,881 SH SOLE 0 0 284,881
WISDOMTREE TR US QTLY DIV GRT 97717X669 6,845 119,444 SH SOLE 0 0 119,444
WORLD GOLD TR SPDR GLD MINIS 98149E303 26,943 750,933 SH SOLE 0 0 750,933
WP CAREY INC COM 92936U109 313 3,780 SH SOLE 0 0 3,780
ZOETIS INC CL A 98978V103 2,706 15,743 SH SOLE 0 0 15,743

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