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:
03-31-2023
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:
1420 Rocky Ridge Drive
Suite 140
Roseville, CA 95661
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
                         [Signature]
Roseville, CALIFORNIA
                 [City, State]
05-15-2023
                           [Date]
                          

Report Type (Check only one.):

☒ 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:
124
Form 13F Information table Value Total:
470468640
          (thousands)

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


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 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
ABBOTT LABSCOM0028241004,847,68647,874SHSOLE 0 0 47,874
ABBVIE INCCOM00287Y109312,0461,958SHSOLE 0 0 1,958
ACCENTURE PLC IRELANDSHS CLASS AG1151C1012,484,8328,694SHSOLE 0 0 8,694
ADOBE SYSTEMS INCORPORATEDCOM00724F1013,057,3977,934SHSOLE 0 0 7,934
AGILENT TECHNOLOGIES INCCOM00846U101243,8931,763SHSOLE 0 0 1,763
ALPHABET INCCAP STK CL C02079K1071,133,70410,901SHSOLE 0 0 10,901
ALPHABET INCCAP STK CL A02079K3058,315,27380,163SHSOLE 0 0 80,163
AMAZON COM INCCOM0231351065,911,52857,232SHSOLE 0 0 57,232
AON PLCSHS CL AG0403H1083,535,97711,215SHSOLE 0 0 11,215
APPLE INCCOM03783310017,245,297104,580SHSOLE 0 0 104,580
ARCHER DANIELS MIDLAND COCOM039483102263,9143,313SHSOLE 0 0 3,313
AUTOMATIC DATA PROCESSING INCOM053015103217,510977SHSOLE 0 0 977
AUTOZONE INCCOM0533321021,966,520800SHSOLE 0 0 800
AVERY DENNISON CORPCOM0536111091,445,9338,081SHSOLE 0 0 8,081
BANK AMERICA CORPCOM060505104280,6529,813SHSOLE 0 0 9,813
BERKSHIRE HATHAWAY INC DELCL B NEW0846707021,703,4845,517SHSOLE 0 0 5,517
BERKSHIRE HATHAWAY INC DELCL A0846701081,862,4004SHSOLE 0 0 4
BLACKSTONE INCCOM09260D1072,356,60126,828SHSOLE 0 0 26,828
BROADCOM INCCOM11135F1011,628,8702,539SHSOLE 0 0 2,539
CATERPILLAR INCCOM149123101485,3702,121SHSOLE 0 0 2,121
CHEVRON CORP NEWCOM1667641004,567,44727,994SHSOLE 0 0 27,994
CISCO SYS INCCOM17275R102777,32914,870SHSOLE 0 0 14,870
CONOCOPHILLIPSCOM20825C104405,1744,084SHSOLE 0 0 4,084
COSTCO WHSL CORP NEWCOM22160K1057,417,44114,928SHSOLE 0 0 14,928
CVS HEALTH CORPCOM1266501002,130,54228,671SHSOLE 0 0 28,671
DANAHER CORPORATIONCOM2358511022,047,8258,125SHSOLE 0 0 8,125
DEERE & COCOM2441991052,162,5005,238SHSOLE 0 0 5,238
DOLLAR GEN CORP NEWCOM2566771052,592,44612,318SHSOLE 0 0 12,318
DOLLAR TREE INCCOM256746108223,7941,559SHSOLE 0 0 1,559
DOVER CORPCOM260003108527,3843,471SHSOLE 0 0 3,471
EXXON MOBIL CORPCOM30231G102813,4587,418SHSOLE 0 0 7,418
FIRST TR EXCH TRADED FD IIILNG/SHT EQUITY33739P103641,73012,630SHSOLE 0 0 12,630
GRAINGER W W INCCOM3848021042,588,5483,758SHSOLE 0 0 3,758
HOME DEPOT INCCOM4370761023,179,03310,772SHSOLE 0 0 10,772
HONEYWELL INTL INCCOM438516106658,7913,447SHSOLE 0 0 3,447
ILLINOIS TOOL WKS INCCOM4523081093,409,35514,004SHSOLE 0 0 14,004
ILLUMINA INCCOM452327109256,5031,103SHSOLE 0 0 1,103
INTEL CORPCOM458140100439,83613,463SHSOLE 0 0 13,463
INTERNATIONAL BUSINESS MACHSCOM4592001013,157,95824,090SHSOLE 0 0 24,090
INVESCO EXCH TRADED FD TR IIS&P EMRNG MKTS46138E29715,253,728656,639SHSOLE 0 0 656,639
INVESCO EXCH TRADED FD TR IIS&P MIDCP LOW46138E198480,2469,165SHSOLE 0 0 9,165
INVESCO EXCH TRADED FD TR IIS&P500 HDL VOL46138E3625,631,730133,422SHSOLE 0 0 133,422
INVESCO EXCHANGE TRADED FD TS&P MDCP QUALITY46137V47220,856,851284,192SHSOLE 0 0 284,192
INVESCO EXCHANGE TRADED FD TS&P500 QUALITY46137V24117,199,968363,482SHSOLE 0 0 363,482
INVESCO QQQ TRUNIT SER 146090E1031,724,0365,372SHSOLE 0 0 5,372
INVESTMENT MANAGERS SER TRKNWLDL LD ETF46143U84910,353,686261,314SHSOLE 0 0 261,314
ISHARES GOLD TRISHARES NEW464285204418,35711,195SHSOLE 0 0 11,195
ISHARES TRRUS 1000 GRW ETF46428761417,490,31771,585SHSOLE 0 0 71,585
ISHARES TRMSCI EMG MKT ETF4642872341,236,83431,344SHSOLE 0 0 31,344
ISHARES TRS&P 500 VAL ETF464287408629,5004,148SHSOLE 0 0 4,148
ISHARES TRCORE S&P500 ETF464287200250,759610SHSOLE 0 0 610
ISHARES TRCORE S&P SCP ETF4642878042,971,59130,730SHSOLE 0 0 30,730
ISHARES TR7-10 YR TRSY BD46428744024,275,380244,909SHSOLE 0 0 244,909
ISHARES TRRUSSELL 2000 ETF464287655223,0001,250SHSOLE 0 0 1,250
ISHARES TRRUS 1000 VAL ETF464287598652,2824,284SHSOLE 0 0 4,284
ISHARES TRMSCI EAFE ETF464287465726,71510,161SHSOLE 0 0 10,161
ISHARES TRS&P 500 GRWT ETF464287309636,1539,957SHSOLE 0 0 9,957
ISHARES TRCOHEN STEER REIT46428756410,102,563181,897SHSOLE 0 0 181,897
ISHARES TRCORE S&P MCP ETF4642875071,673,3206,689SHSOLE 0 0 6,689
J P MORGAN EXCHANGE TRADED FULTRA SHRT INC46641Q837404,3218,035SHSOLE 0 0 8,035
JOHNSON & JOHNSONCOM4781601045,809,95537,484SHSOLE 0 0 37,484
JPMORGAN CHASE & COCOM46625H100750,8465,762SHSOLE 0 0 5,762
KKR & CO INCCOM48251W104261,7074,983SHSOLE 0 0 4,983
LILLY ELI & COCOM532457108489,7171,426SHSOLE 0 0 1,426
LOCKHEED MARTIN CORPCOM5398301092,791,4715,905SHSOLE 0 0 5,905
LOWES COS INCCOM548661107415,1382,076SHSOLE 0 0 2,076
MARSH & MCLENNAN COS INCCOM5717481023,933,41123,617SHSOLE 0 0 23,617
MASTERCARD INCORPORATEDCL A57636Q104635,9681,750SHSOLE 0 0 1,750
MCDONALDS CORPCOM580135101593,8922,124SHSOLE 0 0 2,124
MEDTRONIC PLCSHSG5960L103298,2133,699SHSOLE 0 0 3,699
MERCK & CO INCCOM58933Y1054,327,41340,675SHSOLE 0 0 40,675
META PLATFORMS INCCL A30303M1022,926,32613,807SHSOLE 0 0 13,807
MICROSOFT CORPCOM59491810413,854,54548,056SHSOLE 0 0 48,056
MONDELEZ INTL INCCL A609207105233,2833,346SHSOLE 0 0 3,346
MOTOROLA SOLUTIONS INCCOM NEW620076307309,3071,081SHSOLE 0 0 1,081
NORFOLK SOUTHN CORPCOM655844108392,8361,853SHSOLE 0 0 1,853
NORTHROP GRUMMAN CORPCOM666807102506,0451,096SHSOLE 0 0 1,096
NVIDIA CORPORATIONCOM67066G1042,918,25210,506SHSOLE 0 0 10,506
OLD DOMINION FREIGHT LINE INCOM6795801002,608,5627,653SHSOLE 0 0 7,653
ORACLE CORPCOM68389X1052,321,23524,981SHSOLE 0 0 24,981
OTIS WORLDWIDE CORPCOM68902V107201,1252,383SHSOLE 0 0 2,383
PALO ALTO NETWORKS INCCOM697435105253,6701,270SHSOLE 0 0 1,270
PARKER-HANNIFIN CORPCOM7010941041,135,3803,378SHSOLE 0 0 3,378
PEPSICO INCCOM713448108200,8951,102SHSOLE 0 0 1,102
PFIZER INCCOM717081103645,04815,810SHSOLE 0 0 15,810
PHILIP MORRIS INTL INCCOM718172109653,5206,720SHSOLE 0 0 6,720
PIMCO ETF TRACTIVE BD ETF72201R7753,148,75533,947SHSOLE 0 0 33,947
PROCTER AND GAMBLE COCOM742718109630,2974,239SHSOLE 0 0 4,239
PROGRESSIVE CORPCOM7433151034,739,14933,127SHSOLE 0 0 33,127
RAYTHEON TECHNOLOGIES CORPCOM75513E101583,5655,959SHSOLE 0 0 5,959
RLX TECHNOLOGY INCSPONSORED ADS74969N10329,63210,218SHSOLE 0 0 10,218
SALESFORCE INCCOM79466L302245,3301,228SHSOLE 0 0 1,228
SELECT SECTOR SPDR TRSBI HEALTHCARE81369Y2096,816,75852,655SHSOLE 0 0 52,655
SHERWIN WILLIAMS COCOM8243481062,670,94211,883SHSOLE 0 0 11,883
SPDR S&P 500 ETF TRTR UNIT78462F103969,4362,368SHSOLE 0 0 2,368
SPDR S&P MIDCAP 400 ETF TRUTSER1 S&PDCRP78467Y1071,547,1343,375SHSOLE 0 0 3,375
SPDR SER TRPORTFOLIO S&P60078468R853541,30814,332SHSOLE 0 0 14,332
SPDR SER TRS&P KENSHO NEW78468R648486,57911,395SHSOLE 0 0 11,395
SPDR SER TRPORTFOLIO S&P50078464A854361,2217,502SHSOLE 0 0 7,502
SPDR SER TRS&P INS ETF78464A7896,079,034154,447SHSOLE 0 0 154,447
SSGA ACTIVE ETF TRMULT ASS RLRTN78467V10315,081,709546,835SHSOLE 0 0 546,835
SYSCO CORPCOM871829107302,6643,919SHSOLE 0 0 3,919
TESLA INCCOM88160R1011,317,3716,350SHSOLE 0 0 6,350
TEXAS INSTRS INCCOM8825081043,094,15216,634SHSOLE 0 0 16,634
THE CIGNA GROUPCOM125523100882,8563,455SHSOLE 0 0 3,455
THERMO FISHER SCIENTIFIC INCCOM8835561026,122,97010,623SHSOLE 0 0 10,623
T-MOBILE US INCCOM872590104339,2152,342SHSOLE 0 0 2,342
UNION PAC CORPCOM9078181083,439,33217,089SHSOLE 0 0 17,089
UNITEDHEALTH GROUP INCCOM91324P1025,995,27612,686SHSOLE 0 0 12,686
VALERO ENERGY CORPCOM91913Y1001,921,31513,763SHSOLE 0 0 13,763
VANGUARD INDEX FDSGROWTH ETF9229087364,453,66817,855SHSOLE 0 0 17,855
VANGUARD INDEX FDSREAL ESTATE ETF922908553225,2882,713SHSOLE 0 0 2,713
VANGUARD INTL EQUITY INDEX FALLWRLD EX US922042775400,0637,482SHSOLE 0 0 7,482
VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT92194385818,286,939404,847SHSOLE 0 0 404,847
VERIZON COMMUNICATIONS INCCOM92343V104277,7527,142SHSOLE 0 0 7,142
VISA INCCOM CL A92826C8396,647,16029,483SHSOLE 0 0 29,483
WALMART INCCOM931142103751,9955,100SHSOLE 0 0 5,100
WASTE CONNECTIONS INCCOM94106B1014,369,71831,421SHSOLE 0 0 31,421
WASTE MGMT INC DELCOM94106L109239,5341,468SHSOLE 0 0 1,468
WISDOMTREE TRUS QTLY DIV GRT97717X6697,686,833123,305SHSOLE 0 0 123,305
WISDOMTREE TRFLOATNG RAT TREA97717Y52752,122,8521,036,858SHSOLE 0 0 1,036,858
WORLD GOLD TRSPDR GLD MINIS98149E30324,872,474635,962SHSOLE 0 0 635,962
WP CAREY INCCOM92936U109286,2553,696SHSOLE 0 0 3,696
ZOETIS INCCL A98978V1032,547,03115,303SHSOLE 0 0 15,303