Cornerstone Planning Group LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1822587
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13F Reported Value
ⓘ$794.1M
Holdings
1,867
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Cornerstone Planning Group LLC disclosed 1,867 positions worth $794.1M in its Form 13F-HR for Q2 2026, led by $IVZ (Invesco Ltd.) at 10.8% of the equity portfolio. During the quarter the fund opened 148 new positions and exited 96. The portfolio is most concentrated in Other (75.6% of disclosed assets). All figures are sourced directly from Cornerstone Planning Group LLC’s Form 13F-HR filing with the SEC under CIK 1822587.
AI Fund Analysis
Stable
$IVZ10.8% weight
Held 5 quarters
FIDELITY ENHANCED INTERNAT
9.5% weight
Held 5 quarters
SCHWAB FUNDAMENTAL U.S. LA
6.9% weight
Held 8 quarters
VANGUARD INTERMEDIATE-TERM
5.8% weight
Held 10 quarters
ISHARES U.S. SMALLCAP EQUI
5.2% weight
Held 8 quarters
ISHARES RESIDENTIAL AND MU
9 quarters accumulating
ISHARES HIGH YIELD SYSTEMA
9 quarters accumulating
$AXP9 quarters accumulating
$MCO9 quarters accumulating
INSPIRE SMALL/MID CAP ETF
9 quarters accumulating
Sector Allocation
OtherFinancialsTechnologyIndustrialsConsumer DiscretionaryHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- —
Quality
$86.2M296,733 sh FIDELITY ENHANCED INTERNATIONAL ETF - Exchange Traded Fund
—Quality
$75.1M1,867,208 shSCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF - Exchange Traded Fund
—Quality
$55.1M1,742,873 shVANGUARD INTERMEDIATE-TERM BOND ETF - Exchange Traded Fund
—Quality
$46.1M609,041 shISHARES U.S. SMALLCAP EQUITY FACTOR ETF - Exchange Traded Fund
—Quality
$41.6M481,038 shISHARES MORNINGSTAR MID-CAP GROWTH ETF - Exchange Traded Fund
—Quality
$37.3M390,783 shISHARES CORE S&P 500 ETF - Exchange Traded Fund
—Quality
$21.4M28,527 shISHARES CONVERTIBLE BOND ETF - Exchange Traded Fund
—Quality
$21.0M180,323 shISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF - Exchange Traded Fund
—Quality
$20.4M208,847 shISHARES HIGH YIELD SYSTEMATIC BOND ETF - Exchange Traded Fund
—Quality
$18.7M402,928 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Invesco Ltd.$IVZ | — | $86.2M | 296,733 |
| FIDELITY ENHANCED INTERNATIONAL ETF - Exchange Traded Fund | — | $75.1M | 1,867,208 |
| SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF - Exchange Traded Fund | — | $55.1M | 1,742,873 |
| VANGUARD INTERMEDIATE-TERM BOND ETF - Exchange Traded Fund | — | $46.1M | 609,041 |
| ISHARES U.S. SMALLCAP EQUITY FACTOR ETF - Exchange Traded Fund | — | $41.6M | 481,038 |
| ISHARES MORNINGSTAR MID-CAP GROWTH ETF - Exchange Traded Fund | — | $37.3M | 390,783 |
| ISHARES CORE S&P 500 ETF - Exchange Traded Fund | — | $21.4M | 28,527 |
| ISHARES CONVERTIBLE BOND ETF - Exchange Traded Fund | — | $21.0M | 180,323 |
| ISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF - Exchange Traded Fund | — | $20.4M | 208,847 |
| ISHARES HIGH YIELD SYSTEMATIC BOND ETF - Exchange Traded Fund | — | $18.7M | 402,928 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Cornerstone Planning Group LLC's 1,867 positions.
Showing top 10 of 1,867 holdings.
Sector Allocation
Other
$600.6M
Financials
$128.3M
Technology
$36.0M
Industrials
$6.6M
Consumer Discretionary
$6.4M
Healthcare
$5.2M
Utilities
$2.8M
Energy
$2.3M
Top Holdings — Cornerstone Planning Group LLC (Q2 2026)
Top 150 of 1,867 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $IVZ | Invesco Ltd. | $86.2M | 10.8% | +2% | — |
| 2 | — | FIDELITY ENHANCED INTERNATIONAL ETF - Exchange Traded Fund | $75.1M | 9.5% | +4% | — |
| 3 | — | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF - Exchange Traded Fund | $55.1M | 6.9% | +3% | — |
| 4 | — | VANGUARD INTERMEDIATE-TERM BOND ETF - Exchange Traded Fund | $46.1M | 5.8% | +4% | — |
| 5 | — | ISHARES U.S. SMALLCAP EQUITY FACTOR ETF - Exchange Traded Fund | $41.6M | 5.2% | +2% | — |
| 6 | — | ISHARES MORNINGSTAR MID-CAP GROWTH ETF - Exchange Traded Fund | $37.3M | 4.7% | +2% | — |
| 7 | — | ISHARES CORE S&P 500 ETF - Exchange Traded Fund | $21.4M | 2.7% | +59% | — |
| 8 | — | ISHARES CONVERTIBLE BOND ETF - Exchange Traded Fund | $21.0M | 2.6% | +1% | — |
| 9 | — | ISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF - Exchange Traded Fund | $20.4M | 2.6% | +4% | — |
| 10 | — | ISHARES HIGH YIELD SYSTEMATIC BOND ETF - Exchange Traded Fund | $18.7M | 2.4% | +4% | — |
| 11 | — | FIRST TRUST LONG/SHORT EQUITY ETF - Exchange Traded Fund | $18.4M | 2.3% | +4% | — |
| 12 | — | SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF - Exchange Traded Fund | $17.7M | 2.2% | +4% | — |
| 13 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $17.5M | 2.2% | -2% | — |
| 14 | — | STATE STREET SPDR S&P NORTH AMERICAN NATURAL RESOURCES ETF - Exchange Traded Fund | $16.7M | 2.1% | +4% | — |
| 15 | — | ISHARES CORE TOTAL USD BOND MARKET ETF - Exchange Traded Fund | $15.4M | 1.9% | +34% | — |
| 16 |  $WT | WisdomTree, Inc. | $15.4M | 1.9% | +3% | 59.9 |
| 17 | — | VICTORYSHARES SHORT-TERM BOND ETF - Exchange Traded Fund | $15.3M | 1.9% | +3% | — |
| 18 | — | VANGUARD FTSE DEVELOPED MARKETS ETF - Exchange Traded Fund | $14.9M | 1.9% | -3% | — |
| 19 |  $AAPL | Apple Inc. | $9.5M | 1.2% | -1% | 76.4 |
| 20 | — | ISHARES S&P 500 GROWTH ETF - Exchange Traded Fund | $8.7M | 1.1% | +12% | — |
| 21 | — | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF - Exchange Traded Fund | $8.7M | 1.1% | +11% | — |
| 22 |  $NVDA | NVIDIA CORP | $7.3M | 0.9% | +2% | 85.9 |
| 23 | — | ISHARES S&P 500 VALUE ETF - Exchange Traded Fund | $7.3M | 0.9% | -8% | — |
| 24 | — | ISHARES CORE MSCI EMERGING MARKETS ETF - Exchange Traded Fund | $5.5M | 0.7% | -19% | — |
| 25 | — | ISHARES CURRENCY HEDGED MSCI EAFE ETF - Exchange Traded Fund | $5.3M | 0.7% | +4% | — |
| 26 | — | SCHWAB U.S. LARGE-CAP GROWTH ETF - Exchange Traded Fund | $4.7M | 0.6% | +5% | — |
| 27 | — | ISHARES U.S. TREASURY BOND ETF - Exchange Traded Fund | $4.4M | 0.6% | +17% | — |
| 28 | — | ISHARES MSCI EAFE GROWTH ETF - Exchange Traded Fund | $4.3M | 0.6% | +16% | — |
| 29 | — | ISHARES MBS ETF - Exchange Traded Fund | $4.1M | 0.5% | +14% | — |
| 30 | — | ISHARES A.I. INNOVATION AND TECH ACTIVE ETF - Exchange Traded Fund | $4.1M | 0.5% | -2% | — |
| 31 | — | ISHARES MSCI EAFE VALUE ETF - Exchange Traded Fund | $3.6M | 0.5% | -39% | — |
| 32 |  $AMZN | AMAZON COM INC | $3.5M | 0.4% | -3% | 68.7 |
| 33 | — | VANGUARD S&P 500 ETF - Exchange Traded Fund | $3.5M | 0.4% | -4% | — |
| 34 | — | ISHARES 10-20 YEAR TREASURY BOND ETF - Exchange Traded Fund | $3.4M | 0.4% | -9% | — |
| 35 | — | ISHARES LARGE CAP CORE ACTIVE ETF - Exchange Traded Fund | $3.1M | 0.4% | +17% | — |
| 36 |  $LAZ | Lazard, Inc. | $3.0M | 0.4% | +4% | 59.3 |
| 37 | — | ISHARES MSCI USA MOMENTUM FACTOR ETF - Exchange Traded Fund | $2.9M | 0.4% | -11% | — |
| 38 | — | ISHARES FALLEN ANGELS USD BOND ETF - Exchange Traded Fund | $2.9M | 0.4% | +3% | — |
| 39 | — | ISHARES NATIONAL MUNI BOND ETF - Exchange Traded Fund | $2.9M | 0.4% | +5% | — |
| 40 | — | ISHARES U.S. THEMATIC ROTATION ACTIVE ETF - Exchange Traded Fund | $2.8M | 0.3% | -19% | — |
| 41 | — | ISHARES SYSTEMATIC ALTERNATIVES ACTIVE ETF - Exchange Traded Fund | $2.7M | 0.3% | NEW | — |
| 42 | — | SCHWAB US DIVIDEND EQUITY ETF - Exchange Traded Fund | $2.6M | 0.3% | -4% | — |
| 43 |  $JPM | JPMORGAN CHASE & CO | $2.6M | 0.3% | -0% | 70.7 |
| 44 |  $DELL | Dell Technologies Inc. | $2.4M | 0.3% | -12% | 71.2 |
| 45 | — | ISHARES RUSSELL 1000 GROWTH ETF - Exchange Traded Fund | $2.3M | 0.3% | -5% | — |
| 46 |  $GLD | SPDR GOLD TRUST | $2.2M | 0.3% | +4% | — |
| 47 | — | ISHARES GLOBAL GOVERNMENT BOND USD HEDGED ACTIVE ETF - Exchange Traded Fund | $2.2M | 0.3% | NEW | — |
| 48 | — | ISHARES DEFENSE INDUSTRIALS ACTIVE ETF - Exchange Traded Fund | $2.2M | 0.3% | +25% | — |
| 49 | — | ISHARES INTERNATIONAL COUNTRY ROTATION ACTIVE ETF - Exchange Traded Fund | $2.1M | 0.3% | NEW | — |
| 50 |  $MSFT | MICROSOFT CORP | $2.1M | 0.3% | -1% | 79.8 |
| 51 | — | FIRST TRUST EMERGING MARKETS SMALL CAP ALPHADEX FUND - Exchange Traded Fund | $2.0M | 0.3% | -7% | — |
| 52 | — | ISHARES RUSSELL TOP 200 GROWTH ETF - Exchange Traded Fund | $2.0M | 0.3% | +0% | — |
| 53 | — | AB INTERNATIONAL LOW VOLATILITY EQUITY ETF - Exchange Traded Fund | $2.0M | 0.3% | -0% | — |
| 54 | $AXP | AMERICAN EXPRESS CO | $1.9M | 0.2% | +0% | 69.4 |
| 55 |  $GOOG | Alphabet Inc. | $1.8M | 0.2% | +1% | 78.2 |
| 56 | — | ISHARES LONG-TERM NATIONAL MUNI BOND ETF - Exchange Traded Fund | $1.7M | 0.2% | +5% | — |
| 57 | — | INNOVATOR U.S. EQUITY POWER BUFFER ETF - JULY - Exchange Traded Fund | $1.6M | 0.2% | +0% | — |
| 58 |  $STT | STATE STREET CORP | $1.4M | 0.2% | +1% | 71.5 |
| 59 | — | FIDELITY BLUE CHIP GROWTH ETF - Exchange Traded Fund | $1.3M | 0.2% | -8% | — |
| 60 | — | ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF - Exchange Traded Fund | $1.3M | 0.2% | -1% | — |
| 61 | — | JPMORGAN INFLATION MANAGED BOND ETF - Exchange Traded Fund | $1.2M | 0.1% | +5% | — |
| 62 |  $AVGO | Broadcom Inc. | $1.2M | 0.1% | +2% | 84.5 |
| 63 | — | STATE STREET SPDR PORTFOLIO S&P 500 ETF - Exchange Traded Fund | $1.2M | 0.1% | +3% | — |
| 64 |  $META | Meta Platforms, Inc. | $1.2M | 0.1% | -2% | 79.6 |
| 65 | — | FIDELITY HIGH DIVIDEND ETF - Exchange Traded Fund | $1.2M | 0.1% | +1% | — |
| 66 | — | ISHARES MSCI USA QUALITY FACTOR ETF - Exchange Traded Fund | $1.2M | 0.1% | -68% | — |
| 67 |  $GOOGL | Alphabet Inc. | $1.2M | 0.1% | +2% | 78.2 |
| 68 |  $TSLA | Tesla, Inc. | $1.2M | 0.1% | +10% | 53.9 |
| 69 | — | STATE STREET ENERGY SELECT SECTOR SPDR ETF - Exchange Traded Fund | $1.1M | 0.1% | +2% | — |
| 70 | — | ISHARES FLEXIBLE INCOME ACTIVE ETF - Exchange Traded Fund | $1.1M | 0.1% | -51% | — |
| 71 |  $IAU | ISHARES GOLD TRUST | $1.1M | 0.1% | +18% | — |
| 72 |  $SPY | SPDR S&P 500 ETF TRUST | $1.1M | 0.1% | -4% | — |
| 73 | — | FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX - Exchange Traded Fund | $1.0M | 0.1% | +2% | — |
| 74 |  $PEG | PUBLIC SERVICE ENTERPRISE GROUP INC | $1.0M | 0.1% | +1% | 60.9 |
| 75 | — | CONVERGENCE LONG/SHORT EQUITY ETF - Exchange Traded Fund | $1.0M | 0.1% | +3% | — |
| 76 | — | VANECK ENERGY INCOME ETF - Exchange Traded Fund | $984,018 | 0.1% | +6% | — |
| 77 |  $JNJ | JOHNSON & JOHNSON | $929,670 | 0.1% | -1% | 69 |
| 78 |  $GLDM | World Gold Trust | $924,316 | 0.1% | +29% | — |
| 79 | $MCO | MOODYS CORP /DE/ | $884,574 | 0.1% | +0% | 79.1 |
| 80 | — | ISHARES U.S. CARBON TRANSITION READINESS AWARE ACTIVE ETF - Exchange Traded Fund | $877,531 | 0.1% | +4% | — |
| 81 | — | VANGUARD TOTAL INTERNATIONAL BOND ETF - Exchange Traded Fund | $820,152 | 0.1% | +4% | — |
| 82 |  $MET | METLIFE INC | $817,127 | 0.1% | -43% | 56.2 |
| 83 | $IVZ | Invesco Ltd. | $816,418 | 0.1% | +1% | — |
| 84 | — | ISHARES RUSSELL MID-CAP GROWTH ETF - Exchange Traded Fund | $796,048 | 0.1% | +5% | — |
| 85 | $META | Meta Platforms, Inc. | $761,622 | 0.1% | +6% | 79.6 |
| 86 | — | ISHARES RUSSELL 1000 ETF - Exchange Traded Fund | $741,061 | 0.1% | +0% | — |
| 87 | — | ISHARES ESG AWARE MSCI USA ETF - Exchange Traded Fund | $730,358 | 0.1% | +5% | — |
| 88 | — | ISHARES CORE S&P SMALL CAP ETF - Exchange Traded Fund | $676,009 | 0.1% | -8% | — |
| 89 | — | ISHARES CORE 60/40 BALANCED ALLOCATION ETF - Exchange Traded Fund | $673,278 | 0.1% | +6% | — |
| 90 |  $GS | GOLDMAN SACHS GROUP INC | $667,524 | 0.1% | +0% | 73.5 |
| 91 |  $IBIT | iShares Bitcoin Trust ETF | $658,491 | 0.1% | +12% | — |
| 92 | — | PACER US CASH COWS 100 ETF - Exchange Traded Fund | $655,925 | 0.1% | -3% | — |
| 93 |  $LIN | LINDE PLC | $645,619 | 0.1% | -2% | — |
| 94 |  $XOM.R34088 | EXXON MOBIL CORP | $641,081 | 0.1% | -9% | 57.9 |
| 95 | — | VANGUARD FTSE EMERGING MARKETS ETF - Exchange Traded Fund | $618,142 | 0.1% | -5% | — |
| 96 | — | ISHARES ESG MSCI KLD 400 ETF - Exchange Traded Fund | $607,505 | 0.1% | +5% | — |
| 97 | — | ISHARES SYSTEMATIC BOND ETF - Exchange Traded Fund | $606,335 | 0.1% | +9% | — |
| 98 |  $BRK.B | BERKSHIRE HATHAWAY INC | $602,439 | 0.1% | +3% | 73.8 |
| 99 |  $MU | MICRON TECHNOLOGY INC | $534,203 | 0.1% | +4% | 86.2 |
| 100 |  $LLY | ELI LILLY & Co | $523,187 | 0.1% | +3% | 87.5 |
| 101 | $WT | WisdomTree, Inc. | $489,584 | 0.1% | -17% | 59.9 |
| 102 | — | ISHARES ESG ADVANCED MSCI USA ETF - Exchange Traded Fund | $487,455 | 0.1% | +4% | — |
| 103 | — | ISHARES CORE U.S. AGGREGATE BOND ETF - Exchange Traded Fund | $481,519 | 0.1% | -8% | — |
| 104 | — | SCHWAB U.S. BROAD MARKET ETF - Exchange Traded Fund | $481,377 | 0.1% | -1% | — |
| 105 |  $PM | Philip Morris International Inc. | $473,998 | 0.1% | -1% | 75.9 |
| 106 | — | SCHWAB INTERNATIONAL EQUITY ETF - Exchange Traded Fund | $465,878 | 0.1% | +1% | — |
| 107 |  $AMD | ADVANCED MICRO DEVICES INC | $461,748 | 0.1% | -2% | 79.8 |
| 108 |  $PSN | PARSONS CORP | $448,433 | 0.1% | +0% | 54.6 |
| 109 |  $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | $442,217 | 0.1% | NEW | — |
| 110 |  $V | VISA INC. | $437,135 | 0.1% | +7% | 82.9 |
| 111 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $434,454 | 0.1% | +5% | 70 |
| 112 | — | ISHARES ESG AWARE USD CORPORATE BOND ETF - Exchange Traded Fund | $433,540 | 0.1% | -7% | — |
| 113 | — | ISHARES CORE 40/60 MODERATE ALLOCATION ETF - Exchange Traded Fund | $430,237 | 0.1% | +32% | — |
| 114 |  $ABBV | AbbVie Inc. | $427,324 | 0.1% | +2% | 72.6 |
| 115 | — | VANGUARD TOTAL STOCK MARKET ETF - Exchange Traded Fund | $423,784 | 0.1% | -40% | — |
| 116 | — | VANGUARD EXTENDED MARKET ETF - Exchange Traded Fund | $411,881 | 0.1% | -3% | — |
| 117 | — | NUVEEN ESG LARGE-CAP GROWTH ETF - Exchange Traded Fund | $408,102 | 0.1% | -0% | — |
| 118 |  $UPS | UNITED PARCEL SERVICE INC | $407,470 | 0.1% | -1% | 58.6 |
| 119 | — | VANGUARD MORTGAGE-BACKED SECURITIES ETF - Exchange Traded Fund | $403,724 | 0.1% | -2% | — |
| 120 | — | ISHARES ESG AWARE US AGGREGATE BOND ETF - Exchange Traded Fund | $403,413 | 0.1% | +34% | — |
| 121 |  $PG | PROCTER & GAMBLE Co | $399,149 | 0.1% | +1% | 64.6 |
| 122 |  $MRK | Merck & Co., Inc. | $386,657 | 0.1% | +2% | 59.9 |
| 123 |  $SRE | SEMPRA | $374,707 | 0.1% | -0% | 41.9 |
| 124 |  $SUN | Sunoco LP | $365,785 | 0.1% | -1% | 63.6 |
| 125 | — | ISHARES ESG AWARE MSCI EAFE ETF - Exchange Traded Fund | $351,556 | 0.0% | -7% | — |
| 126 |  $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | $351,258 | 0.0% | -5% | — |
| 127 |  $T | AT&T INC. | $343,427 | 0.0% | -4% | 65.7 |
| 128 |  $INTC | INTEL CORP | $341,827 | 0.0% | +24% | 45.6 |
| 129 | — | VANGUARD LONG-TERM BOND ETF - Exchange Traded Fund | $339,705 | 0.0% | +7% | — |
| 130 |  $ASML | ASML HOLDING NV | $320,731 | 0.0% | -1% | — |
| 131 | — | PRINCIPAL U.S. MEGA-CAP ETF - Exchange Traded Fund | $312,689 | 0.0% | -1% | — |
| 132 |  $HD | HOME DEPOT, INC. | $311,327 | 0.0% | +7% | 60.3 |
| 133 | — | VANECK FALLEN ANGEL HIGH YIELD BOND ETF - Exchange Traded Fund | $310,199 | 0.0% | -9% | — |
| 134 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $296,953 | 0.0% | -8% | — |
| 135 |  $CI | Cigna Group | $294,484 | 0.0% | +0% | 66.2 |
| 136 | — | ISHARES ESG AWARE MSCI USA VALUE ETF - Exchange Traded Fund | $286,979 | 0.0% | +11% | — |
| 137 |  $UNH | UNITEDHEALTH GROUP INC | $285,775 | 0.0% | -3% | 62.7 |
| 138 | — | ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF - Exchange Traded Fund | $285,122 | 0.0% | -88% | — |
| 139 |  $CAT | CATERPILLAR INC | $276,981 | 0.0% | -9% | 66.5 |
| 140 |  $WMT | Walmart Inc. | $276,427 | 0.0% | -8% | 60.2 |
| 141 |  $DB | DEUTSCHE BANK AKTIENGESELLSCHAFT | $274,897 | 0.0% | +0% | 32.8 |
| 142 | — | ISHARES RUSSELL 2000 GROWTH ETF - Exchange Traded Fund | $274,582 | 0.0% | +0% | — |
| 143 |  $PANW | Palo Alto Networks Inc | $273,924 | 0.0% | +4% | 65.5 |
| 144 |  $FITB | FIFTH THIRD BANCORP | $273,789 | 0.0% | -15% | 63.2 |
| 145 | — | ISHARES U.S. AEROSPACE & DEFENSE ETF - Exchange Traded Fund | $271,656 | 0.0% | -7% | — |
| 146 |  $AMP | AMERIPRISE FINANCIAL INC | $271,180 | 0.0% | -1% | 68.7 |
| 147 | — | VANGUARD HIGH DIVIDEND YIELD INDEX ETF - Exchange Traded Fund | $270,566 | 0.0% | +0% | — |
| 148 | — | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF - Exchange Traded Fund | $269,360 | 0.0% | +1% | — |
| 149 | — | ISHARES INTERNATIONAL DIVIDEND ACTIVE ETF - Exchange Traded Fund | $269,236 | 0.0% | +5% | — |
| 150 | — | VANGUARD TAX-EXEMPT BOND ETF - Exchange Traded Fund | $260,765 | 0.0% | -8% | — |
New Positions (148)
ISHARES SYSTEMATIC ALTERNATIVES ACTIVE ETF - Exchange Traded Fund$2.7M
ISHARES GLOBAL GOVERNMENT BOND USD HEDGED ACTIVE ETF - Exchange Traded Fund$2.2M
$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$442,217 ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF - Exchange Traded Fund$118,067
FIDELITY ENHANCED LARGE CAP CORE ETF - Exchange Traded Fund$62,792
ISHARES GLOBAL CLEAN ENERGY ETF - Exchange Traded Fund$57,641
VANECK REAL ASSETS ETF - Exchange Traded Fund$30,987
$BFLX Cann American Corp.$29,682
$WYFI WhiteFiber, Inc.$27,860
$HONA Honeywell Aerospace Inc.$22,648 CALVERT INTERNATIONAL RESPONSIBLE INDEX ETF - Exchange Traded Fund$19,567
EA BRIDGEWAY OMNI SMALL-CAP VALUE ETF - Exchange Traded Fund$12,533
$FDXF FedEx Freight Holding Company, Inc.$11,348
$KGS Kodiak Gas Services, Inc.$10,653
$ABM ABM INDUSTRIES INC /DE/$10,060Exited Positions (96)
XTRACKERS MSCI USA SELECTION EQUITY ETF
$NFBK Northfield Bancorp, Inc. ISHARES MSCI EMERGING MARKETS ASIA ETF
$OLLI Ollie's Bargain Outlet Holdings, Inc. VANGUARD MID-CAP GROWTH ETF
FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF
COHEN & STEERS REAL ESTATE ACTIVE ETF
ISHARES ESG AWARE MSCI USA SMALL-CAP ETF
PIMCO 1-5 YEAR US TIPS INDEX EXCHANGE-TRADED FUND
$CTRA Coterra Energy Inc.
$JHG Janus Henderson Group Ltd.
$SILA Sila Realty Trust, Inc. JPMORGAN BETABUILDERS EUROPE ETF
$USLM UNITED STATES LIME & MINERALS INC NUVEEN ESG MID-CAP VALUE ETF
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Available Analysis
13F Pro tracks comprehensive institutional data for Cornerstone Planning Group LLC including:
Full 13F portfolio with all holdings
Quarter-over-quarter position changes
Accumulation & distribution patterns
Sector allocation breakdown
Historical portfolio evolution
New positions & complete exits
Concentration analysis
Peer comparison with similar funds
AI-powered portfolio insights
Track Cornerstone Planning Group LLC's Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for Cornerstone Planning Group LLC and 8,700+ other institutional investors.
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AI-Powered Hedge Fund Analysis: Cornerstone Planning Group LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Cornerstone Planning Group LLC (SEC CIK: 1822587), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Cornerstone Planning Group LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.