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Cornerstone Planning Group

Latest statistics and disclosures from Cornerstone Planning Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are QQQM, FENI, FNDX, BIV, SMLF, and represent 39.14% of Cornerstone Planning Group's stock portfolio.
Added to shares of these 10 stocks: FNDX (+$44M), BIV (+$41M), VEA (+$16M), NANR (+$15M), FNDE (+$14M), USTB (+$13M), WTV (+$12M), SCHD (+$6.6M), NVDA (+$5.9M), HEDJ.
Started 187 new stock positions in VC, WDIV, AMCR, CRCL, SCL, SITC, SOLS, FOUR, IRTC, NCNO.
Reduced shares in these 10 stocks: MDY (-$119M), VYM (-$78M), FNDC (-$77M), SCHW (-$34M), VEU (-$23M), DTD (-$11M), PH (-$7.0M), VMI (-$6.5M), WTFC (-$6.2M), SCHZ (-$5.2M).
Sold out of its positions in AGCO, GOLD, ASGN, ACHC, ATI, ALE, OKLO, KNTK, BLOK, NLY.
Cornerstone Planning Group was a net seller of stock by $-223M.
Cornerstone Planning Group has $641M in assets under management (AUM), dropping by 2.71%.
Central Index Key (CIK): 0001822587

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Portfolio Holdings for Cornerstone Planning Group

Cornerstone Planning Group holds 1709 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Cornerstone Planning Group has 1709 total positions. Only the first 250 positions are shown.

Sign up to view all of the Cornerstone Planning Group Dec. 31, 2025 positions
Download the Cornerstone Planning Group December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Invesco Nasdaq 100 Etf Exchange Traded Fund (QQQM)	10.5	$68M		259k	260.76	View chart
Fidelity Enhanced International Etf Exchange Traded Fund (FENI)	9.9	$64M		1.6M	38.77	View chart
Schwab Fundamental U.s. Large Company Etf Exchange Traded Fund (FNDX)	6.9	$44M	+839967%	1.6M	28.28	View chart
Vanguard Intermediate-term Bond Etf Exchange Traded Fund (BIV)	6.4	$41M	+680593%	531k	77.81	View chart
Ishares U.s. Smallcap Equity Factor Etf Exchange Traded Fund (SMLF)	5.3	$34M	-2%	434k	78.86	View chart
Ishares Morningstar Mid-cap Growth Etf Exchange Traded Fund (IMCG)	4.6	$29M	-2%	352k	83.49	View chart
Ishares Convertible Bond Etf Exchange Traded Fund (ICVT)	2.8	$18M	-3%	170k	105.91	View chart
Invesco Qqq Trust Series I Exchange Traded Fund (QQQ)	2.7	$17M	-15%	27k	633.22	View chart
Ishares High Yield Systematic Bond Etf Exchange Traded Fund (HYDB)	2.6	$17M		353k	47.64	View chart
First Trust Long/short Equity Etf Exchange Traded Fund (FTLS)	2.4	$16M	-2%	218k	71.85	View chart
Vanguard Ftse Developed Markets Etf Exchange Traded Fund (VEA)	2.4	$16M	+52141%	233k	66.72	View chart
Spdr S&p North American Natural Resources Etf Exchange Traded Fund (NANR)	2.3	$15M	+3764700%	188k	79.76	View chart
Ishares Residential And Multisector Real Estate Etf Exchange Traded Fund (REZ)	2.2	$14M		175k	82.50	View chart
Schwab Fundamental Emerging Markets Equity Etf Exchange Traded Fund (FNDE)	2.2	$14M	+17012%	353k	39.88	View chart
Victoryshares Short-term Bond Etf Exchange Traded Fund (USTB)	2.0	$13M	+58494%	246k	50.92	View chart
Wisdomtree Us Value Fund Of Benef Interest Exchange Traded Fund (WTV)	1.9	$13M	+34921%	131k	95.39	View chart
Ishares Core Total Usd Bond Market Etf Exchange Traded Fund (IUSB)	1.4	$9.1M	+8%	195k	46.68	View chart
Ishares Core S&p 500 Etf Exchange Traded Fund (IVV)	1.3	$8.1M	+6%	12k	698.67	View chart
Ishares Russell 1000 Growth Etf Exchange Traded Fund (IWF)	1.2	$8.0M		17k	473.28	View chart
Apple Common Stock (AAPL)	1.1	$7.0M	-17%	27k	256.44	View chart
Schwab Us Dividend Equity Etf Exchange Traded Fund (SCHD)	1.0	$6.6M	+30756%	226k	29.30	View chart
Ishares U.s. Equity Factor Rotation Active Etf Exchange Traded Fund (DYNF)	0.9	$5.9M	+9%	96k	61.80	View chart
Nvidia Corporation Common Stock (NVDA)	0.9	$5.9M	+133891%	31k	191.52	View chart
Ishares S&p 500 Value Etf Exchange Traded Fund (IVE)	0.9	$5.6M	+51%	26k	216.35	View chart
Ishares S&p 500 Growth Etf Exchange Traded Fund (IVW)	0.8	$5.2M	+7%	41k	125.61	View chart
Ishares Core Msci Emerging Markets Etf Exchange Traded Fund (IEMG)	0.8	$5.0M	+23%	67k	74.45	View chart
Ishares Currency Hedged Msci Eafe Etf Exchange Traded Fund (HEFA)	0.7	$4.7M	+4%	111k	42.60	View chart
Ishares Msci Eafe Value Etf Exchange Traded Fund (EFV)	0.7	$4.4M	-3%	58k	75.00	View chart
Ishares S&p 100 Etf Exchange Traded Fund (OEF)	0.6	$3.9M	+8%	11k	344.69	View chart
Ishares 10-20 Year Treasury Bond Etf Exchange Traded Fund (TLH)	0.6	$3.8M	+6%	37k	101.81	View chart
Vanguard S&p 500 Etf Exchange Traded Fund (VOO)	0.5	$3.5M	-50%	5.4k	639.55	View chart
Amazon Common Stock (AMZN)	0.5	$3.4M		14k	243.01	View chart
Ishares Fallen Angels Usd Bond Etf Exchange Traded Fund (FALN)	0.5	$2.9M	+5%	107k	27.57	View chart
Ishares Mbs Etf Exchange Traded Fund (MBB)	0.4	$2.9M	+12%	30k	95.69	View chart
Ishares Msci Usa Quality Factor Etf Exchange Traded Fund (QUAL)	0.4	$2.6M	-38%	13k	204.27	View chart
Ishares Gold Trust Exchange Traded Fund (IAU)	0.4	$2.4M	+5%	24k	101.25	View chart
First Trust Emerging Markets Small Cap Alphadex Fund Exchange Traded Fund (FEMS)	0.4	$2.4M	-29%	53k	46.18	View chart
Microsoft Corp Common Stock (MSFT)	0.4	$2.3M	-9%	4.9k	481.65	View chart
Wisdomtree Europe Hedged Equity Fund Exchange Traded Fund (HEDJ)	0.4	$2.3M	+4477%	43k	53.90	View chart
Ishares U.s. Thematic Rotation Active Etf Exchange Traded Fund (THRO)	0.4	$2.3M	+7%	58k	39.31	View chart
Ishares Flexible Income Active Etf Exchange Traded Fund (BINC)	0.4	$2.3M	+14%	43k	53.11	View chart
Ishares National Muni Bond Etf Exchange Traded Fund (MUB)	0.4	$2.2M		21k	107.81	View chart
Ishares A.i. Innovation And Tech Active Etf Exchange Traded Fund (BAI)	0.3	$2.2M	+11%	62k	36.07	View chart
Jpmorgan Chase & Co Common Stock (JPM)	0.3	$2.1M	-8%	7.1k	300.78	View chart
Ishares Russell Top 200 Growth Etf Exchange Traded Fund (IWY)	0.3	$1.9M	-4%	7.0k	276.63	View chart
American Express Common Stock (AXP)	0.3	$1.9M		5.3k	357.00	View chart
Ab International Low Volatility Equity Etf Exchange Traded Fund (ILOW)	0.3	$1.9M	+5278%	43k	44.18	View chart
Ishares Msci Usa Momentum Factor Etf Exchange Traded Fund (MTUM)	0.3	$1.9M	+70%	7.3k	260.10	View chart
Ishares Core International Aggregate Bond Etf Exchange Traded Fund (IAGG)	0.3	$1.7M	+12%	34k	50.27	View chart
Innovator U.s. Equity Power Buffer Etf - July Exchange Traded Fund (PJUL)	0.2	$1.6M		33k	46.83	View chart
Vanguard Total Bond Market Etf Exchange Traded Fund (BND)	0.2	$1.4M	+2064%	19k	74.25	View chart
Alphabet Inc Cap Stk Cl A Common Stock (GOOGL)	0.2	$1.4M	+41%	4.2k	336.04	View chart
State Street Real Estate Select Sector Spdr Etf Exchange Traded Fund (XLRE)	0.2	$1.3M	+17226%	33k	40.85	View chart
Spdr Gold Shares Exchange Traded Fund (GLD)	0.2	$1.2M	+154%	2.5k	494.56	View chart
Meta Platforms Inc Cl A Common Stock (META)	0.2	$1.2M	-2%	1.8k	668.61	View chart
Tesla Common Stock (TSLA)	0.2	$1.1M	+2257%	2.7k	431.46	View chart
Ishares Core 80/20 Aggressive Allocation Etf Exchange Traded Fund (AOA)	0.2	$1.1M	-16%	12k	92.41	View chart
Ishares U.s. Aerospace & Defense Etf Exchange Traded Fund (ITA)	0.2	$1.0M	+6%	4.5k	233.69	View chart
Alphabet Inc Cap Stk Cl C Common Stock (GOOG)	0.2	$1.0M	+7407%	3.0k	336.26	View chart
State Str Spdr S&p 500 Etf Tr Tr Unit Exchange Traded Fund (SPY)	0.2	$968k	+3994%	1.4k	695.21	View chart
Public Svc Enterprise Grp Common Stock (PEG)	0.1	$960k	+3990%	12k	81.45	View chart
State Street Energy Select Sector Spdr Etf Exchange Traded Fund (XLE)	0.1	$933k	+111%	19k	50.05	View chart
Moodys Corp Common Stock (MCO)	0.1	$923k		1.8k	516.64	View chart
Ishares Jp Morgan Usd Emerging Markets Bond Etf Exchange Traded Fund (EMB)	0.1	$891k	+13%	9.2k	96.66	View chart
Broadcom Common Stock (AVGO)	0.1	$860k	-6%	2.6k	333.20	View chart
Vanguard Short-term Bond Etf Exchange Traded Fund (BSV)	0.1	$818k	+8623%	10k	78.84	View chart
Johnson & Johnson Common Stock (JNJ)	0.1	$786k	-8%	3.5k	227.69	View chart
Vanguard Total International Bond Etf Exchange Traded Fund (BNDX)	0.1	$742k	+2436%	15k	48.51	View chart
Ishares U.s. Treasury Bond Etf Exchange Traded Fund (GOVT)	0.1	$740k	+26%	32k	23.01	View chart
Alerian Mlp Etf Exchange Traded Fund (AMLP)	0.1	$698k	+92860%	14k	50.04	View chart
Ishares Core S&p Small Cap Etf Exchange Traded Fund (IJR)	0.1	$691k	-20%	5.4k	127.05	View chart
Pacer Us Cash Cows 100 Etf Exchange Traded Fund (COWZ)	0.1	$690k	+15542%	11k	62.15	View chart
Virtus Seix Senior Loan Etf Exchange Traded Fund (SEIX)	0.1	$662k	+31069%	28k	23.32	View chart
Ishares Russell 1000 Etf Exchange Traded Fund (IWB)	0.1	$661k		1.7k	380.91	View chart
Vanguard Ftse Emerging Markets Etf Exchange Traded Fund (VWO)	0.1	$654k	+690%	11k	57.86	View chart
Dell Technologies Inc Cl C Common Stock (DELL)	0.1	$637k	+537%	5.4k	117.32	View chart
Ishares Msci Eafe Growth Etf Exchange Traded Fund (EFG)	0.1	$627k		5.2k	120.33	View chart
Exxon Mobil Corp Common Stock (XOM)	0.1	$588k	-4%	4.3k	137.57	View chart
Parsons Corp Del Common Stock (PSN)	0.1	$559k	+4620%	7.8k	71.71	View chart
Linde Common Stock (LIN)	0.1	$557k	-2%	1.2k	451.60	View chart
Principal U.s. Mega-cap Etf Exchange Traded Fund (USMC)	0.1	$544k	NEW	8.0k	67.90	View chart
Fidelity Blue Chip Growth Etf Exchange Traded Fund (FBCG)	0.1	$525k	+1806%	9.5k	55.46	View chart
Vanguard Large-cap Etf Exchange Traded Fund (VV)	0.1	$514k	NEW	1.6k	320.36	View chart
Ishares High Yield Muni Active Etf Exchange Traded Fund (HIMU)	0.1	$490k	+3%	10k	49.04	View chart
Invesco Dorsey Wright Smallcap Momentum Etf Exchange Traded Fund (DWAS)	0.1	$473k	+11%	4.7k	101.36	View chart
Invesco International Dividend Achievers Etf Exchange Traded Fund (PID)	0.1	$468k		21k	22.79	View chart
Schwab U.s. Broad Market Etf Exchange Traded Fund (SCHB)	0.1	$453k	+448%	17k	26.83	View chart
Ishares Systematic Bond Etf Exchange Traded Fund (SYSB)	0.1	$436k	NEW	4.8k	89.99	View chart
Schwab International Equity Etf Exchange Traded Fund (SCHF)	0.1	$435k	+13025%	17k	25.67	View chart
Ishares U.s. Technology Etf Exchange Traded Fund (IYW)	0.1	$429k		2.1k	204.68	View chart
Philip Morris Intl Common Stock (PM)	0.1	$424k	+600%	2.4k	178.60	View chart
Berkshire Hathaway Inc Del Cl B Common Stock (BRK.B)	0.1	$423k		894.00	473.49	View chart
Ishares Core 60/40 Balanced Allocation Etf Exchange Traded Fund (AOR)	0.1	$423k	+3%	6.4k	66.65	View chart
Ishares Bitcoin Trust Etf Exchange Traded Fund (IBIT)	0.1	$399k	+6%	7.9k	50.51	View chart
Vaneck Fallen Angel High Yield Bond Etf Exchange Traded Fund (ANGL)	0.1	$396k	+22996%	13k	29.59	View chart
Vanguard Extended Market Etf Exchange Traded Fund (VXF)	0.1	$391k	+1004%	1.8k	218.37	View chart
Fidelity Total Bond Etf Exchange Traded Fund (FBND)	0.1	$391k	+680%	8.5k	46.14	View chart
Eli Lilly & Co Common Stock (LLY)	0.1	$390k	-71%	381.00	1024.30	View chart
State Street Spdr Russell 1000 Yield Focus Etf Exchange Traded Fund (ONEY)	0.1	$377k	+120%	3.2k	119.35	View chart
Vanguard Mortgage-backed Securities Etf Exchange Traded Fund (VMBS)	0.1	$371k	+48%	7.8k	47.28	View chart
International Business Machs Common Stock (IBM)	0.1	$371k	-19%	1.3k	294.09	View chart
Visa Inc Com Cl A Common Stock (V)	0.1	$369k	+227%	1.1k	326.87	View chart
Abbvie Common Stock (ABBV)	0.1	$358k	+30%	1.6k	218.71	View chart
Nuveen Esg Large-cap Growth Etf Exchange Traded Fund (NULG)	0.1	$358k	+3%	3.6k	99.61	View chart
Procter & Gamble Common Stock (PG)	0.1	$357k	+717%	2.4k	147.37	View chart
Cognizant Technology Solutions Cl A Common Stock (CTSH)	0.1	$356k		4.3k	83.30	View chart
At&t Common Stock (T)	0.1	$347k		14k	24.07	View chart
Sempra Common Stock (SRE)	0.1	$346k	+793%	4.0k	86.78	View chart
Vanguard Mid-cap Value Etf Exchange Traded Fund (VOE)	0.1	$328k	+5%	1.8k	185.31	View chart
Vanguard Long-term Bond Etf Exchange Traded Fund (BLV)	0.0	$320k	+706%	4.6k	69.87	View chart
Ishares Core Dividend Growth Etf Exchange Traded Fund (DGRO)	0.0	$319k		4.5k	71.43	View chart
First Trust Materials Alphadex Fund Exchange Traded Fund (FXZ)	0.0	$313k	-63%	4.2k	74.44	View chart
Home Depot Common Stock (HD)	0.0	$310k	-37%	826.00	375.16	View chart
Deutsche Bank A G Namen Akt Common Stock (DB)	0.0	$306k	+12998%	7.7k	39.54	View chart
State Street Spdr Portfolio Intermediate Term Corporate Bond Etf Exchange Traded Fund (SPIB)	0.0	$298k	+26509%	8.8k	33.88	View chart
Vanguard Total Stock Market Etf Exchange Traded Fund (VTI)	0.0	$296k	+4004%	862.00	343.08	View chart
Sunoco Lp/sunoco Fin Corp Com Ut Rep Common Stock (SUN)	0.0	$290k	+8446%	5.0k	58.45	View chart
Merck & Co Common Stock (MRK)	0.0	$287k	-19%	2.7k	106.89	View chart
Ishares Core U.s. Aggregate Bond Etf Exchange Traded Fund (AGG)	0.0	$275k	+60%	2.7k	100.17	View chart
Ishares Russell 2000 Growth Etf Exchange Traded Fund (IWO)	0.0	$274k	+8%	795.00	344.45	View chart
Walmart Common Stock (WMT)	0.0	$273k	+8896%	2.3k	116.56	View chart
The Cigna Group Common Stock (CI)	0.0	$272k	-18%	1.0k	272.43	View chart
Fifth Third Bancorp Common Stock (FITB)	0.0	$271k		5.5k	49.69	View chart
Ameriprise Finl Common Stock (AMP)	0.0	$270k		541.00	499.80	View chart
Taiwan Semiconductor Mfg American Depository Receipt (TSM)	0.0	$246k	+1697%	719.00	342.30	View chart
Expedia Group Common Stock (EXPE)	0.0	$231k	+13%	869.00	265.76	View chart
Wisdomtree U.s. Total Dividend Fund Exchange Traded Fund (DTD)	0.0	$229k	-97%	2.6k	87.29	View chart
Jpmorgan Income Etf Exchange Traded Fund (JPIE)	0.0	$228k	NEW	4.9k	46.45	View chart
Asml Hldg Nv N Y Registry American Depository Receipt (ASML)	0.0	$225k	+7%	158.00	1422.92	View chart
Mastercard Incorporated Cl A Common Stock (MA)	0.0	$223k	-8%	427.00	521.84	View chart
State Street Spdr Portfolio S&p 500 Etf Exchange Traded Fund (SPYM)	0.0	$218k	+203%	2.7k	81.82	View chart
Southern Common Stock (SO)	0.0	$217k	+6212%	2.5k	88.32	View chart
State Street Technology Select Sector Spdr Etf Exchange Traded Fund (XLK)	0.0	$215k	+47833%	1.4k	149.27	View chart
Ishares Esg Aware Msci Eafe Etf Exchange Traded Fund (ESGD)	0.0	$207k	+3%	2.1k	100.16	View chart
Accenture Plc Ireland Shs Class A Common Stock (ACN)	0.0	$206k	+662%	762.00	270.43	View chart
Ishares International Dividend Active Etf Exchange Traded Fund (BIDD)	0.0	$202k	NEW	6.6k	30.50	View chart
Netflix Common Stock (NFLX)	0.0	$195k	+1053%	2.3k	84.64	View chart
Ishares Iboxx $ Investment Grade Corporate Bond Etf Exchange Traded Fund (LQD)	0.0	$195k	-25%	1.8k	110.68	View chart
F N B Corp Common Stock (FNB)	0.0	$195k		11k	17.23	View chart
Advanced Micro Devices Common Stock (AMD)	0.0	$194k	+1915%	766.00	252.74	View chart
Vanguard High Dividend Yield Index Etf Exchange Traded Fund (VYM)	0.0	$191k	-99%	1.3k	148.70	View chart
Micron Technology Common Stock (MU)	0.0	$189k	+10%	435.00	434.90	View chart
Ishares Core 40/60 Moderate Allocation Etf Exchange Traded Fund (AOM)	0.0	$188k	+5%	3.9k	48.62	View chart
Unitedhealth Group Common Stock (UNH)	0.0	$187k	-47%	637.00	294.21	View chart
Disney Walt Common Stock (DIS)	0.0	$187k	+1212%	1.7k	109.57	View chart
Caterpillar Common Stock (CAT)	0.0	$184k	-8%	285.00	643.73	View chart
Costco Wholesale Corporation Common Stock (COST)	0.0	$181k	+3%	189.00	958.66	View chart
Ishares Msci Usa Min Vol Factor Etf Exchange Traded Fund (USMV)	0.0	$181k	+2%	1.9k	95.18	View chart
Ishares Russell 2000 Value Etf Exchange Traded Fund (IWN)	0.0	$178k		917.00	194.56	View chart
Vanguard Ftse All-world Ex-us Index Fund Exchange Traded Fund (VEU)	0.0	$175k	-99%	2.2k	78.72	View chart
State Street Financial Select Sector Spdr Etf Exchange Traded Fund (XLF)	0.0	$173k	+8%	3.3k	52.99	View chart
Verizon Communications Common Stock (VZ)	0.0	$173k	+5817%	4.4k	39.41	View chart
Inspire Small/mid Cap Etf Exchange Traded Fund (ISMD)	0.0	$172k		4.2k	41.14	View chart
Cisco Sys Common Stock (CSCO)	0.0	$171k	-2%	2.2k	78.96	View chart
Nuveen Esg Mid-cap Growth Etf Exchange Traded Fund (NUMG)	0.0	$163k		3.5k	46.90	View chart
Vanguard Short-term Corporate Bond Etf Exchange Traded Fund (VCSH)	0.0	$163k	+172%	2.0k	79.90	View chart
Ishares Russell 1000 Value Etf Exchange Traded Fund (IWD)	0.0	$160k	-30%	730.00	219.31	View chart
Columbia Diversified Fixed Income Allocation Etf Exchange Traded Fund (DIAL)	0.0	$159k	NEW	8.6k	18.46	View chart
Chevron Corp Common Stock (CVX)	0.0	$158k	+6%	930.00	170.02	View chart
Ft Vest Us Equity Buffer Etf - December Exchange Traded Fund (FDEC)	0.0	$157k		3.0k	51.74	View chart
Ishares Msci Acwi Ex U.s. Etf Exchange Traded Fund (ACWX)	0.0	$157k	-14%	2.2k	71.72	View chart
Altria Group Common Stock (MO)	0.0	$156k	+20533%	2.5k	63.12	View chart
Coca Cola Common Stock (KO)	0.0	$155k	-27%	2.1k	73.05	View chart
Ab Disruptors Etf Exchange Traded Fund (FWD)	0.0	$155k	-96%	1.3k	116.66	View chart
Ishares Core S&p Mid-cap Etf Exchange Traded Fund (IJH)	0.0	$154k	+4%	2.2k	69.45	View chart
Vanguard Dividend Appreciation Etf Exchange Traded Fund (VIG)	0.0	$152k	-59%	677.00	223.77	View chart
Vanguard Real Estate Etf Exchange Traded Fund (VNQ)	0.0	$151k	+542%	1.7k	89.44	View chart
Bank America Corp Common Stock (BAC)	0.0	$150k	-21%	2.9k	51.82	View chart
S&p Global Common Stock (SPGI)	0.0	$149k	+680%	281.00	528.53	View chart
Invesco High Yield Equity Dividend Achievers Etf Exchange Traded Fund (PEY)	0.0	$147k	-27%	7.0k	21.14	View chart
Wells Fargo & Co Common Stock (WFC)	0.0	$147k	+620%	1.7k	88.02	View chart
Prologis Real Estate Investment Trust (PLD)	0.0	$147k	-17%	1.2k	127.15	View chart
Ge Aerospace Common Stock (GE)	0.0	$146k	-8%	500.00	292.70	View chart
Ge Vernova Common Stock (GEV)	0.0	$145k	-16%	204.00	711.79	View chart
Blackrock Common Stock (BLK)	0.0	$145k	-16%	129.00	1123.02	View chart
Vanguard Ftse Pacific Etf Exchange Traded Fund (VPL)	0.0	$140k	+20%	1.4k	99.30	View chart
Parker-hannifin Corp Common Stock (PH)	0.0	$139k	-98%	152.00	917.07	View chart
Thomson Reuters Corp Common Stock (TRI)	0.0	$139k	+42%	1.2k	117.28	View chart
Constellation Energy Corp Common Stock (CEG)	0.0	$137k	-16%	476.00	287.98	View chart
Palo Alto Networks Common Stock (PANW)	0.0	$136k	+428%	740.00	183.74	View chart
Ishares Silver Trust Exchange Traded Fund (SLV)	0.0	$135k	-5%	1.3k	105.60	View chart
Mcdonalds Corp Common Stock (MCD)	0.0	$131k	-7%	420.00	312.92	View chart
Vanguard Intermediate-term Corporate Bond Etf Exchange Traded Fund (VCIT)	0.0	$130k	-67%	1.6k	83.91	View chart
Vanguard Growth Etf Exchange Traded Fund (VUG)	0.0	$129k	+1930%	264.00	489.63	View chart
Oracle Corp Common Stock (ORCL)	0.0	$126k	+3%	730.00	172.73	View chart
Vanguard Materials Etf Exchange Traded Fund (VAW)	0.0	$125k	+81%	542.00	230.75	View chart
Spdr Portfolio Europe Etf Exchange Traded Fund (SPEU)	0.0	$124k	NEW	2.3k	54.76	View chart
State Street Communication Services Select Sector Spdr Etf Exchange Traded Fund (XLC)	0.0	$124k	-14%	1.1k	116.74	View chart
Ishares Ethereum Trust Etf Exchange Traded Fund (ETHA)	0.0	$124k	+4%	5.4k	22.74	View chart
Jpmorgan Betabuilders U.s. Mid Cap Equity Etf Exchange Traded Fund (BBMC)	0.0	$122k	NEW	1.1k	112.91	View chart
Eversource Energy Common Stock (ES)	0.0	$122k		1.7k	69.91	View chart
Gilead Sciences Common Stock (GILD)	0.0	$120k	-16%	859.00	139.73	View chart
Ishares Core Msci Pacific Etf Exchange Traded Fund (IPAC)	0.0	$120k	NEW	1.5k	77.72	View chart
Thermo Fisher Scientific Common Stock (TMO)	0.0	$119k	+786%	195.00	608.22	View chart
Intuit Common Stock (INTU)	0.0	$116k		216.00	537.66	View chart
Eaton Corp Common Stock (ETN)	0.0	$116k		334.00	347.32	View chart
Boeing Common Stock (BA)	0.0	$115k	+136%	477.00	241.59	View chart
Palantir Technologies Inc Cl A Common Stock (PLTR)	0.0	$115k	-11%	730.00	157.35	View chart
Prudential Finl Common Stock (PRU)	0.0	$115k	+262%	1.1k	107.73	View chart
Vanguard Mega Cap Growth Etf Exchange Traded Fund (MGK)	0.0	$115k	+67%	278.00	412.49	View chart
Northfield Bancorp Inc Del Common Stock (NFBK)	0.0	$114k	+30922%	9.6k	11.86	View chart
Tjx Cos Common Stock (TJX)	0.0	$113k	-24%	766.00	147.70	View chart
Goldman Sachs Group Common Stock (GS)	0.0	$113k	-13%	120.00	940.60	View chart
Pfizer Common Stock (PFE)	0.0	$112k	+2759%	4.3k	25.86	View chart
Kkr & Co Common Stock (KKR)	0.0	$110k		943.00	116.73	View chart
Vanguard Small Cap Value Etf Exchange Traded Fund (VBR)	0.0	$110k	+6928%	492.00	223.09	View chart
Rtx Corporation Common Stock (RTX)	0.0	$109k	+89%	547.00	199.30	View chart
Vanguard Value Etf Exchange Traded Fund (VTV)	0.0	$107k	+2457%	537.00	198.34	View chart
Intuitive Surgical Common Stock (ISRG)	0.0	$106k	+11%	203.00	522.04	View chart
Applied Matls Common Stock (AMAT)	0.0	$105k	-5%	312.00	337.03	View chart
Vanguard S&p 500 Growth Etf Exchange Traded Fund (VOOG)	0.0	$105k	-91%	232.00	453.12	View chart
Salesforce Common Stock (CRM)	0.0	$104k	+344%	458.00	227.89	View chart
Gallagher Arthur J & Co Common Stock (AJG)	0.0	$103k	-6%	426.00	242.11	View chart
Schwab Fundamental International Equity Etf Exchange Traded Fund (FNDF)	0.0	$103k	+73%	2.1k	48.72	View chart
Vanguard Tax-exempt Bond Etf Exchange Traded Fund (VTEB)	0.0	$100k	-87%	2.0k	50.56	View chart
Analog Devices Common Stock (ADI)	0.0	$100k		314.00	317.52	View chart
Ishares Core High Dividend Etf Exchange Traded Fund (HDV)	0.0	$98k		752.00	130.34	View chart
Schwab U.s. Large-cap Growth Etf Exchange Traded Fund (SCHG)	0.0	$95k	+1709%	2.9k	32.49	View chart
Lowes Cos Common Stock (LOW)	0.0	$95k	-11%	353.00	269.69	View chart
Comcast Corp New Cl A Common Stock (CMCSA)	0.0	$94k	+33%	3.3k	28.41	View chart
Danaher Corporation Common Stock (DHR)	0.0	$94k	+441%	417.00	224.54	View chart
Conocophillips Common Stock (COP)	0.0	$93k	-42%	918.00	101.41	View chart
Equitable Hldgs Common Stock (EQH)	0.0	$93k	-27%	2.0k	46.11	View chart
Ishares 3-7 Year Treasury Bond Etf Exchange Traded Fund (IEI)	0.0	$93k	+7%	778.00	119.18	View chart
Astrazeneca American Depository Receipt	0.0	$93k	+13%	993.00	93.22	View chart
Uber Technologies Common Stock (UBER)	0.0	$93k	+55%	1.2k	79.78	View chart
Metlife Common Stock (MET)	0.0	$89k	-9%	1.2k	76.26	View chart
Yieldmax Mstr Option Income Strategy Etf Exchange Traded Fund (MSTY)	0.0	$89k	NEW	3.0k	29.22	View chart
Sherwin Williams Common Stock (SHW)	0.0	$87k	-57%	249.00	350.25	View chart
Citigroup Common Stock (C)	0.0	$87k		763.00	114.16	View chart
Morgan Stanley Common Stock (MS)	0.0	$86k	+18%	472.00	182.34	View chart
State Street Health Care Select Sector Spdr Etf Exchange Traded Fund (XLV)	0.0	$86k	-17%	556.00	154.31	View chart
L3harris Technologies Common Stock (LHX)	0.0	$85k	+7%	235.00	361.06	View chart
Schwab U.s. Large-cap Etf Exchange Traded Fund (SCHX)	0.0	$85k	+5%	3.1k	27.43	View chart
Vanguard Total World Stock Etf Exchange Traded Fund (VT)	0.0	$84k	+448%	570.00	146.85	View chart
General Dynamics Corp Common Stock (GD)	0.0	$84k	-4%	234.00	357.28	View chart
Sea Ltd Sponsord Ads American Depository Receipt (SE)	0.0	$83k	+461%	657.00	126.55	View chart
Mckesson Corp Common Stock (MCK)	0.0	$83k		100.00	828.64	View chart
Fidelity Investment Grade Securitized Etf Exchange Traded Fund (FSEC)	0.0	$82k		1.8k	44.33	View chart
Airbnb Inc Com Cl A Common Stock (ABNB)	0.0	$81k	+335%	618.00	131.55	View chart
American Elec Pwr Common Stock (AEP)	0.0	$81k	-2%	682.00	119.16	View chart
Monster Beverage Corp Common Stock (MNST)	0.0	$81k	+2%	998.00	80.92	View chart
Pepsico Common Stock (PEP)	0.0	$81k	+71%	544.00	148.42	View chart
Shell Plc Spon Ads American Depository Receipt (SHEL)	0.0	$81k	+297%	1.1k	75.77	View chart
State Street Spdr Bloomberg High Yield Bond Etf Exchange Traded Fund (JNK)	0.0	$80k	-18%	820.00	97.75	View chart
State Street Spdr Portfolio S&p 500 Growth Etf Exchange Traded Fund (SPYG)	0.0	$80k	-41%	736.00	108.77	View chart
Csx Corp Common Stock (CSX)	0.0	$80k	-13%	2.1k	37.38	View chart
Ishares Core S&p U.s. Growth Etf Exchange Traded Fund (IUSG)	0.0	$79k		463.00	171.59	View chart
Servicenow Common Stock (NOW)	0.0	$79k	+2246%	610.00	129.62	View chart
Emcor Group Common Stock (EME)	0.0	$79k	-12%	108.00	727.35	View chart

Past Filings by Cornerstone Planning Group

SEC 13F filings are viewable for Cornerstone Planning Group going back to 2022

Cornerstone Planning Group 2025 Q4 filed Feb. 2, 2026
Cornerstone Planning Group 2025 Q3 filed Nov. 4, 2025
Cornerstone Planning Group 2025 Q2 filed Aug. 11, 2025
Cornerstone Planning Group 2025 Q1 filed April 30, 2025
Cornerstone Planning Group 2024 Q4 filed Jan. 29, 2025
Cornerstone Planning Group 2024 Q3 filed Nov. 5, 2024
Cornerstone Planning Group 2024 Q1 filed May 7, 2024
Cornerstone Planning Group 2023 Q4 filed Feb. 12, 2024
Cornerstone Planning Group 2023 Q3 filed Nov. 8, 2023
Cornerstone Planning Group 2023 Q2 filed Aug. 15, 2023
Cornerstone Planning Group 2022 Q4 filed Feb. 14, 2023

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