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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, FNDC, VYM, SMLF, and represent 38.59% of Cornerstone Planning Group's stock portfolio.
Added to shares of these 10 stocks: FNDC (+$43M), VYM (+$41M), VEU (+$18M), VTRS (+$13M), SCHW (+$12M), MDY (+$12M), DTD (+$12M), IUSB (+$8.2M), IVV (+$6.9M), NVT (+$6.2M).
Started 251 new stock positions in HDB, IJS, BIPC, ILCB, KWR, DIA, CNS, CRDO, ESQ, SCZ.
Reduced shares in these 10 stocks: BIV (-$44M), FNDX (-$39M), VEA (-$24M), USTB (-$15M), FNDE (-$14M), FXZ (-$11M), COWZ (-$7.7M), NVDA (-$6.0M), SCHD (-$5.9M), SEIX.
Sold out of its positions in ACI, AMED, ANIK, ATEX, AIV, BATRA, AUR, Big 5 Sporting Goods Corporation, Bright Health Group Ord, BFLY.
Cornerstone Planning Group was a net buyer of stock by $89M.
Cornerstone Planning Group has $624M in assets under management (AUM), dropping by 27.45%.
Central Index Key (CIK): 0001822587

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Portfolio Holdings for Cornerstone Planning Group

Cornerstone Planning Group holds 1694 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Cornerstone Planning Group has 1694 total positions. Only the first 250 positions are shown.

Sign up to view all of the Cornerstone Planning Group Sept. 30, 2025 positions
Download the Cornerstone Planning Group September 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Invesco Nasdaq 100 Etf Exchange Traded Fund (QQQM)	10.7	$67M	+2%	259k	257.72	View chart
Fidelity Enhanced International Etf Exchange Traded Fund (FENI)	9.2	$58M	+3%	1.6M	35.63	View chart
Schwab Fundamental International Small Equity Etf Exchange Traded Fund (FNDC)	6.8	$43M	+121826%	1.6M	26.53	View chart
Vanguard High Dividend Yield Index Etf Exchange Traded Fund (VYM)	6.6	$41M	+57021%	527k	78.26	View chart
Ishares U.s. Smallcap Equity Factor Etf Exchange Traded Fund (SMLF)	5.2	$33M		443k	73.91	View chart
Ishares Morningstar Mid-cap Growth Etf Exchange Traded Fund (IMCG)	4.7	$29M		361k	81.53	View chart
Invesco Qqq Trust Series I Exchange Traded Fund (QQQ)	3.2	$20M	-6%	32k	626.05	View chart
Ishares Convertible Bond Etf Exchange Traded Fund (ICVT)	2.9	$18M		176k	102.68	View chart
Vanguard Ftse All-world Ex-us Index Fund Exchange Traded Fund (VEU)	2.9	$18M	+15382%	295k	61.03	View chart
Ishares High Yield Systematic Bond Etf Exchange Traded Fund (HYDB)	2.7	$17M	+2%	349k	47.51	View chart
First Trust Long/short Equity Etf Exchange Traded Fund (FTLS)	2.5	$16M		223k	71.12	View chart
Ishares Residential And Multisector Real Estate Etf Exchange Traded Fund (REZ)	2.3	$14M	+2%	172k	81.93	View chart
Viatris Common Stock (VTRS)	2.0	$13M	+66813%	249k	50.94	View chart
Schwab Charles Corp Common Stock (SCHW)	1.9	$12M	+16849%	328k	37.08	View chart
Spdr S&p Midcap 400 Etf Trust Exchange Traded Fund (MDY)	1.9	$12M	+564003%	186k	63.19	View chart
Wisdomtree U.s. Total Dividend Fund Exchange Traded Fund (DTD)	1.8	$12M	NEW	127k	90.36	View chart
Apple Common Stock (AAPL)	1.4	$9.0M	+12%	33k	271.40	View chart
Ishares Core Total Usd Bond Market Etf Exchange Traded Fund (IUSB)	1.4	$8.5M	+3366%	181k	46.87	View chart
Ishares Russell 1000 Growth Etf Exchange Traded Fund (IWF)	1.3	$8.1M	+2%	17k	484.21	View chart
Ishares Core S&p 500 Etf Exchange Traded Fund (IVV)	1.2	$7.4M	+1435%	11k	683.22	View chart
Nvent Electric Common Stock (NVT)	1.0	$6.2M	+46034%	30k	202.89	View chart
Schwab Us Aggregate Bond Etf Exchange Traded Fund (SCHZ)	1.0	$6.0M	+56472%	224k	26.68	View chart
Ishares U.s. Equity Factor Rotation Active Etf Exchange Traded Fund (DYNF)	0.9	$5.3M	+7591%	88k	60.62	View chart
Ishares S&p 500 Growth Etf Exchange Traded Fund (IVW)	0.8	$4.7M	+2039%	38k	124.40	View chart
Ishares Currency Hedged Msci Eafe Etf Exchange Traded Fund (HEFA)	0.7	$4.3M		106k	41.02	View chart
Ishares Msci Eafe Value Etf Exchange Traded Fund (EFV)	0.7	$4.1M	+3880%	60k	68.65	View chart
Ishares Msci Usa Quality Factor Etf Exchange Traded Fund (QUAL)	0.6	$4.1M	+3151%	21k	196.70	View chart
Ishares Core Msci Emerging Markets Etf Exchange Traded Fund (IEMG)	0.6	$3.7M	+3065%	54k	68.39	View chart
Ishares S&p 100 Etf Exchange Traded Fund (OEF)	0.6	$3.6M	+14908%	11k	344.22	View chart
Ishares 10-20 Year Treasury Bond Etf Exchange Traded Fund (TLH)	0.6	$3.6M	+5439%	35k	103.99	View chart
Ishares S&p 500 Value Etf Exchange Traded Fund (IVE)	0.6	$3.5M	+6879%	17k	208.32	View chart
Vanguard Mortgage-backed Securities Etf Exchange Traded Fund (VMBS)	0.5	$3.3M	+127%	5.3k	625.24	View chart
First Trust Emerging Markets Small Cap Alphadex Fund Exchange Traded Fund (FEMS)	0.5	$3.2M	-3%	75k	42.31	View chart
Amazon Common Stock (AMZN)	0.5	$3.2M	+15%	14k	222.86	View chart
Microsoft Corp Common Stock (MSFT)	0.5	$2.8M	+17%	5.4k	525.76	View chart
Ishares Fallen Angels Usd Bond Etf Exchange Traded Fund (FALN)	0.4	$2.8M		101k	27.58	View chart
Ishares Mbs Etf Exchange Traded Fund (MBB)	0.4	$2.5M	+3497%	27k	95.50	View chart
Jpmorgan Chase & Co Common Stock (JPM)	0.4	$2.4M	+8%	7.7k	309.46	View chart
Ishares National Muni Bond Etf Exchange Traded Fund (MUB)	0.4	$2.2M	+1933%	21k	107.36	View chart
Wintrust Finl Corp Common Stock (WTFC)	0.4	$2.2M	+73013%	42k	51.95	View chart
Ishares Russell Top 200 Growth Etf Exchange Traded Fund (IWY)	0.3	$2.1M		7.3k	283.72	View chart
Ishares U.s. Thematic Rotation Active Etf Exchange Traded Fund (THRO)	0.3	$2.1M	+8396%	53k	38.58	View chart
Ishares A.i. Innovation And Tech Active Etf Exchange Traded Fund (BAI)	0.3	$2.1M	+21494%	56k	37.01	View chart
Ishares Flexible Income Active Etf Exchange Traded Fund (BINC)	0.3	$2.0M	+4543%	37k	53.28	View chart
American Express Common Stock (AXP)	0.3	$1.9M		5.3k	358.91	View chart
Ab Disruptors Etf Exchange Traded Fund (FWD)	0.3	$1.8M	+3095%	42k	42.17	View chart
Ishares Gold Trust Exchange Traded Fund (IAU)	0.3	$1.7M	+2249%	23k	75.79	View chart
Ishares Core International Aggregate Bond Etf Exchange Traded Fund (IAGG)	0.3	$1.6M	+2465%	31k	51.73	View chart
Innovator U.s. Equity Power Buffer Etf - July Exchange Traded Fund (PJUL)	0.2	$1.5M		33k	45.82	View chart
Ishares Core 80/20 Aggressive Allocation Etf Exchange Traded Fund (AOA)	0.2	$1.3M	-8%	15k	89.32	View chart
Ready Capital Corp Real Estate Investment Trust (RC)	0.2	$1.3M	+10862%	32k	40.88	View chart
Vanguard Small-cap Growth Etf Exchange Traded Fund (VBK)	0.2	$1.3M	NEW	17k	74.60	View chart
Teradata Corp Del Common Stock (TDC)	0.2	$1.2M	NEW	2.8k	440.10	View chart
Meta Platforms Inc Cl A Common Stock (META)	0.2	$1.2M	+16%	1.8k	666.55	View chart
Alpha Architect 1-3 Month Box Etf Exchange Traded Fund (BOXX)	0.2	$1.2M	+766%	4.3k	281.49	View chart
Defiance Large Cap Ex-mag 7 Etf Exchange Traded Fund (XMAG)	0.2	$1.2M	NEW	7.4k	161.01	View chart
Eli Lilly & Co Common Stock (LLY)	0.2	$1.1M	+4%	1.3k	844.42	View chart
Ishares Msci Usa Momentum Factor Etf Exchange Traded Fund (MTUM)	0.2	$1.1M	+6783%	4.3k	253.57	View chart
Pacer Industrial Real Estate Etf Exchange Traded Fund (INDS)	0.2	$1.1M	NEW	19k	57.56	View chart
Spdr Gold Minishares Trust Of Beneficial Interest Exchange Traded Fund (GLDM)	0.2	$1.1M	NEW	2.9k	370.13	View chart
Broadcom Common Stock (AVGO)	0.2	$1.0M	+24%	2.7k	376.45	View chart
Spdr Russell 1000 Yield Focus Etf Exchange Traded Fund (ONEY)	0.2	$971k	-48%	1.4k	679.64	View chart
Public Storage Oper Real Estate Investment Trust (PSA)	0.2	$951k	+14992%	12k	80.75	View chart
Ishares U.s. Aerospace & Defense Etf Exchange Traded Fund (ITA)	0.1	$899k	NEW	4.2k	215.31	View chart
Vanguard S&p 500 Etf Exchange Traded Fund (VOO)	0.1	$867k	+629%	11k	78.93	View chart
Moodys Corp Common Stock (MCO)	0.1	$853k		1.8k	478.88	View chart
Alphabet Inc Cap Stk Cl A Common Stock (GOOGL)	0.1	$844k	-9%	3.0k	281.93	View chart
Ishares Core S&p Small Cap Etf Exchange Traded Fund (IJR)	0.1	$809k		6.9k	117.59	View chart
Vanguard Tax-exempt Bond Etf Exchange Traded Fund (VTEB)	0.1	$787k	+7500%	16k	49.79	View chart
Ishares Jp Morgan Usd Emerging Markets Bond Etf Exchange Traded Fund (EMB)	0.1	$784k	+518%	8.1k	96.49	View chart
Energy Select Sector Spdr Fund Exchange Traded Fund (XLE)	0.1	$772k	+20%	8.8k	87.49	View chart
Johnson & Johnson Common Stock (JNJ)	0.1	$713k	+225%	3.8k	189.05	View chart
First Trust Materials Alphadex Fund Exchange Traded Fund (FXZ)	0.1	$696k	-94%	12k	60.06	View chart
Parker-hannifin Corp Common Stock (PH)	0.1	$646k	+13556%	7.8k	82.97	View chart
Ishares Russell 1000 Etf Exchange Traded Fund (IWB)	0.1	$644k	-7%	1.7k	372.28	View chart
Virtu Finl Inc Cl A Common Stock (VIRT)	0.1	$620k	+114886%	26k	23.44	View chart
Ishares 0-5 Year Tips Bond Etf Exchange Traded Fund (STIP)	0.1	$611k	+2734%	5.9k	103.13	View chart
Ishares Msci Eafe Growth Etf Exchange Traded Fund (EFG)	0.1	$610k	+485%	5.3k	115.77	View chart
Alcon Ag Ord Common Stock (ALC)	0.1	$606k	+10157%	13k	46.91	View chart
Ishares U.s. Treasury Bond Etf Exchange Traded Fund (GOVT)	0.1	$589k	+1192%	25k	23.20	View chart
Vanguard Ftse All-world Ex-us Small-cap Etf Exchange Traded Fund (VSS)	0.1	$569k	NEW	10k	55.19	View chart
Linde Common Stock (LIN)	0.1	$543k	+13%	1.3k	429.83	View chart
Exxon Mobil Corp Common Stock (XOM)	0.1	$515k	+13%	4.5k	114.69	View chart
Home Depot Common Stock (HD)	0.1	$498k	+16%	1.3k	379.52	View chart
International Business Machs Common Stock (IBM)	0.1	$486k	+6%	1.6k	310.08	View chart
Ishares High Yield Muni Active Etf Exchange Traded Fund (HIMU)	0.1	$476k	+6904%	9.7k	49.25	View chart
Abbott Labs Common Stock (ABT)	0.1	$476k	+109%	2.1k	228.20	View chart
Schwab Intermediate-term Us Treasury Etf Exchange Traded Fund (SCHR)	0.1	$460k	NEW	19k	23.80	View chart
Ishares Bitcoin Trust Etf Exchange Traded Fund (IBIT)	0.1	$447k	+30%	7.4k	60.40	View chart
Schwab Long-term U.s. Treasury Etf Exchange Traded Fund (SCHQ)	0.1	$443k	NEW	17k	26.18	View chart
Invesco International Dividend Achievers Etf Exchange Traded Fund (PID)	0.1	$437k	NEW	21k	21.28	View chart
Ishares U.s. Technology Etf Exchange Traded Fund (IYW)	0.1	$434k	+323%	2.1k	207.86	View chart
Valmont Inds Common Stock (VMI)	0.1	$432k	NEW	15k	29.56	View chart
Berkshire Hathaway Inc Del Cl B Common Stock (BRK.B)	0.1	$431k	+7%	900.00	478.52	View chart
Proassurance Corp Common Stock (PRA)	0.1	$422k	+12152%	2.8k	149.58	View chart
Vanguard Mid-cap Etf Exchange Traded Fund (VO)	0.1	$411k	+2495%	2.4k	172.19	View chart
Ishares Core 60/40 Balanced Allocation Etf Exchange Traded Fund (AOR)	0.1	$400k		6.1k	65.04	View chart
Invesco Dorsey Wright Smallcap Momentum Etf Exchange Traded Fund (DWAS)	0.1	$392k		4.2k	93.58	View chart
Virtus Artificial Intelligence Closed End Fund (AIO)	0.1	$385k	+994%	1.1k	344.92	View chart
Vanguard Mid-cap Growth Etf Exchange Traded Fund (VOT)	0.1	$368k	NEW	7.8k	47.08	View chart
Select Med Hldgs Corp Common Stock (SEM)	0.1	$367k	+6868%	4.0k	92.43	View chart
Nuveen Amt Free Qlty Mun Incme Closed End Fund (NEA)	0.1	$365k	-3%	3.6k	101.57	View chart
At&t Common Stock (T)	0.1	$352k	+11%	14k	24.68	View chart
Vanguard Dividend Appreciation Etf Exchange Traded Fund (VIG)	0.1	$350k	+119%	1.7k	209.45	View chart
Pg&e Corp Common Stock (PCG)	0.1	$346k	+3240%	2.4k	145.74	View chart
Vanguard Intermediate-term Corporate Bond Etf Exchange Traded Fund (VCIT)	0.1	$343k	+7900%	4.8k	71.49	View chart
Wabtec Common Stock (WAB)	0.1	$343k	+16665%	3.4k	102.22	View chart
Spdr Portfolio Short Term Corporate Bond Etf Exchange Traded Fund (SPSB)	0.1	$315k	NEW	2.8k	111.46	View chart
Ishares Core Dividend Growth Etf Exchange Traded Fund (DGRO)	0.0	$309k	+2171%	4.5k	68.25	View chart
Cognizant Technology Solutions Cl A Common Stock (CTSH)	0.0	$307k		4.3k	72.19	View chart
Vanguard Total Bond Market Etf Exchange Traded Fund (BND)	0.0	$296k	+4557%	885.00	334.20	View chart
Merck & Co Common Stock (MRK)	0.0	$287k	+14%	3.3k	86.28	View chart
Tctm Kids It Education American Depository Receipt	0.0	$279k	+92600%	927.00	300.39	View chart
Option Care Health Common Stock (OPCH)	0.0	$278k	+7621%	1.1k	256.99	View chart
Descartes Sys Group Common Stock (DSGX)	0.0	$276k	+85233%	7.7k	35.96	View chart
Ishares Iboxx $ Investment Grade Corporate Bond Etf Exchange Traded Fund (LQD)	0.0	$264k	+4533%	2.4k	111.68	View chart
Suncor Energy Common Stock (SU)	0.0	$262k	+3140%	4.9k	53.18	View chart
Mastercard Incorporated Cl A Common Stock (MA)	0.0	$260k	+42%	469.00	553.94	View chart
Ameriprise Finl Common Stock (AMP)	0.0	$250k	+9%	551.00	454.40	View chart
Tfi Intl Common Stock (TFII)	0.0	$249k	+20080%	1.0k	247.12	View chart
South Bow Corp Common Stock (SOBO)	0.0	$246k	+11672%	2.6k	95.08	View chart
Ishares Russell 2000 Growth Etf Exchange Traded Fund (IWO)	0.0	$239k	+11%	730.00	327.15	View chart
Netease American Depository Receipt (NTES)	0.0	$239k	NEW	219.00	1089.00	View chart
Spdr Portfolio Long Term Treasury Etf Exchange Traded Fund (SPTL)	0.0	$235k	NEW	2.9k	80.00	View chart
Fifth Third Bancorp Common Stock (FITB)	0.0	$230k	+6%	5.5k	41.95	View chart
United Sts Lime & Minerals Common Stock (USLM)	0.0	$224k	NEW	651.00	344.58	View chart
Vaneck Long Muni Etf Exchange Traded Fund (MLN)	0.0	$223k	NEW	1.0k	217.78	View chart
Sysco Corp Common Stock (SYY)	0.0	$222k	+526%	733.00	303.22	View chart
Wisdomtree U.s. Midcap Dividend Fund Exchange Traded Fund (DON)	0.0	$219k	+3590%	2.6k	83.56	View chart
Constellation Energy Corp Common Stock (CEG)	0.0	$219k		572.00	382.69	View chart
Schwab 5-10 Year Corporate Bond Etf Exchange Traded Fund (SCHI)	0.0	$216k	+17484%	2.3k	94.40	View chart
Ishares Russell 1000 Value Etf Exchange Traded Fund (IWD)	0.0	$215k	+446%	1.1k	203.86	View chart
Vanguard S&p 500 Growth Etf Exchange Traded Fund (VOOG)	0.0	$214k	+923%	2.7k	79.89	View chart
Direxion Daily S&p Biotech Bull 3x Shares Exchange Traded Fund	0.0	$204k	+5120%	1.8k	111.86	View chart
Coca Cola Common Stock (KO)	0.0	$203k	+12%	2.9k	68.99	View chart
Spdr Portfolio High Yield Bond Etf Exchange Traded Fund (SPHY)	0.0	$201k	NEW	5.9k	33.90	View chart
Invesco High Yield Equity Dividend Achievers Etf Exchange Traded Fund (PEY)	0.0	$198k		9.6k	20.61	View chart
Bank America Corp Common Stock (BAC)	0.0	$196k	+30%	3.7k	53.03	View chart
The Cigna Group Common Stock (CI)	0.0	$189k	+27%	1.2k	154.49	View chart
Ishares Esg Aware Msci Eafe Etf Exchange Traded Fund (ESGD)	0.0	$189k		2.0k	94.31	View chart
Caterpillar Common Stock (CAT)	0.0	$181k	+37%	310.00	583.97	View chart
Palantir Technologies Inc Cl A Common Stock (PLTR)	0.0	$180k	+81%	824.00	218.27	View chart
Ishares Core 40/60 Moderate Allocation Etf Exchange Traded Fund (AOM)	0.0	$176k	-9%	3.7k	47.88	View chart
F N B Corp Common Stock (FNB)	0.0	$175k		11k	15.60	View chart
Ishares Msci Usa Min Vol Factor Etf Exchange Traded Fund (USMV)	0.0	$173k	+1325%	1.9k	93.24	View chart
Ishares Core U.s. Aggregate Bond Etf Exchange Traded Fund (AGG)	0.0	$172k	+193%	1.7k	100.59	View chart
Expedia Group Common Stock (EXPE)	0.0	$169k		768.00	220.47	View chart
Blackrock Common Stock (BLK)	0.0	$169k	+126%	154.00	1099.28	View chart
Ishares Msci Acwi Ex U.s. Etf Exchange Traded Fund (ACWX)	0.0	$169k	+389%	2.5k	66.50	View chart
Ge Aerospace Common Stock (GE)	0.0	$169k	+22%	544.00	310.84	View chart
Costco Whsl Corp Common Stock (COST)	0.0	$169k	+12%	183.00	922.64	View chart
Nuveen Esg Large-cap Growth Etf Exchange Traded Fund (NULG)	0.0	$166k	-3%	3.5k	47.62	View chart
Vanguard Energy Etf Exchange Traded Fund (VDE)	0.0	$165k	+6368%	2.3k	72.86	View chart
Vanguard Ftse Pacific Etf Exchange Traded Fund (VPL)	0.0	$165k	-7%	1.2k	140.80	View chart
Ishares Preferred & Income Securities Etf Exchange Traded Fund (PFF)	0.0	$164k	+68%	5.2k	31.31	View chart
Weatherford Intl Plc Ord Common Stock (WFRD)	0.0	$163k	+12540%	1.9k	86.01	View chart
Verisign Common Stock (VRSN)	0.0	$162k	+25943%	4.2k	38.96	View chart
Cisco Sys Common Stock (CSCO)	0.0	$162k	+80%	2.2k	72.91	View chart
Ishares Russell 2000 Value Etf Exchange Traded Fund (IWN)	0.0	$161k		912.00	176.69	View chart
Asml Holding N V N Y Registry American Depository Receipt (ASML)	0.0	$158k	+88%	147.00	1075.45	View chart
Inspire Small/mid Cap Etf Exchange Traded Fund (ISMD)	0.0	$158k		4.2k	37.85	View chart
Financial Select Sector Spdr Fund Exchange Traded Fund (XLF)	0.0	$157k	+35%	3.0k	52.22	View chart
Automatic Data Processing Common Stock (ADP)	0.0	$156k	+9%	596.00	261.61	View chart
Ft Vest Us Equity Buffer Etf - December Exchange Traded Fund (FDEC)	0.0	$151k	-5%	3.0k	49.76	View chart
Northern Tr Corp Common Stock (NTRS)	0.0	$150k	+69423%	15k	10.28	View chart
Vanguard Mid-cap Value Etf Exchange Traded Fund (VOE)	0.0	$149k	-9%	1.7k	88.96	View chart
Progressive Corp Common Stock (PGR)	0.0	$149k	+475%	1.2k	124.20	View chart
Altimmune Common Stock (ALT)	0.0	$146k	+256100%	2.6k	57.12	View chart
Global X U.s. Infrastructure Development Etf Exchange Traded Fund (PAVE)	0.0	$145k		3.0k	48.03	View chart
Abacus Fcf Leaders Etf Exchange Traded Fund (ABFL)	0.0	$144k	+45%	1.2k	124.64	View chart
Ishares Ethereum Trust Etf Exchange Traded Fund (ETHA)	0.0	$144k	+9%	5.2k	27.83	View chart
Aaon Inc Com Par $0.004 Common Stock (AAON)	0.0	$144k	NEW	1.3k	108.67	View chart
Vanguard Small-cap Etf Exchange Traded Fund (VB)	0.0	$144k	NEW	2.8k	50.50	View chart
Intuit Common Stock (INTU)	0.0	$143k	+5%	217.00	657.21	View chart
Communication Services Select Sector Spdr Fund Exchange Traded Fund (XLC)	0.0	$142k	+17%	1.2k	114.30	View chart
Xtrackers Semiconductor Select Equity Etf Exchange Traded Fund (CHPS)	0.0	$142k	+9687%	14k	10.25	View chart
Conocophillips Common Stock (COP)	0.0	$141k	+51%	1.6k	88.16	View chart
Ge Vernova Common Stock (GEV)	0.0	$140k	+24%	244.00	574.18	View chart
Ryman Hospitality Pptys Real Estate Investment Trust (RHP)	0.0	$138k	+2241%	281.00	491.51	View chart
Mcdonalds Corp Common Stock (MCD)	0.0	$137k	+47%	453.00	302.62	View chart
Ishares Core S&p Mid-cap Etf Exchange Traded Fund (IJH)	0.0	$137k		2.1k	64.52	View chart
Park Hotels & Resorts Real Estate Investment Trust (PK)	0.0	$136k	+110%	175.00	774.79	View chart
Equitable Hldgs Common Stock (EQH)	0.0	$135k		2.8k	48.32	View chart
Chevron Corp Common Stock (CVX)	0.0	$134k	+44%	871.00	153.43	View chart
Penumbra Common Stock (PEN)	0.0	$133k	NEW	904.00	147.58	View chart
Advanced Energy Inds Common Stock (AEIS)	0.0	$132k	+17200%	519.00	254.84	View chart
Vanguard Ftse Emerging Markets Etf Exchange Traded Fund (VWO)	0.0	$131k	-37%	1.4k	91.37	View chart
Quaker Houghton Common Stock (KWR)	0.0	$130k	NEW	733.00	177.19	View chart
Eversource Energy Common Stock (ES)	0.0	$129k		1.7k	73.80	View chart
Eaton Corp Common Stock (ETN)	0.0	$126k	+9%	328.00	383.09	View chart
The Campbells Company Common Stock (CPB)	0.0	$125k	+1400%	225.00	556.32	View chart
Vanguard Materials Etf Exchange Traded Fund (VAW)	0.0	$125k	-44%	298.00	419.54	View chart
Nexstar Media Group Common Stock (NXST)	0.0	$124k	+15110%	1.5k	81.61	View chart
Gilead Sciences Common Stock (GILD)	0.0	$122k	+48%	1.0k	118.40	View chart
Service Corp Intl Common Stock (SCI)	0.0	$120k	+2460%	128.00	934.68	View chart
Gallagher Arthur J & Co Common Stock (AJG)	0.0	$119k	+57%	455.00	262.31	View chart
Thomson Reuters Corp Common Stock (TRI)	0.0	$119k	-32%	834.00	142.22	View chart
Vanguard Real Estate Etf Exchange Traded Fund (VNQ)	0.0	$117k	-13%	262.00	448.13	View chart
Prosperity Bancshares Common Stock (PB)	0.0	$116k	+18633%	1.1k	103.07	View chart
Petroleo Brasileiro Sa Petrobr Sp Adr Non Vtg American Depository Receipt (PBR.A)	0.0	$115k	NEW	4.7k	24.29	View chart
Consumer Discretionary Select Sector Spdr Fund Exchange Traded Fund (XLY)	0.0	$114k	+18%	489.00	233.85	View chart
Vanguard Long-term Bond Etf Exchange Traded Fund (BLV)	0.0	$112k	-57%	568.00	196.49	View chart
Kkr & Co Common Stock (KKR)	0.0	$111k		940.00	118.16	View chart
U S Physical Therapy Common Stock (USPH)	0.0	$110k	+12533%	1.1k	96.49	View chart
Goldman Sachs Group Common Stock (GS)	0.0	$109k	+68%	138.00	791.64	View chart
Pacs Group Common Stock (PACS)	0.0	$105k	+1180%	538.00	194.55	View chart
Vanguard Short-term Inflation-protected Securities Etf Exchange Traded Fund (VTIP)	0.0	$104k	+330%	504.00	205.54	View chart
Ishares Russell 2500 Etf Exchange Traded Fund (SMMD)	0.0	$103k	+15%	1.4k	73.65	View chart
Dimensional U.s. Small Cap Etf Exchange Traded Fund (DFAS)	0.0	$102k	+697%	2.0k	50.75	View chart
Metlife Common Stock (MET)	0.0	$102k	+31%	1.3k	79.13	View chart
Scynexis Common Stock	0.0	$101k	+115%	647.00	155.93	View chart
M & T Bk Corp Common Stock (MTB)	0.0	$99k		541.00	182.79	View chart
Health Care Select Sector Spdr Fund Exchange Traded Fund (XLV)	0.0	$98k	+9%	677.00	144.25	View chart
Schwab U.s. Large-cap Etf Exchange Traded Fund (SCHX)	0.0	$97k	+267%	2.9k	33.18	View chart
Sanofi Sa American Depository Receipt (SNY)	0.0	$97k	+242%	373.00	259.19	View chart
Intuitive Surgical Common Stock (ISRG)	0.0	$97k	+61%	182.00	530.02	View chart
Lowes Cos Common Stock (LOW)	0.0	$96k	+46%	401.00	240.02	View chart
Spdr Bloomberg Convertible Securities Etf Exchange Traded Fund (CWB)	0.0	$95k	+259%	973.00	97.38	View chart
Spdr Portfolio S&p 500 Etf Exchange Traded Fund (SPLG)	0.0	$95k	+240%	878.00	107.70	View chart
Shell Plc Spon Ads American Depository Receipt (SHEL)	0.0	$93k	-69%	268.00	347.93	View chart
Universal Hlth Svcs Inc Cl B Common Stock (UHS)	0.0	$91k	NEW	2.0k	46.06	View chart
Schwab Fundamental Emerging Markets Equity Etf Exchange Traded Fund (FNDE)	0.0	$91k	-99%	2.1k	44.05	View chart
Ishares Core High Dividend Etf Exchange Traded Fund (HDV)	0.0	$89k		745.00	119.59	View chart
Unum Group Common Stock (UNM)	0.0	$89k	+12647%	2.4k	36.74	View chart
Micron Technology Common Stock (MU)	0.0	$88k	+18%	395.00	223.74	View chart
Csx Corp Common Stock (CSX)	0.0	$88k	+63%	2.5k	35.65	View chart
Kinder Morgan Inc Del Common Stock (KMI)	0.0	$87k	+30%	3.3k	26.08	View chart
Ishares 3-7 Year Treasury Bond Etf Exchange Traded Fund (IEI)	0.0	$87k	+63%	724.00	119.66	View chart
Emerson Elec Common Stock (EMR)	0.0	$87k	+10%	632.00	136.88	View chart
Dakota Gold Corp Common Stock (DC)	0.0	$86k	-77%	401.00	215.05	View chart
Exelon Corp Common Stock (EXC)	0.0	$86k	+2%	1.8k	47.07	View chart
Sabra Health Care Reit Real Estate Investment Trust (SBRA)	0.0	$86k	NEW	336.00	256.37	View chart
American Elec Pwr Common Stock (AEP)	0.0	$85k	+20%	698.00	121.84	View chart
Vanguard Total International Bond Etf Exchange Traded Fund (BNDX)	0.0	$85k	-87%	603.00	140.43	View chart
General Dynamics Corp Common Stock (GD)	0.0	$85k	+29%	246.00	343.97	View chart
Rpm Intl Common Stock (RPM)	0.0	$85k	-10%	476.00	177.57	View chart
Avantis International Small Cap Value Etf Exchange Traded Fund (AVDV)	0.0	$84k	+68%	933.00	89.80	View chart
Air Prods & Chems Common Stock (APD)	0.0	$84k	+1557%	663.00	126.34	View chart
Schwab U.s. Broad Market Etf Exchange Traded Fund (SCHB)	0.0	$83k	-82%	3.1k	26.89	View chart
Mckesson Corp Common Stock (MCK)	0.0	$83k	+3%	100.00	826.87	View chart
Grayscale Ethereum Trust Etf Exchange Traded Fund (ETHE)	0.0	$82k		2.7k	30.27	View chart
Fidelity Investment Grade Securitized Etf Exchange Traded Fund (FSEC)	0.0	$82k	NEW	1.8k	44.31	View chart
Wisdomtree Europe Hedged Equity Fund Exchange Traded Fund (HEDJ)	0.0	$81k	NEW	934.00	86.87	View chart
Lockheed Martin Corp Common Stock (LMT)	0.0	$80k	+82%	164.00	489.37	View chart
Emcor Group Common Stock (EME)	0.0	$80k	+207%	123.00	648.00	View chart
Ishares Russell Midcap Etf Exchange Traded Fund (IWR)	0.0	$79k	NEW	573.00	137.51	View chart
Ishares Core S&p U.s. Growth Etf Exchange Traded Fund (IUSG)	0.0	$78k		463.00	169.30	View chart
Sfl Corporation Common Stock (SFL)	0.0	$78k	NEW	1.0k	74.71	View chart
Citigroup Common Stock (C)	0.0	$77k	+33%	769.00	100.17	View chart
Ishares Select U.s. Reit Etf Exchange Traded Fund (ICF)	0.0	$77k	NEW	1.3k	60.46	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 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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