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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 38.33% of Cornerstone Planning Group's stock portfolio.
Added to shares of these 10 stocks: QQQM (+$8.6M), FENI (+$6.1M), IVV, SCHG, BIV, FNDX, SMLF, EFG, GOVT, IDEQ.
Started 223 new stock positions in RELY, FRHC, CAG, ANGI, CRS, PNFP, KAI, SN, BMRN, SCHK.
Reduced shares in these 10 stocks: SCHD, OEF, HEDJ, QQQ, BND, IAU, VEA, EMB, ITA, AMLP.
Sold out of its positions in ACHV, AMG, Air Lease Corp, AKTX, ALKT, BFH, ALT, UHAL, AMH, AR.
Cornerstone Planning Group was a net buyer of stock by $90M.
Cornerstone Planning Group has $749M in assets under management (AUM), dropping by 16.83%.
Central Index Key (CIK): 0001822587

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Portfolio Holdings for Cornerstone Planning Group

Cornerstone Planning Group holds 1818 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Cornerstone Planning Group has 1818 total positions. Only the first 250 positions are shown.

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Download the Cornerstone Planning Group March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Invesco Nasdaq 100 Etf Exchange Traded Fund (QQQM)	10.9	$81M	+11%	290k	280.62	View chart
Fidelity Enhanced International Etf Exchange Traded Fund (FENI)	9.4	$70M	+9%	1.8M	39.13	View chart
Schwab Fundamental U.s. Large Company Etf Exchange Traded Fund (FNDX)	6.8	$51M	+8%	1.7M	30.19	View chart
Vanguard Intermediate-term Bond Etf Exchange Traded Fund (BIV)	6.0	$45M	+10%	585k	76.69	View chart
Ishares U.s. Smallcap Equity Factor Etf Exchange Traded Fund (SMLF)	5.2	$39M	+8%	471k	83.31	View chart
Ishares Morningstar Mid-cap Growth Etf Exchange Traded Fund (IMCG)	4.6	$34M	+8%	383k	89.57	View chart
Ishares Convertible Bond Etf Exchange Traded Fund (ICVT)	2.8	$21M	+4%	179k	115.91	View chart
Ishares High Yield Systematic Bond Etf Exchange Traded Fund (HYDB)	2.4	$18M	+9%	386k	46.80	View chart
Ishares Residential And Multisector Real Estate Etf Exchange Traded Fund (REZ)	2.4	$18M	+14%	201k	89.85	View chart
First Trust Long/short Equity Etf Exchange Traded Fund (FTLS)	2.3	$17M	+8%	236k	73.88	View chart
Invesco Qqq Trust Series I Exchange Traded Fund (QQQ)	2.3	$17M	-7%	25k	681.60	View chart
Schwab Fundamental Emerging Markets Equity Etf Exchange Traded Fund (FNDE)	2.3	$17M	+17%	416k	40.94	View chart
State Street Spdr S&p North American Natural Resources Etf Exchange Traded Fund (NANR)	2.2	$16M	+5%	198k	82.90	View chart
Vanguard Ftse Developed Markets Etf Exchange Traded Fund (VEA)	2.0	$15M	-5%	219k	68.98	View chart
Victoryshares Short-term Bond Etf Exchange Traded Fund (USTB)	2.0	$15M	+18%	293k	50.69	View chart
Wisdomtree Us Value Fund Of Benef Interest Exchange Traded Fund (WTV)	1.9	$14M	+8%	142k	98.98	View chart
Ishares Core S&p 500 Etf Exchange Traded Fund (IVV)	1.7	$13M	+55%	18k	726.98	View chart
Ishares Core Total Usd Bond Market Etf Exchange Traded Fund (IUSB)	1.6	$12M	+30%	254k	46.03	View chart
Apple Common Stock (AAPL)	1.1	$8.4M	+8%	30k	284.18	View chart
Ishares S&p 500 Value Etf Exchange Traded Fund (IVE)	1.0	$7.7M	+33%	34k	223.80	View chart
Ishares S&p 500 Growth Etf Exchange Traded Fund (IVW)	1.0	$7.5M	+39%	57k	131.45	View chart
Ishares U.s. Equity Factor Rotation Active Etf Exchange Traded Fund (DYNF)	1.0	$7.4M	+19%	115k	64.53	View chart
Ishares Core Msci Emerging Markets Etf Exchange Traded Fund (IEMG)	0.9	$6.9M	+29%	86k	80.15	View chart
Nvidia Corporation Common Stock (NVDA)	0.9	$6.7M	+10%	34k	196.50	View chart
Ishares Msci Eafe Value Etf Exchange Traded Fund (EFV)	0.8	$5.7M	+26%	74k	77.03	View chart
Ishares Currency Hedged Msci Eafe Etf Exchange Traded Fund (HEFA)	0.7	$4.9M		110k	44.24	View chart
Schwab U.s. Large-cap Growth Etf Exchange Traded Fund (SCHG)	0.6	$4.4M	+4405%	132k	33.22	View chart
Ishares A.i. Innovation And Tech Active Etf Exchange Traded Fund (BAI)	0.6	$4.1M	+49%	92k	44.78	View chart
Amazon Common Stock (AMZN)	0.5	$4.0M	+6%	15k	273.55	View chart
Ishares 10-20 Year Treasury Bond Etf Exchange Traded Fund (TLH)	0.5	$3.8M	+4%	38k	99.50	View chart
Ishares U.s. Treasury Bond Etf Exchange Traded Fund (GOVT)	0.5	$3.8M	+416%	166k	22.73	View chart
Ishares Msci Eafe Growth Etf Exchange Traded Fund (EFG)	0.5	$3.7M	+495%	31k	119.56	View chart
Ishares Mbs Etf Exchange Traded Fund (MBB)	0.5	$3.7M	+29%	39k	94.31	View chart
Ishares Msci Usa Quality Factor Etf Exchange Traded Fund (QUAL)	0.5	$3.5M	+33%	17k	207.49	View chart
Vanguard S&p 500 Etf Exchange Traded Fund (VOO)	0.5	$3.5M	-3%	5.2k	665.22	View chart
Ishares U.s. Thematic Rotation Active Etf Exchange Traded Fund (THRO)	0.4	$3.3M	+38%	80k	41.31	View chart
Ishares Msci Usa Momentum Factor Etf Exchange Traded Fund (MTUM)	0.4	$3.1M	+44%	11k	291.08	View chart
Lazard International Dynamic Equity Etf Exchange Traded Fund (IDEQ)	0.4	$2.9M	NEW	84k	34.26	View chart
Ishares Fallen Angels Usd Bond Etf Exchange Traded Fund (FALN)	0.4	$2.8M	-2%	104k	27.02	View chart
Ishares National Muni Bond Etf Exchange Traded Fund (MUB)	0.4	$2.8M	+24%	26k	106.77	View chart
Schwab Us Dividend Equity Etf Exchange Traded Fund (SCHD)	0.3	$2.6M	-63%	82k	31.69	View chart
Ishares Large Cap Core Active Etf Exchange Traded Fund (BLCR)	0.3	$2.6M	NEW	53k	48.43	View chart
Ishares Russell 1000 Growth Etf Exchange Traded Fund (IWF)	0.3	$2.4M	+18%	20k	120.41	View chart
Spdr Gold Shares Exchange Traded Fund (GLD)	0.3	$2.4M	+126%	5.7k	418.27	View chart
Ishares Core International Aggregate Bond Etf Exchange Traded Fund (IAGG)	0.3	$2.3M	+36%	47k	49.87	View chart
First Trust Emerging Markets Small Cap Alphadex Fund Exchange Traded Fund (FEMS)	0.3	$2.3M	-8%	48k	48.27	View chart
Jpmorgan Chase & Co Common Stock (JPM)	0.3	$2.3M	+3%	7.4k	309.36	View chart
Ishares Flexible Income Active Etf Exchange Traded Fund (BINC)	0.3	$2.2M		43k	52.10	View chart
Microsoft Corp Common Stock (MSFT)	0.3	$2.2M	+9%	5.4k	411.37	View chart
Alphabet Inc Cap Stk Cl A Common Stock (GOOGL)	0.3	$2.0M	+20%	5.1k	388.40	View chart
Ishares Russell Top 200 Growth Etf Exchange Traded Fund (IWY)	0.3	$2.0M		7.0k	281.46	View chart
Ab International Low Volatility Equity Etf Exchange Traded Fund (ILOW)	0.3	$1.9M		43k	44.60	View chart
Ishares Defense Industrials Active Etf Exchange Traded Fund (IDEF)	0.2	$1.8M	NEW	56k	33.22	View chart
American Express Common Stock (AXP)	0.2	$1.7M	+2%	5.5k	315.93	View chart
Ishares Long-term National Muni Bond Etf Exchange Traded Fund (LMUB)	0.2	$1.7M	NEW	33k	50.52	View chart
Innovator U.s. Equity Power Buffer Etf - July Exchange Traded Fund (PJUL)	0.2	$1.6M		33k	48.04	View chart
State Street Real Estate Select Sector Spdr Etf Exchange Traded Fund (XLRE)	0.2	$1.4M	-3%	32k	44.17	View chart
Fidelity Blue Chip Growth Etf Exchange Traded Fund (FBCG)	0.2	$1.4M	+148%	24k	59.49	View chart
Dell Technologies Inc Cl C Common Stock (DELL)	0.2	$1.4M	+15%	6.3k	216.29	View chart
Alphabet Inc Cap Stk Cl C Common Stock (GOOG)	0.2	$1.3M	+11%	3.4k	384.19	View chart
Ishares Core 80/20 Aggressive Allocation Etf Exchange Traded Fund (AOA)	0.2	$1.3M	+9%	13k	95.11	View chart
Broadcom Common Stock (AVGO)	0.2	$1.3M	+13%	2.9k	427.29	View chart
Metlife Common Stock (MET)	0.2	$1.2M	+1219%	15k	79.90	View chart
Jpmorgan Inflation Managed Bond Etf Exchange Traded Fund (JCPI)	0.2	$1.2M	NEW	24k	48.62	View chart
Meta Platforms Inc Cl A Common Stock (META)	0.2	$1.2M	+7%	1.9k	604.76	View chart
State Street Spdr Portfolio S&p 500 Etf Exchange Traded Fund (SPYM)	0.1	$1.1M	+391%	13k	85.18	View chart
Tesla Common Stock (TSLA)	0.1	$1.1M	+5%	2.8k	389.37	View chart
Fidelity High Dividend Etf Exchange Traded Fund (FDVV)	0.1	$1.1M	+2182%	19k	58.75	View chart
First Trust Nasdaq Clean Edge Smart Grid Infrastructure Index Exchange Traded Fund (GRID)	0.1	$1.1M	NEW	5.7k	193.49	View chart
State Street Spdr S&p 500 Etf Exchange Traded Fund (SPY)	0.1	$1.1M	+7%	1.5k	723.57	View chart
State Street Energy Select Sector Spdr Etf Exchange Traded Fund (XLE)	0.1	$1.1M	-3%	18k	59.45	View chart
Public Svc Enterprise Group Common Stock (PEG)	0.1	$1.0M	+9%	13k	79.73	View chart
Ishares Gold Trust Exchange Traded Fund (IAU)	0.1	$1.0M	-51%	12k	85.69	View chart
Convergence Long/short Equity Etf Exchange Traded Fund (CLSE)	0.1	$933k	NEW	29k	31.96	View chart
Vaneck Energy Income Etf Exchange Traded Fund (EINC)	0.1	$891k	NEW	7.4k	120.11	View chart
Johnson & Johnson Common Stock (JNJ)	0.1	$826k	+6%	3.7k	225.50	View chart
Moodys Corp Common Stock (MCO)	0.1	$820k		1.8k	454.38	View chart
Ishares U.s. Carbon Transition Readiness Aware Active Etf Exchange Traded Fund (LCTU)	0.1	$811k	+6906%	11k	77.19	View chart
Invesco S&p Smallcap Momentum Etf Exchange Traded Fund (XSMO)	0.1	$805k	NEW	9.1k	88.33	View chart
Spdr Gold Minishares Trust Of Beneficial Interest Exchange Traded Fund (GLDM)	0.1	$792k	+12637%	8.8k	90.13	View chart
Vanguard Total International Bond Etf Exchange Traded Fund (BNDX)	0.1	$788k	+7%	16k	47.89	View chart
Ishares Russell Mid-cap Growth Etf Exchange Traded Fund (IWP)	0.1	$754k	+1436%	5.5k	137.49	View chart
Ishares Bitcoin Trust Etf Exchange Traded Fund (IBIT)	0.1	$728k	+99%	16k	46.28	View chart
Vanguard Short-term Bond Etf Exchange Traded Fund (BSV)	0.1	$723k	-10%	9.3k	78.00	View chart
Ishares Russell 1000 Etf Exchange Traded Fund (IWB)	0.1	$716k	+4%	1.8k	395.24	View chart
Exxon Mobil Corp Common Stock (XOM)	0.1	$708k	+6%	4.6k	154.86	View chart
Ishares Core S&p Small Cap Etf Exchange Traded Fund (IJR)	0.1	$698k	-7%	5.1k	138.09	View chart
Vanguard Total Stock Market Etf Exchange Traded Fund (VTI)	0.1	$688k	+123%	1.9k	356.85	View chart
Ishares Esg Aware Msci Usa Etf Exchange Traded Fund (ESGU)	0.1	$671k	+825%	4.3k	157.71	View chart
Pacer Us Cash Cows 100 Etf Exchange Traded Fund (COWZ)	0.1	$666k	-5%	11k	63.66	View chart
Vanguard Ftse Emerging Markets Etf Exchange Traded Fund (VWO)	0.1	$655k	-2%	11k	59.36	View chart
Linde Common Stock (LIN)	0.1	$647k	+4%	1.3k	500.24	View chart
Goldman Sachs Marketbeta U.s. Equity Etf Exchange Traded Fund (GSUS)	0.1	$645k	NEW	6.5k	99.80	View chart
Ishares Core 60/40 Balanced Allocation Etf Exchange Traded Fund (AOR)	0.1	$630k	+46%	9.3k	67.93	View chart
Wisdomtree Europe Hedged Equity Fund Exchange Traded Fund (HEDJ)	0.1	$565k	-75%	10k	54.63	View chart
Ishares Esg Msci Kld 400 Etf Exchange Traded Fund (DSI)	0.1	$561k	+2103%	4.1k	136.14	View chart
Ishares Systematic Bond Etf Exchange Traded Fund (SYSB)	0.1	$561k	+30%	6.3k	88.45	View chart
Berkshire Hathaway Inc Del Cl B Common Stock (BRK.B)	0.1	$554k	+33%	1.2k	465.52	View chart
Ishares Core U.s. Aggregate Bond Etf Exchange Traded Fund (AGG)	0.1	$530k	+95%	5.4k	98.76	View chart
Ishares Esg Aware Usd Corporate Bond Etf Exchange Traded Fund (SUSC)	0.1	$470k	+7563%	20k	23.07	View chart
Schwab U.s. Broad Market Etf Exchange Traded Fund (SCHB)	0.1	$470k		17k	27.94	View chart
International Business Machs Common Stock (IBM)	0.1	$459k	+58%	2.0k	228.95	View chart
Schwab International Equity Etf Exchange Traded Fund (SCHF)	0.1	$451k		17k	26.65	View chart
Ishares Esg Advanced Msci Usa Etf Exchange Traded Fund (USXF)	0.1	$443k	+1398%	7.0k	63.63	View chart
Eli Lilly & Co Common Stock (LLY)	0.1	$433k	+14%	438.00	987.77	View chart
Philip Morris Intl Common Stock (PM)	0.1	$419k	+4%	2.5k	169.42	View chart
Vanguard Mortgage-backed Securities Etf Exchange Traded Fund (VMBS)	0.1	$417k	+13%	8.9k	46.68	View chart
Vanguard Extended Market Etf Exchange Traded Fund (VXF)	0.1	$411k		1.8k	229.27	View chart
At&t Common Stock (T)	0.1	$401k	+7%	16k	25.90	View chart
Parsons Corp Del Common Stock (PSN)	0.1	$388k		7.8k	49.80	View chart
Procter & Gamble Common Stock (PG)	0.1	$385k	+9%	2.7k	144.89	View chart
Sempra Common Stock (SRE)	0.1	$382k		4.0k	94.36	View chart
Nuveen Esg Large-cap Growth Etf Exchange Traded Fund (NULG)	0.1	$379k		3.6k	105.30	View chart
Visa Inc Com Cl A Common Stock (V)	0.0	$372k	+2%	1.2k	321.95	View chart
Ishares Esg Aware Msci Eafe Etf Exchange Traded Fund (ESGD)	0.0	$370k	+78%	3.7k	100.82	View chart
Ishares Esg Aware Msci Em Etf Exchange Traded Fund (ESGE)	0.0	$370k	+6644%	7.1k	52.24	View chart
Walmart Common Stock (WMT)	0.0	$361k	+17%	2.8k	130.74	View chart
United Parcel Svcs Inc Cl B Common Stock (UPS)	0.0	$348k	+674%	3.5k	98.06	View chart
Vaneck Fallen Angel High Yield Bond Etf Exchange Traded Fund (ANGL)	0.0	$343k	-12%	12k	29.11	View chart
Micron Technology Common Stock (MU)	0.0	$342k	+22%	534.00	639.86	View chart
Abbvie Common Stock (ABBV)	0.0	$341k		1.7k	206.08	View chart
Sunoco Lp/sunoco Fin Corp Com Ut Rep Common Stock (SUN)	0.0	$339k		4.9k	69.70	View chart
Merck & Co Common Stock (MRK)	0.0	$337k	+10%	3.0k	113.12	View chart
Ishares Core 40/60 Moderate Allocation Etf Exchange Traded Fund (AOM)	0.0	$326k	+71%	6.6k	49.01	View chart
Vanguard Long-term Bond Etf Exchange Traded Fund (BLV)	0.0	$324k	+3%	4.8k	68.24	View chart
Caterpillar Common Stock (CAT)	0.0	$310k	+20%	343.00	902.67	View chart
Ishares Esg Aware Us Aggregate Bond Etf Exchange Traded Fund (EAGG)	0.0	$305k	NEW	6.4k	47.30	View chart
Taiwan Semiconductor Manufact American Depository Receipt (TSM)	0.0	$303k	+6%	767.00	394.41	View chart
Advanced Micro Devices Common Stock (AMD)	0.0	$302k	+11%	851.00	355.26	View chart
Principal U.s. Mega-cap Etf Exchange Traded Fund (USMC)	0.0	$302k	-46%	4.3k	70.98	View chart
Intel Corp Common Stock (INTC)	0.0	$292k	+111%	2.7k	108.15	View chart
Vanguard Tax-exempt Bond Etf Exchange Traded Fund (VTEB)	0.0	$284k	+185%	5.7k	50.14	View chart
The Cigna Group Common Stock (CI)	0.0	$284k	+3%	1.0k	275.53	View chart
Fifth Third Bancorp Common Stock (FITB)	0.0	$282k	+2%	5.6k	50.30	View chart
First Trust Materials Alphadex Fund Exchange Traded Fund (FXZ)	0.0	$281k	-17%	3.5k	80.68	View chart
Home Depot Common Stock (HD)	0.0	$276k	+6%	876.00	315.28	View chart
Ishares U.s. Aerospace & Defense Etf Exchange Traded Fund (ITA)	0.0	$272k	-71%	1.3k	215.34	View chart
Ishares Russell 2000 Growth Etf Exchange Traded Fund (IWO)	0.0	$269k	-8%	730.00	367.78	View chart
Ishares International Dividend Active Etf Exchange Traded Fund (BIDD)	0.0	$266k	+30%	8.7k	30.69	View chart
Vanguard High Dividend Yield Index Etf Exchange Traded Fund (VYM)	0.0	$260k	+29%	1.7k	156.28	View chart
Verizon Communications Common Stock (VZ)	0.0	$259k	+24%	5.5k	47.34	View chart
Asml Hldg Nv N Y Registry American Depository Receipt (ASML)	0.0	$258k	+13%	179.00	1442.92	View chart
Ishares Core Msci Total International Stock Etf Exchange Traded Fund (IXUS)	0.0	$257k	+317%	2.7k	93.70	View chart
Vanguard Total Bond Market Etf Exchange Traded Fund (BND)	0.0	$257k	-81%	3.5k	73.23	View chart
Textron Common Stock (TXT)	0.0	$257k	+2593%	2.8k	91.60	View chart
Ge Vernova Common Stock (GEV)	0.0	$256k	+15%	235.00	1091.03	View chart
Vanguard Mid-cap Value Etf Exchange Traded Fund (VOE)	0.0	$256k	-25%	1.3k	193.61	View chart
Netflix Common Stock (NFLX)	0.0	$256k	+26%	2.9k	87.89	View chart
Ishares Esg Aware Msci Usa Value Etf Exchange Traded Fund (EVUS)	0.0	$251k	+7122%	7.3k	34.36	View chart
Unitedhealth Group Common Stock (UNH)	0.0	$248k	+7%	682.00	363.64	View chart
Ameriprise Finl Common Stock (AMP)	0.0	$248k	-3%	522.00	474.53	View chart
Goldman Sachs Activebeta International Equity Etf Exchange Traded Fund (GSIE)	0.0	$246k	NEW	5.4k	45.10	View chart
State Street Technology Select Sector Spdr Etf Exchange Traded Fund (XLK)	0.0	$244k	+2%	1.5k	165.61	View chart
Southern Common Stock (SO)	0.0	$242k	+2%	2.5k	95.90	View chart
Deutsche Bk Ag Namen Akt Common Stock (DB)	0.0	$237k		7.7k	30.64	View chart
Cisco Sys Common Stock (CSCO)	0.0	$234k	+14%	2.5k	94.28	View chart
State Street Spdr Portfolio Intermediate Term Corporate Bond Etf Exchange Traded Fund (SPIB)	0.0	$234k	-20%	7.0k	33.41	View chart
Virtus Seix Senior Loan Etf Exchange Traded Fund (SEIX)	0.0	$228k	-65%	9.8k	23.27	View chart
Costco Wholesale Corporation Common Stock (COST)	0.0	$226k	+17%	223.00	1014.96	View chart
Cognizant Technology Solutions Cl A Common Stock (CTSH)	0.0	$225k		4.3k	51.86	View chart
Mastercard Incorporated Cl A Common Stock (MA)	0.0	$222k	+4%	447.00	496.66	View chart
Expedia Group Common Stock (EXPE)	0.0	$219k		880.00	248.43	View chart
Ishares Core S&p Mid-cap Etf Exchange Traded Fund (IJH)	0.0	$214k	+31%	2.9k	73.26	View chart
Tr Activebeta Us Large Cap Equity Etf Exchange Traded Fund (GSLC)	0.0	$211k	NEW	1.5k	138.08	View chart
Ishares Esg Advanced Msci Eafe Etf Exchange Traded Fund (DMXF)	0.0	$210k	NEW	2.6k	80.55	View chart
Disney Walt Common Stock (DIS)	0.0	$207k	+21%	2.1k	100.44	View chart
F N B Corp Common Stock (FNB)	0.0	$204k		11k	17.90	View chart
Goldman Sachs Access U.s. Aggregate Bond Etf Exchange Traded Fund (GCOR)	0.0	$203k	NEW	4.9k	41.07	View chart
Chevron Corporation Common Stock (CVX)	0.0	$202k	+13%	1.1k	192.62	View chart
Ishares Russell 2000 Value Etf Exchange Traded Fund (IWN)	0.0	$202k	+5%	964.00	209.52	View chart
Schwab Us Tips Etf Exchange Traded Fund (SCHP)	0.0	$199k	+236%	7.4k	26.78	View chart
Coca Cola Common Stock (KO)	0.0	$195k	+17%	2.5k	78.46	View chart
Vanguard Growth Etf Exchange Traded Fund (VUG)	0.0	$191k	+760%	2.3k	84.27	View chart
Altria Group Common Stock (MO)	0.0	$191k	+5%	2.6k	72.79	View chart
Inspire Small/mid Cap Etf Exchange Traded Fund (ISMD)	0.0	$189k		4.2k	45.02	View chart
Ishares Msci Usa Min Vol Factor Etf Exchange Traded Fund (USMV)	0.0	$182k		1.9k	94.44	View chart
Ab Disruptors Etf Exchange Traded Fund (FWD)	0.0	$173k		1.3k	130.43	View chart
State Street Financial Select Sector Spdr Etf Exchange Traded Fund (XLF)	0.0	$172k		3.3k	51.58	View chart
Vanguard Ftse All-world Ex-us Index Fund Exchange Traded Fund (VEU)	0.0	$171k	-5%	2.1k	81.25	View chart
Prologis Real Estate Investment Trust (PLD)	0.0	$171k	+5%	1.2k	140.19	View chart
Bank Of Amer Corp Common Stock (BAC)	0.0	$170k	+10%	3.2k	53.12	View chart
Ge Aerospace Common Stock (GE)	0.0	$168k	+17%	587.00	286.53	View chart
Oracle Corp Common Stock (ORCL)	0.0	$165k	+21%	888.00	185.23	View chart
Schwab 1000 Index Etf Exchange Traded Fund (SCHK)	0.0	$163k	NEW	4.7k	34.85	View chart
Ft Vest Us Equity Buffer Etf - December Exchange Traded Fund (FDEC)	0.0	$162k		3.0k	53.27	View chart
Vanguard Short-term Corporate Bond Etf Exchange Traded Fund (VCSH)	0.0	$162k		2.0k	78.93	View chart
Ishares S&p 100 Etf Exchange Traded Fund (OEF)	0.0	$161k	-96%	449.00	357.43	View chart
Avantis International Small Cap Value Etf Exchange Traded Fund (AVDV)	0.0	$160k	+118%	1.5k	106.10	View chart
Constellation Energy Corp Common Stock (CEG)	0.0	$160k	+4%	499.00	320.09	View chart
Nuveen Esg Mid-cap Growth Etf Exchange Traded Fund (NUMG)	0.0	$158k		3.5k	45.42	View chart
Mcdonalds Corp Common Stock (MCD)	0.0	$156k	+30%	549.00	284.66	View chart
Applied Matls Common Stock (AMAT)	0.0	$154k	+20%	375.00	410.08	View chart
Ishares Iboxx $ Investment Grade Corporate Bond Etf Exchange Traded Fund (LQD)	0.0	$153k	-20%	1.4k	108.63	View chart
State Street Spdr Nuveen Ice Municipal Bond Etf Exchange Traded Fund (TFI)	0.0	$152k	+573%	3.4k	45.40	View chart
Vanguard Dividend Appreciation Etf Exchange Traded Fund (VIG)	0.0	$152k		665.00	228.66	View chart
Eaton Corp Common Stock (ETN)	0.0	$151k	+10%	368.00	410.86	View chart
Ishares Ethereum Trust Etf Exchange Traded Fund (ETHA)	0.0	$147k	+51%	8.2k	17.90	View chart
Palo Alto Networks Common Stock (PANW)	0.0	$145k	+6%	789.00	183.98	View chart
Blackrock Common Stock (BLK)	0.0	$144k	+6%	138.00	1045.87	View chart
Goldman Sachs Group Common Stock (GS)	0.0	$143k	+30%	156.00	918.33	View chart
Vanguard Real Estate Etf Exchange Traded Fund (VNQ)	0.0	$142k	-11%	1.5k	95.72	View chart
Analog Devices Common Stock (ADI)	0.0	$142k	+12%	352.00	403.82	View chart
Wells Fargo & Co Common Stock (WFC)	0.0	$142k	+5%	1.8k	79.88	View chart
Tjx Cos Common Stock (TJX)	0.0	$139k	+16%	896.00	154.87	View chart
Schwab Fundamental International Equity Etf Exchange Traded Fund (FNDF)	0.0	$135k	+22%	2.6k	52.06	View chart
Parker-hannifin Corp Common Stock (PH)	0.0	$135k		155.00	868.08	View chart
Alpha Architect 1-3 Month Box Etf Exchange Traded Fund (BOXX)	0.0	$133k	+131%	1.1k	116.59	View chart
Accenture Plc Ireland Shs Class A Common Stock (ACN)	0.0	$132k	-3%	739.00	179.01	View chart
Ishares Jp Morgan Usd Emerging Markets Bond Etf Exchange Traded Fund (EMB)	0.0	$132k	-84%	1.4k	95.45	View chart
Strategy Inc Cl A Common Stock (MSTR)	0.0	$129k	+161%	690.00	186.90	View chart
Ishares Core Msci Europe Etf Exchange Traded Fund (IEUR)	0.0	$129k	+232%	1.7k	74.08	View chart
Gilead Sciences Common Stock (GILD)	0.0	$127k	+11%	955.00	133.40	View chart
Pfizer Common Stock (PFE)	0.0	$127k	+10%	4.8k	26.45	View chart
Vanguard Materials Etf Exchange Traded Fund (VAW)	0.0	$126k		545.00	231.59	View chart
Citigroup Common Stock (C)	0.0	$126k	+29%	986.00	127.98	View chart
Comcast Corp New Cl A Common Stock (CMCSA)	0.0	$126k	+43%	4.8k	26.46	View chart
Conocophillips Common Stock (COP)	0.0	$124k	+9%	1.0k	123.31	View chart
Eversource Energy Common Stock (ES)	0.0	$122k		1.8k	68.88	View chart
Lam Research Corp Common Stock (LRCX)	0.0	$120k	+32%	436.00	275.59	View chart
Pepsico Common Stock (PEP)	0.0	$120k	+42%	774.00	155.03	View chart
S&p Global Common Stock (SPGI)	0.0	$119k		282.00	423.16	View chart
Invesco Dorsey Wright Smallcap Momentum Etf Exchange Traded Fund (DWAS)	0.0	$119k	-77%	1.0k	115.24	View chart
State Street Communication Services Select Sector Spdr Etf Exchange Traded Fund (XLC)	0.0	$118k	-3%	1.0k	115.57	View chart
Ishares World Ex U.s. Carbon Transition Readiness Aware Active Etf Exchange Traded Fund (LCTD)	0.0	$118k	+8769%	2.0k	57.71	View chart
Cummins Common Stock (CMI)	0.0	$117k	+77%	174.00	671.05	View chart
Morgan Stanley Common Stock (MS)	0.0	$116k	+30%	614.00	189.04	View chart
Thomson Reuters Corp Common Stock (TRI)	0.0	$113k		1.2k	95.46	View chart
Vanguard Small Cap Value Etf Exchange Traded Fund (VBR)	0.0	$113k		488.00	231.95	View chart
Rtx Corporation Common Stock (RTX)	0.0	$112k	+19%	651.00	172.66	View chart
Ishares Core High Dividend Etf Exchange Traded Fund (HDV)	0.0	$112k	+447%	4.1k	27.29	View chart
Vanguard S&p 500 Growth Etf Exchange Traded Fund (VOOG)	0.0	$112k	+509%	1.4k	78.92	View chart
Thermo Fisher Scientific Common Stock (TMO)	0.0	$111k	+22%	239.00	465.01	View chart
General Dynamics Corp Common Stock (GD)	0.0	$109k	+33%	313.00	348.73	View chart
Shell Plc Spon Ads American Depository Receipt (SHEL)	0.0	$109k	+14%	1.2k	89.66	View chart
Emcor Group Common Stock (EME)	0.0	$108k	+8%	117.00	925.54	View chart
Goldman Sachs Activebeta Emerging Markets Equity Etf Exchange Traded Fund (GEM)	0.0	$108k	NEW	2.2k	49.41	View chart
Uber Technologies Common Stock (UBER)	0.0	$107k	+26%	1.5k	72.95	View chart
Kkr & Co Common Stock (KKR)	0.0	$106k	+10%	1.0k	101.94	View chart
Csx Corp Common Stock (CSX)	0.0	$106k	+10%	2.4k	45.01	View chart
Prudential Finl Common Stock (PRU)	0.0	$106k		1.1k	100.24	View chart
Vanguard Mid-cap Etf Exchange Traded Fund (VO)	0.0	$105k	+1066%	1.4k	77.66	View chart
Lowes Cos Common Stock (LOW)	0.0	$105k	+31%	465.00	224.89	View chart
Amphenol Corp Cl A Common Stock (APH)	0.0	$103k	+89%	756.00	136.53	View chart
Wisdomtree U.s. Total Dividend Fund Exchange Traded Fund (DTD)	0.0	$103k	-56%	1.1k	90.86	View chart
Kla Corp Common Stock (KLAC)	0.0	$102k	+36%	60.00	1705.55	View chart
Goldman Sachs Access Investment Grade Corporate Bond Etf Exchange Traded Fund (GIGB)	0.0	$100k	NEW	2.2k	45.74	View chart
Quanta Svcs Common Stock (PWR)	0.0	$100k	+17%	130.00	765.80	View chart
Vanguard Ftse Pacific Etf Exchange Traded Fund (VPL)	0.0	$98k	-36%	901.00	108.99	View chart
American Elec Pwr Common Stock (AEP)	0.0	$98k	+4%	713.00	136.93	View chart
Ishares Tips Bond Etf Exchange Traded Fund (TIP)	0.0	$98k	+34%	879.00	111.06	View chart

Past Filings by Cornerstone Planning Group

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

Cornerstone Planning Group 2026 Q1 filed May 6, 2026
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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