CIK 1822587
Cornerstone Planning Group LLC
Institutional 13F holdings & portfolio
Holdings
1,709
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 1,709
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| QQQM | INVESCO NASDAQ 100 ETF | 259K | $1M+ | SH |
| FENI | FIDELITY ENHANCED INTERNATIONAL ETF | 1.6M | $1M+ | SH |
| FNDX | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | 1.6M | $1M+ | SH |
| BIV | VANGUARD INTERMEDIATE-TERM BOND ETF | 531K | $1M+ | SH |
| SMLF | ISHARES U.S. SMALLCAP EQUITY FACTOR ETF | 434K | $1M+ | SH |
| IMCG | ISHARES MORNINGSTAR MID-CAP GROWTH ETF | 352K | $1M+ | SH |
| ICVT | ISHARES CONVERTIBLE BOND ETF | 170K | $1M+ | SH |
| QQQ | INVESCO QQQ TRUST SERIES I | 27K | $1M+ | SH |
| HYDB | ISHARES HIGH YIELD SYSTEMATIC BOND ETF | 353K | $1M+ | SH |
| FTLS | FIRST TRUST LONG/SHORT EQUITY ETF | 218K | $1M+ | SH |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 232K | $1M+ | SH |
| NANR | SPDR S&P NORTH AMERICAN NATURAL RESOURCES ETF | 188K | $1M+ | SH |
| REZ | ISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF | 175K | $1M+ | SH |
| FNDE | SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF | 353K | $1M+ | SH |
| USTB | VICTORYSHARES SHORT-TERM BOND ETF | 246K | $1M+ | SH |
| WTV | WISDOMTREE US VALUE FUND OF BENEF INTEREST | 131K | $1M+ | SH |
| IUSB | ISHARES CORE TOTAL USD BOND MARKET ETF | 195K | $1M+ | SH |
| IVV | ISHARES CORE S&P 500 ETF | 12K | $1M+ | SH |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | 17K | $1M+ | SH |
| AAPL | APPLE INC COM | 27K | $1M+ | SH |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | 226K | $1M+ | SH |
| DYNF | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | 96K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION COM | 31K | $1M+ | SH |
| IVE | ISHARES S&P 500 VALUE ETF | 26K | $1M+ | SH |
| IVW | ISHARES S&P 500 GROWTH ETF | 41K | $1M+ | SH |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | 67K | $1M+ | SH |
| HEFA | ISHARES CURRENCY HEDGED MSCI EAFE ETF | 111K | $1M+ | SH |
| EFV | ISHARES MSCI EAFE VALUE ETF | 58K | $1M+ | SH |
| OEF | ISHARES S&P 100 ETF | 11K | $1M+ | SH |
| TLH | ISHARES 10-20 YEAR TREASURY BOND ETF | 37K | $1M+ | SH |
| VOO | VANGUARD S&P 500 ETF | 5K | $1M+ | SH |
| AMZN | AMAZON COM INC COM | 14K | $1M+ | SH |
| FALN | ISHARES FALLEN ANGELS USD BOND ETF | 107K | $1M+ | SH |
| MBB | ISHARES MBS ETF | 30K | $1M+ | SH |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | 13K | $1M+ | SH |
| IAU | ISHARES GOLD TRUST | 24K | $1M+ | SH |
| FEMS | FIRST TRUST EMERGING MARKETS SMALL CAP ALPHADEX FUND | 52K | $1M+ | SH |
| MSFT | MICROSOFT CORP COM | 5K | $1M+ | SH |
| HEDJ | WISDOMTREE EUROPE HEDGED EQUITY FUND | 43K | $1M+ | SH |
| THRO | ISHARES U.S. THEMATIC ROTATION ACTIVE ETF | 58K | $1M+ | SH |
| BINC | ISHARES FLEXIBLE INCOME ACTIVE ETF | 43K | $1M+ | SH |
| MUB | ISHARES NATIONAL MUNI BOND ETF | 21K | $1M+ | SH |
| BAI | ISHARES A.I. INNOVATION AND TECH ACTIVE ETF | 62K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. COM | 7K | $1M+ | SH |
| IWY | ISHARES RUSSELL TOP 200 GROWTH ETF | 7K | $1M+ | SH |
| AXP | AMERICAN EXPRESS CO COM | 5K | $1M+ | SH |
| ILOW | AB INTERNATIONAL LOW VOLATILITY EQUITY ETF | 43K | $1M+ | SH |
| MTUM | ISHARES MSCI USA MOMENTUM FACTOR ETF | 7K | $1M+ | SH |
| IAGG | ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | 34K | $1M+ | SH |
| PJUL | INNOVATOR U.S. EQUITY POWER BUFFER ETF - JULY | 33K | $1M+ | SH |