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 501–550 of 1,709
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SXI | STANDEX INTL CORP COM | 115 | $15K–$50K | SH |
| HOOD | ROBINHOOD MKTS INC COM CL A | 268 | $15K–$50K | SH |
| WDC | WESTERN DIGITAL CORP COM | 99 | $15K–$50K | SH |
| USXF | ISHARES ESG ADVANCED MSCI USA ETF | 464 | $15K–$50K | SH |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | 636 | $15K–$50K | SH |
| BDX | BECTON DICKINSON & CO COM | 136 | $15K–$50K | SH |
| AKRE | AKRE FOCUS ETF | 448 | $15K–$50K | SH |
| EW | EDWARDS LIFESCIENCES CORP COM | 333 | $15K–$50K | SH |
| OLLI | OLLIES BARGAIN OUTLET HLDGS IN COM | 255 | $15K–$50K | SH |
| PSP | INVESCO GLOBAL LISTED PRIVATE EQUITY ETF | 397 | $15K–$50K | SH |
| MDB | MONGODB INC CL A | 66 | $15K–$50K | SH |
| PSA | PUBLIC STORAGE OPER CO COM | 99 | $15K–$50K | SH |
| RELX | RELX PLC SPONSORED ADR | 722 | $15K–$50K | SH |
| DLN | WISDOMTREE U.S. LARGECAP DIVIDEND FUND | 297 | $15K–$50K | SH |
| EXG | EATON VANCE TAX-MANAGED GLOBAL COM | 3K | $15K–$50K | SH |
| ROL | ROLLINS INC COM | 421 | $15K–$50K | SH |
| KLIC | KULICKE & SOFFA INDS INC COM | 453 | $15K–$50K | SH |
| ZETA | ZETA GLOBAL HOLDINGS CORP CL A | 1K | $15K–$50K | SH |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | 34 | $15K–$50K | SH |
| SMIZ | ZACKS SMALL/MID CAP ETF | 671 | $15K–$50K | SH |
| AGM | FEDERAL AGRIC MTG CORP CL C | 156 | $15K–$50K | SH |
| SLB | SLB LIMITED COM STK | 533 | $15K–$50K | SH |
| RIO | RIO TINTO PLC SPONSORED ADR | 278 | $15K–$50K | SH |
| SLF | SUN LIFE FINANCIAL INC. COM | 411 | $15K–$50K | SH |
| WDIV | SPDR S&P GLOBAL DIVIDEND ETF | 322 | $15K–$50K | SH |
| HSY | HERSHEY CO COM | 132 | $15K–$50K | SH |
| ROP | ROPER TECHNOLOGIES INC COM | 70 | $15K–$50K | SH |
| MAR | MARRIOTT INTL INC NEW CL A | 81 | $15K–$50K | SH |
| DFIV | DIMENSIONAL INTERNATIONAL VALUE ETF | 473 | $15K–$50K | SH |
| PSK | STATE STREET SPDR ICE PREFERRED SECURITIES ETF | 771 | $15K–$50K | SH |
| KVUE | KENVUE INC COM | 1K | $15K–$50K | SH |
| YUM | YUM BRANDS INC COM | 162 | $15K–$50K | SH |
| TRGP | TARGA RES CORP COM | 123 | $15K–$50K | SH |
| DSI | ISHARES ESG MSCI KLD 400 ETF | 187 | $15K–$50K | SH |
| IWX | ISHARES RUSSELL TOP 200 VALUE ETF | 258 | $15K–$50K | SH |
| NSC | NORFOLK SOUTHN CORP COM | 86 | $15K–$50K | SH |
| RWK | INVESCO S&P MIDCAP 400 REVENUE ETF | 184 | $15K–$50K | SH |
| FMDE | FIDELITY ENHANCED MID CAP ETF | 648 | $15K–$50K | SH |
| CTAS | CINTAS CORP COM | 126 | $15K–$50K | SH |
| TTEK | TETRA TECH INC NEW COM | 641 | $15K–$50K | SH |
| BITQ | BITWISE CRYPTO INDUSTRY INNOVATORS ETF | 1K | $15K–$50K | SH |
| LULU | LULULEMON ATHLETICA INC COM | 131 | $15K–$50K | SH |
| DOX | AMDOCS LTD SHS | 288 | $15K–$50K | SH |
| SPDW | SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | 496 | $15K–$50K | SH |
| CCI | CROWN CASTLE INC COM | 275 | $15K–$50K | SH |
| RSG | REPUBLIC SVCS INC COM | 107 | $15K–$50K | SH |
| EBAY | EBAY INC. COM | 245 | $15K–$50K | SH |
| FPEI | FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES & INCOME ETF | 1K | $15K–$50K | SH |
| GWRE | GUIDEWIRE SOFTWARE INC COM | 142 | $15K–$50K | SH |
| BRO | BROWN & BROWN INC COM | 320 | $15K–$50K | SH |