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 51–100 of 1,709
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| BND | VANGUARD TOTAL BOND MARKET ETF | 19K | $1M+ | SH |
| GOOGL | ALPHABET INC CAP STK CL A | 4K | $1M+ | SH |
| XLRE | STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF | 33K | $1M+ | SH |
| GLD | SPDR GOLD SHARES | 3K | $1M+ | SH |
| META | META PLATFORMS INC CL A | 2K | $1M+ | SH |
| TSLA | TESLA INC COM | 3K | $1M+ | SH |
| AOA | ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF | 12K | $1M+ | SH |
| ITA | ISHARES U.S. AEROSPACE & DEFENSE ETF | 4K | $1M+ | SH |
| GOOG | ALPHABET INC CAP STK CL C | 3K | $1M+ | SH |
| SPY | STATE STR SPDR S&P 500 ETF TR TR UNIT | 1K | $500K+ | SH |
| PEG | PUBLIC SVC ENTERPRISE GRP INC COM | 12K | $500K+ | SH |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | 19K | $500K+ | SH |
| MCO | MOODYS CORP COM | 2K | $500K+ | SH |
| EMB | ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | 9K | $500K+ | SH |
| AVGO | BROADCOM INC COM | 3K | $500K+ | SH |
| BSV | VANGUARD SHORT-TERM BOND ETF | 10K | $500K+ | SH |
| JNJ | JOHNSON & JOHNSON COM | 3K | $500K+ | SH |
| BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | 15K | $500K+ | SH |
| GOVT | ISHARES U.S. TREASURY BOND ETF | 32K | $500K+ | SH |
| AMLP | ALERIAN MLP ETF | 14K | $500K+ | SH |
| IJR | ISHARES CORE S&P SMALL CAP ETF | 5K | $500K+ | SH |
| COWZ | PACER US CASH COWS 100 ETF | 11K | $500K+ | SH |
| SEIX | VIRTUS SEIX SENIOR LOAN ETF | 28K | $500K+ | SH |
| IWB | ISHARES RUSSELL 1000 ETF | 2K | $500K+ | SH |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | 11K | $500K+ | SH |
| DELL | DELL TECHNOLOGIES INC CL C | 5K | $500K+ | SH |
| EFG | ISHARES MSCI EAFE GROWTH ETF | 5K | $500K+ | SH |
| XOM | EXXON MOBIL CORP COM | 4K | $500K+ | SH |
| PSN | PARSONS CORP DEL COM | 8K | $500K+ | SH |
| LIN | LINDE PLC SHS | 1K | $500K+ | SH |
| USMC | PRINCIPAL U.S. MEGA-CAP ETF | 8K | $500K+ | SH |
| FBCG | FIDELITY BLUE CHIP GROWTH ETF | 9K | $500K+ | SH |
| VV | VANGUARD LARGE-CAP ETF | 2K | $500K+ | SH |
| HIMU | ISHARES HIGH YIELD MUNI ACTIVE ETF | 10K | $100K–$500K | SH |
| DWAS | INVESCO DORSEY WRIGHT SMALLCAP MOMENTUM ETF | 5K | $100K–$500K | SH |
| PID | INVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETF | 21K | $100K–$500K | SH |
| SCHB | SCHWAB U.S. BROAD MARKET ETF | 17K | $100K–$500K | SH |
| SYSB | ISHARES SYSTEMATIC BOND ETF | 5K | $100K–$500K | SH |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | 17K | $100K–$500K | SH |
| IYW | ISHARES U.S. TECHNOLOGY ETF | 2K | $100K–$500K | SH |
| PM | PHILIP MORRIS INTL INC COM | 2K | $100K–$500K | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 894 | $100K–$500K | SH |
| AOR | ISHARES CORE 60/40 BALANCED ALLOCATION ETF | 6K | $100K–$500K | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 8K | $100K–$500K | SH |
| ANGL | VANECK FALLEN ANGEL HIGH YIELD BOND ETF | 13K | $100K–$500K | SH |
| VXF | VANGUARD EXTENDED MARKET ETF | 2K | $100K–$500K | SH |
| FBND | FIDELITY TOTAL BOND ETF | 8K | $100K–$500K | SH |
| LLY | ELI LILLY & CO COM | 381 | $100K–$500K | SH |
| ONEY | STATE STREET SPDR RUSSELL 1000 YIELD FOCUS ETF | 3K | $100K–$500K | SH |
| VMBS | VANGUARD MORTGAGE-BACKED SECURITIES ETF | 8K | $100K–$500K | SH |