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 101–150 of 1,709
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IBM | INTERNATIONAL BUSINESS MACHS COM | 1K | $100K–$500K | SH |
| V | VISA INC COM CL A | 1K | $100K–$500K | SH |
| ABBV | ABBVIE INC COM | 2K | $100K–$500K | SH |
| NULG | NUVEEN ESG LARGE-CAP GROWTH ETF | 4K | $100K–$500K | SH |
| PG | PROCTER & GAMBLE CO COM | 2K | $100K–$500K | SH |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIONS CL A | 4K | $100K–$500K | SH |
| T | AT&T INC COM | 14K | $100K–$500K | SH |
| SRE | SEMPRA COM | 4K | $100K–$500K | SH |
| VOE | VANGUARD MID-CAP VALUE ETF | 2K | $100K–$500K | SH |
| BLV | VANGUARD LONG-TERM BOND ETF | 5K | $100K–$500K | SH |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | 4K | $100K–$500K | SH |
| FXZ | FIRST TRUST MATERIALS ALPHADEX FUND | 4K | $100K–$500K | SH |
| HD | HOME DEPOT INC COM | 826 | $100K–$500K | SH |
| DB | DEUTSCHE BANK A G NAMEN AKT | 8K | $100K–$500K | SH |
| SPIB | STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | 9K | $100K–$500K | SH |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | 862 | $100K–$500K | SH |
| SUN | SUNOCO LP/SUNOCO FIN CORP COM UT REP LP | 5K | $100K–$500K | SH |
| MRK | MERCK & CO INC COM | 3K | $100K–$500K | SH |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | 3K | $100K–$500K | SH |
| IWO | ISHARES RUSSELL 2000 GROWTH ETF | 795 | $100K–$500K | SH |
| WMT | WALMART INC COM | 2K | $100K–$500K | SH |
| CI | THE CIGNA GROUP COM | 1K | $100K–$500K | SH |
| FITB | FIFTH THIRD BANCORP COM | 5K | $100K–$500K | SH |
| AMP | AMERIPRISE FINL INC COM | 541 | $100K–$500K | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | 719 | $100K–$500K | SH |
| EXPE | EXPEDIA GROUP INC COM NEW | 869 | $100K–$500K | SH |
| DTD | WISDOMTREE U.S. TOTAL DIVIDEND FUND | 3K | $100K–$500K | SH |
| JPIE | JPMORGAN INCOME ETF | 5K | $100K–$500K | SH |
| ASML | ASML HLDG NV N Y REGISTRY SHS | 158 | $100K–$500K | SH |
| MA | MASTERCARD INCORPORATED CL A | 427 | $100K–$500K | SH |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | 3K | $100K–$500K | SH |
| SO | SOUTHERN CO COM | 2K | $100K–$500K | SH |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | 1K | $100K–$500K | SH |
| ESGD | ISHARES ESG AWARE MSCI EAFE ETF | 2K | $100K–$500K | SH |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | 762 | $100K–$500K | SH |
| BIDD | ISHARES INTERNATIONAL DIVIDEND ACTIVE ETF | 7K | $100K–$500K | SH |
| NFLX | NETFLIX INC. COM | 2K | $100K–$500K | SH |
| LQD | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | 2K | $100K–$500K | SH |
| FNB | F N B CORP COM | 11K | $100K–$500K | SH |
| AMD | ADVANCED MICRO DEVICES INC COM | 766 | $100K–$500K | SH |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | 1K | $100K–$500K | SH |
| MU | MICRON TECHNOLOGY INC COM | 435 | $100K–$500K | SH |
| AOM | ISHARES CORE 40/60 MODERATE ALLOCATION ETF | 4K | $100K–$500K | SH |
| UNH | UNITEDHEALTH GROUP INC COM | 637 | $100K–$500K | SH |
| DIS | DISNEY WALT CO COM | 2K | $100K–$500K | SH |
| CAT | CATERPILLAR INC COM | 285 | $100K–$500K | SH |
| COST | COSTCO WHOLESALE CORPORATION COM | 189 | $100K–$500K | SH |
| USMV | ISHARES MSCI USA MIN VOL FACTOR ETF | 2K | $100K–$500K | SH |
| IWN | ISHARES RUSSELL 2000 VALUE ETF | 917 | $100K–$500K | SH |
| VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | 2K | $100K–$500K | SH |