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 151–200 of 1,709
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | 3K | $100K–$500K | SH |
| VZ | VERIZON COMMUNICATIONS INC COM | 4K | $100K–$500K | SH |
| ISMD | INSPIRE SMALL/MID CAP ETF | 4K | $100K–$500K | SH |
| CSCO | CISCO SYS INC COM | 2K | $100K–$500K | SH |
| NUMG | NUVEEN ESG MID-CAP GROWTH ETF | 3K | $100K–$500K | SH |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | 2K | $100K–$500K | SH |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | 730 | $100K–$500K | SH |
| DIAL | COLUMBIA DIVERSIFIED FIXED INCOME ALLOCATION ETF | 9K | $100K–$500K | SH |
| CVX | CHEVRON CORP NEW COM | 930 | $100K–$500K | SH |
| FDEC | FT VEST US EQUITY BUFFER ETF - DECEMBER | 3K | $100K–$500K | SH |
| ACWX | ISHARES MSCI ACWI EX U.S. ETF | 2K | $100K–$500K | SH |
| MO | ALTRIA GROUP INC COM | 2K | $100K–$500K | SH |
| KO | COCA COLA CO COM | 2K | $100K–$500K | SH |
| FWD | AB DISRUPTORS ETF | 1K | $100K–$500K | SH |
| IJH | ISHARES CORE S&P MID-CAP ETF | 2K | $100K–$500K | SH |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | 677 | $100K–$500K | SH |
| VNQ | VANGUARD REAL ESTATE ETF | 2K | $100K–$500K | SH |
| BAC | BANK AMERICA CORP COM | 3K | $100K–$500K | SH |
| SPGI | S&P GLOBAL INC COM | 281 | $100K–$500K | SH |
| PEY | INVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETF | 7K | $100K–$500K | SH |
| WFC | WELLS FARGO & CO COM | 2K | $100K–$500K | SH |
| PLD | PROLOGIS INC. COM | 1K | $100K–$500K | SH |
| GE | GE AEROSPACE COM NEW | 500 | $100K–$500K | SH |
| GEV | GE VERNOVA INC COM | 204 | $100K–$500K | SH |
| BLK | BLACKROCK INC COM | 129 | $100K–$500K | SH |
| VPL | VANGUARD FTSE PACIFIC ETF | 1K | $100K–$500K | SH |
| PH | PARKER-HANNIFIN CORP COM | 152 | $100K–$500K | SH |
| TRI | THOMSON REUTERS CORP COM | 1K | $100K–$500K | SH |
| CEG | CONSTELLATION ENERGY CORP COM | 476 | $100K–$500K | SH |
| PANW | PALO ALTO NETWORKS INC COM | 740 | $100K–$500K | SH |
| SLV | ISHARES SILVER TRUST | 1K | $100K–$500K | SH |
| MCD | MCDONALDS CORP COM | 420 | $100K–$500K | SH |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | 2K | $100K–$500K | SH |
| VUG | VANGUARD GROWTH ETF | 264 | $100K–$500K | SH |
| ORCL | ORACLE CORP COM | 730 | $100K–$500K | SH |
| VAW | VANGUARD MATERIALS ETF | 542 | $100K–$500K | SH |
| SPEU | SPDR PORTFOLIO EUROPE ETF | 2K | $100K–$500K | SH |
| XLC | STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | 1K | $100K–$500K | SH |
| ETHA | ISHARES ETHEREUM TRUST ETF | 5K | $100K–$500K | SH |
| BBMC | JPMORGAN BETABUILDERS U.S. MID CAP EQUITY ETF | 1K | $100K–$500K | SH |
| ES | EVERSOURCE ENERGY COM | 2K | $100K–$500K | SH |
| GILD | GILEAD SCIENCES INC COM | 859 | $100K–$500K | SH |
| IPAC | ISHARES CORE MSCI PACIFIC ETF | 2K | $100K–$500K | SH |
| TMO | THERMO FISHER SCIENTIFIC INC COM | 195 | $100K–$500K | SH |
| INTU | INTUIT COM | 216 | $100K–$500K | SH |
| ETN | EATON CORP PLC SHS | 334 | $100K–$500K | SH |
| BA | BOEING CO COM | 477 | $100K–$500K | SH |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | 730 | $100K–$500K | SH |
| PRU | PRUDENTIAL FINL INC COM | 1K | $100K–$500K | SH |
| MGK | VANGUARD MEGA CAP GROWTH ETF | 278 | $100K–$500K | SH |