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 201–250 of 1,709
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| NFBK | NORTHFIELD BANCORP INC DEL COM | 10K | $100K–$500K | SH |
| TJX | TJX COS INC NEW COM | 766 | $100K–$500K | SH |
| GS | GOLDMAN SACHS GROUP INC COM | 120 | $100K–$500K | SH |
| PFE | PFIZER INC COM | 4K | $100K–$500K | SH |
| KKR | KKR & CO INC COM | 943 | $100K–$500K | SH |
| VBR | VANGUARD SMALL CAP VALUE ETF | 492 | $100K–$500K | SH |
| RTX | RTX CORPORATION COM | 547 | $100K–$500K | SH |
| VTV | VANGUARD VALUE ETF | 537 | $100K–$500K | SH |
| ISRG | INTUITIVE SURGICAL INC COM NEW | 203 | $100K–$500K | SH |
| AMAT | APPLIED MATLS INC COM | 312 | $100K–$500K | SH |
| VOOG | VANGUARD S&P 500 GROWTH ETF | 232 | $100K–$500K | SH |
| CRM | SALESFORCE INC COM | 458 | $100K–$500K | SH |
| AJG | GALLAGHER ARTHUR J & CO COM | 426 | $100K–$500K | SH |
| FNDF | SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | 2K | $100K–$500K | SH |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | 2K | $100K–$500K | SH |
| ADI | ANALOG DEVICES INC COM | 314 | $50K–$100K | SH |
| HDV | ISHARES CORE HIGH DIVIDEND ETF | 752 | $50K–$100K | SH |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | 3K | $50K–$100K | SH |
| LOW | LOWES COS INC COM | 353 | $50K–$100K | SH |
| CMCSA | COMCAST CORP NEW CL A | 3K | $50K–$100K | SH |
| DHR | DANAHER CORPORATION COM | 417 | $50K–$100K | SH |
| COP | CONOCOPHILLIPS COM | 918 | $50K–$100K | SH |
| EQH | EQUITABLE HLDGS INC COM | 2K | $50K–$100K | SH |
| IEI | ISHARES 3-7 YEAR TREASURY BOND ETF | 778 | $50K–$100K | SH |
| AZN | ASTRAZENECA PLC SPONSORED ADR | 993 | $50K–$100K | SH |
| UBER | UBER TECHNOLOGIES INC COM | 1K | $50K–$100K | SH |
| MET | METLIFE INC COM | 1K | $50K–$100K | SH |
| MSTY | YIELDMAX MSTR OPTION INCOME STRATEGY ETF | 3K | $50K–$100K | SH |
| SHW | SHERWIN WILLIAMS CO COM | 249 | $50K–$100K | SH |
| C | CITIGROUP INC COM NEW | 763 | $50K–$100K | SH |
| MS | MORGAN STANLEY COM NEW | 472 | $50K–$100K | SH |
| XLV | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | 556 | $50K–$100K | SH |
| LHX | L3HARRIS TECHNOLOGIES INC COM | 235 | $50K–$100K | SH |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | 3K | $50K–$100K | SH |
| VT | VANGUARD TOTAL WORLD STOCK ETF | 570 | $50K–$100K | SH |
| GD | GENERAL DYNAMICS CORP COM | 234 | $50K–$100K | SH |
| SE | SEA LTD SPONSORD ADS | 657 | $50K–$100K | SH |
| MCK | MCKESSON CORP COM | 100 | $50K–$100K | SH |
| FSEC | FIDELITY INVESTMENT GRADE SECURITIZED ETF | 2K | $50K–$100K | SH |
| ABNB | AIRBNB INC COM CL A | 618 | $50K–$100K | SH |
| AEP | AMERICAN ELEC PWR CO INC COM | 682 | $50K–$100K | SH |
| MNST | MONSTER BEVERAGE CORP NEW COM | 998 | $50K–$100K | SH |
| PEP | PEPSICO INC COM | 544 | $50K–$100K | SH |
| SHEL | SHELL PLC SPON ADS | 1K | $50K–$100K | SH |
| JNK | STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF | 820 | $50K–$100K | SH |
| SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | 736 | $50K–$100K | SH |
| CSX | CSX CORP COM | 2K | $50K–$100K | SH |
| IUSG | ISHARES CORE S&P U.S. GROWTH ETF | 463 | $50K–$100K | SH |
| NOW | SERVICENOW INC COM | 610 | $50K–$100K | SH |
| EME | EMCOR GROUP INC COM | 108 | $50K–$100K | SH |