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 251–300 of 1,709
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| LRCX | LAM RESEARCH CORP COM NEW | 328 | $50K–$100K | SH |
| CMG | CHIPOTLE MEXICAN GRILL INC COM | 2K | $50K–$100K | SH |
| ICF | ISHARES SELECT U.S. REIT ETF | 1K | $50K–$100K | SH |
| NEE | NEXTERA ENERGY INC COM | 867 | $50K–$100K | SH |
| NVO | NOVO-NORDISK A S ADR | 1K | $50K–$100K | SH |
| KMI | KINDER MORGAN INC DEL COM | 3K | $50K–$100K | SH |
| UTG | REAVES UTIL INCOME FD COM SH BEN INT | 2K | $50K–$100K | SH |
| SCHW | SCHWAB CHARLES CORP COM | 723 | $50K–$100K | SH |
| VB | VANGUARD SMALL-CAP ETF | 272 | $50K–$100K | SH |
| LMT | LOCKHEED MARTIN CORP COM | 124 | $50K–$100K | SH |
| APO | APOLLO GLOBAL MGMT INC COM | 558 | $50K–$100K | SH |
| MDT | MEDTRONIC PLC SHS | 732 | $50K–$100K | SH |
| PFF | ISHARES PREFERRED & INCOME SECURITIES ETF | 2K | $50K–$100K | SH |
| XSVM | INVESCO S&P SMALLCAP VALUE WITH MOMENTUM ETF | 1K | $50K–$100K | SH |
| IDXX | IDEXX LABS INC COM | 106 | $50K–$100K | SH |
| DBB | INVESCO DB BASE METALS FUND | 3K | $50K–$100K | SH |
| SPYV | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | 1K | $50K–$100K | SH |
| TIP | ISHARES TIPS BOND ETF | 655 | $50K–$100K | SH |
| FDEV | FIDELITY INTERNATIONAL MULTIFACTOR ETF | 2K | $50K–$100K | SH |
| ORLY | OREILLY AUTOMOTIVE INC COM | 710 | $50K–$100K | SH |
| KLAC | KLA CORP COM NEW | 44 | $50K–$100K | SH |
| AVDV | AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | 691 | $50K–$100K | SH |
| EEMA | ISHARES MSCI EMERGING MARKETS ASIA ETF | 692 | $50K–$100K | SH |
| WBD | WARNER BROS DISCOVERY INC COM SER A | 3K | $50K–$100K | SH |
| IWS | ISHARES RUSSELL MID-CAP VALUE ETF | 480 | $50K–$100K | SH |
| FCX | FREEPORT-MCMORAN INC CL B | 1K | $50K–$100K | SH |
| IJS | ISHARES S&P SMALL-CAP 600 VALUE ETF | 582 | $50K–$100K | SH |
| ESGU | ISHARES ESG AWARE MSCI USA ETF | 460 | $50K–$100K | SH |
| ABT | ABBOTT LABS COM | 648 | $50K–$100K | SH |
| PHM | PULTE GROUP INC COM | 556 | $50K–$100K | SH |
| IQLT | ISHARES MSCI INTL QUALITY FACTOR ETF | 1K | $50K–$100K | SH |
| ADP | AUTOMATIC DATA PROCESSING INC COM | 269 | $50K–$100K | SH |
| EXC | EXELON CORP COM | 1K | $50K–$100K | SH |
| ETHE | GRAYSCALE ETHEREUM STAKING ETF | 3K | $50K–$100K | SH |
| TT | TRANE TECHNOLOGIES PLC SHS | 166 | $50K–$100K | SH |
| PYPL | PAYPAL HLDGS INC COM | 1K | $50K–$100K | SH |
| XLY | STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | 536 | $50K–$100K | SH |
| SAP | SAP SE SPON ADR | 276 | $50K–$100K | SH |
| ENSG | ENSIGN GROUP INC COM | 378 | $50K–$100K | SH |
| STIP | ISHARES 0-5 YEAR TIPS BOND ETF | 631 | $50K–$100K | SH |
| LDOS | LEIDOS HOLDINGS INC COM | 342 | $50K–$100K | SH |
| XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | 777 | $50K–$100K | SH |
| ZECP | ZACKS EARNINGS CONSISTENT PORTFOLIO ETF | 2K | $50K–$100K | SH |
| BKEM | BNY MELLON EMERGING MARKETS EQUITY ETF | 760 | $50K–$100K | SH |
| HEI | HEICO CORP NEW COM | 190 | $50K–$100K | SH |
| NVT | NVENT ELECTRIC PLC SHS | 546 | $50K–$100K | SH |
| IFRA | ISHARES U.S. INFRASTRUCTURE ETF | 1K | $50K–$100K | SH |
| INTC | INTEL CORP COM | 1K | $50K–$100K | SH |
| DFUS | DIMENSIONAL U.S. EQUITY MARKET ETF | 807 | $50K–$100K | SH |
| ANET | ARISTA NETWORKS INC COM SHS | 406 | $50K–$100K | SH |