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 301–350 of 1,709
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| APP | APPLOVIN CORP COM CL A | 112 | $50K–$100K | SH |
| BK | BANK NEW YORK MELLON CORP COM | 507 | $50K–$100K | SH |
| FNDC | SCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF | 1K | $50K–$100K | SH |
| AMGN | AMGEN INC COM | 175 | $50K–$100K | SH |
| HYG | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | 736 | $50K–$100K | SH |
| IXUS | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | 657 | $50K–$100K | SH |
| EOS | EATON VANCE ENHANCED EQUITY IN COM | 3K | $50K–$100K | SH |
| VRTX | VERTEX PHARMACEUTICALS INC COM | 124 | $50K–$100K | SH |
| FA | FIRST ADVANTAGE CORP NEW COM | 5K | $50K–$100K | SH |
| ABFL | ABACUS FCF LEADERS ETF | 799 | $50K–$100K | SH |
| SCHP | SCHWAB US TIPS ETF | 2K | $50K–$100K | SH |
| APH | AMPHENOL CORP NEW CL A | 400 | $50K–$100K | SH |
| PGR | PROGRESSIVE CORP COM | 271 | $50K–$100K | SH |
| BOXX | ALPHA ARCHITECT 1-3 MONTH BOX ETF | 492 | $50K–$100K | SH |
| SMMD | ISHARES RUSSELL 2500 ETF | 710 | $50K–$100K | SH |
| CMI | CUMMINS INC COM | 98 | $50K–$100K | SH |
| BKNG | BOOKING HOLDINGS INC COM | 11 | $50K–$100K | SH |
| FAST | FASTENAL CO COM | 1K | $50K–$100K | SH |
| BDYN | ISHARES DYNAMIC EQUITY ACTIVE ETF | 2K | $50K–$100K | SH |
| FIVA | FIDELITY INTERNATIONAL VALUE FACTOR ETF | 2K | $50K–$100K | SH |
| CW | CURTISS WRIGHT CORP COM | 84 | $50K–$100K | SH |
| RJF | RAYMOND JAMES FINL INC COM | 328 | $50K–$100K | SH |
| FDMO | FIDELITY MOMENTUM FACTOR ETF | 625 | $50K–$100K | SH |
| USB | US BANCORP DEL COM NEW | 982 | $50K–$100K | SH |
| UTF | COHEN & STEERS INFRASTRUCTURE COM | 2K | $50K–$100K | SH |
| FMB | FIRST TRUST MANAGED MUNICIPAL ETF | 1K | $50K–$100K | SH |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | 778 | $50K–$100K | SH |
| SYK | STRYKER CORPORATION COM | 151 | $50K–$100K | SH |
| A | AGILENT TECHNOLOGIES INC COM | 402 | $50K–$100K | SH |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | 121 | $50K–$100K | SH |
| PWR | QUANTA SVCS INC COM | 111 | $50K–$100K | SH |
| FCF | FIRST COMWLTH FINL CORP PA COM | 3K | $50K–$100K | SH |
| APLD | APPLIED DIGITAL CORP COM NEW | 1K | $50K–$100K | SH |
| IJK | ISHARES S&P MID-CAP 400 GROWTH ETF | 512 | $50K–$100K | SH |
| ILCG | ISHARES MORNINGSTAR GROWTH ETF | 494 | $50K–$100K | SH |
| TRV | TRAVELERS COMPANIES INC COM | 185 | $50K–$100K | SH |
| USFR | WISDOMTREE FLOATING RATE TREASURY FUND | 1K | $50K–$100K | SH |
| VALE | VALE S A SPONSORED ADS | 3K | $50K–$100K | SH |
| COF | CAPITAL ONE FINL CORP COM | 237 | $50K–$100K | SH |
| MPWR | MONOLITHIC PWR SYS INC COM | 44 | $50K–$100K | SH |
| FDRR | FIDELITY DIVIDEND ETF FOR RISING RATES | 820 | $50K–$100K | SH |
| FCOR | FIDELITY CORPORATE BOND ETF | 1K | $50K–$100K | SH |
| SNOW | SNOWFLAKE INC COM SHS | 232 | $50K–$100K | SH |
| RCL | ROYAL CARIBBEAN GROUP COM | 172 | $50K–$100K | SH |
| CME | CME GROUP INC COM | 175 | $15K–$50K | SH |
| AEE | AMEREN CORP COM | 482 | $15K–$50K | SH |
| FERG | FERGUSON ENTERPRISES INC COMMON STOCK NEW | 197 | $15K–$50K | SH |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | 357 | $15K–$50K | SH |
| MRSH | MARSH COM | 277 | $15K–$50K | SH |
| SPOT | SPOTIFY TECHNOLOGY S A SHS | 97 | $15K–$50K | SH |