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 401–450 of 1,709
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DIA | SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | 81 | $15K–$50K | SH |
| TOST | TOAST INC CL A | 1K | $15K–$50K | SH |
| IBN | ICICI BK LTD HONG KONG BRANCH ADR | 1K | $15K–$50K | SH |
| TILT | FLEXSHARES MORNINGSTAR US MARKET FACTOR TILT INDEX FUND | 153 | $15K–$50K | SH |
| EA | ELECTRONIC ARTS INC COM | 191 | $15K–$50K | SH |
| PNC | PNC FINL SVCS GROUP INC COM | 176 | $15K–$50K | SH |
| IEUR | ISHARES CORE MSCI EUROPE ETF | 523 | $15K–$50K | SH |
| DHI | D R HORTON INC COM | 258 | $15K–$50K | SH |
| RACE | FERRARI N V COM | 116 | $15K–$50K | SH |
| AMT | AMERICAN TOWER CORP COM | 216 | $15K–$50K | SH |
| TM | TOYOTA MOTOR CORP ADS | 175 | $15K–$50K | SH |
| GNR | SPDR S&P GLOBAL NATURAL RESOURCES ETF | 534 | $15K–$50K | SH |
| DLR | DIGITAL RLTY TR INC COM | 231 | $15K–$50K | SH |
| JBND | JPMORGAN ACTIVE BOND ETF | 695 | $15K–$50K | SH |
| UAL | UNITED AIRLS HLDGS INC COM | 354 | $15K–$50K | SH |
| SMDV | PROSHARES RUSSELL 2000 DIVIDEND GROWERS ETF | 536 | $15K–$50K | SH |
| ACWV | ISHARES MSCI GLOBAL MIN VOL FACTOR ETF | 303 | $15K–$50K | SH |
| HLI | HOULIHAN LOKEY INC CL A | 202 | $15K–$50K | SH |
| QLC | FLEXSHARES US QUALITY LARGE CAP INDEX FUND | 441 | $15K–$50K | SH |
| DDOG | DATADOG INC CL A COM | 259 | $15K–$50K | SH |
| CRWV | COREWEAVE INC COM CL A | 343 | $15K–$50K | SH |
| VEEV | VEEVA SYS INC CL A COM | 166 | $15K–$50K | SH |
| ACGL | ARCH CAP GROUP LTD ORD | 384 | $15K–$50K | SH |
| CRH | CRH PLC ORD | 294 | $15K–$50K | SH |
| NEM | NEWMONT CORP COM | 272 | $15K–$50K | SH |
| GLW | CORNING INC COM | 344 | $15K–$50K | SH |
| CB | CHUBB LIMITED COM | 118 | $15K–$50K | SH |
| BTI | BRITISH AMERN TOB PLC SPONSORED ADR | 591 | $15K–$50K | SH |
| SAN | BANCO SANTANDER SA ADR | 3K | $15K–$50K | SH |
| TPR | TAPESTRY INC COM | 282 | $15K–$50K | SH |
| IBB | ISHARES BIOTECHNOLOGY ETF | 202 | $15K–$50K | SH |
| CP | CANADIAN PACIFIC KANSAS CITY COM | 489 | $15K–$50K | SH |
| ICE | INTERCONTINENTAL EXCHANGE INC COM | 203 | $15K–$50K | SH |
| BSX | BOSTON SCIENTIFIC CORP COM | 371 | $15K–$50K | SH |
| VO | VANGUARD MID-CAP ETF | 116 | $15K–$50K | SH |
| DAL | DELTA AIR LINES INC DEL COM NEW | 524 | $15K–$50K | SH |
| MMM | 3M CO COM | 221 | $15K–$50K | SH |
| CBRE | CBRE GROUP INC CL A | 199 | $15K–$50K | SH |
| BMY | BRISTOL-MYERS SQUIBB CO COM | 617 | $15K–$50K | SH |
| TYL | TYLER TECHNOLOGIES INC COM | 80 | $15K–$50K | SH |
| SMFG | SUMITOMO MITSUI FINL GROUP INC SPONSORED ADR | 2K | $15K–$50K | SH |
| DUK | DUKE ENERGY CORP NEW COM NEW | 277 | $15K–$50K | SH |
| ALNY | ALNYLAM PHARMACEUTICALS INC COM | 95 | $15K–$50K | SH |
| MLM | MARTIN MARIETTA MATLS INC COM | 51 | $15K–$50K | SH |
| CPRT | COPART INC COM | 813 | $15K–$50K | SH |
| TLTD | FLEXSHARES MORNINGSTAR DEVELOPED MARKETS EX-US FACTOR TILT INDEX FUND | 336 | $15K–$50K | SH |
| CG | CARLYLE GROUP INC COM | 541 | $15K–$50K | SH |
| MINT | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | 325 | $15K–$50K | SH |
| AEIS | ADVANCED ENERGY INDS COM | 124 | $15K–$50K | SH |
| VRSK | VERISK ANALYTICS INC COM | 149 | $15K–$50K | SH |