Cornerstone Planning Group LLC

DOSSIER · 13F-HR · Q3 2026

Cornerstone Planning Group LLC

$808M in tracked AUM across 176 positions as of Q3 2026.

CP

CIK 0001822587 · last filed Sep 30, 2026

Total AUM

$808M

as of Q3 2026

Holdings

176

—

positions

Whale Score

59

59

tracked

Activity

—

no data

changes this Q

AI Analysis · Q3 2026

Cornerstone Planning Group LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight

01

QQQM

INVESCO NASDAQ 100 ETF

$94M304K11.7%02

FENI

FIDELITY ENHANCED INTERNATIONAL ETF

$76M1.9M9.4%03

FNDX

SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF

$56M1.7M6.9%04

SMLF

ISHARES U.S. SMALLCAP EQUITY FACTOR ETF

$42M493K5.2%05

IMCG

ISHARES MORNINGSTAR MID-CAP GROWTH ETF

$38M396K4.8%06

BIV

VANGUARD INTERMEDIATE-TERM BOND ETF

$37M512K4.6%07

FLRT

PACER ARISTOTLE PACIFIC FLOATING RATE HIGH INCOME ETF