Cornerstone Planning Group LLC

DOSSIER · 13F-HR · Q4 2025

Cornerstone Planning Group LLC

$641M in tracked AUM across 1,709 positions as of Q4 2025.

CP

CIK 0001822587 · last filed Dec 31, 2025

Total AUM

$641M

as of Q4 2025

Holdings

1,709

—

positions

Whale Score

50

50

tracked

Activity

—

no data

changes this Q

AI Analysis · Q4 2025

Cornerstone Planning Group LLC filed its latest 13F-HR for Q4 2025. See the latest holdings and position changes below.

Quarter at a glance — Q4 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q4 2025.

#HoldingValueSharesWeight

01

QQQM

INVESCO NASDAQ 100 ETF

$68M259K10.5%02

FENI

FIDELITY ENHANCED INTERNATIONAL ETF

$64M1.6M9.9%03

FNDX

SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF

$44M1.6M6.9%04

BIV

VANGUARD INTERMEDIATE-TERM BOND ETF

$41M531K6.4%05

SMLF

ISHARES U.S. SMALLCAP EQUITY FACTOR ETF

$34M434K5.3%06

IMCG

ISHARES MORNINGSTAR MID-CAP GROWTH ETF

$29M352K4.6%07

ICVT

ISHARES CONVERTIBLE BOND ETF

$18M170K2.8%08

04609E107

INVESCO QQQ TRUST SERIES I

$17M27K2.7%09

HYDB

ISHARES HIGH YIELD SYSTEMATIC BOND ETF