What does Cornerstone Planning Group LLC hold? Q4 2025 13F Holdings & Portfolio

AI Analysis · Q4 2025 · 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.

By portfolio weight as of Q4 2025.

#HoldingValueSharesWeight

INVESCO NASDAQ 100 ETF

$68M259K10.5%

FIDELITY ENHANCED INTERNATIONAL ETF

$64M1.6M9.9%

SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF

$44M1.6M6.9%

VANGUARD INTERMEDIATE-TERM BOND ETF

$41M531K6.4%

ISHARES U.S. SMALLCAP EQUITY FACTOR ETF

$34M434K5.3%

ISHARES MORNINGSTAR MID-CAP GROWTH ETF

$29M352K4.6%

ISHARES CONVERTIBLE BOND ETF

$18M170K2.8%

INVESCO QQQ TRUST SERIES I

$17M27K2.7%

ISHARES HIGH YIELD SYSTEMATIC BOND ETF

$17M353K2.6%

FIRST TRUST LONG/SHORT EQUITY ETF

$16M218K2.4%

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