Cornerstone Planning Group LLC

DOSSIER · 13F-HR · Q2 2026

Cornerstone Planning Group LLC

$794M in tracked AUM across 1,867 positions as of Q2 2026.

CP

CIK 0001822587 · last filed Jun 30, 2026

Total AUM

$794M

as of Q2 2026

Holdings

1,867

—

positions

Whale Score

56

56

tracked

Activity

—

no data

changes this Q

AI Analysis · Q2 2026

Cornerstone Planning Group LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight

01

QQQM

INVESCO NASDAQ 100 ETF

$86M297K10.9%02

FENI

FIDELITY ENHANCED INTERNATIONAL ETF

$75M1.9M9.5%03

FNDX

SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF

$55M1.7M6.9%04

BIV

VANGUARD INTERMEDIATE-TERM BOND ETF

$46M609K5.8%05

SMLF

ISHARES U.S. SMALLCAP EQUITY FACTOR ETF

$42M481K5.2%06

IMCG

ISHARES MORNINGSTAR MID-CAP GROWTH ETF

$37M391K4.7%07

IVV

ISHARES CORE S&P 500 ETF

$21M29K2.7%08

ICVT

ISHARES CONVERTIBLE BOND ETF

$21M180K2.6%09

REZ

ISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF

$20M209K2.6%10

HYDB

ISHARES HIGH YIELD SYSTEMATIC BOND ETF