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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

Top 10 holdings

By portfolio weight as of Q4 2025.

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