Cornerstone Planning Group LLC

Name: Cornerstone Planning Group LLC — 13F holdings
Creator: Fundocap
License: https://creativecommons.org/licenses/by/4.0/

CIK 0001822587 · FAIRFIELD, NJ · Quarter end: 2026-06-30 · Filed on: 2026-07-29 · Open the SEC source ↗

Cornerstone Planning Group LLC reported 1,867 positions worth $794.1M as of June 30, 2026 (13F filed July 29, 2026). Largest holding: QQQM (10.9%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$794.1M

2026 Q2

Positions

1,867

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

53.3%

Est. Net Flow (Q)

—

2026 Q2

Positions Changes Mix History BacktestPRO

10 / 1867 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	QQQM	INVESCO NASDAQ 100 ETF	SH	$86.2M	10.85%	296,733	—	—
▸ 2	FENI	FIDELITY ENHANCED INTERNATIONAL ETF	SH	$75.1M	9.46%	1,867,208	—	—
▸ 3	FNDX	SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF	SH	$55.1M	6.94%	1,742,873	—	—
▸ 4	BIV	VANGUARD INTERMEDIATE-TERM BOND ETF	SH	$46.1M	5.80%	609,041	—	—
▸ 5	SMLF	ISHARES U.S. SMALLCAP EQUITY FACTOR ETF	SH	$41.6M	5.24%	481,038	—	—
▸ 6	IMCG	ISHARES MORNINGSTAR MID-CAP GROWTH ETF	SH	$37.3M	4.70%	390,783	—	—
▸ 7	IVV	ISHARES CORE S&P 500 ETF	SH	$21.4M	2.70%	28,527	—	—
▸ 8	ICVT	ISHARES CONVERTIBLE BOND ETF	SH	$21.0M	2.65%	180,323	—	—
▸ 9	REZ	ISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF	SH	$20.4M	2.56%	208,847	—	—
▸ 10	HYDB	ISHARES HIGH YIELD SYSTEMATIC BOND ETF	SH	$18.7M	2.35%	402,928	—	—

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Cornerstone Planning Group LLC hold as of Q2 2026?

Cornerstone Planning Group LLC reported 1867 positions worth $794.1M in its Q2 2026 13F filing. Largest positions: QQQM (10.9%), FENI (9.5%), FNDX (6.9%), BIV (5.8%) and SMLF (5.2%).

What did Cornerstone Planning Group LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Cornerstone Planning Group LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.