Cornerstone Planning, LLC
Cornerstone Planning, LLC reported 136 positions worth $432.3M as of June 30, 2026 (13F filed July 30, 2026). Largest holding: SCHX (4.7%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SCHX | SH | $20.2M | 4.66% | 685,039 | — | — | |
| ▸ 2 | NVDA | SH | $13.7M | 3.17% | 68,417 | — | — | |
| ▸ 3 | BSCS | SH | $13.0M | 3.01% | 639,285 | — | — | |
| ▸ 4 | IBDT | SH | $13.0M | 3.00% | 512,899 | — | — | |
| ▸ 5 | BSCT | SH | $11.3M | 2.61% | 608,133 | — | — | |
| ▸ 6 | IBDS | SH | $9.8M | 2.28% | 406,654 | — | — | |
| ▸ 7 | BSJQ | SH | $9.8M | 2.27% | 428,119 | — | — | |
| ▸ 8 | BSCU | SH | $9.7M | 2.25% | 584,751 | — | — | |
| ▸ 9 | IBHF | SH | $9.7M | 2.25% | 429,198 | — | — | |
| ▸ 10 | BSCV | SH | $9.6M | 2.22% | 586,699 | — | — |
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Frequently Asked Questions
What stocks does Cornerstone Planning, LLC hold as of Q2 2026?
Cornerstone Planning, LLC reported 136 positions worth $432.3M in its Q2 2026 13F filing. Largest positions: SCHX (4.7%), NVDA (3.2%), BSCS (3.0%), IBDT (3.0%) and BSCT (2.6%).
What did Cornerstone Planning, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Cornerstone Planning, 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.