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Portfolio (Quarterly) Guide ↗

Cornerstone Planning, LLC

· CIK 0001802105
13F Portfolio $443M AUM 141 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 21 New 42 Added 53 Reduced 11 Exited
Page 1 of 3  ·  42 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BSCS INVESCO EXCH TRD SLF IDX FD 622,570.0 $12.7M 2.88% +199K +46.8% $20.46 -0.7%
2 IBDT ISHARES TR 499,609.0 $12.7M 2.86% +160K +47.3% $25.37 -0.7%
3 BSCT INVESCO EXCH TRD SLF IDX FD 593,753.0 $11.1M 2.51% +203K +51.9% $18.70 -0.9%
4 IBDS ISHARES TR 398,278.0 $9.7M 2.18% +40K +11.1% $24.29 -0.5%
5 BSCU INVESCO EXCH TRD SLF IDX FD 567,021.0 $9.5M 2.14% +140K +32.9% $16.75 -1.0%
6 IBDV ISHARES TR 430,138.0 $9.4M 2.13% +102K +31.0% $21.93 -1.0%
7 IBDU ISHARES TR 361,431.0 $8.4M 1.90% +286K +376.6% $23.32 -1.0%
8 AMZN AMAZON COM INC Consumer Cyclical 30,559.0 $6.4M 1.44% +687.0 +2.3% $208.41 +11.7%
9 HDV ISHARES TR 43,578.0 $5.9M 1.33% +6K +16.5% $135.74 -80.1%
10 MSFT MICROSOFT CORP Technology 14,577.0 $5.4M 1.22% +1K +9.3% $370.55 -0.9%
11 META META PLATFORMS INC Communication Services 8,268.0 $4.7M 1.07% +569.0 +7.4% $572.60 -1.5%
12 USMV ISHARES TR 49,756.0 $4.6M 1.04% +10K +25.0% $92.79 +1.6%
13 CVX CHEVRON CORPORATION Energy 20,675.0 $4.3M 0.97% +1K +6.0% $206.92 -15.4%
14 NFLX NETFLIX INC. Communication Services 39,273.0 $3.8M 0.85% +5K +14.2% $96.20 -24.2%
15 BERKSHIRE HATHAWAY INC DEL 7,817.0 $3.7M 0.85% +70.0 +0.9% $479.51
16 VZ VERIZON COMMUNICATIONS INC Communication Services 73,765.0 $3.7M 0.84% +5K +7.6% $50.22 -9.7%
17 PG PROCTER & GAMBLE CO Consumer Defensive 24,774.0 $3.6M 0.81% +3K +15.6% $144.53 +2.2%
18 BIL SPDR SERIES TRUST 39,044.0 $3.6M 0.80% +15K +61.7% $91.17 +0.4%
19 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 3,544.0 $3.5M 0.80% +61.0 +1.8% $997.08 -4.6%
20 QQQ INVESCO QQQ TR Financial Services 117,373.0 $3.5M 0.79% +115K +4440.5% $29.90 +2367.7%
Page 1 of 3  ·  42 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 27.4%
Financial Services 15.6%
Healthcare 12.1%
Consumer Defensive 9.8%
Communication Services 9.7%
Consumer Cyclical 8.1%
Industrials 7.1%
Utilities 3.6%
Energy 3.4%
Basic Materials 3.1%