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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 2  ·  21 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BSCV INVESCO EXCH TRD SLF IDX FD 570,689.0 $9.4M 2.12% NEW $16.49 -1.1%
2 IBDX ISHARES TR 370,140.0 $9.4M 2.12% NEW $25.32 -1.0%
3 IBDW ISHARES TR 446,549.0 $9.4M 2.11% NEW $20.97 -1.0%
4 BSCW INVESCO EXCH TRD SLF IDX FD 453,415.0 $9.4M 2.11% NEW $20.63 -1.1%
5 ISHARES TR 138,194.0 $3.1M 0.70% NEW $22.48
6 ISHARES TR 136,349.0 $3.0M 0.69% NEW $22.33
7 ALB ALBEMARLE CORP Basic Materials 16,484.0 $3.0M 0.67% NEW $179.61 -12.8%
8 VXUS VANGUARD STAR FDS 38,165.0 $2.9M 0.66% NEW $77.06 +13.0%
9 LRCX LAM RESEARCH CORP Technology 13,167.0 $2.8M 0.64% NEW $213.84 +91.5%
10 MU MICRON TECHNOLOGY INC Technology 7,863.0 $2.7M 0.60% NEW $338.27 +258.1%
11 TMO THERMO FISHER SCIENTIFIC INC Healthcare 4,538.0 $2.2M 0.50% NEW $492.30 -5.7%
12 GDX VANECK ETF TRUST 22,604.0 $2.1M 0.47% NEW $91.84 -11.3%
13 NVS NOVARTIS AG Healthcare 12,659.0 $1.9M 0.44% NEW $152.84 -2.6%
14 VFH VANGUARD WORLD FD 15,788.0 $1.9M 0.43% NEW $120.89 +9.3%
15 AZN ASTRAZENECA PLC Healthcare 9,421.0 $1.9M 0.42% NEW $197.38 -10.6%
16 HSBC HSBC HLDGS PLC Financial Services 22,085.0 $1.8M 0.41% NEW $82.55 +16.9%
17 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 12,235.0 $1.5M 0.35% NEW $125.74 -16.5%
18 SAP SAP SE Technology 7,765.0 $1.3M 0.30% NEW $171.67 -12.9%
19 LMT LOCKHEED MARTIN CORP Industrials 412.0 $249K 0.06% NEW $604.39 -18.3%
20 DIVO AMPLIFY ETF TR 5,117.0 $229K 0.05% NEW $44.85 +2.5%
Page 1 of 2  ·  21 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%