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Portfolio (Quarterly) Guide ↗

Cornerstone Planning, LLC

· CIK 0001802105
13F Portfolio $432M AUM 136 positions Filed Jul 30, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 2 New 72 Added 22 Reduced 7 Exited
Page 2 of 2  ·  22 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MDYV SPDR SERIES TRUST 2,604.0 $247K 0.06% -57.0 -2.1% $94.85 +0.6%
22 BILS SPDR SERIES TRUST 2,462.0 $240K 0.06% -175.0 -6.6% $97.64 +1.8%
Page 2 of 2  ·  22 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 33.3%
Financial Services 13.4%
Healthcare 12.6%
Consumer Defensive 9.6%
Communication Services 9.4%
Industrials 6.5%
Consumer Cyclical 6.1%
Utilities 3.8%
Basic Materials 2.7%
Energy 2.6%