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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 7 of 7  ·  136 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 IAU ISHARES GOLD TR Financial Services 4,621.0 $349K 0.08% +873.0 +23.3% $75.51 +14.4%
122 EFSC ENTERPRISE FINL SVCS CORP Financial Services 5,178.0 $341K 0.08% $65.88 -3.8%
123 SLYV SPDR SERIES TRUST 2,687.0 $293K 0.07% $109.11 +0.9%
124 VUG VANGUARD INDEX FDS 3,384.0 $291K 0.07% +3K +500.0% $86.14 +1.5%
125 XBI SPDR SERIES TRUST 1,834.0 $290K 0.07% $158.25 +6.4%
126 TFC TRUIST FINL CORP Financial Services 5,779.0 $288K 0.07% $49.82 +1.7%
127 ETN EATON CORP PLC Industrials 660.0 $281K 0.07% NEW $426.12 -1.6%
128 SCHW SCHWAB CHARLES CORP Financial Services 3,024.0 $279K 0.07% $92.27 +18.6%
129 KMI KINDER MORGAN INC DEL Energy 8,500.0 $272K 0.06% +100.0 +1.2% $31.97 +0.2%
130 MDYV SPDR SERIES TRUST 2,604.0 $247K 0.06% -57.0 -2.1% $94.85 +0.6%
131 DAL DELTA AIR LINES INC Industrials 2,605.0 $244K 0.06% NEW $93.66 -11.3%
132 BILS SPDR SERIES TRUST 2,462.0 $240K 0.06% -175.0 -6.6% $97.64 +1.8%
133 MELI MERCADOLIBRE INC Consumer Cyclical 135.0 $229K 0.05% $1697.39 +14.9%
134 COWZ PACER FDS TR 3,639.0 $226K 0.05% $62.20 +15.5%
135 VRTX VERTEX PHARMACEUTICALS INC Healthcare 450.0 $224K 0.05% $496.73 +10.2%
136 LMT LOCKHEED MARTIN CORP Industrials 412.0 $210K 0.05% $509.46 +11.0%
Page 7 of 7  ·  136 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%