Portfolio (Quarterly) Guide ↗

Cornerstone Planning Group LLC

· CIK 0001822587

13F Portfolio $794M AUM 1,867 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q4 2025 · All 321 New 891 Added 355 Reduced 163 Exited

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
161	—	DARE BIOSCIENCE INC COM NEW	—	2	$4.0	—	SOLD
162	—	AXE COMPUTE INC COM NEW	—	1	$3.0	—	SOLD
163	—	AKARI THERAPEUTICS PLC SPONSORED ADR	—	5	$1.0	—	SOLD

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Sector Allocation

Financial Services 36.8%

Technology 30.1%

Consumer Cyclical 7.3%

Communication Services 5.6%

Healthcare 5.5%

Industrials 5.3%

Utilities 3.1%

Consumer Defensive 2.5%

Energy 1.6%

Basic Materials 1.4%