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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
Page 3 of 17  ·  321 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BBAG JPMORGAN BETABUILDERS U.S. AGGREGATE BOND ETF 732.0 $33K 0.00% NEW $45.24 -0.3%
42 RAAX VANECK REAL ASSETS ETF 767.0 $31K 0.00% NEW $40.40 +4.0%
43 ISHARES FLEXIBLE EQUITY ACTIVE ETF 1,161.0 $30K 0.00% NEW $25.57
44 WYFI WHITEFIBER INC SHS Technology 1,000.0 $28K 0.00% NEW $27.86 -25.6%
45 PIMCO MORTGAGE-BACKED SECURITIES ACTIVE EXCHANGE-TRADED FUND 572.0 $28K 0.00% NEW $48.65
46 DUOT DUOS TECHNOLOGIES GROUP INC COM Technology 3,259.0 $27K 0.00% NEW $8.20 +25.9%
47 DAKT DAKTRONICS INC COM Technology 1,331.0 $26K 0.00% NEW $19.30 -0.5%
48 WGS GENEDX HOLDINGS CORP COM CL A Healthcare 400.0 $25K 0.00% NEW $62.60 +39.1%
49 FVAL FIDELITY VALUE FACTOR ETF 310.0 $25K 0.00% NEW $79.93 +3.4%
50 JGLO JPMORGAN GLOBAL SELECT EQUITY ETF GLOBAL SELECT EQUITY ETF 322.0 $23K 0.00% NEW $71.63 +2.6%
51 HONEYWELL AEROSPACE INC COM 109.0 $23K 0.00% NEW $207.78
52 EPD ENTERPRISE PRODS PARTNERS L P COM 566.0 $22K 0.00% NEW $38.88
53 CARNIVAL CORP LTD COMMON SHARES 759.0 $20K 0.00% NEW $26.11
54 CVIE CALVERT INTERNATIONAL RESPONSIBLE INDEX ETF 236.0 $20K 0.00% NEW $82.91 +3.4%
55 HONEYWELL INTL INC COM 74.0 $17K 0.00% NEW $232.99
56 FCFS FIRSTCASH HOLDINGS INC COM Financial Services 77.0 $16K 0.00% NEW $208.74 +7.9%
57 LMND LEMONADE INC COM Financial Services 250.0 $16K 0.00% NEW $63.42 -15.8%
58 TILE INTERFACE INC COM Consumer Cyclical 480.0 $16K 0.00% NEW $32.76 +18.9%
59 VGIT VANGUARD INTERMEDIATE-TERM TREASURY ETF 241.0 $14K 0.00% NEW $58.34 -0.0%
60 EMGF ISHARES EMERGING MARKETS EQUITY FACTOR ETF 198.0 $14K 0.00% NEW $69.33 +3.4%
Page 3 of 17  ·  321 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
Financial Services 37.1%
Technology 30.5%
Consumer Cyclical 7.4%
Healthcare 5.5%
Industrials 5.3%
Communication Services 4.5%
Utilities 3.1%
Consumer Defensive 2.6%
Energy 1.6%
Basic Materials 1.4%