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Portfolio (Quarterly) Guide ↗

Cornerstone Planning Group LLC

· CIK 0001822587
13F Portfolio $641M AUM 1,709 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 187 New 663 Added 606 Reduced 172 Exited
Page 4 of 10  ·  187 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 OSCR OSCAR HEALTH INC CL A Healthcare 250.0 $4K 0.00% NEW $14.87 +48.9%
62 VLUE ISHARES MSCI USA VALUE FACTOR ETF 24.0 $4K 0.00% NEW $147.96 +25.0%
63 SKYY FIRST TRUST CLOUD COMPUTING ETF 27.0 $3K 0.00% NEW $126.59 +2.5%
64 VSNT VERSANT MEDIA GROUP INC COM CL A Industrials 100.0 $3K 0.00% NEW $33.59 +24.7%
65 EVUS ISHARES ESG AWARE MSCI USA VALUE ETF 101.0 $3K 0.00% NEW $33.23 +4.4%
66 BIL STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 36.0 $3K 0.00% NEW $91.61 -0.0%
67 TEMA ELECTRIFICATION ETF 100.0 $3K 0.00% NEW $32.16
68 VLYPN VALLEY NATL BANCORP COM Financial Services 233.0 $3K NEW $12.27 +110.8%
69 RHI ROBERT HALF INC. COM Industrials 102.0 $3K NEW $27.03 -3.0%
70 YETI YETI HLDGS INC COM Consumer Cyclical 59.0 $3K NEW $46.47 -3.9%
71 VONG VANGUARD RUSSELL 1000 GROWTH ETF 22.0 $3K NEW $121.77 +5.4%
72 ICLN ISHARES GLOBAL CLEAN ENERGY ETF 129.0 $2K NEW $19.03 +16.5%
73 WSO WATSCO INC COM Industrials 6.0 $2K NEW $385.17 +0.4%
74 CAI CARIS LIFE SCIENCES INC COM Healthcare 78.0 $2K NEW $26.50 -39.8%
75 EBF ENNIS INC COM Industrials 105.0 $2K NEW $18.98 +5.6%
76 KWEB KRANESHARES CSI CHINA INTERNET ETF 55.0 $2K NEW $36.09 -23.5%
77 PDBC INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF 122.0 $2K NEW $14.82 +23.6%
78 ZS ZSCALER INC COM Technology 8.0 $2K NEW $214.00 -18.5%
79 TROX TRONOX HOLDINGS PLC SHS Basic Materials 257.0 $2K NEW $6.53 +22.1%
80 FGDL FRANKLIN RESPONSIBLY SOURCED GOLD ETF Financial Services 22.0 $2K NEW $71.77 -15.6%
Page 4 of 10  ·  187 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 39.9%
Technology 25.9%
Consumer Cyclical 8.3%
Communication Services 5.9%
Healthcare 5.3%
Industrials 4.8%
Utilities 3.1%
Consumer Defensive 2.5%
Energy 2.0%
Basic Materials 1.4%