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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 2 of 18  ·  355 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 USMC PRINCIPAL U.S. MEGA-CAP ETF 4,203.0 $313K 0.04% -4K -47.6% $74.40 +2.5%
22 ANGL VANECK FALLEN ANGEL HIGH YIELD BOND ETF 10,719.0 $310K 0.04% -3K -20.0% $28.94 +0.5%
23 TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS Technology 705.0 $297K 0.04% -14.0 -1.9% $421.21 -2.2%
24 IAGG ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF 5,731.0 $285K 0.04% -29K -83.3% $49.75 +0.2%
25 IWO ISHARES RUSSELL 2000 GROWTH ETF 730.0 $275K 0.04% -65.0 -8.2% $376.14 +3.8%
26 FITB FIFTH THIRD BANCORP COM Financial Services 4,748.0 $274K 0.03% -705.0 -12.9% $57.66 -4.7%
27 ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 1,175.0 $272K 0.03% -3K -73.7% $231.20 +6.5%
28 AMP AMERIPRISE FINL INC COM Financial Services 515.0 $271K 0.03% -26.0 -4.8% $526.56 +6.3%
29 FXZ FIRST TRUST MATERIALS ALPHADEX FUND 3,116.0 $245K 0.03% -1K -25.9% $78.54 +8.1%
30 VOE VANGUARD MID-CAP VALUE ETF 1,181.0 $239K 0.03% -587.0 -33.2% $202.78 +3.1%
31 SEIX VIRTUS SEIX SENIOR LOAN ETF 10,001.0 $232K 0.03% -18K -64.7% $23.16 +0.7%
32 SPIB STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF 5,552.0 $184K 0.02% -3K -36.8% $33.13 +0.1%
33 CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A Technology 4,243.0 $183K 0.02% -27.0 -0.6% $43.18 +41.1%
34 COST COSTCO WHOLESALE CORPORATION COM Consumer Defensive 188.0 $174K 0.02% -1.0 -0.5% $926.38 +3.3%
35 VNQ VANGUARD REAL ESTATE ETF 1,486.0 $147K 0.02% -198.0 -11.8% $98.99 -0.4%
36 PH PARKER-HANNIFIN CORP COM Industrials 142.0 $138K 0.02% -10.0 -6.6% $973.43 +5.1%
37 PRU PRUDENTIAL FINL INC COM Financial Services 1,047.0 $124K 0.02% -18.0 -1.7% $118.87 +2.8%
38 DWAS INVESCO DORSEY WRIGHT SMALLCAP MOMENTUM ETF 1,033.0 $121K 0.01% -4K -77.9% $117.58 -1.9%
39 VBR VANGUARD SMALL CAP VALUE ETF 470.0 $115K 0.01% -22.0 -4.5% $243.82 +2.6%
40 VIG VANGUARD DIVIDEND APPRECIATION ETF 482.0 $115K 0.01% -195.0 -28.8% $237.60 +3.1%
Page 2 of 18  ·  355 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 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%