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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 18  ·  355 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 DTD WISDOMTREE U.S. TOTAL DIVIDEND FUND 1,132.0 $108K 0.01% -1K -56.8% $95.14 +1.9%
42 STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS Technology 118.0 $107K 0.01% -3.0 -2.5% $910.36 -6.2%
43 ACWX ISHARES MSCI ACWI EX U.S. ETF 1,398.0 $105K 0.01% -784.0 -35.9% $75.05 +2.9%
44 LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 968.0 $103K 0.01% -796.0 -45.1% $106.67 -0.5%
45 VPL VANGUARD FTSE PACIFIC ETF 913.0 $101K 0.01% -498.0 -35.3% $110.49 +3.2%
46 XLC STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF 900.0 $98K 0.01% -160.0 -15.1% $109.14 +1.4%
47 PEY INVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETF 3,745.0 $91K 0.01% -3K -46.2% $24.37 +3.4%
48 MNST MONSTER BEVERAGE CORP NEW COM Consumer Defensive 947.0 $91K 0.01% -51.0 -5.1% $95.67 -50.1%
49 ONEY STATE STREET SPDR RUSSELL 1000 YIELD FOCUS ETF 692.0 $91K 0.01% -2K -78.1% $130.84 +3.4%
50 IYW ISHARES U.S. TECHNOLOGY ETF 345.0 $84K 0.01% -2K -83.5% $243.59 +1.4%
51 AJG GALLAGHER ARTHUR J & CO COM Financial Services 340.0 $83K 0.01% -86.0 -20.2% $242.73 +7.1%
52 EQH EQUITABLE HLDGS INC COM Financial Services 1,693.0 $83K 0.01% -320.0 -15.9% $48.74 +0.5%
53 ICF ISHARES SELECT U.S. REIT ETF 1,159.0 $80K 0.01% -122.0 -9.5% $69.08 -0.3%
54 EME EMCOR GROUP INC COM Industrials 103.0 $78K 0.01% -5.0 -4.6% $755.36 +4.0%
55 VT VANGUARD TOTAL WORLD STOCK ETF 490.0 $76K 0.01% -80.0 -14.0% $156.06 +2.5%
56 VTV VANGUARD VALUE ETF 348.0 $76K 0.01% -189.0 -35.2% $219.51 +2.7%
57 PLTR PALANTIR TECHNOLOGIES INC CL A Technology 604.0 $75K 0.01% -126.0 -17.3% $124.57 +40.5%
58 JNK STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF 746.0 $71K 0.01% -74.0 -9.0% $95.70 +0.1%
59 SPYG STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF 602.0 $71K 0.01% -134.0 -18.2% $117.76 +1.8%
60 IWD ISHARES RUSSELL 1000 VALUE ETF 282.0 $70K 0.01% -448.0 -61.4% $247.33 +3.8%
Page 3 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%