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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 5 of 31  ·  606 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VB VANGUARD SMALL-CAP ETF 272.0 $74K 0.01% -3K -90.4% $273.17 +4.9%
82 LMT LOCKHEED MARTIN CORP COM Industrials 124.0 $74K 0.01% -40.0 -24.4% $597.88 -12.6%
83 PFF ISHARES PREFERRED & INCOME SECURITIES ETF 2,305.0 $73K 0.01% -3K -56.0% $31.81 -2.1%
84 KLAC KLA CORP COM NEW Technology 44.0 $72K 0.01% -1.0 -2.2% $1628.61 +13.1%
85 AVDV AVANTIS INTERNATIONAL SMALL CAP VALUE ETF 691.0 $71K 0.01% -242.0 -25.9% $103.30 +4.9%
86 EEMA ISHARES MSCI EMERGING MARKETS ASIA ETF 692.0 $71K 0.01% -60.0 -8.0% $102.95 +9.7%
87 FCX FREEPORT-MCMORAN INC CL B Basic Materials 1,111.0 $71K 0.01% -52.0 -4.5% $63.63 -2.1%
88 ABT ABBOTT LABS COM Healthcare 648.0 $69K 0.01% -1K -68.9% $106.07 -17.3%
89 ISHARES MSCI INTL QUALITY FACTOR ETF 1,405.0 $67K 0.01% -197.0 -12.3% $48.00
90 ADP AUTOMATIC DATA PROCESSING INC COM Industrials 269.0 $67K 0.01% -327.0 -54.9% $250.37 -12.1%
91 EXC EXELON CORP COM Utilities 1,493.0 $67K 0.01% -338.0 -18.5% $44.77 +1.3%
92 TT TRANE TECHNOLOGIES PLC SHS Industrials 166.0 $65K 0.01% -812.0 -83.0% $394.20 +14.6%
93 STIP ISHARES 0-5 YEAR TIPS BOND ETF 631.0 $65K 0.01% -5K -89.3% $102.77 +0.5%
94 XLP STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF 777.0 $64K 0.01% -54.0 -6.5% $82.34 +2.8%
95 HEI HEICO CORP NEW COM Industrials 190.0 $63K 0.01% -28.0 -12.8% $331.13 -9.0%
96 NVT NVENT ELECTRIC PLC SHS Industrials 546.0 $62K 0.01% -30K -98.2% $114.21 +43.2%
97 ANET ARISTA NETWORKS INC COM SHS Technology 406.0 $61K 0.01% -17.0 -4.0% $150.15 -1.0%
98 BK BANK NEW YORK MELLON CORP COM Financial Services 507.0 $60K 0.01% -4.0 -0.8% $118.80 +17.0%
99 FNDC SCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF 1,248.0 $60K 0.01% -1.6M -99.9% $48.06 +3.7%
100 AMGN AMGEN INC COM Healthcare 175.0 $60K 0.01% -9.0 -4.9% $342.38 -1.4%
Page 5 of 31  ·  606 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%