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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 16 of 94  ·  1,867 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 JBND JPMORGAN ACTIVE BOND ETF 1,468.0 $78K 0.01% +773.0 +111.2% $52.82 -0.3%
302 TRV TRAVELERS COMPANIES INC COM Financial Services 208.0 $77K 0.01% +23.0 +12.4% $371.49 -2.1%
303 PWR QUANTA SVCS INC COM Industrials 120.0 $77K 0.01% +9.0 +8.1% $643.32 -0.6%
304 WELL WELLTOWER INC COM Real Estate 314.0 $77K 0.01% +71.0 +29.2% $245.28 -2.4%
305 EXC EXELON CORP COM Utilities 1,646.0 $77K 0.01% +153.0 +10.2% $46.70 -6.2%
306 NVS NOVARTIS AG SPONSORED ADR Healthcare 501.0 $77K 0.01% +180.0 +56.1% $153.08 +3.8%
307 VT VANGUARD TOTAL WORLD STOCK ETF 490.0 $76K 0.01% -80.0 -14.0% $156.06 +3.0%
308 VTV VANGUARD VALUE ETF 348.0 $76K 0.01% -189.0 -35.2% $219.51 +3.1%
309 USB US BANCORP COM NEW Financial Services 1,174.0 $76K 0.01% +192.0 +19.6% $64.45 -3.7%
310 PLTR PALANTIR TECHNOLOGIES INC CL A Technology 604.0 $75K 0.01% -126.0 -17.3% $124.57 +44.4%
311 PFF ISHARES PREFERRED & INCOME SECURITIES ETF 2,463.0 $75K 0.01% +158.0 +6.8% $30.45 +0.0%
312 COIN COINBASE GLOBAL INC COM CL A Financial Services 449.0 $75K 0.01% +379.0 +541.4% $166.12 +12.3%
313 PHM PULTE GROUP INC COM Consumer Cyclical 588.0 $74K 0.01% +32.0 +5.8% $126.69 +1.8%
314 DBB INVESCO DB BASE METALS FUND Financial Services 2,960.0 $74K 0.01% $24.93 +2.5%
315 DAL DELTA AIR LINES INC COM NEW Industrials 874.0 $73K 0.01% +350.0 +66.8% $83.49 -1.3%
316 PAYX PAYCHEX INC COM Industrials 657.0 $73K 0.01% +361.0 +122.0% $110.79 +12.3%
317 JNK STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF 746.0 $71K 0.01% -74.0 -9.0% $95.70 +0.2%
318 SPYG STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF 602.0 $71K 0.01% -134.0 -18.2% $117.76 +2.1%
319 APOS APOLLO GLOBAL MGMT INC COM 594.0 $71K 0.01% +36.0 +6.5% $118.94
320 IWD ISHARES RUSSELL 1000 VALUE ETF 282.0 $70K 0.01% -448.0 -61.4% $247.33 +4.0%
Page 16 of 94  ·  1,867 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%