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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 2 of 86  ·  1,709 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SCHD SCHWAB US DIVIDEND EQUITY ETF 225,867.0 $6.6M 1.03% +225K +10000.0% $29.30 +10.1%
22 DYNF ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF 96,169.0 $5.9M 0.93% +8K +9.1% $61.80 +7.6%
23 NVDA NVIDIA CORPORATION COM Technology 30,818.0 $5.9M 0.92% +31K +10000.0% $191.52 +14.6%
24 IVE ISHARES S&P 500 VALUE ETF 25,820.0 $5.6M 0.87% +9K +51.6% $216.35 +4.5%
25 IVW ISHARES S&P 500 GROWTH ETF 41,071.0 $5.2M 0.80% +3K +7.8% $125.61 +8.8%
26 IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 66,848.0 $5.0M 0.78% +13K +23.1% $74.45 +8.2%
27 HEFA ISHARES CURRENCY HEDGED MSCI EAFE ETF 110,655.0 $4.7M 0.73% +5K +4.8% $42.60 +6.6%
28 EFV ISHARES MSCI EAFE VALUE ETF 58,398.0 $4.4M 0.68% -2K -3.2% $75.00 +5.3%
29 OEF ISHARES S&P 100 ETF 11,435.0 $3.9M 0.61% +929.0 +8.8% $344.69 +7.5%
30 TLH ISHARES 10-20 YEAR TREASURY BOND ETF 36,901.0 $3.8M 0.59% +2K +6.9% $101.81 -3.4%
31 VOO VANGUARD S&P 500 ETF 5,425.0 $3.5M 0.54% -6K -50.6% $639.55 +6.8%
32 AMZN AMAZON COM INC COM Consumer Cyclical 13,920.0 $3.4M 0.53% -232.0 -1.6% $243.01 +10.5%
33 FALN ISHARES FALLEN ANGELS USD BOND ETF 106,937.0 $2.9M 0.46% +6K +5.6% $27.57 -2.1%
34 MBB ISHARES MBS ETF 29,866.0 $2.9M 0.45% +3K +12.8% $95.69 -1.9%
35 QUAL ISHARES MSCI USA QUALITY FACTOR ETF 12,738.0 $2.6M 0.41% -8K -38.2% $204.27 +4.1%
36 IAU ISHARES GOLD TRUST Financial Services 24,187.0 $2.4M 0.38% +1K +5.8% $101.25 -15.6%
37 FEMS FIRST TRUST EMERGING MARKETS SMALL CAP ALPHADEX FUND 52,496.0 $2.4M 0.38% -22K -29.9% $46.18 -0.6%
38 MSFT MICROSOFT CORP COM Technology 4,867.0 $2.3M 0.37% -539.0 -10.0% $481.65 -13.0%
39 HEDJ WISDOMTREE EUROPE HEDGED EQUITY FUND 42,755.0 $2.3M 0.36% +42K +4477.6% $53.90 +4.4%
40 THRO ISHARES U.S. THEMATIC ROTATION ACTIVE ETF 57,642.0 $2.3M 0.35% +4K +7.9% $39.31 +8.2%
Page 2 of 86  ·  1,709 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%