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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 27 of 94  ·  1,867 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 FTSM FIRST TRUST ENHANCED SHORT MATURITY ETF 536.0 $32K 0.00% +11.0 +2.1% $59.82 +0.1%
522 TRP TC ENERGY CORP COM Energy 458.0 $32K 0.00% +348.0 +316.4% $69.85 -11.2%
523 LYG LLOYDS BANKING GROUP PLC SPONSORED ADR Financial Services 5,203.0 $32K 0.00% +3K +134.2% $6.13 -1.8%
524 IWR ISHARES RUSSELL MIDCAP ETF 292.0 $32K 0.00% +168.0 +135.5% $109.08 +4.0%
525 YOU CLEAR SECURE INC COM CL A Technology 605.0 $32K 0.00% -63.0 -9.4% $52.34 -17.3%
526 CTVA CORTEVA INC COM Basic Materials 357.0 $32K 0.00% +69.0 +24.0% $88.58 -7.7%
527 KEYS KEYSIGHT TECHNOLOGIES INC COM Technology 96.0 $31K 0.00% +13.0 +15.7% $327.53 -3.5%
528 CNQ CANADIAN NAT RES LTD MED TERM COM Energy 685.0 $31K 0.00% +94.0 +15.9% $45.81 +12.2%
529 MTRN MATERION CORP COM Basic Materials 125.0 $31K 0.00% -23.0 -15.5% $250.86 -7.5%
530 IEF ISHARES 7-10 YEAR TREASURY BOND ETF 337.0 $31K 0.00% +102.0 +43.4% $93.00 -0.2%
531 QBTS D-WAVE QUANTUM INC COM Technology 1,800.0 $31K 0.00% +100.0 +5.9% $17.35 +17.5%
532 RACE FERRARI N V COM Consumer Cyclical 84.0 $31K 0.00% -32.0 -27.6% $371.61 +17.5%
533 JPMORGAN ULTRA-SHORT INCOME ETF 616.0 $31K 0.00% $50.48
534 RAAX VANECK REAL ASSETS ETF 767.0 $31K 0.00% NEW $40.40 +4.0%
535 BHP BHP BILLITON LIMITED SPONSORED ADS Basic Materials 365.0 $31K 0.00% +133.0 +57.3% $84.54 +14.8%
536 FLRN STATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF 1,000.0 $31K 0.00% $30.83 -0.0%
537 ROP ROPER TECHNOLOGIES INC COM Industrials 91.0 $31K 0.00% +21.0 +30.0% $336.76 +22.3%
538 KMB KIMBERLY-CLARK CORP COM Consumer Defensive 280.0 $31K 0.00% +71.0 +34.0% $108.99 +0.3%
539 EMR EMERSON ELEC CO COM Industrials 218.0 $30K 0.00% +19.0 +9.6% $139.68 +12.6%
540 ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 185.0 $30K 0.00% +1.0 +0.5% $164.26 +2.3%
Page 27 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%