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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 94  ·  1,867 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IALT ISHARES SYSTEMATIC ALTERNATIVES ACTIVE ETF 93,945.0 $2.7M 0.34% NEW $28.89 +0.3%
42 SCHD SCHWAB US DIVIDEND EQUITY ETF 79,107.0 $2.6M 0.33% -147K -65.0% $32.90 +6.7%
43 JPM JPMORGAN CHASE & CO COM Financial Services 7,337.0 $2.6M 0.32% +245.0 +3.5% $348.21 +2.6%
44 DELL DELL TECHNOLOGIES INC CL C Technology 5,532.0 $2.4M 0.31% +104.0 +1.9% $441.81 -1.0%
45 IWF ISHARES RUSSELL 1000 GROWTH ETF 18,883.0 $2.3M 0.29% +2K +12.2% $120.92 +1.4%
46 GLD SPDR GOLD SHARES Financial Services 5,915.0 $2.2M 0.28% +3K +136.3% $379.12 +9.2%
47 GGOV ISHARES GLOBAL GOVERNMENT BOND USD HEDGED ACTIVE ETF 44,106.0 $2.2M 0.28% NEW $49.98 +0.4%
48 ISHARES DEFENSE INDUSTRIALS ACTIVE ETF 69,238.0 $2.2M 0.27% NEW $31.46
49 ISHARES INTERNATIONAL COUNTRY ROTATION ACTIVE ETF 59,308.0 $2.1M 0.27% NEW $35.83
50 MSFT MICROSOFT CORP COM Technology 5,285.0 $2.1M 0.26% +418.0 +8.6% $390.31 +24.1%
51 FEMS FIRST TRUST EMERGING MARKETS SMALL CAP ALPHADEX FUND 44,430.0 $2.0M 0.25% -8K -15.4% $45.39 +1.2%
52 IWY ISHARES RUSSELL TOP 200 GROWTH ETF 6,993.0 $2.0M 0.25% $283.11 +1.1%
53 ILOW AB INTERNATIONAL LOW VOLATILITY EQUITY ETF 42,921.0 $2.0M 0.25% $45.66 +3.2%
54 AXP AMERICAN EXPRESS CO COM Financial Services 5,454.0 $1.9M 0.24% +115.0 +2.1% $348.77 -2.5%
55 GOOGL ALPHABET INC CAP STK CL A Communication Services 5,160.0 $1.8M 0.22% +934.0 +22.1% $342.10 +0.8%
56 LMUB ISHARES LONG-TERM NATIONAL MUNI BOND ETF 34,888.0 $1.7M 0.22% NEW $50.09 -0.8%
57 PJUL INNOVATOR U.S. EQUITY POWER BUFFER ETF - JULY 33,196.0 $1.6M 0.20% $48.92 +1.7%
58 XLRE STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF 32,050.0 $1.4M 0.18% -697.0 -2.1% $45.01 -0.0%
59 FBCG FIDELITY BLUE CHIP GROWTH ETF 21,713.0 $1.3M 0.17% +12K +129.6% $60.93 +1.5%
60 AOA ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF 13,155.0 $1.3M 0.16% +1K +8.4% $96.65 +2.7%
Page 3 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 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%