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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 32 of 94  ·  1,867 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 PSP INVESCO GLOBAL LISTED PRIVATE EQUITY ETF 406.0 $23K 0.00% +9.0 +2.3% $57.82 +10.0%
622 MFG MIZUHO FINANCIAL GROUP INC SPONSORED ADR Financial Services 2,232.0 $23K 0.00% +285.0 +14.6% $10.50 -2.1%
623 MFC MANULIFE FINL CORP COM Financial Services 543.0 $23K 0.00% +81.0 +17.5% $43.04 -1.2%
624 VONG VANGUARD RUSSELL 1000 GROWTH ETF 187.0 $23K 0.00% +165.0 +750.0% $124.59 +1.1%
625 DFAS DIMENSIONAL U.S. SMALL CAP ETF 287.0 $23K 0.00% +34.0 +13.4% $81.16 +2.3%
626 BDX BECTON DICKINSON & CO COM Healthcare 152.0 $23K 0.00% +16.0 +11.8% $152.71 +25.7%
627 RPV INVESCO S&P 500 PURE VALUE ETF 195.0 $23K 0.00% $118.91 +3.0%
628 LYV LIVE NATION ENTERTAINMENT INC COM Communication Services 130.0 $23K 0.00% +46.0 +54.8% $177.92 +2.2%
629 JGLO JPMORGAN GLOBAL SELECT EQUITY ETF GLOBAL SELECT EQUITY ETF 322.0 $23K 0.00% NEW $71.63 +2.6%
630 PPL PPL CORP COM Utilities 639.0 $23K 0.00% +74.0 +13.1% $36.08 -4.7%
631 MDY STATE STREET SPDR S&P MIDCAP 400 ETF TRUST Financial Services 33.0 $23K 0.00% $698.18 +0.2%
632 CTRE CARETRUST REIT INC COM Real Estate 544.0 $23K 0.00% +8.0 +1.5% $42.35 -6.5%
633 APD AIR PRODUCTS AND CHEMICALS INC COM Basic Materials 77.0 $23K 0.00% +55.0 +250.0% $297.09 +2.7%
634 CHD CHURCH & DWIGHT CO INC COM Consumer Defensive 235.0 $23K 0.00% +139.0 +144.8% $97.17 +1.7%
635 MLN VANECK LONG MUNI ETF 1,299.0 $23K 0.00% -375.0 -22.4% $17.46 -0.8%
636 HONEYWELL AEROSPACE INC COM 109.0 $23K 0.00% NEW $207.78
637 CORPAY INC COM SHS 63.0 $23K 0.00% +13.0 +26.0% $359.00
638 EE EXCELERATE ENERGY INC CL A COM Utilities 571.0 $23K 0.00% +109.0 +23.6% $39.52 -0.4%
639 MSCI MSCI INC COM Financial Services 39.0 $22K 0.00% +10.0 +34.5% $575.69 -2.1%
640 KFRC KFORCE INC COM Industrials 387.0 $22K 0.00% +182.0 +88.8% $57.80 +1.0%
Page 32 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%