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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 4 of 94  ·  1,867 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 JCPI JPMORGAN INFLATION MANAGED BOND ETF 25,061.0 $1.2M 0.15% NEW $47.62 -0.0%
62 AVGO BROADCOM INC COM Technology 2,987.0 $1.2M 0.15% +405.0 +15.7% $396.79 -8.6%
63 SPYM STATE STREET SPDR PORTFOLIO S&P 500 ETF 13,453.0 $1.2M 0.15% +11K +405.4% $87.97 +2.9%
64 META META PLATFORMS INC CL A Communication Services 1,872.0 $1.2M 0.15% +90.0 +5.0% $627.18 -12.9%
65 FDVV FIDELITY HIGH DIVIDEND ETF 18,773.0 $1.2M 0.15% +18K +2200.6% $62.50 +1.8%
66 QUAL ISHARES MSCI USA QUALITY FACTOR ETF 5,379.0 $1.2M 0.15% -7K -57.8% $217.36 +3.2%
67 GOOG ALPHABET INC CAP STK CL C Communication Services 3,410.0 $1.2M 0.15% +407.0 +13.6% $341.87 -0.1%
68 TSLA TESLA INC COM Consumer Cyclical 3,083.0 $1.2M 0.14% +419.0 +15.7% $374.01 -6.1%
69 XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF 18,393.0 $1.1M 0.14% -252.0 -1.4% $59.20 +7.4%
70 BINC ISHARES FLEXIBLE INCOME ACTIVE ETF 20,954.0 $1.1M 0.14% -22K -50.8% $51.96 +0.2%
71 IAU ISHARES GOLD TRUST Financial Services 14,008.0 $1.1M 0.14% -10K -42.1% $77.69 +9.2%
72 SPY STATE STREET SPDR S&P 500 ETF Financial Services 1,440.0 $1.1M 0.14% +48.0 +3.5% $747.20 +2.9%
73 GRID FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX 5,738.0 $1.0M 0.13% NEW $180.47 +1.3%
74 PEG PUBLIC SVC ENTERPRISE GROUP COM Utilities 12,998.0 $1.0M 0.13% +1K +10.3% $79.58 -5.3%
75 CLSE CONVERGENCE LONG/SHORT EQUITY ETF 30,044.0 $1.0M 0.13% NEW $34.18 -2.6%
76 EINC VANECK ENERGY INCOME ETF 7,901.0 $984K 0.12% NEW $124.54 -3.0%
77 JNJ JOHNSON & JOHNSON COM Healthcare 3,637.0 $930K 0.12% +186.0 +5.4% $255.61 +7.0%
78 GLDM SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST Financial Services 11,308.0 $924K 0.12% +11K +10000.0% $81.74 +9.2%
79 MCO MOODYS CORP COM Financial Services 1,806.0 $885K 0.11% +20.0 +1.1% $489.80 +1.5%
80 ISHARES U.S. CARBON TRANSITION READINESS AWARE ACTIVE ETF 10,920.0 $878K 0.11% +11K +7180.0% $80.36
Page 4 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%