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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 53 of 94  ·  1,867 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1041 VDE VANGUARD ENERGY ETF 36.0 $6K 0.00% $167.94 +6.9%
1042 QLTA ISHARES AAA-A RATED CORPORATE BOND ETF 129.0 $6K 0.00% NEW $46.67 -0.6%
1043 KRG KITE REALTY GROUP TRUST COM NEW Real Estate 204.0 $6K 0.00% -5.0 -2.4% $29.33 -10.9%
1044 FRANKLIN XRP ETF 483.0 $6K 0.00% $12.35
1045 KB KB FINL GROUP INC SPONSORED ADR Financial Services 50.0 $6K 0.00% NEW $118.94 -0.8%
1046 MDIV MULTI-ASSET DIVERSIFIED INCOME INDEX FUND 350.0 $6K 0.00% +12.0 +3.5% $16.83 -0.2%
1047 ITGR INTEGER HLDGS CORP COM Healthcare 61.0 $6K 0.00% +6.0 +10.9% $96.56 +29.7%
1048 PRVA PRIVIA HEALTH GROUP INC COM Healthcare 230.0 $6K 0.00% $25.37 -16.8%
1049 ULTA ULTA BEAUTY INC COM Consumer Cyclical 12.0 $6K 0.00% -3.0 -20.0% $483.50 +7.9%
1050 IVZ INVESCO LTD SHS Financial Services 190.0 $6K 0.00% +47.0 +32.9% $30.45 +5.2%
1051 MLI MUELLER INDS INC COM Industrials 92.0 $6K 0.00% NEW $62.73 +0.8%
1052 SCHM SCHWAB U.S. MID-CAP ETF 163.0 $6K 0.00% +1.0 +0.6% $35.37 +2.2%
1053 JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 101.0 $6K 0.00% $56.65 +2.2%
1054 WCC WESCO INTL INC COM Industrials 17.0 $6K 0.00% -89.0 -84.0% $336.29 +3.8%
1055 GLRE GREENLIGHT CAP RE LTD CLASS A Financial Services 349.0 $6K 0.00% -66.0 -15.9% $16.18 -5.5%
1056 GDDY GODADDY INC CL A Technology 63.0 $6K 0.00% +38.0 +152.0% $89.40 +8.6%
1057 REET ISHARES GLOBAL REIT ETF 198.0 $6K 0.00% NEW $28.41 -1.4%
1058 RKLB ROCKET LAB CORP COM Industrials 80.0 $6K 0.00% +31.0 +63.3% $69.75 +4.0%
1059 JBHT HUNT J B TRANS SVCS INC COM Industrials 19.0 $6K 0.00% +13.0 +216.7% $292.47 -5.8%
1060 XPO XPO INC COM Industrials 26.0 $6K 0.00% +21.0 +420.0% $213.65 -7.4%
Page 53 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%