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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 7 of 94  ·  1,867 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 PG PROCTER & GAMBLE CO COM Consumer Defensive 2,677.0 $399K 0.05% +256.0 +10.6% $149.10 -4.1%
122 MRK MERCK & CO INC COM Healthcare 3,033.0 $387K 0.05% +348.0 +13.0% $127.48 +17.1%
123 SRE SEMPRA COM Utilities 4,027.0 $375K 0.05% +40.0 +1.0% $93.05 -6.1%
124 SUN SUNOCO LP/SUNOCO FIN CORP COM UT REP LP Energy 4,816.0 $366K 0.05% -141.0 -2.8% $75.95 -0.7%
125 ESGD ISHARES ESG AWARE MSCI EAFE ETF 3,402.0 $352K 0.04% +1K +65.0% $103.34 +2.8%
126 ESGE ISHARES ESG AWARE MSCI EM ETF 6,742.0 $351K 0.04% +7K +6320.9% $52.10 +2.7%
127 T AT&T INC COM Communication Services 14,906.0 $343K 0.04% +488.0 +3.4% $23.04 +9.2%
128 INTC INTEL CORP COM Technology 3,331.0 $342K 0.04% +2K +161.2% $102.62 -10.2%
129 BLV VANGUARD LONG-TERM BOND ETF 5,095.0 $340K 0.04% +516.0 +11.3% $66.67 -1.0%
130 ASML ASML HLDG NV N Y REGISTRY SHS Technology 178.0 $321K 0.04% +20.0 +12.7% $1801.86 -2.9%
131 USMC PRINCIPAL U.S. MEGA-CAP ETF 4,203.0 $313K 0.04% -4K -47.6% $74.40 +1.6%
132 HD HOME DEPOT INC COM Consumer Cyclical 939.0 $311K 0.04% +113.0 +13.7% $331.55 +0.9%
133 ANGL VANECK FALLEN ANGEL HIGH YIELD BOND ETF 10,719.0 $310K 0.04% -3K -20.0% $28.94 +0.2%
134 TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS Technology 705.0 $297K 0.04% -14.0 -1.9% $421.21 -1.2%
135 CI THE CIGNA GROUP COM Healthcare 1,034.0 $294K 0.04% +34.0 +3.4% $284.80 -3.6%
136 EVUS ISHARES ESG AWARE MSCI USA VALUE ETF 8,068.0 $287K 0.04% +8K +7888.1% $35.57 +3.7%
137 UNH UNITEDHEALTH GROUP INC COM Healthcare 663.0 $286K 0.04% +26.0 +4.1% $431.03 -10.7%
138 IAGG ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF 5,731.0 $285K 0.04% -29K -83.3% $49.75 +0.1%
139 CAT CATERPILLAR INC COM Industrials 311.0 $277K 0.04% +26.0 +9.1% $890.61 -8.4%
140 WMT WALMART INC COM Consumer Defensive 2,528.0 $276K 0.04% +189.0 +8.1% $109.35 -5.0%
Page 7 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%