Cornerstone Planning Group
$794M 13F equity value
1,964 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Cornerstone Planning Group covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| QQQM | INVESCO NASDAQ 100 ETF | 296,733 | $86M | 10.9% |
| FENI | FIDELITY ENHANCED INTERNATIONAL ETF | 1,867,208 | $75M | 9.5% |
| FNDX | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | 1,742,873 | $55M | 6.9% |
| BIV | VANGUARD INTERMEDIATE-TERM BOND ETF | 609,041 | $46M | 5.8% |
| SMLF | ISHARES U.S. SMALLCAP EQUITY FACTOR ETF | 481,038 | $42M | 5.2% |
| IMCG | ISHARES MORNINGSTAR MID-CAP GROWTH ETF | 390,783 | $37M | 4.7% |
| IVV | ISHARES CORE S&P 500 ETF | 28,527 | $21M | 2.7% |
| ICVT | ISHARES CONVERTIBLE BOND ETF | 180,323 | $21M | 2.6% |
| REZ | ISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF | 208,847 | $20M | 2.6% |
| HYDB | ISHARES HIGH YIELD SYSTEMATIC BOND ETF | 402,928 | $19M | 2.4% |
Track Cornerstone Planning Group's 13F portfolio: $794M in reported holdings, 1,964 positions. Top holdings and quarterly changes on SentiSense.
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