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Portfolio (Quarterly) Guide ↗

Cornerstone Planning Group LLC

· CIK 0001822587
13F Portfolio $641M AUM 1,709 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 187 New 663 Added 606 Reduced 172 Exited
Page 2 of 34  ·  663 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 OEF ISHARES S&P 100 ETF 11,435.0 $3.9M 0.61% +929.0 +8.8% $344.69 +7.5%
22 TLH ISHARES 10-20 YEAR TREASURY BOND ETF 36,901.0 $3.8M 0.59% +2K +6.9% $101.81 -3.4%
23 FALN ISHARES FALLEN ANGELS USD BOND ETF 106,937.0 $2.9M 0.46% +6K +5.6% $27.57 -2.1%
24 MBB ISHARES MBS ETF 29,866.0 $2.9M 0.45% +3K +12.8% $95.69 -1.9%
25 IAU ISHARES GOLD TRUST Financial Services 24,187.0 $2.4M 0.38% +1K +5.8% $101.25 -15.6%
26 HEDJ WISDOMTREE EUROPE HEDGED EQUITY FUND 42,755.0 $2.3M 0.36% +42K +4477.6% $53.90 +4.4%
27 THRO ISHARES U.S. THEMATIC ROTATION ACTIVE ETF 57,642.0 $2.3M 0.35% +4K +7.9% $39.31 +8.2%
28 BINC ISHARES FLEXIBLE INCOME ACTIVE ETF 42,596.0 $2.3M 0.35% +5K +14.4% $53.11 -1.8%
29 MUB ISHARES NATIONAL MUNI BOND ETF 20,855.0 $2.2M 0.35% +158.0 +0.8% $107.81 -1.6%
30 BAI ISHARES A.I. INNOVATION AND TECH ACTIVE ETF 61,769.0 $2.2M 0.35% +6K +11.3% $36.07 +31.7%
31 ILOW AB INTERNATIONAL LOW VOLATILITY EQUITY ETF 42,921.0 $1.9M 0.30% +42K +5278.6% $44.18 +2.6%
32 MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 7,266.0 $1.9M 0.29% +3K +70.2% $260.10 +16.2%
33 IAGG ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF 34,426.0 $1.7M 0.27% +4K +12.9% $50.27 -0.5%
34 BND VANGUARD TOTAL BOND MARKET ETF 19,155.0 $1.4M 0.22% +18K +2064.4% $74.25 -1.8%
35 GOOGL ALPHABET INC CAP STK CL A Communication Services 4,226.0 $1.4M 0.22% +1K +41.1% $336.04 +15.4%
36 XLRE STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF 32,747.0 $1.3M 0.21% +33K +10000.0% $40.85 +8.9%
37 GLD SPDR GOLD SHARES Financial Services 2,503.0 $1.2M 0.19% +2K +154.9% $494.56 -15.7%
38 TSLA TESLA INC COM Consumer Cyclical 2,664.0 $1.1M 0.18% +3K +2257.5% $431.46 -3.3%
39 ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 4,467.0 $1.0M 0.16% +290.0 +6.9% $233.69 -4.5%
40 GOOG ALPHABET INC CAP STK CL C Communication Services 3,003.0 $1.0M 0.16% +3K +7407.5% $336.26 +14.0%
Page 2 of 34  ·  663 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 39.9%
Technology 25.9%
Consumer Cyclical 8.3%
Communication Services 5.9%
Healthcare 5.3%
Industrials 4.8%
Utilities 3.1%
Consumer Defensive 2.5%
Energy 2.0%
Basic Materials 1.4%