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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 3 of 34  ·  663 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SPY STATE STR SPDR S&P 500 ETF TR TR UNIT Financial Services 1,392.0 $968K 0.15% +1K +3994.1% $695.21 +6.8%
42 PEG PUBLIC SVC ENTERPRISE GRP INC COM Utilities 11,780.0 $959K 0.15% +11K +3990.3% $81.45 -3.6%
43 XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF 18,645.0 $933K 0.15% +10K +111.3% $50.05 +18.1%
44 EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF 9,213.0 $890K 0.14% +1K +13.4% $96.66 -1.7%
45 BSV VANGUARD SHORT-TERM BOND ETF 10,381.0 $818K 0.13% +10K +8623.5% $78.84 -1.2%
46 BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 15,298.0 $742K 0.12% +15K +2437.0% $48.51 -1.1%
47 GOVT ISHARES U.S. TREASURY BOND ETF 32,140.0 $740K 0.12% +7K +26.6% $23.01 -1.7%
48 AMLP ALERIAN MLP ETF 13,944.0 $698K 0.11% +14K +10000.0% $50.04 +8.3%
49 COWZ PACER US CASH COWS 100 ETF 11,106.0 $690K 0.11% +11K +10000.0% $62.15 +2.0%
50 SEIX VIRTUS SEIX SENIOR LOAN ETF 28,364.0 $662K 0.10% +28K +10000.0% $23.32 -0.5%
51 VWO VANGUARD FTSE EMERGING MARKETS ETF 11,303.0 $654K 0.10% +10K +690.4% $57.86 +1.4%
52 DELL DELL TECHNOLOGIES INC CL C Technology 5,428.0 $637K 0.10% +5K +537.8% $117.32 +115.5%
53 PSN PARSONS CORP DEL COM Industrials 7,788.0 $558K 0.09% +8K +4620.0% $71.71 -28.0%
54 FBCG FIDELITY BLUE CHIP GROWTH ETF 9,458.0 $525K 0.08% +9K +1806.8% $55.46 +10.3%
55 ISHARES HIGH YIELD MUNI ACTIVE ETF 9,995.0 $490K 0.08% +329.0 +3.4% $49.04
56 DWAS INVESCO DORSEY WRIGHT SMALLCAP MOMENTUM ETF 4,668.0 $473K 0.07% +480.0 +11.5% $101.36 +11.7%
57 SCHB SCHWAB U.S. BROAD MARKET ETF 16,891.0 $453K 0.07% +14K +448.9% $26.83 +6.6%
58 SCHF SCHWAB INTERNATIONAL EQUITY ETF 16,932.0 $435K 0.07% +17K +10000.0% $25.67 +6.6%
59 PM PHILIP MORRIS INTL INC COM Consumer Defensive 2,376.0 $424K 0.07% +2K +600.9% $178.60 +5.6%
60 AOR ISHARES CORE 60/40 BALANCED ALLOCATION ETF 6,351.0 $423K 0.07% +202.0 +3.3% $66.65 +3.1%
Page 3 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%