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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 10  ·  187 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 DXYZ DESTINY TECH100 INC COM SHS 278.0 $10K 0.00% NEW $35.42 +74.1%
42 ALG ALAMO GROUP INC COM Industrials 47.0 $9K 0.00% NEW $190.89 -21.5%
43 SANDISK CORP COM 17.0 $9K 0.00% NEW $527.65
44 VONV VANGUARD RUSSELL 1000 VALUE ETF 74.0 $7K 0.00% NEW $96.22 +7.0%
45 AMCOR PLC COM NEW 148.0 $7K 0.00% NEW $44.19
46 SUSC ISHARES ESG AWARE USD CORPORATE BOND ETF 266.0 $6K 0.00% NEW $23.45 -2.0%
47 XBI STATE STREET SPDR S&P BIOTECH ETF 49.0 $6K 0.00% NEW $125.94 +5.4%
48 QQQJ INVESCO NASDAQ NEXT GEN 100 ETF 156.0 $6K 0.00% NEW $39.24 +8.6%
49 QS QUANTUMSCAPE CORP COM CL A Consumer Cyclical 600.0 $6K 0.00% NEW $9.93 -22.8%
50 LII LENNOX INTL INC COM Industrials 12.0 $6K 0.00% NEW $487.50 -1.4%
51 GLRE GREENLIGHT CAPITAL RE LTD CLASS A Financial Services 415.0 $6K 0.00% NEW $13.65 +29.0%
52 CRSP CRISPR THERAPEUTICS AG NAMEN AKT Healthcare 100.0 $5K 0.00% NEW $53.69 -7.1%
53 ESGE ISHARES ESG AWARE MSCI EM ETF 105.0 $5K 0.00% NEW $48.80 +7.9%
54 EVR EVERCORE INC CLASS A Financial Services 14.0 $5K 0.00% NEW $363.21 -4.7%
55 ZACKS FOCUS GROWTH ETF 158.0 $5K 0.00% NEW $29.94
56 YIELDMAX ULTRA OPTION INCOME STRATEGY ETF 116.0 $4K 0.00% NEW $37.12
57 NODK NI HLDGS INC COM Financial Services 313.0 $4K 0.00% NEW $13.49 +3.7%
58 GOOD GLADSTONE COMMERCIAL CORP COM Real Estate 374.0 $4K 0.00% NEW $11.27 +14.4%
59 EWJ ISHARES MSCI JAPAN ETF 46.0 $4K 0.00% NEW $85.22 +7.2%
60 WDFC WD 40 CO COM Basic Materials 17.0 $4K 0.00% NEW $219.18 -5.1%
Page 3 of 10  ·  187 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%