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CIK: 0001822587
Total reported value
$794.1M
$794.1M
1818 檔
36.2%
The Q1 2026 SEC filing reveals that Cornerstone Planning Group LLC held a total portfolio value of $794.1M, covering 1818 public equity positions.
In Q1 2026, Cornerstone Planning Group LLC displayed an active expansion posture, initiating 25 new positions and adding to 122 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1818 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 10.87% | -0.02% | +11.88% | |
| 2 | FENI | Fidelity Enhanced Intl ETF | ETF-Other | 9.39% | +0.07% | +9.47% | |
| 3 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 6.83% | +0.11% | +8.56% | |
| 4 | BIV | Vanguard Intermediate-term B | ETF-Other | 5.99% | -0.19% | +10.20% | |
| 5 | SMLF | Ishares US Smallcap Equity F | ETF-Other | 5.24% | — | +8.66% | |
| 6 | IMCG | Ishares Morningstar Mid-cap | ETF-Other | 4.57% | +0.13% | +8.57% | |
| 7 | ICVT | Ishares Convertible Bond ETF | ETF-Other | 2.76% | -0.11% | +4.99% | |
| 8 | HYDB | Ishares High Yield Systemati | ETF-High Yield | 2.41% | -0.06% | +9.33% | |
| 9 | REZ | Ishars Res And Multi Reales | ETF-Other | 2.41% | +0.15% | +14.98% | |
| 10 | FTLS | First Trust Long/short Eqty | ETF-Other | 2.32% | — | +8.29% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.30% | -0.09% | -7.72% | |
| 12 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 2.27% | -0.04% | +17.86% | |
| 13 | NANR | Sta Str Sp S&p Nor An Res-ui | ETF-Other | 2.19% | -0.09% | +5.24% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.01% | -0.13% | -5.90% | |
| 15 | USTB | Victoryshares Short-term Bon | ETF-Other | 1.98% | -0.06% | +18.99% | |
| 16 | WTV | Wisdomtree U.s. Value Fund | ETF-Other | 1.88% | +0.06% | +8.73% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.74% | +0.96% | +55.60% | |
| 18 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.56% | +0.38% | +30.04% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 1.12% | +0.08% | +8.39% | |
| 20 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.03% | -0.12% | +33.10% | |
| 21 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.00% | +0.10% | +39.44% | |
| 22 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.99% | +0.10% | +19.89% | |
| 23 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.92% | -0.22% | +29.19% | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 0.89% | +0.03% | +10.51% | |
| 25 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.76% | -0.31% | +26.86% | |
| 26 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 0.65% | +0.02% | -0.44% | |
| 27 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.59% | +0.01% | +4405.15% | |
| 28 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 0.55% | -0.03% | +49.39% | |
| 29 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.54% | -0.10% | +6.04% | |
| 30 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.51% | -0.08% | +4.13% | |
| 31 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.50% | +0.05% | +416.93% | |
| 32 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.49% | +0.06% | +495.41% | |
| 33 | MBB | Ishares Mbs ETF | ETF-Other | 0.49% | +0.03% | +29.67% | |
| 34 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.47% | -0.32% | +33.88% | |
| 35 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.46% | -0.02% | -3.63% | |
| 36 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 0.44% | -0.09% | +38.32% | |
| 37 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.41% | -0.04% | +44.81% | |
| 38 | IDEQ | Lazard Intl Dynamic Eqy ETF | ETF-Other | 0.38% | — | — | |
| 39 | FALN | Ishares Fallen Angels ETF | ETF-Other | 0.38% | -0.01% | -2.66% | |
| 40 | MUB | Ishares National Muni Bond E | ETF-Other | 0.37% | -0.01% | +24.14% | |
| 41 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.35% | -0.02% | -63.53% | |
| 42 | BLCR | Ishares Lrg Cp Cr Act Etf-ui | ETF-Other | 0.34% | +0.05% | — | |
| 43 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.32% | -0.03% | +18.35% | |
| 44 | GLD | Spdr Gold Shares | ETF-Commodities | 0.32% | -0.04% | +126.29% | |
| 45 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.31% | -0.27% | +36.55% | |
| 46 | FEMS | First Trust Emerging Markets | ETF-Emerging Markets | 0.31% | -0.06% | -8.75% | |
| 47 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.30% | +0.02% | +3.75% | |
| 48 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.30% | -0.16% | +0.43% | |
| 49 | MSFT | Microsoft CORP | Stock-Tech | 0.29% | -0.03% | +9.94% | |
| 50 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.26% | -0.04% | +20.47% |
According to official SEC Form 13F filings, Cornerstone Planning Group LLC reported a total U.S. public equity portfolio value of $794.1M across 1818 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including QQQM, FENI, FNDX) accounted for 36.2% of total reported equity market value during Q1 2026.
Top New Position Initiated
IDEQ
市值: $2.9M
Top Position Liquidated / Trimmed
VV
前期市值: $513.5K
During Q1 2026, Cornerstone Planning Group LLC's top holdings by market value included QQQM (10.9%)、FENI (9.4%)、FNDX (6.8%). The largest single position, QQQM, represented 10.9% of total portfolio value.
In Q1 2026, Cornerstone Planning Group LLC made 199 total portfolio adjustments, initiating 25 new buys, adding to 122 positions, trimming 40 holdings, and fully liquidating 12 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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