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CIK: 0001802105
Total reported value
$432.3M
$432.3M
131 檔
17.2%
In Q4 2025, Cornerstone Planning, LLC's U.S. equity holdings reached a combined market value of $432.3M, distributed across 131 disclosed stock positions.
In Q4 2025, Cornerstone Planning, LLC displayed an active expansion posture, initiating 36 new positions and adding to 82 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHX | Schwab US Large-cap ETF | ETF-Other | 4.57% | +0.67% | +27.53% | |
| 2 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 3.43% | +0.05% | +298.28% | |
| 3 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 3.35% | +0.05% | +289.93% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 3.18% | +0.48% | +18.08% | |
| 5 | VGIT | Vanguard Intermediate-term T | ETF-Other | 2.70% | — | — | |
| 6 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 2.70% | — | — | |
| 7 | BSJQ | Invesco Bulletshares 2026 Hy | ETF-Other | 2.37% | +0.06% | — | |
| 8 | IBHF | Ishares Ibond 2026 Hy & Inc | ETF-Other | 2.37% | +0.02% | — | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.27% | -1.32% | +77.81% | |
| 10 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-Other | 2.17% | — | +224.18% | |
| 11 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 2.03% | +0.13% | +388.04% | |
| 12 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 2.02% | +0.10% | +221.45% | |
| 13 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 2.02% | +0.08% | +214.91% | |
| 14 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 2.01% | +0.14% | +419.75% | |
| 15 | BSCT | Invesco Bulletshares 2029 Cb | ETF-Other | 1.71% | +0.10% | +308.81% | |
| 16 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-Other | 1.68% | +0.09% | +321.96% | |
| 17 | BSCU | Invesco Bulletshares 2030 Cb | ETF-Other | 1.68% | +0.11% | +297.77% | |
| 18 | AVGO | Broadcom Inc | Stock-Tech | 1.64% | +0.32% | -1.05% | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.59% | -1.01% | +69.57% | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.57% | +0.32% | +34.38% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 1.50% | +0.11% | +16.62% | |
| 22 | WMT | Walmart Inc | Stock-Consumer Staples | 1.39% | -0.07% | +93.52% | |
| 23 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.31% | -0.12% | +621.47% | |
| 24 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.27% | — | — | |
| 25 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.18% | +0.01% | +15.50% | |
| 26 | AMD | Advanced Micro Devices | Stock-Tech | 1.17% | -0.19% | +96.92% | |
| 27 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.06% | +0.12% | +2.49% | |
| 28 | HDV | Ishares Core High Dividend E | ETF-Other | 1.06% | +0.05% | +505.73% | |
| 29 | CAT | Caterpillar Inc | Stock-Industrials | 1.05% | +0.51% | +42.78% | |
| 30 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.05% | +0.20% | +11.97% | |
| 31 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.03% | +0.08% | +47.17% | |
| 32 | IBM | Intl Business Machines CORP | Stock-Tech | 1.01% | +0.15% | +43.30% | |
| 33 | BAC | Bank Of America CORP | Stock-Financials | 0.99% | -0.53% | +55.49% | |
| 34 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.98% | +0.34% | +50.19% | |
| 35 | AXP | American Express Co | Stock-Financials | 0.91% | -0.43% | +27.84% | |
| 36 | VFMV | Vanguard US Minimum Volatili | ETF-Other | 0.90% | +0.04% | — | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.90% | -0.60% | +59.60% | |
| 38 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.87% | +0.09% | — | |
| 39 | V | Visa Inc-class A Shares | Stock-Financials | 0.86% | +0.13% | +36.53% | |
| 40 | CSCO | Cisco Systems Inc | Stock-Tech | 0.84% | +0.40% | +49.51% | |
| 41 | MS | Morgan Stanley | Stock-Financials | 0.84% | +0.20% | +779.64% | |
| 42 | ABBV | Abbvie Inc | Stock-Healthcare | 0.79% | +0.15% | +62.10% | |
| 43 | GD | General Dynamics CORP | Stock-Industrials | 0.79% | +0.05% | +1004.59% | |
| 44 | XOM | Exxon Mobil CORP | Stock-Energy | 0.78% | -0.29% | +61.20% | |
| 45 | ORCL | Oracle CORP | Stock-Tech | 0.76% | +0.01% | +29.67% | |
| 46 | MA | Mastercard Inc - A | Stock-Financials | 0.76% | +0.05% | +52.43% | |
| 47 | ADP | Automatic Data Processing | Stock-Tech | 0.75% | -0.15% | EXIT | |
| 48 | NFLX | Netflix Inc | Stock-Comm Services | 0.75% | -0.19% | +970.65% | |
| 49 | QCOM | Qualcomm Inc | Stock-Tech | 0.73% | +0.29% | +63.72% | |
| 50 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.73% | +0.09% | +61.32% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BSCQ | Invesco Bulletshares 2026 Cb | +2% | +298.28% | Add |
| 2 | IBDR | Ishares Ibonds Dec 2026 Term | +2% | +289.93% | Add |
| 3 | IBDT | Ishares Ibonds Dec 2028 ETF | +1.4% | +419.75% | Add |
| 4 | BSCS | Invesco Bulletshares 2028 Cb | +1.4% | +388.04% | Add |
| 5 | PLTR | Palantir Technologies Inc-a | +1.2% | +621.47% | Add |
| 6 | IBTG | Ishares Ibonds Dec 2026 Term | +1.1% | +224.18% | Add |
| 7 | BSCT | Invesco Bulletshares 2029 Cb | +1% | +308.81% | Add |
| 8 | IBDV | Ishares Ibonds Dec 2030 CORP | +1% | +321.96% | Add |
| 9 | BSCU | Invesco Bulletshares 2030 Cb | +1% | +297.77% | Add |
| 10 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | +1% | +221.45% | Add |
| 11 | BSCR | Invesco Bulletshares 2027 Cb | +1% | +214.91% | Add |
| 12 | HDV | Ishares Core High Dividend E | +0.8% | +505.73% | Add |
| 13 | MS | Morgan Stanley | +0.7% | +779.64% | Add |
| 14 | GD | General Dynamics CORP | +0.7% | +1004.59% | Add |
| 15 | AMD | Advanced Micro Devices | +0.6% | +96.92% | Add |
| 16 | WMT | Walmart Inc | +0.4% | +93.52% | Add |
| 17 | GOOGL | Alphabet Inc-cl A | +0.4% | +34.38% | Add |
| 18 | AAPL | Apple Inc | +0.3% | +77.81% | Add |
| 19 | CAT | Caterpillar Inc | +0.3% | +42.78% | Add |
| 20 | JNJ | Johnson & Johnson | +0.2% | +47.17% | Add |
| 21 | LLY | Eli Lilly & Co | +0.2% | +50.19% | Add |
| 22 | MMM | 3m Co | +0.2% | +173.54% | Add |
| 23 | ABBV | Abbvie Inc | +0.2% | +62.10% | Add |
| 24 | MRK | Merck & Co. Inc. | +0.2% | +97.35% | Add |
| 25 | SHW | Sherwin-williams Co/the | +0.2% | +136.66% | Add |
| 26 | IBM | Intl Business Machines CORP | +0.2% | +43.30% | Add |
| 27 | BAC | Bank Of America CORP | +0.2% | +55.49% | Add |
| 28 | CL | Colgate-palmolive Co | +0.1% | +226.35% | Add |
| 29 | CSCO | Cisco Systems Inc | +0.1% | +49.51% | Add |
| 30 | AMZN | Amazon.com Inc | +0.1% | +69.57% | Add |
| 31 | QCOM | Qualcomm Inc | +0.1% | +63.72% | Add |
| 32 | KO | Coca-cola Co/the | +0.1% | +61.32% | Add |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +59.60% | Add |
| 34 | XOM | Exxon Mobil CORP | +0.1% | +61.20% | Add |
| 35 | NUE | Nucor CORP | +0.1% | +35.37% | Add |
| 36 | VOO | Vanguard S&p 500 ETF | +0.1% | +87.98% | Add |
| 37 | IVV | Ishares Core S&p 500 ETF | +0.1% | +143.42% | Add |
| 38 | GS | Goldman Sachs Group Inc | +0.1% | +11.97% | Add |
| 39 | LOW | Lowe's Cos Inc | 0% | +77.37% | Add |
| 40 | CVX | Chevron CORP | 0% | +66.07% | Add |
| 41 | ABT | Abbott Laboratories | 0% | +55.87% | Add |
| 42 | PEP | Pepsico Inc | 0% | +83.50% | Add |
| 43 | DIS | Walt Disney Co/the | 0% | +63.12% | Add |
| 44 | MA | Mastercard Inc - A | 0% | +52.43% | Add |
| 45 | VZ | Verizon Communications Inc | 0% | +62.75% | Add |
| 46 | ADP | Automatic Data Processing | — | +87.40% | Add |
| 47 | TSLA | Tesla Inc | 0% | +43.47% | Add |
| 48 | NVDA | Nvidia CORP | 0% | +18.08% | Add |
| 49 | AXP | American Express Co | 0% | +27.84% | Add |
| 50 | ITOT | Ishares Core S&p Total U.s. | 0% | +20.81% | Add |
According to official SEC Form 13F filings, Cornerstone Planning, LLC reported a total U.S. public equity portfolio value of $432.3M across 131 disclosed positions in Q4 2025.
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 SCHX, BSCQ, IBDR) accounted for 17.2% of total reported equity market value during Q4 2025.
Top New Position Initiated
VGIT
市值: $11.7M
Top Position Liquidated / Trimmed
BSCP
前期市值: $22.4M
During Q4 2025, Cornerstone Planning, LLC's top holdings by market value included SCHX (4.6%)、BSCQ (3.4%)、IBDR (3.4%). The largest single position, SCHX, represented 4.6% of total portfolio value.
In Q4 2025, Cornerstone Planning, LLC made 146 total portfolio adjustments, initiating 36 new buys, adding to 82 positions, trimming 11 holdings, and fully liquidating 17 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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