Cornerstone Planning Group LLC has filed its 13F form on August 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $490 Billion distributed in 1529 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Invesco Exchange Traded Fd Tr with a value of $58.4B, Fidelity Enhanced International ETF with a value of $52B, Vanguard Bd Index Fd Inc Inter with a value of $39.6B, Schwab Fundamental U S Large C with a value of $38.2B, and Ishares Msci Usa Small Cap Mul with a value of $30.2B.
Examining the 13F form we can see an increase of $71.9B in the current position value, from $418B to 490B.
Cornerstone Planning Group LLC is based out at Fairfield, NJ
Below you can find more details about Cornerstone Planning Group LLC portfolio as well as his latest detailed transactions.
Portfolio value
$490 Billion
ETFs: $384 Billion
Technology: $18.4 Billion
Financial Services: $9.04 Billion
Consumer Cyclical: $5.35 Billion
Communication Services: $3.68 Billion
Healthcare: $3.65 Billion
Industrials: $2.71 Billion
Utilities: $2.4 Billion
Other: $3.81 Billion
Stock Holdings Table Market Cap. of $200 Billions or more
