Cornerstone Planning Group LLC Portfolio Holdings

Cornerstone Planning Group LLC

  • $490 Billion
  • Q2 2025

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 $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$252M
$837,000 0.0% of portfolio
26
Q2 2025 New
$177M
$4,000 0.0% of portfolio
1
Q3 2023 New
$127M
$225,000 0.0% of portfolio
27
Q2 2025 New
$252M
$427,000 0.0% of portfolio
20
Q4 2024 New
$298M
$2.7 Million 0.0% of portfolio
675
Q2 2025 Added 213.95%
$71.8M
$666,000 0.0% of portfolio
192
Q1 2024 New
$153M
$597,000 0.0% of portfolio
279
Q1 2024 New
$75.2M
$1.39 Million 0.0% of portfolio
1,000
Q2 2024 New
$271M
$494,000 0.0% of portfolio
33
Q1 2024 New
$241M
$2.72 Million 0.0% of portfolio
2,000
Q2 2025 New
$289M
$1.59 Million 0.0% of portfolio
73
Q4 2024 Reduced 78.4%
$129M
$65,000 0.0% of portfolio
100
Q2 2025 Reduced 81.31%
$105M
$13,000 0.0% of portfolio
5
Q3 2023 New
$65.5M
$4.22 Million 0.0% of portfolio
1,178
Q2 2024 New
$295M
$7.19 Million 0.0% of portfolio
1,819
Q2 2025 Added 4.6%
$138M
$359,000 0.0% of portfolio
80
Q3 2024 New
$211M
$568,000 0.0% of portfolio
73
Q2 2025 New
$130M
$738,000 0.0% of portfolio
39
Q4 2024 New
$252M
$475,000 0.0% of portfolio
18
Q2 2025 New
$158M
$661,000 0.0% of portfolio
435
Q2 2025 New
$252M
$802,000 0.0% of portfolio
103
Q2 2025 Reduced 57.44%
$215M
$688,000 0.0% of portfolio
123
Q1 2025 New
$161M
$1.01 Million 0.0% of portfolio
90
Q1 2024 New
$249M
$12.3 Million 0.0% of portfolio
6,000
Q2 2025 New
$90.3M
$946,000 0.0% of portfolio
560
Q2 2024 New
$145M
$157,000 0.0% of portfolio
12
Q1 2025 Reduced 14.29%
$292M
$569,000 0.0% of portfolio
50
Q1 2025 Reduced 55.36%
$278M
$2.41 Million 0.0% of portfolio
165
Q2 2025 Reduced 32.93%
$245M
$800,000 0.0% of portfolio
82
Q2 2024 New
$294M
$3,000 0.0% of portfolio
1
Q3 2023 New
$129M
$948,000 0.0% of portfolio
447
Q3 2024 New
$209M
$2.27 Million 0.0% of portfolio
40
Q2 2025 Added 344.44%
$284M
$133,000 0.0% of portfolio
21
Q2 2025 New
$72.5M
$7,000 0.0% of portfolio
12
Q3 2023 New

Summary

  • Portfolio
  • No. of Stocks 1,529
  • Current Value $490 Billion
  • Prior Value $418 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 168 stocks
  • Additional Purchases 495 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 514 stocks
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