Cornerstone Planning Group LLC Portfolio Holdings

Cornerstone Planning Group LLC

  • $624 Billion
  • Q3 2025

Cornerstone Planning Group LLC has filed its 13F form on November 04, 2025 for Q3 2025 where it was disclosed a total value porftolio of $624 Billion distributed in 1694 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 $66.8B, Fidelity Enhanced International ETF with a value of $57.6B, Schwab Fundamental Intl Small with a value of $42.6B, Vanguard Whitehall Fds (Vangua with a value of $41.2B, and Ishares Msci Usa Small Cap Mul with a value of $32.8B.

Examining the 13F form we can see an increase of $134B in the current position value, from $490B to 624B.

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 $624 Billion
ETFs: $459 Billion
Financial Services: $26 Billion
Healthcare: $19.2 Billion
Technology: $18.1 Billion
Industrials: $11.1 Billion
Consumer Cyclical: $5.71 Billion
Real Estate: $3.39 Billion
Communication Services: $3.11 Billion
Other: $6.26 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$66.8 Billion 10.69% of portfolio
259,111
Q3 2025 Added 2.24%
Fidelity Enhanced International ETF
-
$57.6 Billion 9.23% of portfolio
-
Q3 2025 Added 3.02%
$0
$42.6 Billion 6.82% of portfolio
1,605,768
Q3 2025 Added 121,826.2%
$0
$41.2 Billion 6.6% of portfolio
526,662
Q3 2025 Added 57,021.69%
$0
$32.8 Billion 5.25% of portfolio
443,175
Q3 2025 Added 1.75%
$0
$29.4 Billion 4.71% of portfolio
361,000
Q3 2025 Added 1.95%
$0
$20.3 Billion 3.25% of portfolio
32,382
Q3 2025 Reduced 6.35%
$0
$18.1 Billion 2.9% of portfolio
176,089
Q3 2025 Added 1.62%
$0
$18 Billion 2.89% of portfolio
295,259
Q3 2025 Added 15,382.91%
$0
$16.6 Billion 2.66% of portfolio
349,164
Q3 2025 Added 2.95%
$0
$15.9 Billion 2.54% of portfolio
223,113
Q3 2025 Added 1.92%
$0
$14.1 Billion 2.26% of portfolio
172,308
Q3 2025 Added 2.71%
$13.6B
$12.7 Billion 2.03% of portfolio
248,920
Q3 2025 Added 66,813.98%
$175B
$12.2 Billion 1.95% of portfolio
327,803
Q3 2025 Added 16,849.48%
$0
$11.8 Billion 1.88% of portfolio
186,154
Q3 2025 Added 564,003.0%
$0
$11.5 Billion 1.84% of portfolio
127,362
Q3 2025 New
$0
$8.46 Billion 1.36% of portfolio
180,598
Q3 2025 Added 3,366.37%
$0
$8.08 Billion 1.29% of portfolio
16,685
Q3 2025 Added 2.29%
$0
$7.41 Billion 1.19% of portfolio
10,839
Q3 2025 Added 1,435.27%
$18.7B
$6.18 Billion 0.99% of portfolio
30,449
Q3 2025 Added 46,034.85%
$0
$5.96 Billion 0.95% of portfolio
223,462
Q3 2025 Added 56,472.66%
$0
$5.34 Billion 0.86% of portfolio
88,144
Q3 2025 Added 7,591.45%
$0
$4.74 Billion 0.76% of portfolio
38,096
Q3 2025 Added 2,039.02%
$0
$4.33 Billion 0.69% of portfolio
105,564
Q3 2025 Reduced 0.99%
$0
$4.14 Billion 0.66% of portfolio
60,345
Q3 2025 Added 3,880.54%
$0
$4.05 Billion 0.65% of portfolio
20,613
Q3 2025 Added 3,151.26%
$0
$3.71 Billion 0.59% of portfolio
54,296
Q3 2025 Added 3,065.95%
$0
$3.62 Billion 0.58% of portfolio
10,506
Q3 2025 Added 14,908.57%
$0
$3.59 Billion 0.57% of portfolio
34,511
Q3 2025 Added 5,439.49%
$0
$3.55 Billion 0.57% of portfolio
17,031
Q3 2025 Added 6,879.92%
$0
$3.29 Billion 0.53% of portfolio
5,268
Q3 2025 Added 127.95%
$2.54T
$3.15 Billion 0.51% of portfolio
14,152
Q3 2025 Added 15.2%
$0
$3.17 Billion 0.51% of portfolio
74,855
Q3 2025 Reduced 3.55%
$3.79T
$2.84 Billion 0.46% of portfolio
5,406
Q3 2025 Added 17.34%
$0
$2.79 Billion 0.45% of portfolio
101,248
Q3 2025 Added 0.45%
$0
$2.53 Billion 0.4% of portfolio
26,477
Q3 2025 Added 3,497.42%
$926B
$2.39 Billion 0.38% of portfolio
7,733
Q3 2025 Added 8.88%
$0
$2.22 Billion 0.36% of portfolio
20,697
Q3 2025 Added 1,933.1%
$7.99B
$2.2 Billion 0.35% of portfolio
42,406
Q3 2025 Added 73,013.79%
Ishares A.I. Innovation And Tech Active ETF
-
$2.05 Billion 0.33% of portfolio
-
Q3 2025 Added 21,494.55%
$0
$2.08 Billion 0.33% of portfolio
7,338
Q3 2025 Added 0.98%
Ishares U.S. Thematic Rotation Active ETF
-
$2.06 Billion 0.33% of portfolio
-
Q3 2025 Added 8,396.34%
Ishares Flexible Income Active ETF
-
$1.98 Billion 0.32% of portfolio
-
Q3 2025 Added 4,543.89%
$277B
$1.91 Billion 0.31% of portfolio
5,320
Q3 2025 Added 1.41%
Ab Disruptors ETF
-
$1.78 Billion 0.29% of portfolio
-
Q3 2025 Added 3,095.16%
$66B
$1.73 Billion 0.28% of portfolio
22,864
Q3 2025 Added 2,249.85%
$0
$1.58 Billion 0.25% of portfolio
30,483
Q3 2025 Added 2,465.91%
$0
$1.52 Billion 0.24% of portfolio
33,196
Q1 2025 New
$0
$1.29 Billion 0.21% of portfolio
14,487
Q3 2025 Reduced 8.62%

Summary

  • Portfolio
  • No. of Stocks 1,694
  • Current Value $624 Billion
  • Prior Value $490 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 04, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 251 stocks
  • Additional Purchases 807 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 389 stocks
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