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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$206M
$146 Million 0.02% of portfolio
2,562
Q3 2025 Added 256,100.0%
$77.9M
$68.6 Million 0.01% of portfolio
576
Q3 2025 New
$264M
$46.6 Million 0.01% of portfolio
480
Q3 2025 Added 485.37%
$252M
$1.8 Million 0.0% of portfolio
13
Q3 2025 Reduced 50.0%
$192M
$4,000 0.0% of portfolio
1
Q3 2025 New
$144M
$565,000 0.0% of portfolio
75
Q3 2025 New
$258M
$521,000 0.0% of portfolio
20
Q4 2024 New
$246M
$403,000 0.0% of portfolio
10
Q2 2025 New
$77.7M
$302,000 0.0% of portfolio
183
Q3 2025 New
$81.6M
$860,000 0.0% of portfolio
192
Q1 2024 New
$192M
$703,000 0.0% of portfolio
279
Q1 2024 New
$70.5M
$1.26 Million 0.0% of portfolio
1,000
Q2 2024 New
$261M
$484,000 0.0% of portfolio
33
Q1 2024 New
$190M
$124,000 0.0% of portfolio
100
Q2 2025 Reduced 81.31%
$99.2M
$11,000 0.0% of portfolio
5
Q3 2023 New
$61.4M
$4.55 Million 0.0% of portfolio
1,178
Q2 2024 New
$211M
$11 Million 0.0% of portfolio
61
Q3 2025 New
$206M
$733,000 0.0% of portfolio
88
Q3 2024 New
$257M
$680,000 0.0% of portfolio
73
Q2 2025 New
$177M
$1.26 Million 0.0% of portfolio
39
Q4 2024 New
$113M
$293,000 0.0% of portfolio
227
Q3 2025 Reduced 47.82%
$260M
$774,000 0.0% of portfolio
108
Q3 2025 Added 4.85%
$209M
$633,000 0.0% of portfolio
123
Q1 2025 New
$91.6M
$893,000 0.0% of portfolio
560
Q2 2024 New
$128M
$146,000 0.0% of portfolio
12
Q1 2025 Reduced 14.29%
$246M
$6,000 0.0% of portfolio
2
Q3 2025 Reduced 96.0%
$287M
$30.4 Million 0.0% of portfolio
221
Q3 2025 Added 1,741.67%
$287M
$17 Million 0.0% of portfolio
449
Q3 2025 New
$295M
$13.7 Million 0.0% of portfolio
334
Q3 2025 Added 102.42%
$153M
$804,000 0.0% of portfolio
12
Q3 2025 New
$296M
$152,000 0.0% of portfolio
3
Q3 2025 New
$121M
$2.42 Million 0.0% of portfolio
30
Q3 2025 Reduced 93.29%
$209M
$14.1 Million 0.0% of portfolio
1,349
Q3 2025 Added 3,272.5%
$242M
$3.09 Million 0.0% of portfolio
175
Q3 2025 Added 733.33%
$82.3M
$3.79 Million 0.0% of portfolio
25
Q3 2025 Added 108.33%
$170M
$44,000 0.0% of portfolio
3
Q3 2025 New

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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