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 $2 Billions to $10 Billions
