Cornerstone Planning Group LLC
Follow13F filer, CIK 1822587, FAIRFIELD, NJ
Cornerstone Planning Group LLC reported $749,242,129 across 1,818 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-06. Its ten largest share positions make up 52.8% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001822587-26-000002
- Period
- 2026-03-31
- Reported value
- $749M
- Holdings
- 1,818
- Top 10 weight
- 52.8%
- New
- 223
- Sold out
- 114
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| QQQMadded | +30,808 | $8.65M |
| FENIadded | +155,541 | $6.09M |
| IVVadded | +6,417 | $4.67M |
| SCHGadded | +129,159 | $4.29M |
| BIVadded | +54,153 | $4.15M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| SCHDreduced | -143,501 | -$4.55M |
| OEFreduced | -10,986 | -$3.93M |
| HEDJreduced | -32,414 | -$1.77M |
| QQQreduced | -2,118 | -$1.44M |
| BNDreduced | -15,646 | -$1.15M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Back to all 1,818 share positions
Sold out in Q1 2026
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| VVVANGUARD INDEX FDS | 1,603 | $514K | shares |
| JPIEJ P MORGAN EXCHANGE TRADED F | 4,903 | $228K | shares |
| DIALCOLUMBIA ETF TR I | 8,633 | $159K | shares |
| SPEUSPDR INDEX SHS FDS | 2,262 | $124K | shares |
| BBMCJ P MORGAN EXCHANGE TRADED F | 1,083 | $122K | shares |
| IPACISHARES TR | 1,543 | $120K | shares |
| AZNASTRAZENECA PLC-SPONS ADR | 993 | $92.6K | shares |
| UTGREAVES UTIL INCOME FD | 1,964 | $74.9K | shares |
| IJSISHARES TR | 582 | $70.1K | shares |
| BKEMBNY MELLON ETF TRUST | 760 | $63.3K | shares |
| UTFCOHEN & STEERS INFRASTRUCTUR | 2,123 | $54.6K | shares |
| IGIBISHARES TR | 897 | $48.4K | shares |
| DIASTATE STR SPDR DOW JONES IND | 81 | $39.8K | shares |
| SMDVPROSHARES TR | 536 | $37.1K | shares |
| HTGCHERCULES CAPITAL INC | 1,578 | $29.2K | shares |
| FPEIFIRST TR EXCH TRADED FD III | 1,189 | $23.1K | shares |
| UNFUNIFIRST CORP MASS | 79 | $16.4K | shares |
| IUSVISHARES TR | 144 | $15.1K | shares |
| FQALFIDELITY COVINGTON TRUST | 182 | $14.1K | shares |
| ALAIR LEASE CORP | 214 | $13.8K | shares |
| PBEINVESCO EXCHANGE TRADED FD T | 166 | $13.7K | shares |
| ISCVISHARES TR | 187 | $13.4K | shares |
| MAINMAIN STR CAP CORP | 156 | $10K | shares |
| MNDYMONDAY COM LTD | 72 | $9.08K | shares |
| RINGISHARES INC | 79 | $7.63K | shares |
| UHSUNIVERSAL HLTH SVCS INC | 31 | $6.29K | shares |
| KODKODIAK SCIENCES INC | 210 | $5.47K | shares |
| IYEISHARES TR | 94 | $4.96K | shares |
| HOLXHOLOGIC INC | 57 | $4.28K | shares |
| SCHQSCHWAB STRATEGIC TR | 121 | $3.85K | shares |
| SKYYFIRST TR EXCHANGE-TRADED FD | 27 | $3.42K | shares |
| WKWORKIVA INC | 42 | $3.41K | shares |
| VIPSVIPSHOP HLDGS LTD | 175 | $3.09K | shares |
| PBPROSPERITY BANCSHARES INC | 42 | $2.82K | shares |
| YETIYETI HLDGS INC | 59 | $2.74K | shares |
| ALKTALKAMI TECHNOLOGY INC | 111 | $2.49K | shares |
| ICLNISHARES TR | 129 | $2.46K | shares |
| TELFYTELEFONICA SA-SPON ADR | 549 | $2.19K | shares |
| KWEBKRANESHARES TRUST | 55 | $1.99K | shares |
| AMHAMERICAN HOMES 4 RENT | 61 | $1.88K | shares |
| VEONVEON LTD | 34 | $1.84K | shares |
| UWMCUWM HOLDINGS CORPORATION | 303 | $1.78K | shares |
| AHRTAH RLTY TR INC | 216 | $1.47K | shares |
| GNEGENIE ENERGY LTD | 103 | $1.41K | shares |
| LGIHLGI HOMES INC | 28 | $1.4K | shares |
| ARANTERO RESOURCES CORP | 40 | $1.38K | shares |
| GWRSGLOBAL WTR RES INC | 160 | $1.37K | shares |
| OTEXOPEN TEXT CORP | 49 | $1.34K | shares |
| EXASEXACT SCIENCES CORP | 13 | $1.33K | shares |
| KBHKB HOME | 19 | $1.1K | shares |
| PFSIPENNYMAC FINL SVCS INC NEW | 7 | $1.03K | shares |
| APOGAPOGEE ENTERPRISES INC | 27 | $1.03K | shares |
| VCELVERICEL CORP | 27 | $977 | shares |
| CMTGCLAROS MTG TR INC | 303 | $848 | shares |
| DAYDAYFORCE INC | 12 | $832 | shares |
| MPXMARINE PRODS CORP | 80 | $755 | shares |
| HHHHOWARD HUGHES HOLDINGS INC | 9 | $723 | shares |
| SWKHSWK HLDGS CORP | 41 | $711 | shares |
| EVTCEVERTEC INC | 24 | $690 | shares |
| EPREPR PPTYS | 13 | $672 | shares |
| WPPWPP PLC NEW | 31 | $656 | shares |
| XEMDXWESTERN ASSET EMERGING MKTS | 59 | $645 | shares |
| AIVAPARTMENT INVT & MGMT CO | 110 | $642 | shares |
| IOSPINNOSPEC INC | 8 | $634 | shares |
| AMGAFFILIATED MANAGERS GROUP | 2 | $627 | shares |
| MGPIMGP INGREDIENTS INC NEW | 25 | $611 | shares |
| RDNRADIAN GROUP INC | 18 | $593 | shares |
| BANCBANC OF CALIFORNIA INC | 29 | $582 | shares |
| RYNRAYONIER INC | 25 | $562 | shares |
| LUNGPULMONX CORP | 288 | $507 | shares |
| UHALU HAUL HOLDING COMPANY | 9 | $506 | shares |
| DORMDORMAN PRODS INC | 4 | $490 | shares |
| QFINQFIN HOLDINGS INC | 29 | $466 | shares |
| CMACOMERICA INC | 5 | $463 | shares |
| CYBERARK SOFTWARE LTD/ISRAELCYBERARK SOFTWARE LTD/ISRAEL | 1 | $446 | shares |
| ACHVACHIEVE LIFE SCIENCE INC | 100 | $436 | shares |
| CADECADENCE BANK | 10 | $422 | shares |
| SITCSITE CTRS CORP | 69 | $415 | shares |
| BFHBREAD FINANCIAL HOLDINGS INC | 6 | $409 | shares |
| FUBOFUBOTV INC | 175 | $408 | shares |
| WHRWHIRLPOOL CORP | 5 | $404 | shares |
| TUTELUS CORPORATION | 27 | $377 | shares |
| ICFIICF INTL INC | 4 | $370 | shares |
| MHKMOHAWK INDS INC | 3 | $359 | shares |
| TNETTRINET GROUP INC | 6 | $348 | shares |
| AXTAAXALTA COATING SYS LTD | 10 | $341 | shares |
| OXY/WSOCCIDENTAL PETE CORP | 15 | $341 | shares |
| SLMSLM CORP | 12 | $316 | shares |
| ORCORCHID IS CAP INC | 37 | $308 | shares |
| IRTCIRHYTHM HOLDINGS INC | 2 | $304 | shares |
| SEESEALED AIR CORP NEW | 7 | $293 | shares |
| RITMRITHM CAPITAL CORP | 24 | $286 | shares |
| COTYCOTY INC | 73 | $228 | shares |
| RHRH | 1 | $205 | shares |
| SUZSUZANO S A | 16 | $158 | shares |
| AOSSMITH A O CORP | 2 | $139 | shares |
| CIVICIVITAS RESOURCES INC | 5 | $139 | shares |
| REVGREV GROUP INC | 2 | $133 | shares |
| STVNSTEVANATO GROUP S P A | 8 | $128 | shares |
| CHWYCHEWY INC | 3 | $93 | shares |
| FWONALIBERTY MEDIA CORP DEL | 1 | $80 | shares |
| ELMEELME COMMUNITIES | 34 | $73 | shares |
| NCNONCINO INC | 3 | $70 | shares |
| BHCBAUSCH HEALTH COS INC | 12 | $68 | shares |
| RNGRINGCENTRAL INC | 2 | $54 | shares |
| NVAXNOVAVAX INC | 2 | $18 | shares |
| CRDFCARDIFF ONCOLOGY INC | 5 | $8 | shares |
| XTNTXTANT MED HLDGS INC | 12 | $7 | shares |
| SVRASAVARA INC | 1 | $6 | shares |
| ALTALTIMMUNE INC | 1 | $5 | shares |
| DAREDARE BIOSCIENCE INC | 2 | $4 | shares |
| TVRDTVARDI THERAPEUTICS INC | 1 | $4 | shares |
| AXE COMPUTE INC COM NEWAXE COMPUTE INC COM NEW | 1 | $3 | shares |
| AKTXAKARI THERAPEUTICS PLC SPONSOR | 5 | $1 | shares |
How Q1 2026 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001822587-26-000002 | base | 2026-05-06 | acceptance time not in the bulk data set |