Cornerstone Planning Group LLC Q4 2025 Filing
Filed February 2, 2026
Portfolio Value
$641.3M
Holdings
1,709
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (1,709 positions)
| Stock | Value |
|---|---|
LWLGLIGHTWAVE LOGIC INC COM | $18K |
HWMHOWMET AEROSPACE INC COM | $18K |
CNSCOHEN & STEERS INC COM | $18K |
DASHDOORDASH INC CL A | $18K |
KEYSKEYSIGHT TECHNOLOGIES INC COM | $18K |
FLMIFRANKLIN DYNAMIC MUNICIPAL BOND ETF | $18K |
FLDBFIDELITY LOW DURATION BOND ETF | $18K |
ELVELEVANCE HEALTH INC FORMERLY A COM | $18K |
RGAREINSURANCE GRP OF AMERICA INC COM NEW | $18K |
KRMNKARMAN HLDGS INC COMMON STOCK | $18K |
CVNACARVANA CO CL A | $18K |
VGSHVANGUARD SHORT-TERM TREASURY ETF | $18K |
DFASDIMENSIONAL U.S. SMALL CAP ETF | $18K |
CPKCHESAPEAKE UTILS CORP COM | $18K |
WMWASTE MGMT INC DEL COM | $18K |
GSGISHARES S&P GSCI COMMODITY INDEXED TRUST | $18K |
NOCNORTHROP GRUMMAN CORP COM | $17K |
CSRECOHEN & STEERS REAL ESTATE ACTIVE ETF | $17K |
FSVFIRSTSERVICE CORP NEW COM | $17K |
CLSCELESTICA INC COM | $17K |
JJACOBS SOLUTIONS INC COM | $17K |
HBANHUNTINGTON BANCSHARES INC COM | $17K |
EMXCISHARES MSCI EMERGING MARKETS EX CHINA ETF | $17K |
ADSKAUTODESK INC COM | $17K |
FESMFIDELITY ENHANCED SMALL CAP ETF | $17K |
MFCMANULIFE FINL CORP COM | $17K |
MSCIMSCI INC COM | $17K |
BHPBHP GROUP LTD SPONSORED ADS | $16K |
ALCALCON AG ORD SHS | $16K |
PNRPENTAIR PLC SHS | $16K |
JDJD.COM INC SPON ADS CL A | $16K |
HCAHCA HEALTHCARE INC COM | $16K |
MFGMIZUHO FINANCIAL GROUP INC SPONSORED ADR | $16K |
REGNREGENERON PHARMACEUTICALS COM | $16K |
EEEXCELERATE ENERGY INC CL A COM | $16K |
ECLECOLAB INC COM | $16K |
K6BKBR INC COM | $16K |
GILGILDAN ACTIVEWEAR INC COM | $16K |
LHLABCORP HOLDINGS INC COM SHS | $16K |
GMGENERAL MTRS CO COM | $16K |
UNFUNIFIRST CORP MASS COM | $16K |
KWRQUAKER HOUGHTON COM | $16K |
FMHIFIRST TRUST MUNICIPAL HIGH INCOME ETF | $16K |
CGNXCOGNEX CORP COM | $16K |
HIGHARTFORD INSURANCE GROUP INC COM | $15K |
SPABSTATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF | $15K |
IUSVISHARES CORE S&P US VALUE ETF | $15K |
LSTRLANDSTAR SYS INC COM | $15K |
NWGNATWEST GROUP PLC SPONS ADR | $15K |
CPAYCORPAY INC COM SHS | $15K |
HLNHALEON PLC SPON ADS | $15K |
SDYSTATE STREET SPDR S&P DIVIDEND ETF | $15K |
NSYNICE LTD SPONSORED ADR | $15K |
WDAYWORKDAY INC CL A | $15K |
BCSBARCLAYS PLC ADR | $15K |
CVSCVS HEALTH CORP COM | $15K |
SONYSONY GROUP CORP SPONSORED ADR | $15K |
ZTSZOETIS INC CL A | $15K |
PWIPOWER INTEGRATIONS INC COM | $15K |
BMOBANK MONTREAL MEDIUM COM | $15K |
SOFISOFI TECHNOLOGIES INC COM | $15K |
WMBWILLIAMS COS INC COM | $15K |
MTDRMATADOR RES CO COM | $15K |
WF2WINTRUST FINL CORP COM | $15K |
FLEXFLEX LTD ORD | $15K |
AEMAGNICO EAGLE MINES LTD COM | $15K |
VRTVERTIV HOLDINGS CO COM CL A | $15K |
CRDOCREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES | $15K |
TMUST-MOBILE US INC COM | $15K |
ULUNILEVER PLC SPON ADR NEW | $15K |
CFGCITIZENS FINL GROUP INC COM | $15K |
INGING GROEP N.V. SPONSORED ADR | $15K |
FTNTFORTINET INC COM | $14K |
DYHTARGET CORP COM | $14K |
IAIISHARES U.S. BROKER-DEALERS & SECURITIES EXCHANGES ETF | $14K |
TERTERADYNE INC COM | $14K |
DRIDARDEN RESTAURANTS INC COM | $14K |
TLTEFLEXSHARES MORNINGSTAR EMERGING MARKETS FACTOR TILT INDEX FUND | $14K |
VLOVALERO ENERGY CORP COM | $14K |
NIJNELNET INC CL A | $14K |
ALLEALLEGION PLC ORD SHS | $14K |
ARMARM HOLDINGS PLC SPONSORED ADS | $14K |
OLEDUNIVERSAL DISPLAY CORP COM | $14K |
MSAMSA SAFETY INC COM | $14K |
IRMDIRADIMED CORP COM | $14K |
SUSUNCOR ENERGY INC NEW COM | $14K |
JBLJABIL INC COM | $14K |
CRAICRA INTL INC COM | $14K |
RBARB GLOBAL INC COM | $14K |
LKFNLAKELAND FINL CORP COM | $14K |
FQALFIDELITY QUALITY FACTOR ETF | $14K |
DESWISDOMTREE U.S. SMALLCAP DIVIDEND FUND | $14K |
BNSBANK NOVA SCOTIA B C COM | $14K |
COINCOINBASE GLOBAL INC COM CL A | $14K |
BRBROADRIDGE FINL SOLUTIONS INC COM | $14K |
UFPIUFP INDUSTRIES INC COM | $14K |
UTZUTZ BRANDS INC COM CL A | $14K |
OLPONE LIBERTY PPTYS INC COM | $13K |
CSGPCOSTAR GROUP INC COM | $13K |
CWBSTATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF | $13K |