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)

StockValue
CA8ACACI INTL INC CL A
$4K
CCEPCOCA-COLA EUROPACIFIC PARTNERS SHS
$4K
JHXJAMES HARDIE INDS PLC ORD SHS
$4K
GROZZACKS FOCUS GROWTH ETF
$4K
SDRLSEADRILL LTD COM
$4K
IWMISHARES RUSSELL 2000 ETF
$4K
SJNKSTATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF
$4K
TKOTKO GROUP HOLDINGS INC CL A
$4K
HOLXHOLOGIC INC COM
$4K
TSTENARIS S A SPONSORED ADS
$4K
AYIACUITY INC COM
$4K
RSRELIANCE INC COM
$4K
BUWABIO RAD LABS INC CL A
$4K
VTRSVIATRIS INC COM
$4K
LKQ1LKQ CORP COM
$4K
TEVATEVA PHARMACEUTICAL INDS LTD SPONSORED ADS
$4K
TECHBIO-TECHNE CORP COM
$4K
NODKNI HLDGS INC COM
$4K
ULTYYIELDMAX ULTRA OPTION INCOME STRATEGY ETF
$4K
OUTOUTFRONT MEDIA INC COM NEW
$4K
BRXBRIXMOR PPTY GROUP INC COM
$4K
GDXVANECK GOLD MINERS ETF
$4K
AEGAEGON LTD AMER REG 1 CERT
$4K
AIGAMERICAN INTL GROUP INC COM NEW
$4K
TQQQPROSHARES ULTRAPRO QQQ
$4K
KRGKITE REALTY GROUP TRUST COM NEW
$4K
AWCAMERICAN WTR WKS CO INC NEW COM
$4K
CVECENOVUS ENERGY INC COM
$4K
ITGRINTEGER HLDGS CORP COM
$4K
IBKRINTERACTIVE BROKERS GROUP INC COM CL A
$4K
NTESNETEASE INC SPONSORED ADS
$4K
TANINVESCO SOLAR ETF
$4K
RIGTRANSOCEAN LTD REGISTERED SHS
$4K
LNTALLIANT ENERGY CORP COM
$3K
VOLTTEMA ELECTRIFICATION ETF
$3K
REGREGENCY CTRS CORP COM
$3K
INMUISHARES INTERMEDIATE MUNI INCOME ACTIVE ETF
$3K
WRBBERKLEY W R CORP COM
$3K
I9DNARBUTUS BIOPHARMA CORP COM
$3K
EVRGEVERGY INC COM
$3K
PTIP T TELEKOMUNIKASI INDONESIA SPONSORED ADR
$3K
VCYTVERACYTE INC COM
$3K
IDAIDACORP INC COM
$3K
DONWISDOMTREE U.S. MIDCAP DIVIDEND FUND
$3K
IVZINVESCO LTD SHS
$3K
NFGNATIONAL FUEL GAS CO COM
$3K
HUMHUMANA INC COM
$3K
RTORENTOKIL INITIAL PLC SPONSORED ADR
$3K
FRPTFRESHPET INC COM
$3K
OSCROSCAR HEALTH INC CL A
$3K
SLYVSTATE STREET SPDR S&P 600 SMALL CAP VALUE ETF
$3K
GFLGFL ENVIRONMENTAL INC SUB VTG SHS
$3K
BSYBENTLEY SYS INC COM CL B
$3K
PAYCPAYCOM SOFTWARE INC COM
$3K
DTMDT MIDSTREAM INC COMMON STOCK
$3K
NTSKNETSKOPE INC CL A
$3K
NTRSNORTHERN TR CORP COM
$3K
VIPSVIPSHOP HLDGS LTD SPONSORED ADS A
$3K
WYWEYERHAEUSER CO COM NEW
$3K
FWONALIBERTY MEDIA CORP DEL COM LBTY ONE S C
$3K
PACSPACS GROUP INC COM SHS
$3K
PODDINSULET CORP COM
$3K
HRHEALTHCARE RLTY TR CL A COM
$3K
UDMYUDEMY INC COM
$3K
HIIHUNTINGTON INGALLS INDS INC COM
$3K
EWJISHARES MSCI JAPAN ETF
$3K
EVUSISHARES ESG AWARE MSCI USA VALUE ETF
$3K
AGXARGAN INC COM
$3K
NOKNOKIA CORP SPONSORED ADR
$3K
VOXVANGUARD COMMUNICATION SERVICES ETF
$3K
GLOBGLOBANT S A COM
$3K
FSLRFIRST SOLAR INC COM
$3K
CSLCARLISLE COS INC COM
$3K
XYLXYLEM INC COM
$3K
MAAMID-AMER APT CMNTYS INC COM
$3K
SSNCSS&C TECHNOLOGIES HLDGS INC COM
$3K
SKYYFIRST TRUST CLOUD COMPUTING ETF
$3K
IJTISHARES S&P SMALL-CAP 600 GROWTH ETF
$3K
ATRAPTARGROUP INC COM
$3K
CNPCENTERPOINT ENERGY INC COM
$3K
TOLTOLL BROTHERS INC COM
$3K
COGTCOGENT BIOSCIENCES INC COM
$3K
VPUVANGUARD UTILITIES ETF
$3K
SCHQSCHWAB LONG-TERM U.S. TREASURY ETF
$3K
WDFCWD 40 CO COM
$3K
JOEST JOE CO COM
$3K
CINFCINCINNATI FINL CORP COM
$3K
GUNRFLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND
$3K
KEYKEYCORP COM
$3K
STSENSATA TECHNOLOGIES HLDG PLC SHS
$3K
DDDUPONT DE NEMOURS INC COM
$3K
VGLTVANGUARD LONG-TERM TREASURY ETF
$3K
WKWORKIVA INC COM CL A
$3K
CHRCHURCHILL DOWNS INC COM
$3K
VLUEISHARES MSCI USA VALUE FACTOR ETF
$3K
ERICTELEFONAKTIEBOLAGET LM ERICSS ADR B SEK 10
$3K
ASRVAMERISERV FINL INC COM
$3K
EFXEQUIFAX INC COM
$3K
AGOASSURED GUARANTY LTD COM
$3K
GNLGLOBAL NET LEASE INC COM NEW
$3K
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