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
I9DNARBUTUS BIOPHARMA CORP COM
$3K
VOXVANGUARD COMMUNICATION SERVICES ETF
$3K
IJTISHARES S&P SMALL-CAP 600 GROWTH ETF
$3K
PODDINSULET CORP COM
$3K
UDMYUDEMY INC COM
$3K
COLDAMERICOLD REALTY TRUST INC COM
$2K
RKTROCKET COS INC COM CL A
$2K
AMEAMETEK INC COM
$2K
PCTYPAYLOCITY HLDG CORP COM
$2K
ESLTELBIT SYS LTD ORD
$2K
PCGPG&E CORP COM
$2K
NTSTNETSTREIT CORP COM
$2K
CUBECUBESMART COM
$2K
FAFFIRST AMERN FINL CORP COM
$2K
ZZILLOW GROUP INC CL C CAP STK
$2K
WSBFWATERSTONE FINL INC MD COM
$2K
TPDSOMNIGROUP INTERNATIONAL INC COM
$2K
IFSINTERCORP FINL SVCS INC SHS
$2K
AMANTERO MIDSTREAM CORP COM
$2K
BKHBLACK HILLS CORP COM
$2K
KIMKIMCO REALTY CORP COM
$2K
PKNREVVITY INC COM
$2K
AFWALIGN TECHNOLOGY INC COM
$2K
CRLCHARLES RIV LABS INTL INC COM
$2K
ALKTALKAMI TECHNOLOGY INC COM
$2K
FANGDIAMONDBACK ENERGY INC COM
$2K
BFSSAUL CTRS INC COM
$2K
PPGPPG INDS INC COM
$2K
RIVNRIVIAN AUTOMOTIVE INC COM CL A
$2K
YETIYETI HLDGS INC COM
$2K
AVNSAVANOS MED INC COM
$2K
TTDTHE TRADE DESK INC COM CL A
$2K
PSKYPARAMOUNT SKYDANCE CORP COM CL B
$2K
ASPNASPEN AEROGELS INC COM
$2K
XTENBONDBLOXX BLOOMBERG TEN YEAR TARGET DURATION US TREASURY ETF
$2K
CAICARIS LIFE SCIENCES INC COM
$2K
AIOVIRTUS ARTIFICIAL INTELLIGENCE COM
$2K
FNDFLOOR & DECOR HLDGS INC CL A
$2K
CMCLCALEDONIA MNG CORP SHS NEW
$2K
BSJSINVESCO BULLETSHARES 2028 HIGH YIELD CORPORATE BOND ETF
$2K
PBDINVESCO GLOBAL CLEAN ENERGY ETF
$2K
STLASTELLANTIS N.V SHS
$2K
IPINTERNATIONAL PAPER CO COM
$2K
BSJQINVESCO BULLETSHARES 2026 HIGH YIELD CORP BOND ETF
$2K
LCIILCI INDS COM
$2K
WSOWATSCO INC COM
$2K
UXRPPROSHARES ULTRA XRP ETF
$2K
TSNTYSON FOODS INC CL A
$2K
COWGPACER US LARGE CAP CASH COWS GROWTH LEADERS ETF
$2K
HEHAWAIIAN ELEC INDUSTRIES COM
$2K
INGRINGREDION INC COM
$2K
PSIINVESCO SEMICONDUCTORS ETF
$2K
TIGRUP FINTECH HLDG LTD SPONSORED ADS
$2K
WAFDWAFD INC COM
$2K
LENLENNAR CORP CL B
$2K
VONGVANGUARD RUSSELL 1000 GROWTH ETF
$2K
ELANELANCO ANIMAL HEALTH INC COM
$2K
CFRCULLEN FROST BANKERS INC COM
$2K
BLDTOPBUILD CORP COM
$2K
BIZDVANECK BDC INCOME ETF
$2K
NMAXNEWSMAX INC COM SHS CLASS B
$2K
CRNXCRINETICS PHARMACEUTICALS INC COM
$2K
ICLNISHARES GLOBAL CLEAN ENERGY ETF
$2K
LECOLINCOLN ELEC HLDGS INC COM
$2K
EPRTESSENTIAL PPTYS RLTY TR INC COM
$2K
VLYVALLEY NATL BANCORP COM
$2K
VRSNVERISIGN INC COM
$2K
TELFYTELEFONICA S A SPONSORED ADR
$2K
W3UWESTERN UN CO COM
$2K
GISGENERAL MLS INC COM
$2K
MTDMETTLER TOLEDO INTERNATIONAL COM
$2K
DECKDECKERS OUTDOOR CORP COM
$2K
UTLUNITIL CORP COM
$2K
TROWPRICE T ROWE GROUP INC COM
$2K
SEICSEI INVTS CO COM
$2K
GDDYGODADDY INC CL A
$2K
OHIOMEGA HEALTHCARE INVS INC COM
$2K
HPHELMERICH & PAYNE INC COM
$2K
SWKSTANLEY BLACK & DECKER INC COM
$2K
GIISPDR S&P GLOBAL INFRASTRUCTURE ETF
$2K
LUVSOUTHWEST AIRLS CO COM
$2K
ALCOALICO INC COM
$2K
UDRUDR INC COM
$2K
DOCUDOCUSIGN INC COM
$2K
CVCOCAVCO INDS INC DEL COM
$2K
RHIROBERT HALF INC. COM
$2K
AQN.TOALGONQUIN PWR UTILS CORP COM
$2K
PBPROSPERITY BANCSHARES INC COM
$2K
IFFINTERNATIONAL FLAVORS&FRAGRANC COM
$2K
SHMSTATE STREET SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF
$2K
MORNMORNINGSTAR INC COM
$2K
SPSMSTATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF
$2K
PRIPRIMERICA INC COM
$2K
VEONVEON LTD SPONSORED ADS
$1K
NATHNATHANS FAMOUS INC COM
$1K
BLDRBUILDERS FIRSTSOURCE INC COM
$1K
DECDIVERSIFIED ENERGY CO COMMON STOCK
$1K
ONITONITY GROUP INC COM NEW
$1K
SWSMURFIT WESTROCK PLC SHS
$1K
FPIFARMLAND PARTNERS INC COM
$1K
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