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 |
|---|---|
AFRMAFFIRM HLDGS INC COM CL A | $1K |
CUZCOUSINS PPTYS INC COM NEW | $1K |
SLGSL GREEN RLTY CORP COM | $1K |
BHFBRIGHTHOUSE FINL INC COM | $1K |
AVUVAVANTIS U.S. SMALL CAP VALUE ETF | $1K |
PFSIPENNYMAC FINL SVCS INC NEW COM | $1K |
CAECAE INC COM | $1K |
NCLHNORWEGIAN CRUISE LINE HLDG LTD SHS | $1K |
ATRCATRICURE INC COM | $1K |
FETFORUM ENERGY TECHNOLOGIES INC COM | $1K |
HIFSHINGHAM INSTN SVGS MASS COM | $1K |
AAALCOA CORP COM | $1K |
RDDTREDDIT INC CL A | $1K |
LGIHLGI HOMES INC COM | $1K |
AWRAMER STATES WTR CO COM | $1K |
CFCF INDS HLDGS INC COM | $1K |
LYFTLYFT INC CL A COM | $1K |
BIOABIOAGE LABS INC COM | $1K |
LITELUMENTUM HLDGS INC COM | $1K |
CHTRCHARTER COMMUNICATIONS INC NEW CL A | $1K |
GXOGXO LOGISTICS INCORPORATED COMMON STOCK | $1K |
ORRFORRSTOWN FINL SVCS INC COM | $1K |
TPGTPG INC COM CL A | $1K |
AGNCAGNC INVT CORP COM | $1K |
DYT1DYNEX CAP INC COM | $1K |
LXPLXP INDUSTRIAL TRUST COM | $1K |
BENFRANKLIN RESOURCES INC COM | $1K |
NECBNORTHEAST CMNTY BANCORP INC COM | $1K |
MTCHMATCH GROUP INC NEW COM | $1K |
LMBLIMBACH HLDGS INC COM | $1K |
GRABGRAB HOLDINGS LIMITED CLASS A ORD | $1K |
BKSYBLACKSKY TECHNOLOGY INC CL A NEW | $1K |
REXRREXFORD INDL RLTY INC COM | $1K |
ICLRICON PLC SHS | $1K |
LCTDISHARES WORLD EX U.S. CARBON TRANSITION READINESS AWARE ACTIVE ETF | $1K |
EBFENNIS INC COM | $1K |
JBHTHUNT J B TRANS SVCS INC COM | $1K |
ZSZSCALER INC COM | $1K |
CCKCROWN HLDGS INC COM | $1K |
XLGINVESCO S&P 500 TOP 50 ETF | $1K |
IDTIDT CORP CL B NEW | $1K |
BALLBALL CORP COM | $1K |
TRMBTRIMBLE INC COM | $1K |
TXNMTXNM ENERGY INC COM | $1K |
ADMARCHER DANIELS MIDLAND CO COM | $1K |
HTHHILLTOP HOLDINGS INC COM | $1K |
SLGNSILGAN HLDGS INC COM | $1K |
JLLJONES LANG LASALLE INC COM | $1K |
AUANGLOGOLD ASHANTI PLC COM SHS | $1K |
RLIRLI CORP COM | $1K |
COHRCOHERENT CORP COM | $1K |
KWEBKRANESHARES CSI CHINA INTERNET ETF | $1K |
CTLPCANTALOUPE INC COM | $1K |
HIWHIGHWOODS PPTYS INC COM | $1K |
FIGFIGMA INC CLASS A COM STK | $1K |
RDWREDWIRE CORPORATION COM | $1K |
JSMDJANUS HENDERSON SMALL/MID CAP GROWTH ALPHA ETF | $1K |
CONCONCENTRA GROUP HOLDINGS PAREN COMMON STOCK | $1K |
VMCVULCAN MATLS CO COM | $1K |
IDEVISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | $1K |
HEIHEICO CORP NEW CL A | $1K |
WEXWEX INC COM | $1K |
CIENCIENA CORP COM NEW | $1K |
QRVOQORVO INC COM | $1K |
FMSFRESENIUS MEDICAL CARE AG SPONSORED ADR | $1K |
TPHTRI POINTE HOMES INC COM | $1K |
UEURBAN EDGE PPTYS COM | $1K |
CNACNA FINL CORP COM | $1K |
TECK/BTECK RESOURCES LTD CL B | $1K |
USHYISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF | $1K |
RMBS*RAMBUS INC DEL COM | $1K |
MTSIMACOM TECH SOLUTIONS HLDGS INC COM | $1K |
LSCCLATTICE SEMICONDUCTOR CORP COM | $1K |
UTHUNITED THERAPEUTICS CORP DEL COM | $1K |
TAPMOLSON COORS BEVERAGE CO CL B | $1K |
BROSDUTCH BROS INC CL A | $1K |
JAZZJAZZ PHARMACEUTICALS PLC SHS USD | $1K |
AAMIACADIAN ASSET MANAGEMENT INC COM | $1K |
LVSLAS VEGAS SANDS CORP COM | $1K |
EIXEDISON INTL COM | $1K |
IVRINVESCO MORTGAGE CAPITAL INC COM | $1K |
OTXOPEN TEXT CORP COM | $1K |
WFRDWEATHERFORD INTL PLC ORD SHS | $1K |
FGDLFRANKLIN RESPONSIBLY SOURCED GOLD ETF | $1K |
UHTUNIVERSAL HEALTH RLTY INCOME T SH BEN INT | $1K |
BOXBOX INC CL A | $1K |
PHGKONINKLIJKE PHILIPS N V NY REGIS SHS NEW | $1K |
ARVNARVINAS INC COM | $1K |
HUNHUNTSMAN CORP COM | $1K |
FMFFORMFACTOR INC COM | $1K |
ISTBISHARES CORE 1-5 YEAR USD BOND ETF | $1K |
AORTARTIVION INC COM | $1K |
AMHAMERICAN HOMES 4 RENT CL A | $1K |
EXASEXACT SCIENCES CORP COM | $1K |
UWMCUWM HOLDINGS CORPORATION COM CL A | $1K |
KBHKB HOME COM | $1K |
TMETENCENT MUSIC ENTMT GROUP SPON ADS | $1K |
ONTOONTO INNOVATION INC COM | $1K |
APOGAPOGEE ENTERPRISES INC COM | $1K |
GWRSGLOBAL WTR RES INC COM | $1K |