Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Cornerstone Planning Group LLC (CIK 1822587) reported $749.2M across 1,799 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: QQQM ($81.4M, 10.87%), FENI ($70.4M, 9.39%), FNDX ($51.2M, 6.83%), BIV ($44.9M, 5.99%), SMLF ($39.3M, 5.24%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | QQQM | INVESCO NASDAQ 100 ETF | $81.4M | 10.87% | 290,204 | Added |
| 2 | FENI | FIDELITY ENHANCED INTERNATIONAL ETF | $70.4M | 9.39% | 1.8M | Added |
| 3 | FNDX | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | $51.2M | 6.83% | 1.7M | Added |
| 4 | BIV | VANGUARD INTERMEDIATE-TERM BOND ETF | $44.9M | 5.99% | 585,094 | Added |
| 5 | SMLF | ISHARES U.S. SMALLCAP EQUITY FACTOR ETF | $39.3M | 5.24% | 471,147 | Added |
| 6 | IMCG | ISHARES MORNINGSTAR MID-CAP GROWTH ETF | $34.3M | 4.57% | 382,492 | Added |
| 7 | ICVT | ISHARES CONVERTIBLE BOND ETF | $20.7M | 2.76% | 178,460 | Added |
| 8 | HYDB | ISHARES HIGH YIELD SYSTEMATIC BOND ETF | $18.1M | 2.41% | 385,864 | Added |
| 9 | REZ | ISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF | $18.1M | 2.41% | 200,966 | Added |
| 10 | FTLS | FIRST TRUST LONG/SHORT EQUITY ETF | $17.4M | 2.32% | 235,621 | Added |
| 11 | QQQ | INVESCO QQQ TRUST SERIES I | $17.3M | 2.30% | 25,321 | Trimmed |
| 12 | FNDE | SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF | $17.0M | 2.27% | 416,262 | Added |
| 13 | NANR | STATE STREET SPDR S&P NORTH AMERICAN NATURAL RESOURCES ETF | $16.4M | 2.19% | 198,105 | Added |
| 14 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $15.1M | 2.01% | 218,756 | Trimmed |
| 15 | USTB | VICTORYSHARES SHORT-TERM BOND ETF | $14.8M | 1.98% | 292,838 | Added |
| 16 | WTV | WISDOMTREE US VALUE FUND OF BENEF INTEREST | $14.1M | 1.88% | 142,032 | Added |
| 17 | IVV | ISHARES CORE S&P 500 ETF | $13.1M | 1.74% | 17,958 | Added |
| 18 | IUSB | ISHARES CORE TOTAL USD BOND MARKET ETF | $11.7M | 1.56% | 253,664 | Added |
| 19 | AAPL | APPLE INC COM | $8.4M | 1.12% | 29,522 | Added |
| 20 | IVE | ISHARES S&P 500 VALUE ETF | $7.7M | 1.03% | 34,367 | Added |
| 21 | IVW | ISHARES S&P 500 GROWTH ETF | $7.5M | 1.00% | 57,269 | Added |
| 22 | DYNF | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | $7.4M | 0.99% | 115,299 | Added |
| 23 | IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $6.9M | 0.92% | 86,362 | Added |
| 24 | NVDA | NVIDIA CORPORATION COM | $6.7M | 0.89% | 34,056 | Added |
| 25 | EFV | ISHARES MSCI EAFE VALUE ETF | $5.7M | 0.76% | 74,083 | Added |
Source: SEC Form 13F filings · as of 2026-03-31