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, LLC (CIK 1802105) reported $443.0M across 141 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SCHX ($17.7M, 3.99%), BSCS ($12.7M, 2.88%), IBDT ($12.7M, 2.86%), NVDA ($11.9M, 2.69%), BSCT ($11.1M, 2.51%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB STRATEGIC TR | $17.7M | 3.99% | 691,254 | Trimmed |
| 2 | BSCS | INVESCO EXCH TRD SLF IDX FD | $12.7M | 2.88% | 622,570 | Added |
| 3 | IBDT | ISHARES TR | $12.7M | 2.86% | 499,609 | Added |
| 4 | NVDA | NVIDIA CORPORATION | $11.9M | 2.69% | 68,220 | Trimmed |
| 5 | BSCT | INVESCO EXCH TRD SLF IDX FD | $11.1M | 2.51% | 593,753 | Added |
| 6 | IBHF | ISHARES TR | $9.9M | 2.23% | 428,911 | Trimmed |
| 7 | BSJQ | INVESCO EXCH TRD SLF IDX FD | $9.8M | 2.21% | 422,338 | Trimmed |
| 8 | IBDS | ISHARES TR | $9.7M | 2.18% | 398,278 | Added |
| 9 | BSCU | INVESCO EXCH TRD SLF IDX FD | $9.5M | 2.14% | 567,021 | Added |
| 10 | IBDV | ISHARES TR | $9.4M | 2.13% | 430,138 | Added |
| 11 | BSCV | INVESCO EXCH TRD SLF IDX FD | $9.4M | 2.12% | 570,689 | New |
| 12 | IBDX | ISHARES TR | $9.4M | 2.12% | 370,140 | New |
| 13 | BSCW | INVESCO EXCH TRD SLF IDX FD | $9.4M | 2.11% | 453,415 | New |
| 14 | IBDW | ISHARES TR | $9.4M | 2.11% | 446,549 | New |
| 15 | AAPL | APPLE INC | $9.0M | 2.04% | 35,507 | Trimmed |
| 16 | IBDU | ISHARES TR | $8.4M | 1.90% | 361,431 | Added |
| 17 | BSCQ | INVESCO EXCH TRD SLF IDX FD | $7.0M | 1.59% | 359,514 | Trimmed |
| 18 | IBDR | ISHARES TR | $7.0M | 1.57% | 287,167 | Trimmed |
| 19 | BSCR | INVESCO EXCH TRD SLF IDX FD | $6.8M | 1.52% | 343,563 | Trimmed |
| 20 | AMZN | AMAZON COM INC | $6.4M | 1.44% | 30,559 | Added |
| 21 | WMT | WALMART INC | $6.3M | 1.42% | 50,523 | Trimmed |
| 22 | HDV | ISHARES TR | $5.9M | 1.34% | 43,578 | Added |
| 23 | AVGO | BROADCOM INC | $5.5M | 1.25% | 17,816 | Trimmed |
| 24 | MSFT | MICROSOFT CORP | $5.4M | 1.22% | 14,577 | Added |
| 25 | GOOGL | ALPHABET INC | $4.7M | 1.07% | 16,459 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31