Cornerstone Planning Group LLC holds a focused book of 1867 stocks worth $794.1M as of Q2 2026 (disclosed Jul 29, 2026, a ~45-day 13F lag). This quarter they opened Ishrs Sys Alt Act ETF and trimmed Invesco QQQ Trust Series 1. Their largest long position is Invesco Nasdaq 100 ETF at 11% of the equity book. Cloning the disclosed picks since 2024 would be +30% (+16.2%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1822587/holdings"
Use Arkolith to show Cornerstone Planning Group LLC's latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Cornerstone Planning Group LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
10% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Cornerstone Planning Group LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | 79 / 80 | $20.4B |
| MORGAN STANLEY | 77 / 80 | $487.1B |
| ENVESTNET ASSET MANAGEMENT INC | 77 / 80 | $139.1B |
| LPL Financial LLC | 77 / 80 | $107.3B |
| OSAIC HOLDINGS, INC. | 77 / 80 | $17.8B |
| CWM, LLC | 76 / 80 | $12.4B |
| JPMORGAN CHASE & CO | 75 / 80 | $460.3B |
| Cetera Investment Advisers | 75 / 80 | $25.8B |
Ranked by how many of Cornerstone Planning Group LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Invesco Nasdaq 100 ETF Exchange Traded Fund | $86.2M | 296.7K | 10.9% | ▲+2.2% Added · +7K sh | |
| 2 | Fidelity Enhanced International ETF Exchange Traded Fund | $75.1M | 1.87M | 9.5% | ▲+3.8% Added · +68K sh | |
| 3 | Schwab Fundamental U.S. Large Company ETF Exchange Traded Fund | $55.1M | 1.74M | 6.9% | ▲+2.8% Added · +47K sh | |
| 4 | Vanguard Intermediate-Term Bond ETF Exchange Traded Fund | $46.1M | 609.0K | 5.8% | ▲+4.1% Added · +24K sh | |
| 5 | Ishares U.S. Smallcap Equity Factor ETF Exchange Traded Fund | $41.6M | 481.0K | 5.2% | ▲+2.1% Added · +10K sh | |
| 6 | Ishares Morningstar Mid-Cap Growth ETF Exchange Traded Fund | $37.3M | 390.8K | 4.7% | ▲+2.2% Added · +8K sh | |
| 7 | Ishares Core S&P 500 ETF Exchange Traded Fund | $21.4M | 28.5K | 2.7% | ▲+59% Added · +11K sh | |
| 8 | Ishares Convertible Bond ETF Exchange Traded Fund | $21.0M | 180.3K | 2.6% | ▲+1.0% Added · +2K sh | |
| 9 | Ishares Residential And Multisector Real Estate ETF Exchange Traded Fund | $20.4M | 208.8K | 2.6% | ▲+3.9% Added · +8K sh | |
| 10 | Ishares High Yield Systematic Bond ETF Exchange Traded Fund | $18.7M | 402.9K | 2.4% | ▲+4.4% Added · +17K sh | |
| 11 | First Trust Long/short Equity ETF Exchange Traded Fund | $18.4M | 244.2K | 2.3% | ▲+3.6% Added · +9K sh | |
| 12 | Schwab Fundamental Emerging Markets Equity ETF Exchange Traded Fund | $17.7M | 432.7K | 2.2% | ▲+4.0% Added · +16K sh | |
| 13 | Invesco QQQ Trust Series I Exchange Traded Fund | $17.5M | 24.8K | 2.2% | ▼−1.9% Reduced · −477 sh | |
| 14 | State Street SPDR S&P North American Natural Resources ETF Exchange Traded Fund | $16.7M | 206.4K | 2.1% | ▲+4.2% Added · +8K sh | |
| 15 | Ishares Core Total Usd Bond Market ETF Exchange Traded Fund | $15.4M | 339.3K | 1.9% | ▲+34% Added · +86K sh | |
| 16 | Wisdomtree US Value Fund Of Benef Interest Exchange Traded Fund | $15.4M | 146.7K | 1.9% | ▲+3.3% Added · +5K sh | |
| 17 | Victoryshares Short-Term Bond ETF Exchange Traded Fund | $15.3M | 302.6K | 1.9% | ▲+3.3% Added · +10K sh | |
| 18 | Vanguard Ftse Developed Markets ETF Exchange Traded Fund | $14.9M | 211.7K | 1.9% | ▼−3.2% Reduced · −7K sh | |
| 19 | Apple Inc Com Common Stock | $9.5M | 29.1K | 1.2% | ▼−1.3% Reduced · −390 sh | |
| 20 | Ishares S&P 500 Growth ETF Exchange Traded Fund | $8.7M | 64.1K | 1.1% | ▲+12% Added · +7K sh | |
| 21 | Ishares U.S. Equity Factor Rotation Active ETF Exchange Traded Fund | $8.7M | 128.0K | 1.1% | ▲+11% Added · +13K sh | |
| 22 | Nvidia Corporation Com Common Stock | $7.3M | 34.6K | 0.9% | ▲+1.5% Added · +524 sh | |
| 23 | Ishares S&P 500 Value ETF Exchange Traded Fund | $7.3M | 31.4K | 0.9% | ▼−8.5% Reduced · −3K sh | |
| 24 | Ishares Core Msci Emerging Markets ETF Exchange Traded Fund | $5.5M | 70.1K | 0.7% | ▼−19% Reduced · −16K sh | |
| 25 | Ishares Currency Hedged Msci Eafe ETF Exchange Traded Fund | $5.3M | 114.2K | 0.7% | ▲+3.7% Added · +4K sh | |
| 26 | Schwab U.S. Large-Cap Growth ETF Exchange Traded Fund | $4.7M | 138.8K | 0.6% | ▲+5.1% Added · +7K sh | |
| 27 | Ishares U.S. Treasury Bond ETF Exchange Traded Fund | $4.4M | 194.6K | 0.6% | ▲+17% Added · +28K sh | |
| 28 | Ishares Msci Eafe Growth ETF Exchange Traded Fund | $4.3M | 35.9K | 0.5% | ▲+16% Added · +5K sh | |
| 29 | Ishares MBS ETF Exchange Traded Fund | $4.1M | 44.3K | 0.5% | ▲+14% Added · +6K sh | |
| 30 | Ishares A.I. Innovation And Tech Active ETF Exchange Traded Fund | $4.1M | 90.5K | 0.5% | ▼−1.9% Reduced · −2K sh | |
| 31 | Ishares Msci Eafe Value ETF Exchange Traded Fund | $3.6M | 45.0K | 0.5% | ▼−39% Reduced · −29K sh | |
| 32 | Amazon Com Inc Com Common Stock | $3.5M | 14.3K | 0.4% | ▼−3.1% Reduced · −455 sh | |
| 33 | Vanguard S&P 500 ETF Exchange Traded Fund | $3.5M | 5.0K | 0.4% | ▼−3.7% Reduced · −195 sh | |
| 34 | Ishares 10-20 Year Treasury Bond ETF Exchange Traded Fund | $3.4M | 34.9K | 0.4% | ▼−9.3% Reduced · −4K sh | |
| 35 | Ishares Large Cap Core Active ETF Exchange Traded Fund | $3.1M | 62.1K | 0.4% | ▲+17% Added · +9K sh | |
| 36 | Lazard International Dynamic Equity ETF Exchange Traded Fund | $3.0M | 87.2K | 0.4% | ▲+4.0% Added · +3K sh | |
| 37 | Ishares Msci USA Momentum Factor ETF Exchange Traded Fund | $2.9M | 9.3K | 0.4% | ▼−11% Reduced · −1K sh | |
| 38 | Ishares Fallen Angels Usd Bond ETF Exchange Traded Fund | $2.9M | 107.5K | 0.4% | ▲+3.3% Added · +3K sh | |
| 39 | Ishares National Muni Bond ETF Exchange Traded Fund | $2.9M | 27.1K | 0.4% | ▲+4.8% Added · +1K sh | |
| 40 | Ishares U.S. Thematic Rotation Active ETF Exchange Traded Fund | $2.8M | 65.0K | 0.3% | ▼−19% Reduced · −15K sh | |
| 41 | Ishares Systematic Alternatives Active ETF Exchange Traded Fund | $2.7M | 93.9K | 0.3% | ▲New New position | |
| 42 | Schwab US Dividend Equity ETF Exchange Traded Fund | $2.6M | 79.1K | 0.3% | ▼−4.0% Reduced · −3K sh | |
| 43 | JPMorgan Chase & Co Com Common Stock | $2.6M | 7.3K | 0.3% | ▼−0.3% Reduced · −21 sh | |
| 44 | Dell Technologies Inc CL C Common Stock | $2.4M | 5.5K | 0.3% | ▼−12% Reduced · −725 sh | |
| 45 | Ishares Russell 1000 Growth ETF Exchange Traded Fund | $2.3M | 18.9K | 0.3% | ▼−5.2% Reduced · −1K sh | |
| 46 | SPDR Gold Shares Exchange Traded Fund | $2.2M | 5.9K | 0.3% | ▲+4.4% Added · +251 sh | |
| 47 | Ishares Global Government Bond Usd Hedged Active ETF Exchange Traded Fund | $2.2M | 44.1K | 0.3% | ▲New New position | |
| 48 | Ishares Defense Industrials Active ETF Exchange Traded Fund | $2.2M | 69.2K | 0.3% | ▲+25% Added · +14K sh | |
| 49 | Ishares International Country Rotation Active ETF Exchange Traded Fund | $2.1M | 59.3K | 0.3% | ▲6k× Added · +59K sh | |
| 50 | Microsoft Corp Com Common Stock | $2.1M | 5.3K | 0.3% | ▼−1.2% Reduced · −66 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 29, 2026 | 1,867 | $794.1M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 6, 2026 | 1,818 | $749.2M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 2, 2026 | 1,709 | $641.3M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 4, 2025 | 1,694 | $624.4M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 30, 2025 | 1,553 | $418.0M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 29, 2025 | 1,405 | $407.1M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 5, 2024 | 1,302 | $378.4M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.