Cornerstone Planning, LLC holds a diversified book of 136 stocks worth $432.3M as of Q2 2026 (disclosed Jul 30, 2026, a ~30-day 13F lag). This quarter they opened Eaton Corp PLC and trimmed Schwab US Large-Cap ETF. Their largest long position is Schwab US Large-Cap ETF at 5% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1802105/holdings"
Use Arkolith to show Cornerstone Planning, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
52% 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, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $560.1B |
| ROYAL BANK OF CANADA | 80 / 80 | $160.1B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $145.1B |
| RAYMOND JAMES FINANCIAL INC | 80 / 80 | $83.0B |
| LPL Financial LLC | 80 / 80 | $54.3B |
| ENVESTNET ASSET MANAGEMENT INC | 80 / 80 | $48.4B |
| FIFTH THIRD BANCORP | 80 / 80 | $22.8B |
| Cetera Investment Advisers | 80 / 80 | $15.1B |
Ranked by how many of Cornerstone Planning, 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 | Schwab Strategic TR US LRG CAP ETF | $20.2M | 685.0K | 4.7% | ▼−0.9% Reduced · −6K sh | |
| 2 | Nvidia Corporation COM | $13.7M | 68.4K | 3.2% | ▲+0.3% Added · +197 sh | |
| 3 | Invesco Exch TRD SLF Idx FD INVSCO BLSH 28 | $13.0M | 639.3K | 3.0% | ▲+2.7% Added · +17K sh | |
| 4 | Ishares TR IBDS DEC28 ETF | $13.0M | 512.9K | 3.0% | ▲+2.7% Added · +13K sh | |
| 5 | Invesco Exch TRD SLF Idx FD BULETSHS 2029 | $11.3M | 608.1K | 2.6% | ▲+2.4% Added · +14K sh | |
| 6 | Ishares TR IBONDS 27 ETF | $9.8M | 406.7K | 2.3% | ▲+2.1% Added · +8K sh | |
| 7 | Invesco Exch TRD SLF Idx FD INVSCO BLSH 26 | $9.8M | 428.1K | 2.3% | ▲+1.4% Added · +6K sh | |
| 8 | Invesco Exch TRD SLF Idx FD INVSCO 30 CORP | $9.7M | 584.8K | 2.3% | ▲+3.1% Added · +18K sh | |
| 9 | Ishares TR IBONDS 2026 TERM | $9.7M | 429.2K | 2.2% | ▲+0.1% Added · +287 sh | |
| 10 | Invesco Exch TRD SLF Idx FD BULETSHS 2031 CP | $9.6M | 586.7K | 2.2% | ▲+2.8% Added · +16K sh | |
| 11 | Ishares TR IBONDS DEC 2030 | $9.6M | 439.4K | 2.2% | ▲+2.1% Added · +9K sh | |
| 12 | Ishares TR IBONDS DEC 2032 | $9.6M | 379.9K | 2.2% | ▲+2.6% Added · +10K sh | |
| 13 | Invesco Exch TRD SLF Idx FD BULLETSHS 2032 | $9.6M | 466.0K | 2.2% | ▲+2.8% Added · +13K sh | |
| 14 | Ishares TR IBONDS DEC 2031 | $9.6M | 458.3K | 2.2% | ▲+2.6% Added · +12K sh | |
| 15 | Micron Technology Inc COM | $8.9M | 7.7K | 2.1% | ▼−2.3% Reduced · −177 sh | |
| 16 | Invesco Exch TRD SLF Idx FD BULSHS 2026 CB | $7.1M | 363.2K | 1.6% | ▲+1.0% Added · +4K sh | |
| 17 | Ishares TR IBONDS DEC2026 | $7.0M | 288.4K | 1.6% | ▲+0.4% Added · +1K sh | |
| 18 | Invesco Exch TRD SLF Idx FD BULSHS 2027 CB | $6.9M | 352.7K | 1.6% | ▲+2.6% Added · +9K sh | |
| 19 | Broadcom Inc COM | $6.8M | 18.0K | 1.6% | ▲+0.8% Added · +148 sh | |
| 20 | Caterpillar Inc COM | $6.3M | 5.9K | 1.5% | ▼−0.2% Reduced · −12 sh | |
| 21 | Ishares TR CORE HIGH DV ETF | $6.0M | 219.6K | 1.4% | ▲+404% Added · +176K sh | |
| 22 | Alphabet Inc CAP STK CL A | $6.0M | 16.8K | 1.4% | ▲+1.9% Added · +309 sh | |
| 23 | Walmart Inc COM | $5.8M | 51.4K | 1.3% | ▲+1.7% Added · +884 sh | |
| 24 | Microsoft Corp COM | $5.8M | 15.4K | 1.3% | ▲+5.7% Added · +828 sh | |
| 25 | Lam Research Corp COM NEW | $5.6M | 13.0K | 1.3% | ▼−1.4% Reduced · −179 sh | |
| 26 | Cisco Sys Inc COM | $5.0M | 42.3K | 1.1% | ▼−0.8% Reduced · −340 sh | |
| 27 | Ishares TR MSCI USA MIN VOL | $4.9M | 50.5K | 1.1% | ▲+1.4% Added · +708 sh | |
| 28 | Johnson & Johnson COM | $4.8M | 19.1K | 1.1% | ▲+1.4% Added · +259 sh | |
| 29 | Meta Platforms Inc CL A | $4.7M | 8.3K | 1.1% | ▲+0.7% Added · +54 sh | |
| 30 | Eli Lilly & Co COM | $4.6M | 3.9K | 1.1% | ▲+11% Added · +370 sh | |
| 31 | JPMorgan Chase & Co COM | $4.5M | 13.7K | 1.0% | ▼−0.3% Reduced · −44 sh | |
| 32 | Goldman Sachs Group Inc COM | $4.3M | 4.3K | 1.0% | ▲+1.3% Added · +57 sh | |
| 33 | Nucor Corp COM | $3.8M | 17.2K | 0.9% | ▼−0.6% Reduced · −98 sh | |
| 34 | International Business Machs COM | $3.8M | 13.6K | 0.9% | ▲+2.1% Added · +284 sh | |
| 35 | Unitedhealth Group Inc COM | $3.7M | 9.0K | 0.9% | ▼−0.2% Reduced · −17 sh | |
| 36 | Coca Cola Co COM | $3.7M | 45.9K | 0.9% | ▲+1.9% Added · +881 sh | |
| 37 | Procter & Gamble Co COM | $3.7M | 25.1K | 0.9% | ▲+1.2% Added · +303 sh | |
| 38 | Qualcomm Inc COM | $3.7M | 19.8K | 0.8% | ▲+4.5% Added · +856 sh | |
| 39 | Merck & Co Inc COM | $3.6M | 28.0K | 0.8% | ▲+0.9% Added · +254 sh | |
| 40 | Visa Inc COM CL A | $3.6M | 10.5K | 0.8% | ▲+1.7% Added · +173 sh | |
| 41 | Abbvie Inc COM | $3.6M | 14.2K | 0.8% | ▲+2.1% Added · +287 sh | |
| 42 | Morgan Stanley COM NEW | $3.6M | 17.0K | 0.8% | ▲+1.9% Added · +318 sh | |
| 43 | Chevron Corporation COM | $3.5M | 20.8K | 0.8% | ▲+0.7% Added · +147 sh | |
| 44 | Costco Wholesale Corporation COM | $3.3M | 3.6K | 0.8% | ▲+0.9% Added · +32 sh | |
| 45 | Vanguard Star FDS VG TL INTL STK F | $3.3M | 38.6K | 0.8% | ▲+1.1% Added · +439 sh | |
| 46 | Taiwan Semiconductor Manufac SPONSORED ADS | $3.2M | 6.8K | 0.8% | ▲+2.3% Added · +152 sh | |
| 47 | Chubb Ltd Switz COM | $3.2M | 9.5K | 0.7% | ▲+0.9% Added · +85 sh | |
| 48 | Home Depot Inc COM | $3.2M | 9.0K | 0.7% | ▲+2.8% Added · +240 sh | |
| 49 | Ishares TR IBONDS 27 TRM TS | $3.2M | 140.8K | 0.7% | ▲+1.9% Added · +3K sh | |
| 50 | Verizon Communications Inc COM | $3.1M | 74.2K | 0.7% | ▲+0.6% Added · +455 sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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. Price-derived performance is withheld until the price-source policy and freshness gate are green.