Cornerstone Planning, LLC holds a diversified book of 136 reported positions 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 reported non-option book. Cloning the disclosed picks since 2025 would be +20% (+13.5%/yr). That is a simulation of the disclosed long book, not audited returns.
The reported book (valued from quarter-end) returned +22.8%, a 2.4-point gap that is the cost of the ~30-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Cornerstone Planning, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~30 days for the latest filing, with 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: 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
+3 sectors below the cut, 5% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Cornerstone Planning, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlueSpruce Investments, LP | 9 / 80 | $641.1M |
| Evelyn Partners Group Ltd | 52 / 80 | $44.7B |
| Ketron Financial | 24 / 80 | $283.9M |
| Howard Hughes Medical Institute | 19 / 80 | $383.7M |
| Hoey Investments, Inc | 57 / 80 | $656.6M |
| Independent Investors Inc | 29 / 80 | $428.0M |
| Draper Asset Management, LLC | 8 / 80 | $159.0M |
| Emerald Advisors, LLC | 33 / 80 | $639.8M |
Ranked by the share of each fund's own book sitting in the names it shares with Cornerstone Planning, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position'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 |
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Use Arkolith to show Cornerstone Planning, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.