Cornerstone Planning, LLC
CIK 1802105
13F filing for Q2 2026・No. 4,286
- Holdings
- US$432.34M
- Quarter change
- −US$10.65M
- Entries
- 136
- Net bought (estimate)
- −US$38.87M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 2
- Sold out 7
- Cut 28
- Added 82
- Corporate actions 0
- Unchanged 24
Largest holdings
136 stocks worth US$432.34M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| SCHWAB STRATEGIC TRUS LRG CAP ETF | Cut | 685,039 | US$20.16M | 4.66% |
| NVDANvidiaCOM | Added | 68,417 | US$13.69M | 3.17% |
| INVESCO EXCH TRD SLF IDX FDINVSCO BLSH 28 | Added | 639,285 | US$13.02M | 3.01% |
| ISHARES TRIBDS DEC28 ETF | Added | 512,899 | US$12.95M | 3.00% |
| INVESCO EXCH TRD SLF IDX FDBULETSHS 2029 | Added | 608,133 | US$11.3M | 2.61% |
| ISHARES TRIBONDS 27 ETF | Added | 406,654 | US$9.85M | 2.28% |
| INVESCO EXCH TRD SLF IDX FDINVSCO BLSH 26 | Added | 428,119 | US$9.83M | 2.27% |
| INVESCO EXCH TRD SLF IDX FDINVSCO 30 CORP | Added | 584,751 | US$9.73M | 2.25% |
| ISHARES TRIBONDS 2026 TERM | Added | 429,198 | US$9.72M | 2.25% |
| INVESCO EXCH TRD SLF IDX FDBULETSHS 2031 CP | Added | 586,699 | US$9.61M | 2.22% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 30, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.