Cornerstone Planning Group LLC - Portfolio overview

Cornerstone Planning Group LLC has 2004 reported holdings in this dataset, with the latest filing dated 2026-05-06.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. QQQM - INVESCO NASDAQ 100 ETF, 10.78%
2. FENI - FIDELITY ENHANCED INTERNATIONAL ETF, 9.32%
3. FNDX - SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF, 6.78%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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