Cornerstone Planning Group LLC
•CIK: 1822587•Filing: Q4 2025
**Cornerstone Planning Group LLC** manages $641M across a diversified portfolio of 1,709 positions. The fund exhibits significant concentration in technology and growth sectors, notably holding QQQM at $67.6M and FENI at $63.7M. Further allocations include substantial positions in FNDX ($44.2M) and BIV ($41.3M). This structure suggests a tactical, large-cap growth mandate with deep exposure to key market indices.
Total AUM
$641.3M
QoQ Performance
+2.7%
Positions
1,709
Top 10 Concentration
56.4%
Latest Filing
Q4 2025
Top Holdings Allocation
QQQM
FENI
FNDX
BIV
SMLF
QQQM10.5%
FENI9.9%
FNDX6.9%
BIV6.4%
SMLF5.3%
IMCG4.6%
ICVT2.8%
NDQ2.7%
📈 Biggest Buys
FNDX
SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF
+839967.7%
6.9% of portfolio
BIV
VANGUARD INTERMEDIATE-TERM BOND ETF
+680593.6%
6.4% of portfolio
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+52141.1%
2.4% of portfolio
NANR
SPDR S&P NORTH AMERICAN NATURAL RESOURCES ETF
+3764700.0%
2.3% of portfolio
FNDE
SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF
+17012.0%
2.2% of portfolio
📉 Biggest Sells
Sector Breakdown
Other91.5%
Technology3.4%
ETF2.0%
Financial1.1%
Consumer0.9%
Healthcare0.4%
Utilities0.2%
Energy0.1%
🚪 Exited Positionssold since Q3 2025
+1498 more exited positions
Changes from Q3 2025
NEW9 new positions
↑127 increased
↓61 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022