Cornerstone Planning, LLC
All 13F Filings
- Location
- Charlotte, NC
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 430,834
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 3/17/2026 | 131 | 430,834 | 13F-HR | Cornerstone Planning, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 240.1 K | 55.7% | 240.1 K | 0 | 240.1 K |
| ETFs | 139 K | 32.3% | 139 K | 0 | 139 K |
| Debt | 51.71 K | 12.0% | 51.71 K | 0 | 51.71 K |
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Fund Snapshot
Q4 2025
Latest filed
3/17/2026
Total value ($000)
430,834
Holdings
131
QoQ value change ($000)
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Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.