Cornerstone Planning, LLC
All 13F Filings
- Location
- Charlotte, NC
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 432,340
- Description
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- Website
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- Founded
- —
- Chairman
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/29/2026 | 136 | 432,340 | 13F-HR | Cornerstone Planning, LLC |
| Q1 2026 | 5/11/2026 | 141 | 442,992 | 13F-HR | Cornerstone Planning, LLC |
| 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 | 225.6 K | 52.2% | 0 | 6.988 K | -6.988 K |
| ETFs | 142.5 K | 33.0% | 1.296 K | 0 | 1.296 K |
| Debt | 64.3 K | 14.9% | 0 | 4.961 K | -4.961 K |
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Fund Snapshot
Q2 2026
Latest filed
7/29/2026
Total value ($000)
432,340
Holdings
136
QoQ value change ($000)
-10,652
(-2.4%)
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.