Cornerstone Planning, LLC
All 13F Filings
- Location
- Charlotte, NC
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 442,992
- Description
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- Website
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- Founded
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- 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 |
|---|---|---|---|---|---|
| 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 | 232.6 K | 52.5% | 0 | 7.56 K | -7.56 K |
| ETFs | 141.2 K | 31.9% | 2.175 K | 0 | 2.175 K |
| Debt | 69.26 K | 15.6% | 17.55 K | 0 | 17.55 K |
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Fund Snapshot
Q1 2026
Latest filed
5/11/2026
Total value ($000)
442,992
Holdings
141
QoQ value change ($000)
12,158
(2.8%)
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.