Cornerstone Planning Group LLC
All 13F Filings
- Location
- Fairfield, NJ
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 794,115
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- 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 | 1,867 | 794,115 | 13F-HR | Cornerstone Planning Group LLC |
| Q1 2026 | 5/6/2026 | 1,818 | 749,242 | 13F-HR | Cornerstone Planning Group LLC |
| Q4 2025 | 2/2/2026 | 1,709 | 641,328 | 13F-HR | Cornerstone Planning Group LLC |
| Q3 2025 | 11/4/2025 | 1,694 | 624,396 | 13F-HR | Cornerstone Planning Group LLC |
| Q2 2025 | 8/11/2025 | 1,529 | 489,913 | 13F-HR | Cornerstone Planning Group LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 77.6 K | 9.8% | 3.493 K | 0 | 3.493 K |
| ETFs | 716.5 K | 90.2% | 41.39 K | 0 | 41.39 K |
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Fund Snapshot
Q2 2026
Latest filed
7/29/2026
Total value ($000)
794,115
Holdings
1867
QoQ value change ($000)
44,873
(6.0%)
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.