§ 13F · FUND PROFILE
Cornerstone Planning Group LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $489.9T (13F)Positions · 1529Turnover · — · Q4Filed · Feb 2, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$18.5T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 2, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | QQQM | INVESCO NASDAQ 100 ETF | 259K | $67.6T | 10.5% | ±0% |
| 2 | FENI | FIDELITY ENHANCED INTERNATIONAL ETF | 1.64M | $63.7T | 9.9% | +2% |
| 3 | FNDX | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | 1.56M | $44.2T | 6.9% | — |
| 4 | BIV | VANGUARD INTERMEDIATE-TERM BOND ETF | 531K | $41.3T | 6.4% | — |
| 5 | SMLF | ISHARES U.S. SMALLCAP EQUITY FACTOR ETF | 434K | $34.2T | 5.3% | −2% |
| 6 | IMCG | ISHARES MORNINGSTAR MID-CAP GROWTH ETF | 352K | $29.4T | 4.6% | −2% |
| 7 | ICVT | ISHARES CONVERTIBLE BOND ETF | 170K | $18.0T | 2.8% | −3% |
| 8 | QQQ | INVESCO QQQ TRUST SERIES I | 27K | $17.4T | 2.7% | −15% |
| 9 | HYDB | ISHARES HIGH YIELD SYSTEMATIC BOND ETF | 353K | $16.8T | 2.6% | +1% |
| 10 | FTLS | FIRST TRUST LONG/SHORT EQUITY ETF | 218K | $15.6T | 2.4% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CORNERSTONE SIGNAL
AC read
Cornerstone Planning Group LLC is a Other fund managing $489912.8 trillion in assets. The fund runs a massive portfolio of 1,529 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed