§ 13F · FUND PROFILE
Cornerstone Planning, LLC.
AUM · $432M (13F)Positions · 136Turnover · n/a · Q2Filed · Jul 30, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$525K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 30, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB STRATEGIC TR | 685K | $20M | 4.7% | −1% |
| 2 | NVDA | NVIDIA CORPORATION | 68K | $14M | 3.2% | ±0% |
| 3 | BSCS | INVESCO EXCH TRD SLF IDX FD | 639K | $13M | 3.0% | +3% |
| 4 | IBDT | ISHARES TR | 513K | $13M | 3.0% | +3% |
| 5 | BSCT | INVESCO EXCH TRD SLF IDX FD | 608K | $11M | 2.6% | +2% |
| 6 | IBDS | ISHARES TR | 407K | $10M | 2.3% | +2% |
| 7 | BSJQ | INVESCO EXCH TRD SLF IDX FD | 428K | $10M | 2.3% | +1% |
| 8 | BSCU | INVESCO EXCH TRD SLF IDX FD | 585K | $10M | 2.3% | +3% |
| 9 | IBHF | ISHARES TR | 429K | $10M | 2.2% | ±0% |
| 10 | BSCV | INVESCO EXCH TRD SLF IDX FD | 587K | $10M | 2.2% | +3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CORNERSTONE SIGNAL
AC read
Cornerstone Planning, LLC is a Other fund managing $432 million in assets. The fund runs a portfolio of 136 positions.
Read the full dossier →