Investor
Cornerstone Planning, LLC
CIK 0001802105 · filed 2026-03-17 · SEC filing
13F book
$430.8M
Positions
131
Largest name
4.6%
Schwab Strategic Tr
Est. mark
—
Need a prior quarter to estimate
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Schwab Strategic Tr | — | 731.4K | $19.7M | 4.6% | — | Held |
| Invesco Exch Trd Slf Idx Fd | — | 754.4K | $14.8M | 3.4% | — | Held |
| Ishares Tr | — | 595.3K | $14.4M | 3.4% | — | Held |
| Nvidia Corp | NVDA | 73.8K | $13.7M | 3.2% | — | Held |
| Vanguard Scottsdale Fds | — | 194.2K | $11.7M | 2.7% | — | Held |
| Ishares Tr | — | 120.7K | $11.6M | 2.7% | — | Held |
| Invesco Exch Trd Slf Idx Fd | — | 436.3K | $10.2M | 2.4% | — | Held |
| Ishares Tr | — | 441.1K | $10.2M | 2.4% | — | Held |
| Apple Inc. | AAPL | 35.9K | $9.76M | 2.3% | — | Held |
| Ishares Tr | — | 407.9K | $9.34M | 2.2% | — | Held |
| Invesco Exch Trd Slf Idx Fd | — | 424K | $8.74M | 2.0% | — | Held |
| Ishares Tr | — | 358.6K | $8.71M | 2.0% | — | Held |
| Invesco Exch Trd Slf Idx Fd | — | 440K | $8.69M | 2.0% | — | Held |
| Ishares Tr | — | 339.2K | $8.64M | 2.0% | — | Held |
| Invesco Exch Trd Slf Idx Fd | — | 390.9K | $7.37M | 1.7% | — | Held |
| Ishares Tr | — | 328.4K | $7.25M | 1.7% | — | Held |
| Invesco Exch Trd Slf Idx Fd | — | 426.8K | $7.23M | 1.7% | — | Held |
| Broadcom Inc. | AVGO | 20.4K | $7.05M | 1.6% | — | Held |
| Amazon Com Inc | AMZN | 29.9K | $6.87M | 1.6% | — | Held |
| Alphabet Inc | — | 21.5K | $6.75M | 1.6% | — | Held |
| Microsoft Corp | MSFT | 13.3K | $6.47M | 1.5% | — | Held |
| Walmart Inc. | WMT | 53.6K | $5.99M | 1.4% | — | Held |
| Palantir Technologies Inc. | PLTR | 31.7K | $5.65M | 1.3% | — | Held |
| Ishares 0-3 Month | — | 233.4K | $5.47M | 1.3% | — | Held |
| Meta Platforms, Inc. | META | 7.7K | $5.1M | 1.2% | — | Held |
| Advanced Micro Devices Inc | AMD | 23.4K | $5.02M | 1.2% | — | Held |
| Jpmorgan Chase & Co. | — | 14.2K | $4.58M | 1.1% | — | Held |
| Ishares Tr | — | 37.4K | $4.57M | 1.1% | — | Held |
| Caterpillar Inc | CAT | 7.86K | $4.52M | 1.0% | — | Held |
| Goldman Sachs Group Inc | — | 5.12K | $4.51M | 1.0% | — | Held |
| Johnson & Johnson | JNJ | 21.5K | $4.44M | 1.0% | — | Held |
| International Business Machs | — | 14.7K | $4.37M | 1.0% | — | Held |
| Bank America Corp | — | 77.4K | $4.25M | 1.0% | — | Held |
| Eli Lilly & Co | LLY | 3.95K | $4.23M | 1.0% | — | Held |
| American Express Co | AXP | 10.6K | $3.94M | 0.9% | — | Held |
| Vanguard Wellington Fd | — | 29.7K | $3.9M | 0.9% | — | Held |
| Berkshire Hathaway Inc Del | — | 7.75K | $3.86M | 0.9% | — | Held |
| Ishares Tr | — | 39.8K | $3.77M | 0.9% | — | Held |
| Visa Inc. | V | 10.7K | $3.69M | 0.9% | — | Held |
| Cisco Sys Inc | — | 47.2K | $3.64M | 0.8% | — | Held |
| Morgan Stanley | — | 20.3K | $3.62M | 0.8% | — | Held |
| AbbVie Inc. | ABBV | 15K | $3.42M | 0.8% | — | Held |
| General Dynamics Corp | GD | 10.1K | $3.42M | 0.8% | — | Held |
| Exxon Mobil Corp | — | 28.2K | $3.37M | 0.8% | — | Held |
| Oracle Corp | — | 16.8K | $3.28M | 0.8% | — | Held |
| Mastercard Inc | MA | 5.68K | $3.26M | 0.8% | — | Held |
| Automatic Data Processing In | — | 12.6K | $3.25M | 0.8% | — | Held |
| Netflix Inc | NFLX | 34.4K | $3.25M | 0.8% | — | Held |
| Qualcomm Inc | — | 18.3K | $3.15M | 0.7% | — | Held |
| Coca Cola Co | KO | 44.6K | $3.13M | 0.7% | — | Held |
| Lowes Cos Inc | — | 12.9K | $3.12M | 0.7% | — | Held |
| Merck & Co., Inc. | MRK | 29.2K | $3.08M | 0.7% | — | Held |
| Procter And Gamble Co | PG | 21.4K | $3.08M | 0.7% | — | Held |
| Chubb Limited | — | 9.74K | $3.05M | 0.7% | — | Held |
| Costco Whsl Corp New | — | 3.48K | $3M | 0.7% | — | Held |
| Disney Walt Co | — | 26.3K | $3M | 0.7% | — | Held |
| Chevron Corp New | CVX | 19.5K | $2.99M | 0.7% | — | Held |
| Abbott Labs | ABT | 22.7K | $2.86M | 0.7% | — | Held |
| Verizon Communications Inc | VZ | 68.5K | $2.81M | 0.7% | — | Held |
| Salesforce, Inc. | CRM | 10.5K | $2.78M | 0.6% | — | Held |
| Palo Alto Networks Inc | PANW | 14.9K | $2.77M | 0.6% | — | Held |
| Home Depot, Inc. | HD | 7.99K | $2.76M | 0.6% | — | Held |
| T-Mobile Us Inc | — | 13.3K | $2.72M | 0.6% | — | Held |
| Pepsico Inc | PEP | 18.3K | $2.64M | 0.6% | — | Held |
| Texas Instrs Inc | — | 14.9K | $2.59M | 0.6% | — | Held |
| Blackstone Inc. | BX | 16.2K | $2.51M | 0.6% | — | Held |
| Honeywell Intl Inc | — | 12.8K | $2.51M | 0.6% | — | Held |
| Sherwin Williams Co | SHW | 7.46K | $2.43M | 0.6% | — | Held |
| Unitedhealth Group Inc | UNH | 7.01K | $2.3M | 0.5% | — | Held |
| Travelers Companies, Inc. | TRV | 7.53K | $2.19M | 0.5% | — | Held |
| Amgen Inc | AMGN | 6.56K | $2.16M | 0.5% | — | Held |
| Spdr Series Trust | — | 24.1K | $2.14M | 0.5% | — | Held |
| Nucor Corp | NUE | 12.8K | $2.09M | 0.5% | — | Held |
| Boeing Co | — | 9.43K | $2.05M | 0.5% | — | Held |
| Mcdonalds Corp | MCD | 6.03K | $1.85M | 0.4% | — | Held |
| Ishares Tr | — | 75.8K | $1.77M | 0.4% | — | Held |
| 3M CO | MMM | 10.6K | $1.7M | 0.4% | — | Held |
| Illinois Tool Wks Inc | — | 6.48K | $1.6M | 0.4% | — | Held |
| Duke Energy Corp New | — | 14.1K | $1.6M | 0.4% | — | Held |
| Invesco Qqq Tr | — | 2.58K | $1.59M | 0.4% | — | Held |
| Colgate Palmolive Co | CL | 18.2K | $1.44M | 0.3% | — | Held |
| NIKE, Inc. | NKE | 22.3K | $1.43M | 0.3% | — | Held |
| Target Corp | TGT | 14.3K | $1.4M | 0.3% | — | Held |
| Schwab Strategic Tr | — | 49K | $1.28M | 0.3% | — | Held |
| Vanguard Index Fds | — | 1.8K | $1.13M | 0.3% | — | Held |
| Nextera Energy Inc | — | 11.7K | $940.5K | 0.2% | — | Held |
| Sempra | — | 10.4K | $923.9K | 0.2% | — | Held |
| Dominion Energy, Inc | D | 15.4K | $904K | 0.2% | — | Held |
| American Elec Pwr Co Inc | — | 7.51K | $871.2K | 0.2% | — | Held |
| Constellation Energy Corp | CEG | 2.44K | $866.3K | 0.2% | — | Held |
| Public Svc Enterprise Grp In | — | 10.6K | $855.6K | 0.2% | — | Held |
| Southern Co | — | 9.55K | $836.2K | 0.2% | — | Held |
| Oreilly Automotive Inc | — | 9K | $820.9K | 0.2% | — | Held |
| Exelon Corp | EXC | 18.6K | $812.3K | 0.2% | — | Held |
| Vanguard World Fd | — | 4.33K | $800.6K | 0.2% | — | Held |
| Crowdstrike Hldgs Inc | — | 1.48K | $692.4K | 0.2% | — | Held |
| Tesla, Inc. | TSLA | 1.53K | $664.7K | 0.2% | — | Held |
| Vistra Corp. | VST | 4.16K | $658.6K | 0.2% | — | Held |
| Alphabet Inc | — | 2.26K | $646.4K | 0.1% | — | Held |
| Shopify Inc. | SHOP | 3.96K | $637.1K | 0.1% | — | Held |
| Ishares Tr | — | 4.2K | $624.2K | 0.1% | — | Held |
| Ishares Tr | — | 869 | $595.2K | 0.1% | — | Held |
| Booking Holdings Inc. | BKNG | 100 | $535.5K | 0.1% | — | Held |
| Spdr S&P 500 Etf Tr | — | 722 | $492.3K | 0.1% | — | Held |
| Csx Corp | CSX | 12.2K | $443.6K | 0.1% | — | Held |
| Schwab Strategic Tr | — | 15.5K | $426.4K | 0.1% | — | Held |
| Ishares Tr | — | 3.19K | $419.9K | 0.1% | — | Held |
| General Amern Invs Co Inc | — | 7.14K | $419.1K | 0.1% | — | Held |
| Taiwan Semiconductor Mfg Ltd | — | 1.37K | $415.1K | 0.1% | — | Held |
| Consolidated Edison Inc | ED | 4.07K | $404.6K | 0.1% | — | Held |
| Arista Networks, Inc. | ANET | 2.73K | $357.4K | 0.1% | — | Held |
| Ishares Tr | — | 2.78K | $342.8K | 0.1% | — | Held |
| Ishares Tr | — | 1.14K | $342.4K | 0.1% | — | Held |
| Vanguard Index Fds | — | 1.07K | $338.1K | 0.1% | — | Held |
| Spdr Series Trust | — | 3.29K | $322.1K | 0.1% | — | Held |
| Enterprise Finl Svcs Corp | — | 5.75K | $310.3K | 0.1% | — | Held |
| Intuit Inc. | INTU | 468 | $310K | 0.1% | — | Held |
| Ishares Tr | — | 2.7K | $306.9K | 0.1% | — | Held |
| Ishares Gold Tr | — | 3.75K | $304.2K | 0.1% | — | Held |
| Schwab Charles Corp | — | 3.02K | $302.1K | 0.1% | — | Held |
| Truist Finl Corp | — | 5.78K | $284.4K | 0.1% | — | Held |
| Vanguard Growth Etf | — | 564 | $275.2K | 0.1% | — | Held |
| Vanguard Index Fds | — | 1.43K | $273.1K | 0.1% | — | Held |
| Mercadolibre Inc | MELI | 135 | $271.9K | 0.1% | — | Held |
| Spdr Series Trust | — | 2.77K | $251.7K | 0.1% | — | Held |
| Air Lease Corp | — | 3.6K | $231.2K | 0.1% | — | Held |
| Kinder Morgan Inc Del | — | 8.4K | $230.9K | 0.1% | — | Held |
| Spdr Series Trust | — | 2.66K | $225.3K | 0.1% | — | Held |
| Spdr Series Trust | — | 1.83K | $223.6K | 0.1% | — | Held |
| Mckesson Corp | MCK | 251 | $205.9K | 0.0% | — | Held |
| Vertex Pharmaceuticals Inc | — | 450 | $204K | 0.0% | — | Held |
Positions as of Q4 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.