Cornerstone Planning Group LLC - Q42025 Holdings

Cornerstone Planning Group LLC holds 1709 stocks with a total portfolio value of $ 641.33M as of Q42025. In Q42025, Cornerstone Planning Group LLC added 174 new positions, increased stakes in 685 stocks, reduced 621 holdings, and fully exited 158 positions. The largest holding is Invesco Nasdaq 100 Etf (QQQM), representing 10.55% of the total portfolio.