Cornerstone Planning Group LLC - Q12026 Holdings

Cornerstone Planning Group LLC holds 1818 stocks with a total portfolio value of $ 749.24M as of Q12026. In Q12026, Cornerstone Planning Group LLC added 222 new positions, increased stakes in 1010 stocks, reduced 268 holdings, and fully exited 113 positions. The largest holding is Invesco Nasdaq 100 Etf (QQQM), representing 10.87% of the total portfolio.