Cornerstone Planning, LLC - Portfolio Stock Holdings
Cornerstone Planning, LLC disclosed 143 stock positions in a recent SEC 13F filing. $485,491,342 of stock holdings were filed, with the largest holdings including SCHX, NVDA, and BSCS. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $485,905,211 and has 13 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
143Est. Stock Holding Value:
$485,491,342Top Stock Holdings By Sector
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Portfolio Stock Holdings - Cornerstone Planning, LLC
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