Cornerstone Planning, LLC - Portfolio Stock Holdings
Cornerstone Planning, LLC disclosed 141 stock positions in a recent SEC 13F filing. $431,578,184 of stock holdings were filed, with the largest holdings including SCHX, NVDA, and BSCS. This filing represented positions held on June 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:
June 30, 2026No. of Stocks:
141Est. Stock Holding Value:
$431,578,184Top Stock Holdings By Sector
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Portfolio Stock Holdings - Cornerstone Planning, LLC
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