Cornerstone Planning, LLC

Est. AUM

$443.0M

13F long equity, this entity only

Positions

141

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SCHWAB STRATEGIC TR	US LRG CAP ETF	$17.7M	691254	3.99%	SOLE
2	INVESCO EXCH TRD SLF IDX FD	INVSCO BLSH 28	$12.7M	622570	2.88%	SOLE
3	ISHARES TR	IBDS DEC28 ETF	$12.7M	499609	2.86%	SOLE
4	NVIDIA CORPORATION	COM	$11.9M	68220	2.69%	SOLE
5	INVESCO EXCH TRD SLF IDX FD	BULETSHS 2029	$11.1M	593753	2.51%	SOLE
6	ISHARES TR	IBONDS 2026 TERM	$9.9M	428911	2.23%	SOLE
7	INVESCO EXCH TRD SLF IDX FD	INVSCO BLSH 26	$9.8M	422338	2.21%	SOLE
8	ISHARES TR	IBONDS 27 ETF	$9.7M	398278	2.18%	SOLE
9	INVESCO EXCH TRD SLF IDX FD	INVSCO 30 CORP	$9.5M	567021	2.14%	SOLE
10	ISHARES TR	IBONDS DEC 2030	$9.4M	430138	2.13%	SOLE
11	INVESCO EXCH TRD SLF IDX FD	BULETSHS 2031 CP	$9.4M	570689	2.12%	SOLE
12	ISHARES TR	IBONDS DEC 2032	$9.4M	370140	2.12%	SOLE
13	ISHARES TR	IBONDS DEC 2031	$9.4M	446549	2.11%	SOLE
14	INVESCO EXCH TRD SLF IDX FD	BULLETSHS 2032	$9.4M	453415	2.11%	SOLE
15	APPLE INC	COM	$9.0M	35507	2.04%	SOLE
16	ISHARES TR	IBONDS DEC 29	$8.4M	361431	1.90%	SOLE
17	INVESCO EXCH TRD SLF IDX FD	BULSHS 2026 CB	$7.0M	359514	1.59%	SOLE
18	ISHARES TR	IBONDS DEC2026	$7.0M	287167	1.57%	SOLE
19	INVESCO EXCH TRD SLF IDX FD	BULSHS 2027 CB	$6.8M	343563	1.52%	SOLE
20	AMAZON COM INC	COM	$6.4M	30559	1.44%	SOLE
21	WALMART INC	COM	$6.3M	50523	1.42%	SOLE
22	ISHARES TR	CORE HIGH DV ETF	$5.9M	43578	1.34%	SOLE
23	BROADCOM INC	COM	$5.5M	17816	1.25%	SOLE
24	MICROSOFT CORP	COM	$5.4M	14577	1.22%	SOLE
25	ALPHABET INC	CAP STK CL A	$4.7M	16459	1.07%	SOLE
26	META PLATFORMS INC	CL A	$4.7M	8268	1.07%	SOLE
27	ISHARES TR	MSCI USA MIN VOL	$4.6M	49756	1.04%	SOLE
28	JOHNSON & JOHNSON	COM	$4.6M	18806	1.04%	SOLE
29	CHEVRON CORPORATION	COM	$4.3M	20675	0.97%	SOLE
30	CATERPILLAR INC	COM	$4.2M	5938	0.95%	SOLE
31	JPMORGAN CHASE & CO	COM	$4.0M	13710	0.91%	SOLE
32	NETFLIX INC.	COM	$3.8M	39273	0.85%	SOLE
33	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$3.7M	7817	0.85%	SOLE
34	VERIZON COMMUNICATIONS INC	COM	$3.7M	73765	0.84%	SOLE
35	GOLDMAN SACHS GROUP INC	COM	$3.6M	4239	0.81%	SOLE
36	PROCTER & GAMBLE CO	COM	$3.6M	24774	0.81%	SOLE
37	SPDR SERIES TRUST	STATE STREET SPD	$3.6M	39044	0.80%	SOLE
38	COSTCO WHOLESALE CORPORATION	COM	$3.5M	3544	0.80%	SOLE
39	INVESCO QQQ TR	UNIT SER 1	$3.5M	117373	0.79%	SOLE
40	ADVANCED MICRO DEVICES INC	COM	$3.5M	17185	0.79%	SOLE
41	COCA COLA CO	COM	$3.4M	45058	0.77%	SOLE
42	BANK AMERICA CORP	COM	$3.4M	69570	0.77%	SOLE
43	EXXON MOBIL CORP	COM	$3.4M	19784	0.76%	SOLE
44	MERCK & CO INC	COM	$3.3M	27772	0.75%	SOLE
45	CISCO SYS INC	COM	$3.3M	42617	0.75%	SOLE
46	PALANTIR TECHNOLOGIES INC	CL A	$3.3M	22258	0.74%	SOLE
47	INTERNATIONAL BUSINESS MACHS	COM	$3.2M	13289	0.73%	SOLE
48	PEPSICO INC	COM	$3.2M	20700	0.73%	SOLE
49	ELI LILLY & CO	COM	$3.2M	3491	0.73%	SOLE
50	HONEYWELL INTL INC	COM	$3.2M	14109	0.72%	SOLE

1–50 of 141

1 / 3

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.