account_balance

Investment manager · 13F filer · SEC CIK 1802105

Cornerstone Planning, LLC

Reported value$487Mas of Sep 30, 2026
Positions143 7 new, 1 sold out
Top 10 weight25.4%SCHX alone is 4%
FiledOct 2727 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
SCHX Schwab Strategic Tr 4.2% Held
NVDA NVIDIA Corp 2.9% Held
BSCS Invesco Exch TRD SLF Idx Fd 2.7% Held
IBDT iShares Tr 2.7% Held
IBDU iShares Tr 2.3% Added +306%
BSCT Invesco Exch TRD SLF Idx Fd 2.3% Held
AAPL Apple Inc. 2.2% Added +235%
IBDS iShares Tr 2.0% Held
BSJQ Invesco Exch TRD SLF Idx Fd 2.0% Held
IBHF iShares Tr 2.0% Held
BSCU Invesco Exch TRD SLF Idx Fd 2.0% Held
AMD Advanced Micro Devices Inc 2.0% Added +271%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 27, 2026, compared with the Jul 30, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
  • CRWD −65%
  • BIL −6%
remove_circleSold out
  • BILS $240K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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