Cornerstone Planning, LLC: 13F holdings
CIK 18021052026Q2
| Positions | 136 |
|---|
| Reported value | $432.3m |
|---|
| Filed | 2026-07-30 |
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Change since last quarter
| Positions | 136 (-5 vs prior quarter) |
|---|
| Reported value | $432.3m (-2.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SCHX SCHWAB STRATEGIC TR | 685,039 | $20.2m | 4.7% |
| NVDA NVIDIA CORPORATION | 68,417 | $13.7m | 3.2% |
| BSCS INVESCO EXCH TRD SLF IDX FD | 639,285 | $13.0m | 3.0% |
| IBDT ISHARES TR | 512,899 | $13.0m | 3.0% |
| BSCT INVESCO EXCH TRD SLF IDX FD | 608,133 | $11.3m | 2.6% |
| IBDS ISHARES TR | 406,654 | $9.8m | 2.3% |
| BSJQ INVESCO EXCH TRD SLF IDX FD | 428,119 | $9.8m | 2.3% |
| BSCU INVESCO EXCH TRD SLF IDX FD | 584,751 | $9.7m | 2.3% |
| IBHF ISHARES TR | 429,198 | $9.7m | 2.2% |
| BSCV INVESCO EXCH TRD SLF IDX FD | 586,699 | $9.6m | 2.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1802105")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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