Cornerstone Planning, LLC Top Holdings and 13F Report (2026) About Cornerstone Planning, LLCInvestment ActivityCornerstone Planning, LLC has $432.34 million in total holdings as of June 30, 2026.Cornerstone Planning, LLC owns shares of 136 different stocks, but just 57 companies or ETFs make up 80% of its holdings.Approximately 2.91% of the portfolio was purchased this quarter.About 12.38% of the portfolio was sold this quarter.This quarter, Cornerstone Planning, LLC has purchased 141 new stocks and bought additional shares in 83 stocks.Cornerstone Planning, LLC sold shares of 29 stocks and completely divested from 7 stocks this quarter.Largest Holdings Schwab US Large-Cap ETF $20,160,700NVIDIA $13,691,769Invesco BulletShares 2028 Corporate Bond ETF $13,019,050iShares iBonds Dec 2028 Term Corporate ETF $12,950,679Invesco BulletShares 2029 Corporate Bond ETF $11,296,091 Largest New Holdings this Quarter G29183103 - Eaton $281,239 Holding247361702 - Delta Air Lines $243,984 Holding Largest Purchases this Quarter iShares Core High Dividend ETF 176,047 shares (about $4.83M)Eli Lilly and Company 370 shares (about $443.81K)Booking 2,400 shares (about $427.78K)Invesco BulletShares 2028 Corporate Bond ETF 16,715 shares (about $340.40K)iShares iBonds Dec 2028 Term Corporate ETF 13,290 shares (about $335.57K) Largest Sales this Quarter Advanced Micro Devices 12,735 shares (about $7.40M)Apple 24,781 shares (about $7.17M)iShares iBonds Dec 2029 Term Corporate ETF 240,131 shares (about $5.56M)Amazon.com 22,833 shares (about $5.44M)Bank of America 51,552 shares (about $2.94M) Sector Allocation Over TimeMap of 500 Largest Holdings ofCornerstone Planning, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSCHXSchwab US Large-Cap ETF$20,160,700$182,907 â–¼-0.9%685,0394.7%ETFNVDANVIDIA$13,691,769$39,424 â–²0.3%68,4173.2%TechnologyBSCSInvesco BulletShares 2028 Corporate Bond ETF$13,019,050$340,401 â–²2.7%639,2853.0%ETFIBDTiShares iBonds Dec 2028 Term Corporate ETF$12,950,679$335,572 â–²2.7%512,8993.0%ETFBSCTInvesco BulletShares 2029 Corporate Bond ETF$11,296,091$267,109 â–²2.4%608,1332.6%ETFIBDSiShares iBonds Dec 2027 Term Corporate ETF$9,849,158$202,867 â–²2.1%406,6542.3%ETFBSJQInvesco BulletShares 2026 High Yield Corporate Bond ETF$9,827,482$132,703 â–²1.4%428,1192.3%ETFBSCUInvesco BulletShares 2030 Corporate Bond ETF$9,733,195$295,116 â–²3.1%584,7512.3%ETFIBHFiShares iBonds 2026 Term High Yield and Income ETF$9,721,329$6,501 â–²0.1%429,1982.2%ETFBSCVInvesco BulletShares 2031 Corporate Bond ETF$9,613,052$262,324 â–²2.8%586,6992.2%ETFIBDViShares iBonds Dec 2030 Term Corporate ETF$9,578,554$201,541 â–²2.1%439,3832.2%ETFIBDXiShares iBonds Dec 2032 Term Corporate ETF$9,569,874$246,056 â–²2.6%379,9082.2%ETFBSCWInvesco BulletShares 2032 Corporate Bond ETF$9,557,216$257,647 â–²2.8%465,9772.2%ETFIBDWiShares iBonds Dec 2031 Term Corporate ETF$9,550,893$244,808 â–²2.6%458,2962.2%ETFMUMicron Technology$8,871,925$204,311 â–¼-2.3%7,6862.1%TechnologyBSCQInvesco BulletShares 2026 Corporate Bond ETF$7,090,920$71,403 â–²1.0%363,1711.6%ETFIBDRiShares iBonds Dec 2026 Term Corporate ETF$6,988,385$30,336 â–²0.4%288,4191.6%ETFBSCRInvesco BulletShares 2027 Corporate Bond ETF$6,917,837$178,850 â–²2.7%352,6811.6%ETFAVGOBroadcom$6,785,825$55,906 â–²0.8%17,9641.6%TechnologyCATCaterpillar$6,310,831$12,779 â–¼-0.2%5,9261.5%IndustrialsHDViShares Core High Dividend ETF$6,019,879$4,825,414 â–²404.0%219,6251.4%ETFGOOGLAlphabet$5,992,311$110,426 â–²1.9%16,7681.4%Communication ServicesWALMART INC$5,822,375$100,122 â–²1.7%51,4071.3%COMMSFTMicrosoft$5,751,622$309,143 â–²5.7%15,4051.3%TechnologyLAM RESEARCH CORP$5,628,225$77,568 â–¼-1.4%12,9881.3%COM NEWCSCOCisco Systems$4,965,902$39,937 â–¼-0.8%42,2771.1%TechnologyUSMViShares MSCI USA Min Vol Factor ETF$4,867,727$68,293 â–²1.4%50,4641.1%ETFJNJJohnson & Johnson$4,842,156$65,781 â–²1.4%19,0651.1%HealthcareMETAMeta Platforms$4,687,643$30,417 â–²0.7%8,3221.1%Communication ServicesLLYEli Lilly and Company$4,631,268$443,815 â–²10.6%3,8611.1%HealthcareJPMJPMorgan Chase & Co.$4,473,275$14,402 â–¼-0.3%13,6661.0%FinanceGSThe Goldman Sachs Group$4,345,251$57,653 â–²1.3%4,2961.0%FinanceNUENucor$3,826,186$21,830 â–¼-0.6%17,1770.9%MaterialsIBMInternational Business Machines$3,816,809$79,863 â–²2.1%13,5730.9%TechnologyUNHUnitedHealth Group$3,736,100$7,066 â–¼-0.2%8,9890.9%HealthcareKOCocaCola$3,733,468$71,599 â–²2.0%45,9390.9%Consumer StaplesPGProcter & Gamble$3,677,327$44,432 â–²1.2%25,0770.9%Consumer StaplesQCOMQualcomm$3,652,818$158,183 â–²4.5%19,7670.8%TechnologyMRKMerck & Co., Inc.$3,601,407$32,640 â–²0.9%28,0260.8%HealthcareVVisa$3,585,825$59,352 â–²1.7%10,4520.8%FinanceABBVAbbVie$3,575,336$72,221 â–²2.1%14,2080.8%HealthcareMSMorgan Stanley$3,559,697$66,474 â–²1.9%17,0290.8%FinanceCVXChevron$3,454,519$24,388 â–²0.7%20,8220.8%EnergyCOSTCostco Wholesale$3,345,559$29,938 â–²0.9%3,5760.8%Consumer StaplesVXUSVanguard Total International Stock ETF$3,300,155$37,529 â–²1.2%38,6040.8%ETFTSMTaiwan Semiconductor Manufacturing$3,248,537$72,593 â–²2.3%6,8020.8%TechnologyCBChubb$3,236,530$28,961 â–²0.9%9,4990.7%FinanceHDHome Depot$3,158,062$84,648 â–²2.8%8,9540.7%Consumer DiscretionaryIBTHiShares iBonds Dec 2027 Term Treasury ETF$3,150,477$59,079 â–²1.9%140,8350.7%ETFVZVerizon Communications$3,145,148$19,281 â–²0.6%74,2200.7%Communication ServicesAAPLApple$3,103,819$7,170,962 â–¼-69.8%10,7260.7%TechnologyGDGeneral Dynamics$3,093,823$45,695 â–²1.5%8,7340.7%IndustrialsIBTIiShares iBonds Dec 2028 Term Treasury ETF$3,080,560$61,793 â–²2.0%139,1400.7%ETFMAMastercard$2,949,991$66,765 â–²2.3%5,7440.7%FinanceLOWLowe's Companies$2,900,769$71,218 â–²2.5%13,1560.7%Consumer DiscretionaryNFLXNetflix$2,852,785$48,695 â–²1.7%39,9550.7%Communication ServicesPEPPepsiCo$2,815,070$12,321 â–²0.4%20,7910.7%Consumer StaplesPANWPalo Alto Networks$2,810,639$11,253 â–²0.4%8,2420.7%TechnologyIBDUiShares iBonds Dec 2029 Term Corporate ETF$2,809,313$5,561,444 â–¼-66.4%121,3000.6%ETFPALANTIR TECHNOLOGIES INC$2,690,630$89,742 â–²3.5%23,0260.6%CL AVFMVVanguard U.S. Minimum Volatility ETF$2,685,737$5,574 â–²0.2%19,2720.6%ETFDISWalt Disney$2,605,756$52,410 â–²2.1%27,0470.6%Communication ServicesAMDAdvanced Micro Devices$2,585,049$7,397,887 â–¼-74.1%4,4500.6%TechnologyBILSPDR Bloomberg 1-3 Month T-Bill ETF$2,533,352$970,818 â–¼-27.7%28,2270.6%ETFDUKDuke Energy$2,380,505$4,683 â–²0.2%18,8070.6%UtilitiesTMOThermo Fisher Scientific$2,356,938$79,786 â–²3.5%4,6970.5%HealthcareVFHVanguard Financials ETF$2,121,395$43,691 â–²2.1%16,1200.5%ETFHSBCHSBC$2,118,698$18,638 â–²0.9%22,2810.5%FinanceCRMSalesforce$2,079,577$87,081 â–²4.4%13,2540.5%TechnologyXOMExxonMobil$2,037,403$670,739 â–¼-24.8%14,8840.5%EnergyNVSNovartis$2,012,681$28,835 â–²1.5%12,8430.5%HealthcareMCDMcDonald's$1,920,422$27,029 â–²1.4%7,1050.4%Consumer DiscretionaryTMUST-Mobile US$1,854,780$8,564 â–¼-0.5%11,0460.4%Communication ServicesAMZNAmazon.com$1,841,415$5,442,018 â–¼-74.7%7,7260.4%Consumer DiscretionaryAZNCFAstraZeneca$1,834,369$47,973 â–²2.7%9,6740.4%HealthcareORCLOracle$1,755,905$6,749 â–²0.4%11,9680.4%TechnologyGDXVanEck Gold Miners ETF$1,736,994$31,093 â–²1.8%23,0160.4%ETFITWIllinois Tool Works$1,688,585$11,901 â–²0.7%6,2430.4%IndustrialsCLColgate-Palmolive$1,688,307$17,236 â–²1.0%18,4150.4%Consumer StaplesNEENextEra Energy$1,591,741$12,815 â–²0.8%18,1350.4%UtilitiesMMM3M$1,544,831$39,022 â–²2.6%9,5410.4%IndustrialsSHWSherwin-Williams$1,527,237$10,331 â–²0.7%4,4350.4%MaterialsSCHBSchwab US Broad Market ETF$1,381,7390.0%47,7120.3%ETFBXBlackstone$1,265,630$19,886 â–²1.6%10,7560.3%FinanceSAPSAP$1,264,151$65,454 â–²5.5%8,1890.3%TechnologyVOOVanguard S&P 500 ETF$1,239,691$1,374 â–²0.1%1,8050.3%ETFBABAAlibaba Group$1,220,733$43,584 â–²3.7%12,6880.3%Consumer DiscretionaryDDominion Energy$1,180,014$10,721 â–²0.9%17,2800.3%UtilitiesSOSouthern$1,114,555$14,165 â–²1.3%11,6450.3%UtilitiesBRK.BBerkshire Hathaway$1,093,352$2,818,196 â–¼-72.0%2,1850.3%FinanceCRWDCrowdStrike$1,037,1070.0%1,3590.2%TechnologyBACBank of America$1,026,655$2,937,403 â–¼-74.1%18,0180.2%FinanceAXPAmerican Express$974,230$2,311,767 â–¼-70.4%2,8800.2%FinanceVSTVistra$912,880$15,545 â–²1.7%5,7550.2%UtilitiesCEGConstellation Energy$849,966$89,915 â–²11.8%3,4220.2%UtilitiesORLYO'Reilly Automotive$828,8100.0%9,0000.2%Consumer DiscretionaryTRVTravelers Companies$751,066$1,950,130 â–¼-72.2%2,2750.2%FinanceGOOGAlphabet$735,4360.0%2,0810.2%Communication ServicesSOXXiShares Semiconductor ETF$728,5440.0%1,1370.2%ETFABTAbbott Laboratories$689,087$1,533,160 â–¼-69.0%7,5940.2%HealthcareShowing largest 100 holdings. 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