Cornerstone Planning, LLC Top Holdings and 13F Report (2026)

About Cornerstone Planning, LLC

Investment Activity

Cornerstone Planning, LLC has $442.99 million in total holdings as of March 31, 2026.
Cornerstone Planning, LLC owns shares of 141 different stocks, but just 63 companies or ETFs make up 80% of its holdings.
Approximately 25.06% of the portfolio was purchased this quarter.
About 19.71% of the portfolio was sold this quarter.
This quarter, Cornerstone Planning, LLC has purchased 131 new stocks and bought additional shares in 44 stocks.
Cornerstone Planning, LLC sold shares of 56 stocks and completely divested from 11 stocks this quarter.

Largest Holdings

Schwab US Large-Cap ETF: $17,686,430
Invesco BulletShares 2028 Corporate Bond ETF: $12,736,512
iShares iBonds Dec 2028 Term Corporate ETF: $12,676,783
NVIDIA: $11,901,976
Invesco BulletShares 2029 Corporate Bond ETF: $11,101,654

Largest New Holdings this Quarter

46138J429 - Invesco BulletShares 2031 Corporate Bond ETF: $9,412,482 Holding
46436E312 - iShares iBonds Dec 2032 Term Corporate ETF: $9,372,361 Holding
46436E486 - iShares iBonds Dec 2031 Term Corporate ETF: $9,365,158 Holding
46139W858 - Invesco BulletShares 2032 Corporate Bond ETF: $9,353,872 Holding
46436E841 - iShares iBonds Dec 2027 Term Treasury ETF: $3,105,919 Holding

Largest Purchases this Quarter

Invesco BulletShares 2031 Corporate Bond ETF: 570,689 shares (about $9.41M)
iShares iBonds Dec 2032 Term Corporate ETF: 370,140 shares (about $9.37M)
iShares iBonds Dec 2031 Term Corporate ETF: 446,549 shares (about $9.37M)
Invesco BulletShares 2032 Corporate Bond ETF: 453,415 shares (about $9.35M)
iShares iBonds Dec 2029 Term Corporate ETF: 285,603 shares (about $6.66M)

Largest Sales this Quarter

Invesco BulletShares 2026 Corporate Bond ETF: 394,880 shares (about $7.73M)
iShares iBonds Dec 2026 Term Corporate ETF: 308,116 shares (about $7.48M)
Texas Instruments: 13,615 shares (about $2.64M)
Automatic Data Processing: 9,352 shares (about $1.90M)
Invesco BulletShares 2027 Corporate Bond ETF: 96,456 shares (about $1.90M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
SCHX Schwab US Large-Cap ETF	$17,686,430	$1,026,511 â–¼	-5.5%	691,254	4.0%	ETF
BSCS Invesco BulletShares 2028 Corporate Bond ETF	$12,736,512	$4,062,398 â–²	46.8%	622,570	2.9%	ETF
IBDT iShares iBonds Dec 2028 Term Corporate ETF	$12,676,783	$4,069,159 â–²	47.3%	499,609	2.9%	ETF
NVDA NVIDIA	$11,901,976	$970,547 â–¼	-7.5%	68,220	2.7%	Computer and Technology
BSCT Invesco BulletShares 2029 Corporate Bond ETF	$11,101,654	$3,793,316 â–²	51.9%	593,753	2.5%	ETF
IBHF iShares iBonds 2026 Term High Yield and Income ETF	$9,862,204	$281,373 â–¼	-2.8%	428,911	2.2%	ETF
BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF	$9,806,468	$324,097 â–¼	-3.2%	422,338	2.2%	ETF
IBDS iShares iBonds Dec 2027 Term Corporate ETF	$9,672,986	$964,000 â–²	11.1%	398,278	2.2%	ETF
BSCU Invesco BulletShares 2030 Corporate Bond ETF	$9,498,949	$2,348,951 â–²	32.9%	567,021	2.1%	Manufacturing
IBDV iShares iBonds Dec 2030 Term Corporate ETF	$9,434,577	$2,231,505 â–²	31.0%	430,138	2.1%	ETF
BSCV Invesco BulletShares 2031 Corporate Bond ETF	$9,412,482	$9,412,482 â–²	New Holding	570,689	2.1%	ETF
IBDX iShares iBonds Dec 2032 Term Corporate ETF	$9,372,361	$9,372,361 â–²	New Holding	370,140	2.1%	ETF
IBDW iShares iBonds Dec 2031 Term Corporate ETF	$9,365,158	$9,365,158 â–²	New Holding	446,549	2.1%	ETF
BSCW Invesco BulletShares 2032 Corporate Bond ETF	$9,353,872	$9,353,872 â–²	New Holding	453,415	2.1%	ETF
AAPL Apple	$9,015,933	$109,439 â–¼	-1.2%	35,507	2.0%	Computer and Technology
IBDU iShares iBonds Dec 2029 Term Corporate ETF	$8,428,795	$6,660,439 â–²	376.6%	361,431	1.9%	ETF
BSCQ Invesco BulletShares 2026 Corporate Bond ETF	$7,033,791	$7,725,717 â–¼	-52.3%	359,514	1.6%	ETF
IBDR iShares iBonds Dec 2026 Term Corporate ETF	$6,973,342	$7,482,051 â–¼	-51.8%	287,167	1.6%	ETF
BSCR Invesco BulletShares 2027 Corporate Bond ETF	$6,754,927	$1,896,459 â–¼	-21.9%	343,563	1.5%	ETF
AMZN Amazon.com	$6,368,898	$143,180 â–²	2.3%	30,559	1.4%	Retail/Wholesale
WALMART INC	$6,282,277	$378,382 â–¼	-5.7%	50,523	1.4%	COM
HDV iShares Core High Dividend ETF	$5,915,456	$838,898 â–²	16.5%	43,578	1.3%	ETF
AVGO Broadcom	$5,518,272	$788,900 â–¼	-12.5%	17,816	1.2%	Computer and Technology
MSFT Microsoft	$5,401,445	$460,218 â–²	9.3%	14,577	1.2%	Computer and Technology
GOOGL Alphabet	$4,737,446	$1,452,982 â–¼	-23.5%	16,459	1.1%	Computer and Technology
META Meta Platforms	$4,734,261	$325,810 â–²	7.4%	8,268	1.1%	Computer and Technology
USMV iShares MSCI USA Min Vol Factor ETF	$4,616,647	$922,661 â–²	25.0%	49,756	1.0%	ETF
JNJ Johnson & Johnson	$4,598,501	$656,300 â–¼	-12.5%	18,806	1.0%	Medical
CVX Chevron	$4,278,172	$243,758 â–²	6.0%	20,675	1.0%	Energy
CAT Caterpillar	$4,208,262	$1,362,122 â–¼	-24.5%	5,938	0.9%	Industrials
JPM JPMorgan Chase & Co.	$4,035,601	$138,052 â–¼	-3.3%	13,710	0.9%	Finance
NFLX Netflix	$3,778,044	$468,780 â–²	14.2%	39,273	0.9%	Consumer Discretionary
BRK.B Berkshire Hathaway	$3,748,303	$33,565 â–²	0.9%	7,817	0.8%	Finance
VZ Verizon Communications	$3,704,291	$262,436 â–²	7.6%	73,765	0.8%	Computer and Technology
GS The Goldman Sachs Group	$3,588,873	$742,496 â–¼	-17.1%	4,239	0.8%	Finance
PG Procter & Gamble	$3,580,613	$484,324 â–²	15.6%	24,774	0.8%	Consumer Staples
BIL SPDR Bloomberg 1-3 Month T-Bill ETF	$3,559,481	$1,358,372 â–²	61.7%	39,044	0.8%	ETF
COST Costco Wholesale	$3,533,634	$60,822 â–²	1.8%	3,544	0.8%	Retail/Wholesale
QQQ Invesco QQQ	$3,510,012	$3,432,708 â–²	4,440.5%	117,373	0.8%	Finance
AMD Advanced Micro Devices	$3,498,183	$1,265,127 â–¼	-26.6%	17,185	0.8%	Computer and Technology
KO CocaCola	$3,428,473	$32,947 â–²	1.0%	45,058	0.8%	Consumer Staples
BAC Bank of America	$3,394,946	$384,438 â–¼	-10.2%	69,570	0.8%	Finance
XOM ExxonMobil	$3,356,975	$1,429,565 â–¼	-29.9%	19,784	0.8%	Energy
MRK Merck & Co., Inc.	$3,342,280	$172,337 â–¼	-4.9%	27,772	0.8%	Medical
CSCO Cisco Systems	$3,308,828	$356,761 â–¼	-9.7%	42,617	0.7%	Computer and Technology
PALANTIR TECHNOLOGIES INC	$3,258,830	$1,384,761 â–¼	-29.8%	22,258	0.7%	CL A
IBM International Business Machines	$3,224,106	$339,175 â–¼	-9.5%	13,289	0.7%	Computer and Technology
PEP PepsiCo	$3,216,221	$369,632 â–²	13.0%	20,700	0.7%	Consumer Staples
LLY Eli Lilly and Company	$3,212,960	$425,204 â–¼	-11.7%	3,491	0.7%	Medical
HON Honeywell International	$3,191,143	$301,721 â–²	10.4%	14,109	0.7%	Multi-Sector Conglomerates
V Visa	$3,109,515	$121,912 â–¼	-3.8%	10,279	0.7%	Business Services
IBTH iShares iBonds Dec 2027 Term Treasury ETF	$3,105,919	$3,105,919 â–²	New Holding	138,194	0.7%	Manufacturing
CB Chubb	$3,070,002	$107,942 â–¼	-3.4%	9,414	0.7%	Finance
IBTI iShares iBonds Dec 2028 Term Treasury ETF	$3,044,495	$3,044,495 â–²	New Holding	136,349	0.7%	Manufacturing
LOW Lowe's Companies	$3,036,012	$9,936 â–¼	-0.3%	12,833	0.7%	Retail/Wholesale
ABBV AbbVie	$3,030,282	$228,779 â–¼	-7.0%	13,921	0.7%	Medical
ALB Albemarle	$2,960,635	$2,960,635 â–²	New Holding	16,484	0.7%	Basic Materials
GD General Dynamics	$2,955,842	$515,941 â–¼	-14.9%	8,605	0.7%	Aerospace
VXUS Vanguard Total International Stock ETF	$2,941,015	$2,941,015 â–²	New Holding	38,165	0.7%	ETF
AXP American Express	$2,940,901	$272,171 â–¼	-8.5%	9,714	0.7%	Finance
NUE Nucor	$2,923,134	$764,668 â–²	35.4%	17,275	0.7%	Basic Materials
HD Home Depot	$2,868,562	$239,321 â–²	9.1%	8,714	0.6%	Retail/Wholesale
LAM RESEARCH CORP	$2,815,633	$2,815,633 â–²	New Holding	13,167	0.6%	COM NEW
MA Mastercard	$2,806,889	$33,499 â–¼	-1.2%	5,614	0.6%	Business Services
MS Morgan Stanley	$2,752,516	$591,484 â–¼	-17.7%	16,711	0.6%	Finance
MU Micron Technology	$2,659,839	$2,659,839 â–²	New Holding	7,863	0.6%	Computer and Technology
VFMV Vanguard U.S. Minimum Volatility ETF	$2,563,182	$1,396,342 â–¼	-35.3%	19,232	0.6%	ETF
DIS Walt Disney	$2,557,044	$23,348 â–²	0.9%	26,503	0.6%	Consumer Discretionary
ABT Abbott Laboratories	$2,517,407	$183,383 â–²	7.9%	24,490	0.6%	Medical
AMGN Amgen	$2,483,417	$173,213 â–²	7.5%	7,054	0.6%	Medical
DUK Duke Energy	$2,458,484	$607,876 â–²	32.8%	18,770	0.6%	Utilities
UNH UnitedHealth Group	$2,439,896	$539,941 â–²	28.4%	9,006	0.6%	Medical
QCOM Qualcomm	$2,439,712	$78,180 â–²	3.3%	18,911	0.6%	Computer and Technology
TRV Travelers Companies	$2,387,929	$189,412 â–²	8.6%	8,182	0.5%	Finance
CRM Salesforce	$2,374,014	$417,822 â–²	21.4%	12,699	0.5%	Computer and Technology
TMUS T-Mobile US	$2,332,127	$470,755 â–¼	-16.8%	11,097	0.5%	Computer and Technology
TSM Taiwan Semiconductor Manufacturing	$2,248,777	$1,786,848 â–²	386.8%	6,650	0.5%	Computer and Technology
TMO Thermo Fisher Scientific	$2,234,041	$2,234,041 â–²	New Holding	4,538	0.5%	Medical
MCD McDonald's	$2,178,567	$302,294 â–²	16.1%	7,005	0.5%	Retail/Wholesale
GDX VanEck Gold Miners ETF	$2,075,925	$2,075,925 â–²	New Holding	22,604	0.5%	ETF
NVS Novartis	$1,934,817	$1,934,817 â–²	New Holding	12,659	0.4%	Medical
VFH Vanguard Financials ETF	$1,908,541	$1,908,541 â–²	New Holding	15,788	0.4%	ETF
AZNCF AstraZeneca	$1,859,486	$1,859,486 â–²	New Holding	9,421	0.4%	Medical
HSBC HSBC	$1,823,171	$1,823,171 â–²	New Holding	22,085	0.4%	Finance
BA Boeing	$1,811,099	$67,779 â–¼	-3.6%	9,085	0.4%	Aerospace
ORCL Oracle	$1,756,494	$712,793 â–¼	-28.9%	11,922	0.4%	Computer and Technology
NEE NextEra Energy	$1,671,685	$588,514 â–²	54.3%	17,989	0.4%	Utilities
ITW Illinois Tool Works	$1,614,758	$74,239 â–¼	-4.4%	6,199	0.4%	Industrials
CL Colgate-Palmolive	$1,554,723	$5,886 â–²	0.4%	18,227	0.4%	Consumer Staples
BABA Alibaba Group	$1,538,392	$1,538,392 â–²	New Holding	12,235	0.3%	Retail/Wholesale
SHW Sherwin-Williams	$1,413,419	$980,890 â–¼	-41.0%	4,405	0.3%	Basic Materials
MMM 3M	$1,352,001	$182,593 â–¼	-11.9%	9,300	0.3%	Multi-Sector Conglomerates
SAP SAP	$1,333,048	$1,333,048 â–²	New Holding	7,765	0.3%	Computer and Technology
PANW Palo Alto Networks	$1,317,529	$1,080,152 â–¼	-45.0%	8,209	0.3%	Computer and Technology
BX Blackstone	$1,218,849	$645,747 â–¼	-34.6%	10,587	0.3%	Finance
TGT Target	$1,202,822	$527,728 â–¼	-30.5%	9,917	0.3%	Retail/Wholesale
SCHB Schwab US Broad Market ETF	$1,197,571	$31,927 â–¼	-2.6%	47,712	0.3%	ETF
SO Southern	$1,110,547	$188,069 â–²	20.4%	11,497	0.3%	Utilities
VOO Vanguard S&P 500 ETF	$1,077,384	$2,390 â–²	0.2%	1,803	0.2%	ETF
D Dominion Energy	$1,059,529	$109,647 â–²	11.5%	17,123	0.2%	Utilities

Showing largest 100 holdings. View all holdings.

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Cornerstone Planning, LLC Top Holdings and 13F Report (2026)

About Cornerstone Planning, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Cornerstone Planning, LLC Top Holdings and 13F Report (2026)

About Cornerstone Planning, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofCornerstone Planning, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools