SEC Form 13F

Cornerstone Planning Group LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-30
Reported value$794,114,515
Positions1,867

Largest disclosed positions

IssuerTickerClassReported valueReported amount
INVESCO NASDAQ 100 ETFQQQMExchange Traded Fund$86,177,103296,733
FIDELITY ENHANCED INTERNATIONAL ETFFENIExchange Traded Fund$75,136,4531,867,208
SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETFFNDXExchange Traded Fund$55,092,2131,742,873
VANGUARD INTERMEDIATE-TERM BOND ETFBIVExchange Traded Fund$46,055,677609,041
ISHARES U.S. SMALLCAP EQUITY FACTOR ETFSMLFExchange Traded Fund$41,619,407481,038
ISHARES MORNINGSTAR MID-CAP GROWTH ETFIMCGExchange Traded Fund$37,331,474390,783
ISHARES CORE S&P 500 ETFIVVExchange Traded Fund$21,421,55028,527
ISHARES CONVERTIBLE BOND ETFICVTExchange Traded Fund$21,009,391180,323
ISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETFREZExchange Traded Fund$20,364,663208,847
ISHARES HIGH YIELD SYSTEMATIC BOND ETFHYDBExchange Traded Fund$18,679,752402,928

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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