13F Filings History of Cornerstone Planning, LLC

Latest 13F report
Q4 2025 - 17 Mar 2026
Value $
$425,364,071
Signature - Title
Jim Cullen - Chief Compliance Officer
Location
Charlotte, NC
Summary
This page shows a list of all the recent 13F filings made by Cornerstone Planning, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Cornerstone Planning, LLC reported 131 stock holdings with total value $425,364,071 as of Q4 2025. Top holdings included SCHX, BSCQ, IBDR, NVDA, and VGIT.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 131 $425,364,071 $0 $0 $0 SCHX, BSCQ, IBDR, NVDA, VGIT 13F-HR 17 Mar 2026, 09:28
Q4 2024 112 $261,760,968 $0 $0 $0 BSCP, IBDQ, IBTF, SCHX, NVDA 13F-HR 01 Apr 2025, 12:51