13F Filings History of Cornerstone Planning, LLC

Latest 13F filing: Q2 2026 - 30 Jul 2026
Latest reported 13F value: $432,340,072
Largest 13F holdings: SCHX NVDA BSCS IBDT BSCT IBDS BSJQ BSCU IBHF BSCV IBDV IBDX
+8 more
BSCW IBDW MU BSCQ IBDR BSCR AVGO CAT
Form 13F summary: Cornerstone Planning, LLC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
Form 13F is generally due within 45 days after each calendar quarter ends.
Cornerstone Planning, LLC reported 136 equity holdings with a total reported market value of $432,340,072 for Q2 2026. Top reported holdings included SCHX, NVDA, BSCS, IBDT, and BSCT.
Manager signature: Jim Cullen - Chief Compliance Officer
Manager location: Charlotte, NC

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Holdings Value

Form 13F evidence

Quarterly portfolio filings

SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.

Latest quarter

Q2 2026

Latest value

$432,340,072

Quarter delta

-$7,142,310

Accepted

29 Jul 2026, 18:30

Rows shown

1-4 of 4

Quarter	Holdings	SEC-reported value	Bought	Sold	Net	Top Holdings	Form Type	Accepted by SEC
Q2 2026	136	$432,340,072	+$12,599,536	-$49,995,902	-$37,396,366	SCHX, NVDA, BSCS, IBDT, BSCT	13F-HR	29 Jul 2026, 18:30
Q1 2026	141	$439,482,382	+$107,573,542	-$81,861,360	+$25,712,182	SCHX, BSCS, IBDT, NVDA, BSCT	13F-HR	11 May 2026, 11:06
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