13F Filings History of Cornerstone Planning Group LLC
- Latest 13F filing
- Q2 2026 - 29 Jul 2026
- Latest reported 13F value
- $793,963,515
- Largest 13F holdings
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QQQM FENI FNDX BIV SMLF IMCG IVV ICVT REZ HYDB FTLS FNDE
+8 more
QQQ NANR IUSB WTV USTB VEA AAPL IVW - Form 13F summary
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- Cornerstone Planning Group 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 Group LLC reported 1867 equity holdings with a total reported market value of $793,963,515 for Q2 2026. Top reported holdings included QQQM, FENI, FNDX, BIV, and SMLF.
- Manager signature
- Alan Gilmore - Attorney
- Manager location
- Fairfield, NJ
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
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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
$793,963,515
Quarter delta
+$49,393,541
Accepted
29 Jul 2026, 11:09
Rows shown
1-14 of 14
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | 1,867 | $793,963,515 | +$44,052,752 | -$19,416,520 | +$24,636,232 | QQQM, FENI, FNDX, BIV, SMLF | 13F-HR | 29 Jul 2026, 11:09 |
| Q1 2026 | 1,818 | $744,569,974 | +$114,124,553 | -$25,089,748 | +$89,034,805 | QQQM, FENI, FNDX, BIV, SMLF | 13F-HR | 06 May 2026, 14:31 |
| Q4 2025 | 1,709 | $640,826,165 | +$180,527,841 | -$220,663,236 | -$40,135,395 | QQQM, FENI, FNDX, BIV, SMLF | 13F-HR | 02 Feb 2026, 09:46 |
| Q3 2025 | 1,694 | $546,410,489 | +$210,208,505 | -$174,642,329 | +$35,566,176 | QQQM, FENI, FNDC, VYM, SMLF | 13F-HR | 04 Nov 2025, 15:54 |
| Q2 2025 | 1,527 | $489,875,972 | +$144,151,937 | -$123,264,973 | +$20,886,964 | QQQM, FENI, BIV, FNDX, SMLF | 13F-HR | 11 Aug 2025, 11:07 |
| Q1 2025 | 1,553 | $418,017,255 | +$40,514,099 | -$1,419,054 | +$39,095,045 | QQQ, VEA, BIV, FNDX, SMLF | 13F-HR | 30 Apr 2025, 11:41 |
| Q4 2024 | 1,400 | $407,120,709 | +$33,406,135 | -$10,899,213 | +$22,506,922 | QQQ, VEA, BIV, FNDX, SMLF | 13F-HR | 29 Jan 2025, 08:17 |
| Q3 2024 | 1,301 | $339,330,280 | +$48,823,746 | -$48,002,680 | +$821,066 | QQQ, VEA, SMLF, IMCG, BIV | 13F-HR | 05 Nov 2024, 14:19 |
| Q2 2024 | 1,259 | $347,960,529 | +$34,618,571 | -$6,131,405 | +$28,487,166 | QQQ, VEA, SCHD, IJR, IMCG | 13F-HR | 13 Aug 2024, 10:07 |
| Q1 2024 | 1,106 | $321,241,632 | +$20,095,209 | -$10,500,582 | +$9,594,627 | QQQ, VEA, SCHD, IJR, IMCG | 13F-HR | 07 May 2024, 14:26 |
| Q4 2023 | 965 | $302,831,429 | +$45,738,001 | -$30,679,296 | +$15,058,705 | QQQ, VEA, SCHD, IJR, IMCG | 13F-HR | 12 Feb 2024, 12:27 |
| Q3 2023 | 1,212 | $262,406,063 | +$37,680,569 | -$19,415,032 | +$18,265,537 | QQQ, VEA, SCHD, IJR, IMCG | 13F-HR | 08 Nov 2023, 11:41 |
| Q2 2023 | 1,569 | $253,017,496 | +$51,909,167 | -$53,022,279 | -$1,113,112 | QQQ, VEA, SCHD, IJR, IMCG | 13F-HR | 15 Aug 2023, 11:55 |
| Q4 2022 | 1,561 | $238,616,474 | $0 | $0 | $0 | VEA, QQQ, SCHD, IJR, IMCG | 13F-HR | 14 Feb 2023, 15:25 |