13F Filings History of Cornerstone Planning Group LLC

Latest 13F report
Q3 2025 - 04 Nov 2025
Value $
$546,410,489
Signature - Title
Alan Gilmore - Attorney
Location
Fairfield, NJ
Summary
This page shows a list of all the recent 13F filings made by Cornerstone Planning Group LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Cornerstone Planning Group LLC reported 1694 stock holdings with total value $546,410,489 as of Q3 2025. Top holdings included QQQM, FENI, FNDC, VYM, and SMLF.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
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