Cornerstone Planning Group LLC ETF holdings
Fairfield, NJ
Reported $716.3M in 411 ETFs in its Form 13F for June 30, 2026.
ETF value
$716.3M
ETFs held
411
Change from prior quarter
+6.1%
With price moves
ETFs as a share of its 13F
90.2%
of $794.1M
Top 10 of 411 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| QQQM | Invesco NASDAQ 100 ETF | $86.2M | 296,733 | +6,529 shares |
| FENI | Fidelity Enhanced International ETF | $75.1M | 1,867,208 | +68,481 shares |
| FNDX | Schwab Fundamental U.S. Large Company ETF | $55.1M | 1,742,873 | +46,661 shares |
| BIV | Vanguard Intermediate-Term Bond ETF | $46.1M | 609,041 | +23,947 shares |
| SMLF | iShares U.S. Small-Cap Equity Factor ETF | $41.6M | 481,038 | +9,891 shares |
| IMCG | iShares Morningstar Mid-Cap Growth ETF | $37.3M | 390,783 | +8,291 shares |
| IVV | iShares Core S&P 500 ETF | $21.4M | 28,527 | +10,569 shares |
| ICVT | iShares Convertible Bond ETF | $21.0M | 180,323 | +1,863 shares |
| REZ | iShares Residential and Multisector Real Estate ETF | $20.4M | 208,847 | +7,881 shares |
| HYDB | iShares High Yield Systematic Bond ETF | $18.7M | 402,928 | +17,064 shares |
401 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001822587. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Cornerstone Planning Group LLC own?
Cornerstone Planning Group LLC reported 411 ETF positions worth $716.3M in its Form 13F for June 30, 2026. The largest was QQQM, at $86.2M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.