StockDriftsStockDriftsTop 50 Cornerstone Planning, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHX | SCHWAB STRATEGIC TR | 4.66% | 685.0K | $20.2M | -0.90%(-6.21K) | $23.62(+29.27%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.17% | 68.4K | $13.7M | +0.29%(+197) | $136.98(+60.94%) | 2026-06-30 | |
| BSCS | INVESCO EXCH TRD SLF IDX FD | 3.01% | 639.3K | $13.0M | +2.68%(+16.71K) | $20.52(-0.82%) | 2026-06-30 | |
| IBDT | ISHARES TR | 3% | 512.9K | $13.0M | +2.66%(+13.29K) | $25.42(-1.04%) | 2026-06-30 | |
| BSCT | INVESCO EXCH TRD SLF IDX FD | 2.61% | 608.1K | $11.3M | +2.42%(+14.38K) | $18.75(-1.09%) | 2026-06-30 | |
| IBDS | ISHARES TR | 2.28% | 406.7K | $9.8M | +2.10%(+8.38K) | $24.26(-0.43%) | 2026-06-30 | |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | 2.27% | 428.1K | $9.8M | +1.37%(+5.78K) | $23.37(-1.93%) | 2026-06-30 | |
| BSCU | INVESCO EXCH TRD SLF IDX FD | 2.25% | 584.8K | $9.7M | +3.13%(+17.73K) | $16.83(-1.58%) | 2026-06-30 | |
| IBHF | ISHARES TR | 2.25% | 429.2K | $9.7M | +0.07%(+287) | $23.23(-3.18%) | 2026-06-30 | |
| BSCV | INVESCO EXCH TRD SLF IDX FD | 2.22% | 586.7K | $9.6M | +2.81%(+16.01K) | $16.57(-1.76%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (3 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +0.42% |
| Top 20 Holdings Unweighted | — | — | — | — | -0.17% |
Cornerstone Planning, LLC reports $432.34M in US-listed equity holdings across 136 positions in its most recent 13F filing. Its largest disclosed positions are SCHX (4.7%), NVDA (3.2%) and BSCS (3.0%). The top 20 holdings account for 46.51% of reported assets. Its disclosed equity book has returned +0.42% cumulatively over 3 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Cornerstone Planning, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1802105). View Cornerstone Planning, LLC’s 13F filings on SEC