Sign In
test

Alan Gilmore

Cornerstone Planning Group Llc

Assets Managed
$749.242M
Holdings
1818
Last Quarter
2026 - Q1
Filed Date
20d ago
Growth Rate
16.83%(2Q avg: 9.77%)
Sustained Growth
12 quarters

Portfolio positions

This chart displays the top 10 holdings in Cornerstone Planning Group Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 1818 positions.

Assets under management

The assets under management (AUM) of Cornerstone Planning Group Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 12 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 749.242M in assets, with a quarterly growth rate of 16.83% and a 2-quarter average growth rate of 9.77%. The portfolio is managed by Alan Gilmore, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
QQQM
Invesco Nasdaq 100 Etf
Recent Activity
Increased 11.88%
10.87%
$81.437M
290,204 shares@ $280.62 avg price
FENI
Fidelity Enhanced Int Etf
Recent Activity
Increased 9.47%
9.4%
$70.384M
1.799M shares@ $39.13 avg price
FNDX
Schwab Fndmntl Us Lrg Co Etf
Recent Activity
Increased 8.56%
6.84%
$51.209M
1.696M shares@ $30.19 avg price
BIV
Vanguard Intermediate-term B
Recent Activity
Increased 10.2%
5.99%
$44.871M
585,094 shares@ $76.69 avg price
SMLF
Ishares Us Smallcap Equity F
Recent Activity
Increased 8.67%
5.24%
$39.251M
471,147 shares@ $83.31 avg price
IMCG
Ishares Morningstar Mid-cap
Recent Activity
Increased 8.57%
4.58%
$34.26M
382,492 shares@ $89.57 avg price
ICVT
Ishares Convertible Bond Etf
Recent Activity
Increased 4.99%
2.77%
$20.685M
178,460 shares@ $115.91 avg price
HYDB
Ishares High Yield Systemati
Recent Activity
Increased 9.34%
2.42%
$18.058M
385,864 shares@ $46.8 avg price
REZ
Ishars Res And Multi Reales
Recent Activity
Increased 14.99%
2.42%
$18.057M
200,966 shares@ $89.85 avg price
FTLS
First Trust Long Short Eqty
Recent Activity
Increased 8.3%
2.33%
$17.408M
235,621 shares@ $73.88 avg price

1-10 of 1818