Cornerstone Planning Group LLC
Top Portfolio Positions
1,194 positions ·
$80,197,037 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
27,439 | $16,856,052 | 21.02% |
| AAPL |
Apple Inc.
Technology
|
27,237 | $7,404,650 | 9.23% |
| NVDA |
Nvidia Corp
Technology
|
30,818 | $5,747,557 | 7.17% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
13,920 | $3,213,014 | 4.01% |
| MSFT |
Microsoft Corp
Technology
|
4,867 | $2,353,778 | 2.93% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
7,092 | $2,285,184 | 2.85% |
| AXP |
American Express Co
Financial Services
|
5,339 | $1,975,163 | 2.46% |
| IAU |
Ishares Gold Trust
|
24,187 | $1,963,258 | 2.45% |
| GOOGL |
Alphabet Inc.
Communication Services
|
4,226 | $1,322,738 | 1.65% |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
2,664 | $1,198,054 | 1.49% |
Portfolio Trend
Holdings in DMAC
Export CSVShares Held
Position Value (USD)
6 of 6 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $636 | 80 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $41 | 6 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $312 | 80 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $303 | 80 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $434 | 80 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $335 | 80 | Shares | Sole | 2024-11-05 | |
| No quarters match your search. | ||||||