Cornerstone Planning, LLC
Top Portfolio Positions
95 positions ·
$295,891,508 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
117,373 | $67,745,348 | 22.90% |
| NVDA |
Nvidia Corp
Technology
|
68,220 | $11,897,568 | 4.02% |
| AAPL |
Apple Inc.
Technology
|
35,507 | $9,011,321 | 3.05% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
30,559 | $6,364,522 | 2.15% |
| WMT |
Walmart Inc.
Consumer Defensive
|
50,523 | $6,278,998 | 2.12% |
| AVGO |
Broadcom Inc.
Technology
|
17,816 | $5,514,230 | 1.86% |
| MSFT |
Microsoft Corp
Technology
|
14,577 | $5,395,968 | 1.82% |
| GOOGL |
Alphabet Inc.
Communication Services
|
16,459 | $4,732,950 | 1.60% |
| META |
Meta Platforms, Inc.
Communication Services
|
8,268 | $4,730,370 | 1.60% |
| JNJ |
Johnson & Johnson
Healthcare
|
18,806 | $4,596,938 | 1.55% |
Portfolio Trend
Holdings in GAM
Export CSVShares Held
Position Value (USD)
2 of 2 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $417,241 | 7,136 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $419,097 | 7,136 | Shares | Sole | 2026-03-17 | |
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