Cornerstone Planning Group LLC
Top Portfolio Positions
1,407 positions ·
$89,236,136 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
25,321 | $14,614,774 | 16.38% | |
| AAPL |
Apple Inc.
Technology
|
29,522 | $7,492,388 | 8.40% | |
| NVDA |
Nvidia Corp
Technology
|
34,056 | $5,939,366 | 6.66% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
14,761 | $3,074,273 | 3.45% | |
| GLD |
Spdr Gold Trust
|
5,664 | $2,437,162 | 2.73% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
7,358 | $2,164,429 | 2.43% | |
| MSFT |
Microsoft Corp
Technology
|
5,351 | $1,980,779 | 2.22% | |
| BKNG |
Booking Holdings Inc.
Consumer Cyclical
|
434 | $1,827,278 | 2.05% | |
| AXP |
American Express Co
Financial Services
|
5,453 | $1,649,423 | 1.85% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
5,091 | $1,463,967 | 1.64% |
Portfolio Trend
13 quarters · across all stocks
Holdings in WSBF
Shares Held
Position Value (USD)
9 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,173 | 176 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,912 | 176 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $249 | 16 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,836 | 133 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $847 | 63 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $846 | 63 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $926 | 63 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $805 | 63 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $766 | 63 | Shares | Sole | 2024-05-07 | |
| No 13F history on record for this holder in this stock. | ||||||