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Manager record

Cornerstone Planning, LLC

Charlotte, NC · CIK 1802105 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$432.34MReported 13F valueQ2 2026 · as filed
136Holdings listed
-2.4%vs prior quartervalue change includes market moves
3Quarters on record
Jul 30Latest filed
Reported 13F value by quarter, Q4 2025 to Q2 2026Q4 2025: $430.8M$430.8MQ4 2025131 holdingsQ1 2026: $443.0M$443.0MQ1 2026141 holdingsQ2 2026: $432.3M$432.3MQ2 2026136 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Jul 30 2026 13F-HR · period Q2 2026

$432.34M · 136 holdings listed · View original SEC filing ↗
May 11 2026 13F-HR · period Q1 2026

$442.99M · 141 holdings listed · View original SEC filing ↗
Mar 17 2026 13F-HR · period Q4 2025

$430.83M · 131 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Jul 30, 2026 · Change methodology