Cornerstone Planning Group LLC has filed a Form 13F-HR report disclosing its equity portfolio holdings as of the close of business on September 30, 2026. The filing, signed by Chief Operating Officer Jay Tarno, lists a total of 176 positions held by the firm.
The portfolio is heavily weighted toward exchange-traded funds (ETFs), comprising the majority of the disclosed holdings. Among the largest individual stock positions listed in the filing are Apple Inc., with 29,243 shares; Amazon.com Inc., with 14,214 shares; and Johnson & Johnson, with 3,678 shares. The filing also lists significant positions in Microsoft Corporation, NVIDIA Corporation, and Alphabet Inc. Class A and C shares.
Cornerstone Planning Group LLC is based in Fairfield, New Jersey, and is identified by Central Index Key (CIK) 0001822587.
