Cornerstone Planning, LLC has filed a Form 13F-HR with the Securities and Exchange Commission disclosing its equity holdings as of September 30, 2026. The filing lists 143 separate positions held by the firm, which is based in Charlotte, North Carolina.
The largest position disclosed in the filing is in Apple Inc., with 10,878,072 shares. Other notable holdings include Bank of America Corporation with 3,922,000 shares, Costco Wholesale Corporation with 3,338,398 shares, and Walmart Inc. with 5,715,534 shares.
The portfolio also includes significant positions in technology and industrial sectors. NVIDIA Corporation is held at 14,052,152 shares, Microsoft Corporation at 6,357,199 shares, and Chevron Corporation at 3,688,847 shares. The filing indicates that all positions are held as sole voting power with no shared voting or dispositive rights.
In addition to individual stocks, the report includes several exchange-traded funds (ETFs). Major holdings in this category include Invesco Exchange Traded Solvency Index Fund BulletShares 2029 Corp (592,216 shares), Invesco Exchange Traded Solvency Index Fund Invesco 30 Corp (589,714 shares), and Invesco Exchange Traded Solvency Index Fund BulletShares 2027 CB (354,710 shares).
