Cornerstone Planning
Cornerstone Planning reported 143 stocks worth $487M in its 13F filing for Q3 2026, filed Oct 27, 2026. Its largest holdings are SCHX (4.2%), NVDA (2.9%) and BSCS (2.7%). Compared with Q2 2026, the fund opened new positions in HON, HONA and QQQ, added to NVDA, BSCS and IBDT, trimmed MU and BIL and sold out of BILS.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 5 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SCHX Schwab US Large Cap ETF | $20.3M | 4.2% | 685K | No change | 5 of 5 | |
| 2 |  NVDA Nvidia Corporation | $14.1M | 2.9% | 69K | +145 (+0%) | 5 of 5 | |
| 3 |  BSCS Invesco Exch Trd Slf Idx FD | $13.1M | 2.7% | 645K | +5,883 (+1%) | 5 of 5 | |
| 4 |  IBDT Ishares TR | $13M | 2.7% | 518K | +4,791 (+1%) | 5 of 5 | |
| 5 |  IBDU Ishares TR | $11.3M | 2.3% | 492K | +371K (+306%) | 5 of 5 | |
| 6 |  BSCT Invesco Exch Trd Slf Idx FD | $11.3M | 2.3% | 613K | +4,604 (+1%) | 5 of 5 | |
| 7 |  AAPL Apple Inc | $10.9M | 2.2% | 36K | +25K (+235%) | 5 of 5 | |
| 8 |  IBDS Ishares TR | $9.9M | 2.0% | 409K | +2,595 (+1%) | 5 of 5 | |
| 9 |  BSJQ Invesco Bulletshares 2026 High Yield Corp Bond ETF | $9.9M | 2.0% | 431K | +2,752 (+1%) | 4 of 5 | |
| 10 |  IBHF Ishares TR | $9.8M | 2.0% | 433K | +3,839 (+1%) | 4 of 5 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 BILS Spdr Series Trust | $240K | 2,462 |
Reported value
last 5 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 27, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Cornerstone Planning 13F FAQ
What does Cornerstone Planning own?
Cornerstone Planning reported 143 stocks worth $487M in its 13F filing for Q3 2026, filed Oct 27, 2026. Its largest holdings are SCHX (4.2%), NVDA (2.9%) and BSCS (2.7%). The table above lists every position in the filing (the top 10 without an account).
What did Cornerstone Planning buy and sell in Q3 2026?
Compared with Q2 2026: 8 new positions, 97 added to, 5 trimmed and 1 sold out. New positions include HON, HONA and QQQ. It sold all of BILS.
When will Cornerstone Planning file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Cornerstone Planning's portfolio worth?
The Q3 2026 filing reports $487M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.