Form 13F Cornerstone Planning Group LLC For: 6 May – Image for illustrative purposes only (Image credits: Pixabay)
Fairfield, N.J. – Cornerstone Planning Group LLC filed its latest Form 13F report on May 6, detailing a portfolio that reached $749.2 million by the end of March 2026.[1][2] The Fairfield-based investment manager increased its positions across numerous exchange-traded funds, reflecting confidence in diversified market exposure amid early-year volatility. Holdings rose to 1,818 from 1,709 in the previous quarter, underscoring active portfolio management.[1]
ETFs Dominate the Top Positions
The filing highlighted a heavy tilt toward ETFs, which formed the core of the firm’s largest bets. Fidelity Enhanced International ETF (FENI) emerged as the top holding, with shares climbing to 1,798,727 after adding 155,541 units during the quarter.[2] This position carried an estimated value of $70.4 million, anchoring the portfolio’s international focus.
Invesco NASDAQ 100 ETF (QQQM) ranked second, bolstered by 30,808 additional shares for a total of 290,204, valued at roughly $69 million.[2] Schwab Fundamental U.S. Large Company ETF (FNDX) followed closely, expanding to 1,696,212 shares with a $51.2 million valuation after a buildup of 133,686 shares. Vanguard Intermediate-Term Bond ETF (BIV) provided fixed-income balance at $44.9 million, up 54,153 shares to 585,094.
These leaders illustrated a blend of growth-oriented equities and defensive bonds, consistent with the firm’s strategy for steady returns.
Significant Builds Across Growth and Value Segments
Beyond the top tier, Cornerstone Planning Group ramped up stakes in small- and mid-cap offerings. iShares U.S. SmallCap Equity Factor ETF (SMLF) grew by 37,561 shares to 471,147, reaching $39.3 million.[2] iShares Morningstar Mid Cap Growth ETF (IMCG) added 30,185 shares for 382,492 total, valued at $30.1 million.
Fixed-income and alternative exposures also expanded notably. iShares Convertible Bond ETF (ICVT) increased by 8,480 shares to 178,460 ($18.2 million), while iShares High Yield Systematic Bond ETF (HYDB) surged with 32,933 more shares to 385,864 ($18.1 million).[2] Emerging markets saw reinforcement through Schwab Fundamental Emerging Markets Equity ETF (FNDE), up 63,070 shares to 416,262 ($17 million).
Such moves suggested the firm positioned for resilience in a shifting economic landscape, favoring factors like value and quality over pure momentum plays.
Portfolio Growth Reflects Strategic Additions
The quarter-over-quarter jump from $641.3 million represented a robust 17% expansion, driven by both market appreciation and new investments.[1] Nearly all top 20 holdings showed share increases, with rare exceptions like Vanguard FTSE Developed Markets ETF (VEA), which dipped by 13,717 shares to $15.1 million, and Invesco QQQ Trust (QQQ), down 2,118 shares to $14.6 million.[2]
VictoryShares Short-Term Bond ETF (USTB) bucked no trends, adding 46,742 shares to 292,838 ($14.8 million). Broad market trackers like iShares Core S&P 500 ETF (IVV) and iShares Russell 1000 Growth ETF (IWF) also received boosts, signaling broad-based equity optimism.
This longer view of adjustments painted a picture of deliberate diversification. The addition of 109 holdings pointed to fine-tuning for client mandates across risk profiles.[1]
Real estate and natural resources gained traction too, with iShares Residential and Multisector Real Estate ETF (REZ) up 26,185 shares to $18.1 million and SPDR S&P North American Natural Resources ETF (NANR) adding 9,865 to $16.4 million.
Implications for Market Observers
Cornerstone Planning Group’s approach emphasized low-cost, factor-based ETFs, a hallmark of advisors managing retail and high-net-worth portfolios. The Q1 buildup in international and bond segments contrasted with domestic large-cap dominance, potentially hedging against U.S.-centric risks.
- FENI’s lead underscored international enhancement amid global recovery signals.
- BIV and USTB additions highlighted yield-seeking in a rate-sensitive environment.
- Small-cap and emerging market tilts anticipated rotational opportunities.
As institutional disclosures provide windows into professional strategies, this filing offered clues on where capital flowed in early 2026. Investors tracking ETF trends may find alignment with Cornerstone’s moves, though individual results vary with market conditions. The firm’s next report, due mid-August, will reveal if this momentum persists.