Cornerstone Planning Group LLC
RIA/Wealth
Cornerstone Planning Group LLC is a RIA/Wealth based in Reno, NV led by Christopher Kendall Abts, managing $611.7M across 1,569 long positions as of Q3 2025 with 84% ETF concentration, 56% concentrated in top 10 holdings, and minimal technology exposure.
PresidentChristopher Kendall Abts
- Portfolio Value
- $611.7M
- Positions
- 1,569
- Top Holding
- QQQM at 10.92%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Cornerstone Planning Group LLC's portfolio (56.1% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $66.8M | 10.92% | +$1.5M Bought | — 259.1K shares | |
ETF ETF | $57.6M | 9.42% | +$1.7M Bought | — 1.6M shares | |
ETF ETF | $42.6M | 6.96% | +$42.6M Bought | — 1.6M shares | |
ETF ETF | $41.2M | 6.74% | +$41.1M Bought | — 526.7K shares | |
ETF ETF | $32.8M | 5.35% | +$563.8K Bought | — 443.2K shares | |
ETF ETF | $29.4M | 4.81% | +$563.7K Bought | — 361.0K shares | |
ETF ETF | $20.3M | 3.31% | -$1.4M Sold | — 32.4K shares | |
ETF ETF | $18.1M | 2.96% | +$287.5K Bought | — 176.1K shares | |
ETF ETF | $18.0M | 2.95% | +$17.9M Bought | — 295.3K shares | |
ETF ETF | $16.6M | 2.71% | +$474.8K Bought | — 349.2K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Cornerstone Planning Group LLC's latest filing
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Market Value
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Net Flows % of MV
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Reduced Holdings
Increased Positions
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Cornerstone Planning Group LLC
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