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| CornerStone Financial Planning LLC
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|---|---|
| CRD # | 129656 |
| SEC # | 801-107703 |
| CIK # | 0001822587, 0001802105 |
| AUM | $400.7 M (2026-03-23) |
| Employees | 6 (100% Investors, 0% Brokers) |
| Phone | 603-431-1133 |
| Address | 8 Greenleaf Woods Dr Portsmouth, NH 03801 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001822587 0001802105 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 11.9 | ||
| Apple Inc | 9.0 | ||
| Amazon Com Inc | 6.4 | ||
| Wal Mart Stores Inc | 6.3 | ||
| Broadcom Inc | 5.5 | ||
| Microsoft Corp | 5.4 | ||
| Alphabet Inc | 4.7 | ||
| Facebook Inc | 4.7 | ||
| Johnson & Johnson | 4.6 | ||
| Chevron Corp | 4.3 | ||
| Caterpillar Inc | 4.2 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 80 | 32.7 |
| (b) Individuals (high net worth individuals) | 167 | 368.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,025 | 400.7 |
| By Discretionary | ||
| Discretionary | 1,004 | 398.3 |
| Non-Discretionary | 21 | 2.4 |
| Total | 1,025 | 400.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 400.7 | |
| Total | 1,025 | 400.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001802105] | |
| 13F-HR | [0001822587] |
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