Cornerstone Financial Management
$125M 13F equity value
1,565 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Cornerstone Financial Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| MGV | VANGUARD MORNINGSTAR MEGA CAP VALUE ETF | 37,580 | $6M | 4.9% |
| MGK | VANGUARD MORNINGSTAR MEGA CAP GROWTH ETF | 66,353 | $6M | 4.7% |
| VGSH | VANGUARD SHORT-TERM TREASURY ETF | 91,769 | $5M | 4.3% |
| VGIT | VANGUARD INTERMEDIATE-TERM TREASURY ETF | 87,675 | $5M | 4.1% |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | 155,383 | $5M | 3.7% |
| LMBS | FIRST TRUST LOW DURATION OPPORTUNITIES ETF | 80,173 | $4M | 3.2% |
| MGC | VANGUARD MORNINGSTAR MEGA CAP ETF | 14,553 | $4M | 3.2% |
| VMBS | VANGUARD MORTGAGE-BACKED SECURITIES ETF | 84,458 | $4M | 3.2% |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | 15,608 | $4M | 3.0% |
| EFG | ISHARES MSCI EAFE GROWTH ETF | 23,001 | $3M | 2.3% |
Track Cornerstone Financial Management's 13F portfolio: $125M in reported holdings, 1,565 positions. Top holdings and quarterly changes on SentiSense.
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