Institutions / Cornerstone Financial Management LLC

Cornerstone Financial Management LLC

CIK 2110329 · Institution · as of Dec 31, 2025

Portfolio value

$106.50M

Positions

1,241

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 1,241 →

Company	Class	Value	Shares	% of portfolio
Vanguard Mega Cap Growth ETF	—	$5.37M	13,017	5.0%
Vanguard Mega Cap Value ETF	—	$5.22M	36,977	4.9%
Vanguard Short-Term Treasury ETF	—	$5.03M	85,632	4.7%
Vanguard Intermediate-Term Treasury ETF	—	$5.01M	83,590	4.7%
Vanguard Mega Cap ETF	—	$4.00M	15,938	3.8%
Vanguard Mortgage-Backed Securities ETF	—	$3.91M	83,054	3.7%
First Trust Low Duration Opportunities ETF	—	$3.82M	76,355	3.6%
Schwab US Large-Cap ETF	—	$3.81M	141,622	3.6%
Vanguard Dividend Appreciation ETF	—	$3.75M	17,080	3.5%
iShares MSCI Eafe Growth ETF	—	$2.40M	21,046	2.3%
iShares MSCI Eafe Value ETF	—	$2.32M	32,507	2.2%
Timothy Plan US LARGE/MID Cap Core ETF	—	$2.05M	45,097	1.9%
Apple Inc.	—	$2.03M	7,481	1.9%
Vanguard Short-Term Corporate Bond ETF	—	$1.98M	24,812	1.9%
Vanguard Mid-Cap ETF	—	$1.86M	6,404	1.7%
Vanguard Intermediate-Term Corporate Bond ETF	—	$1.82M	21,727	1.7%
Vanguard Tax-Exempt Bond ETF	—	$1.54M	30,584	1.4%
JPMorgan Income ETF	—	$1.52M	32,925	1.4%
Vanguard S&P Mid-Cap 400 Value ETF	—	$1.51M	14,905	1.4%
iShares Russell Mid-Cap Growth ETF	—	$1.48M	10,808	1.4%
Inspire Corporate Bond ETF	—	$1.40M	58,030	1.3%
Vanguard High Dividend Yield Index ETF	—	$1.34M	9,358	1.3%
SPDR S&P 500 ETF Trust	—	$1.32M	1,940	1.2%
Nuveen Esg Large-Cap Growth ETF	—	$1.31M	13,395	1.2%
Vanguard Ftse Emerging Markets ETF	—	$1.28M	23,772	1.2%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.