Cornerstone Financial Management LLC
13F Reported Value
ⓘ$124.7M
Holdings
1,471
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Cornerstone Financial Management LLC disclosed 1,471 positions worth $124.7M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 255 new positions and exited 96 and a full exit from $XOM.R34088. The portfolio is most concentrated in Other (77.4% of disclosed assets). All figures are sourced directly from Cornerstone Financial Management LLC’s Form 13F-HR filing with the SEC under CIK 2110329.
AI Fund Analysis
DiversifyingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
VANGUARD MORNINGSTAR MEGA CAP VALUE ETF - ETF
—Quality
$6.1M37,580 shVANGUARD MORNINGSTAR MEGA CAP GROWTH ETF - ETF
—Quality
$5.8M66,353 shVANGUARD SHORT-TERM TREASURY ETF - ETF
—Quality
$5.3M91,769 shVANGUARD INTERMEDIATE-TERM TREASURY ETF - ETF
—Quality
$5.2M87,675 shSCHWAB U.S. LARGE-CAP ETF - ETF
—Quality
$4.6M155,383 shFIRST TRUST LOW DURATION OPPORTUNITIES ETF - ETF
—Quality
$4.0M80,173 shVANGUARD MORNINGSTAR MEGA CAP ETF - ETF
—Quality
$4.0M14,553 shVANGUARD MORTGAGE-BACKED SECURITIES ETF - ETF
—Quality
$4.0M84,458 shVANGUARD DIVIDEND APPRECIATION ETF - ETF
—Quality
$3.7M15,608 shISHARES MSCI EAFE GROWTH ETF - ETF
—Quality
$2.9M23,001 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD MORNINGSTAR MEGA CAP VALUE ETF - ETF | — | $6.1M | 37,580 |
| VANGUARD MORNINGSTAR MEGA CAP GROWTH ETF - ETF | — | $5.8M | 66,353 |
| VANGUARD SHORT-TERM TREASURY ETF - ETF | — | $5.3M | 91,769 |
| VANGUARD INTERMEDIATE-TERM TREASURY ETF - ETF | — | $5.2M | 87,675 |
| SCHWAB U.S. LARGE-CAP ETF - ETF | — | $4.6M | 155,383 |
| FIRST TRUST LOW DURATION OPPORTUNITIES ETF - ETF | — | $4.0M | 80,173 |
| VANGUARD MORNINGSTAR MEGA CAP ETF - ETF | — | $4.0M | 14,553 |
| VANGUARD MORTGAGE-BACKED SECURITIES ETF - ETF | — | $4.0M | 84,458 |
| VANGUARD DIVIDEND APPRECIATION ETF - ETF | — | $3.7M | 15,608 |
| ISHARES MSCI EAFE GROWTH ETF - ETF | — | $2.9M | 23,001 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Cornerstone Financial Management LLC's 1,471 positions.
Showing top 10 of 1,471 holdings.
Sector Allocation
Other
$96.5M
Technology
$10.8M
Financials
$4.5M
Healthcare
$3.0M
Consumer Discretionary
$2.5M
Industrials
$2.3M
Consumer Staples
$1.3M
Utilities
$1.2M
Top Holdings — Cornerstone Financial Management LLC (Q2 2026)
Top 150 of 1,471 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | VANGUARD MORNINGSTAR MEGA CAP VALUE ETF - ETF | $6.1M | 4.9% | +1% | — |
| 2 | — | VANGUARD MORNINGSTAR MEGA CAP GROWTH ETF - ETF | $5.8M | 4.7% | +396% | — |
| 3 | — | VANGUARD SHORT-TERM TREASURY ETF - ETF | $5.3M | 4.3% | -2% | — |
| 4 | — | VANGUARD INTERMEDIATE-TERM TREASURY ETF - ETF | $5.2M | 4.2% | -2% | — |
| 5 | — | SCHWAB U.S. LARGE-CAP ETF - ETF | $4.6M | 3.7% | +1% | — |
| 6 | — | FIRST TRUST LOW DURATION OPPORTUNITIES ETF - ETF | $4.0M | 3.2% | -1% | — |
| 7 | — | VANGUARD MORNINGSTAR MEGA CAP ETF - ETF | $4.0M | 3.2% | -3% | — |
| 8 | — | VANGUARD MORTGAGE-BACKED SECURITIES ETF - ETF | $4.0M | 3.2% | -2% | — |
| 9 | — | VANGUARD DIVIDEND APPRECIATION ETF - ETF | $3.7M | 3.0% | -0% | — |
| 10 | — | ISHARES MSCI EAFE GROWTH ETF - ETF | $2.9M | 2.3% | +5% | — |
| 11 | — | ISHARES MSCI EAFE VALUE ETF - ETF | $2.8M | 2.2% | +5% | — |
| 12 |  $AAPL | Apple Inc. | $2.2M | 1.8% | +8% | 76.4 |
| 13 | — | VANGUARD SHORT-TERM CORPORATE BOND ETF - ETF | $2.1M | 1.7% | +4% | — |
| 14 | — | VANGUARD MORNINGSTAR MID-CAP ETF - ETF | $2.1M | 1.7% | +300% | — |
| 15 | — | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF - ETF | $2.1M | 1.7% | +6% | — |
| 16 | — | TIMOTHY PLAN US LARGE/MID CAP CORE ETF - ETF | $2.1M | 1.7% | -11% | — |
| 17 | — | PRAXIS IMPACT LARGE CAP GROWTH ETF - ETF | $2.0M | 1.6% | -0% | — |
| 18 | — | ONEASCENT INTERNATIONAL EQUITY ETF - ETF | $2.0M | 1.6% | +22% | — |
| 19 | — | VANGUARD S&P MID-CAP 400 VALUE ETF - ETF | $1.7M | 1.4% | -1% | — |
| 20 | — | NUVEEN ESG LARGE-CAP GROWTH ETF - ETF | $1.7M | 1.4% | +7% | — |
| 21 | — | ISHARES RUSSELL MID-CAP GROWTH ETF - ETF | $1.7M | 1.3% | +3% | — |
| 22 | — | JPMORGAN INCOME ETF - ETF | $1.7M | 1.3% | -2% | — |
| 23 | — | VANGUARD FTSE EMERGING MARKETS ETF - ETF | $1.6M | 1.3% | +3% | — |
| 24 | — | VANGUARD TAX-EXEMPT BOND ETF - ETF | $1.5M | 1.2% | -0% | — |
| 25 | — | ISHARES ESG ADVANCED MSCI EAFE ETF - ETF | $1.4M | 1.1% | +6% | — |
| 26 | — | COLUMBIA U.S. EQUITY INCOME ETF - ETF | $1.4M | 1.1% | +6% | — |
| 27 |  $GOOG | Alphabet Inc. | $1.4M | 1.1% | +18% | 78.2 |
| 28 | — | VANGUARD HIGH DIVIDEND YIELD INDEX ETF - ETF | $1.3M | 1.1% | -3% | — |
| 29 | — | INSPIRE CORPORATE BOND ETF - ETF | $1.3M | 1.0% | -13% | — |
| 30 | — | ISHARES SHORT MATURITY MUNICIPAL BOND ACTIVE ETF - ETF | $1.2M | 1.0% | +0% | — |
| 31 | — | ISHARES ESG SELECT SCREENED S&P 500 ETF - ETF | $1.2M | 1.0% | +14% | — |
| 32 | — | INSPIRE SMALL/MID CAP ETF - ETF | $1.2M | 0.9% | -11% | — |
| 33 |  $SPY | SPDR S&P 500 ETF TRUST | $1.2M | 0.9% | -21% | — |
| 34 | — | VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF - ETF | $1.1M | 0.9% | +0% | — |
| 35 |  $MSFT | MICROSOFT CORP | $1.0M | 0.8% | +12% | 79.8 |
| 36 | — | ISHARES RUSSELL 1000 ETF - ETF | $1.0M | 0.8% | -4% | — |
| 37 |  $JPM | JPMORGAN CHASE & CO | $997,047 | 0.8% | -4% | 70.7 |
| 38 | — | FIDELITY ENHANCED SMALL CAP CORE ETF - ETF | $940,913 | 0.8% | +7% | — |
| 39 |  $NVDA | NVIDIA CORP | $917,613 | 0.7% | +44% | 85.9 |
| 40 | — | ISHARES CORE S&P 500 ETF - ETF | $812,546 | 0.7% | +0% | — |
| 41 |  $AMZN | AMAZON COM INC | $735,041 | 0.6% | +22% | 68.7 |
| 42 | — | ISHARES 0-5 YEAR TIPS BOND ETF - ETF | $716,472 | 0.6% | -4% | — |
| 43 |  $JNJ | JOHNSON & JOHNSON | $699,687 | 0.6% | +5% | 69 |
| 44 | — | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF - ETF | $657,080 | 0.5% | +0% | — |
| 45 |  $NEE | NEXTERA ENERGY INC | $631,066 | 0.5% | +280% | 64.6 |
| 46 | — | VANGUARD SHORT-TERM TAX EXEMPT BOND ETF - ETF | $599,958 | 0.5% | +4% | — |
| 47 |  $AVGO | Broadcom Inc. | $542,071 | 0.4% | +11% | 84.5 |
| 48 | — | VANGUARD FTSE DEVELOPED MARKETS ETF - ETF | $456,713 | 0.4% | +0% | — |
| 49 |  $BRK.B | BERKSHIRE HATHAWAY INC | $455,355 | 0.4% | +10% | 73.8 |
| 50 |  $INTC | INTEL CORP | $443,744 | 0.4% | +9% | 45.6 |
| 51 | — | VANGUARD MORNINGSTAR GROWTH ETF - ETF | $434,146 | 0.3% | +500% | — |
| 52 | — | ISHARES ESG AWARE MSCI USA SMALL-CAP ETF - ETF | $432,531 | 0.3% | +1% | — |
| 53 |  $LLY | ELI LILLY & Co | $426,997 | 0.3% | +19% | 87.5 |
| 54 | — | NUVEEN ESG MID-CAP VALUE ETF - ETF | $422,894 | 0.3% | +4% | — |
| 55 |  $UNH | UNITEDHEALTH GROUP INC | $404,824 | 0.3% | +7% | 62.7 |
| 56 | — | ISHARES CORE MSCI EAFE ETF - ETF | $402,545 | 0.3% | +0% | — |
| 57 | — | ISHARES ESG AWARE USD CORPORATE BOND ETF - ETF | $401,536 | 0.3% | +11% | — |
| 58 | — | ISHARES CORE S&P MID-CAP ETF - ETF | $393,569 | 0.3% | -7% | — |
| 59 | — | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF - ETF | $389,068 | 0.3% | -1% | — |
| 60 | — | VANGUARD RUSSELL 2000 GROWTH ETF - ETF | $388,868 | 0.3% | -7% | — |
| 61 | — | ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF - ETF | $387,400 | 0.3% | +11% | — |
| 62 | — | ISHARES CORE DIVIDEND GROWTH ETF - ETF | $379,697 | 0.3% | -4% | — |
| 63 |  $PEP | PEPSICO INC | $369,913 | 0.3% | +2% | 63.4 |
| 64 |  $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | $368,068 | 0.3% | +3% | — |
| 65 |  $KO | COCA COLA CO | $366,284 | 0.3% | +6% | 69.5 |
| 66 |  $CSCO | CISCO SYSTEMS, INC. | $361,659 | 0.3% | +9% | 70.3 |
| 67 |  $MU | MICRON TECHNOLOGY INC | $348,596 | 0.3% | +30% | 86.2 |
| 68 |  $DRI | DARDEN RESTAURANTS INC | $336,620 | 0.3% | +1% | 64.1 |
| 69 | — | ISHARES RUSSELL 1000 GROWTH ETF - ETF | $334,762 | 0.3% | +290% | — |
| 70 | — | VANGUARD RUSSELL 2000 VALUE ETF - ETF | $325,465 | 0.3% | -5% | — |
| 71 |  $MA | Mastercard Inc | $314,837 | 0.3% | +6% | 85.1 |
| 72 |  $DOV | DOVER Corp | $306,053 | 0.3% | +0% | 58.1 |
| 73 |  $WELL | WELLTOWER INC. | $299,146 | 0.2% | +4% | 59.8 |
| 74 |  $WMT | Walmart Inc. | $296,288 | 0.2% | +7% | 60.2 |
| 75 | — | ISHARES MSCI EAFE SMALL-CAP ETF - ETF | $292,442 | 0.2% | +0% | — |
| 76 |  $HD | HOME DEPOT, INC. | $284,965 | 0.2% | -1% | 60.3 |
| 77 |  $META | Meta Platforms, Inc. | $266,436 | 0.2% | +28% | 79.6 |
| 78 | — | ISHARES CORE S&P SMALL CAP ETF - ETF | $259,394 | 0.2% | -7% | — |
| 79 | — | ISHARES CORE S&P U.S. GROWTH ETF - ETF | $253,922 | 0.2% | +0% | — |
| 80 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $247,381 | 0.2% | +21% | — |
| 81 |  $BAC | BANK OF AMERICA CORP /DE/ | $222,279 | 0.2% | +8% | 67.6 |
| 82 | — | ISHARES MICRO-CAP ETF - ETF | $220,037 | 0.2% | -5% | — |
| 83 | — | VANGUARD MORNINGSTAR SMALL-CAP VALUE ETF - ETF | $215,775 | 0.2% | +0% | — |
| 84 |  $V | VISA INC. | $203,109 | 0.2% | +25% | 82.9 |
| 85 |  $TSLA | Tesla, Inc. | $190,952 | 0.1% | +61% | 53.9 |
| 86 | — | VANGUARD S&P 500 ETF - ETF | $185,304 | 0.1% | +0% | — |
| 87 | — | FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF - ETF | $183,628 | 0.1% | +0% | — |
| 88 | — | ISHARES TREASURY FLOATING RATE BOND ETF - ETF | $183,013 | 0.1% | -6% | — |
| 89 | — | VANGUARD MORNINGSTAR VALUE ETF - ETF | $171,075 | 0.1% | +0% | — |
| 90 |  $LMT | LOCKHEED MARTIN CORP | $167,103 | 0.1% | -2% | 65.6 |
| 91 |  $AMGN | AMGEN INC | $166,213 | 0.1% | +7% | 79.2 |
| 92 | — | VANGUARD MORNINGSTAR SMALL-CAP GROWTH ETF - ETF | $159,080 | 0.1% | +0% | — |
| 93 | — | ISHARES SELECT DIVIDEND ETF - ETF | $156,300 | 0.1% | +0% | — |
| 94 |  $NVS | NOVARTIS AG | $153,586 | 0.1% | +12% | — |
| 95 |  $VZ | VERIZON COMMUNICATIONS INC | $151,069 | 0.1% | +6% | 65.8 |
| 96 |  $AMD | ADVANCED MICRO DEVICES INC | $148,713 | 0.1% | +77% | 79.8 |
| 97 |  $MS | MORGAN STANLEY | $147,582 | 0.1% | +11% | 75.8 |
| 98 | — | VANGUARD MORNINGSTAR MID-CAP GROWTH ETF - ETF | $146,425 | 0.1% | +8% | — |
| 99 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $142,419 | 0.1% | +225% | 66.8 |
| 100 |  $COST | COSTCO WHOLESALE CORP /NEW | $142,191 | 0.1% | +16% | 66.2 |
| 101 |  $O | REALTY INCOME CORP | $138,976 | 0.1% | +5% | 73.7 |
| 102 |  $RTX | RTX Corp | $138,882 | 0.1% | +12% | 73.2 |
| 103 | — | INSPIRE INTERNATIONAL ETF - ETF | $136,184 | 0.1% | -66% | — |
| 104 | — | VANGUARD S&P SMALL-CAP 600 VALUE ETF - ETF | $135,868 | 0.1% | +0% | — |
| 105 |  $CVX | CHEVRON CORP | $133,437 | 0.1% | -8% | 62.8 |
| 106 | — | VANGUARD MORNINGSTAR LARGE-CAP ET - ETF | $125,527 | 0.1% | +0% | — |
| 107 | — | NUVEEN S&P 500 DYNAMIC OVERWRI COM - CEF | $125,205 | 0.1% | +0% | — |
| 108 | — | JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF - ETF | $124,950 | 0.1% | +0% | — |
| 109 |  $MRK | Merck & Co., Inc. | $124,003 | 0.1% | +17% | 59.9 |
| 110 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $122,242 | 0.1% | +33% | — |
| 111 |  $AMAT | APPLIED MATERIALS INC /DE | $120,741 | 0.1% | +45% | 72.3 |
| 112 | — | ISHARES SHORT-TERM NATIONAL MUNI BOND ETF - ETF | $116,052 | 0.1% | -27% | — |
| 113 | — | VANGUARD ESG U.S. STOCK ETF - ETF | $115,710 | 0.1% | +0% | — |
| 114 |  $BNY | Bank of New York Mellon Corp | $113,374 | 0.1% | +11% | 74.1 |
| 115 |  $WDC | WESTERN DIGITAL CORP | $111,776 | 0.1% | +38% | 80.7 |
| 116 | — | VANGUARD MORNINGSTAR SMALL-CAP ETF - ETF | $111,245 | 0.1% | +0% | — |
| 117 | — | VANGUARD S&P SMALL-CAP 600 ETF - ETF | $107,281 | 0.1% | +0% | — |
| 118 |  $GOOGL | Alphabet Inc. | $105,999 | 0.1% | +0% | 78.2 |
| 119 |  $ELV | Elevance Health, Inc. | $104,417 | 0.1% | +12% | 59 |
| 120 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $103,817 | 0.1% | +14% | 75.4 |
| 121 |  $CAT | CATERPILLAR INC | $101,166 | 0.1% | +58% | 66.5 |
| 122 | — | ISHARES RUSSELL 1000 VALUE ETF - ETF | $100,608 | 0.1% | -7% | — |
| 123 |  $ABBV | AbbVie Inc. | $98,895 | 0.1% | +35% | 72.6 |
| 124 |  $LRCX | LAM RESEARCH CORP | $96,199 | 0.1% | +69% | 79.4 |
| 125 | — | BAHL & GAYNOR SMALL/MID CAP INCOME GROWTH ETF - ETF | $91,868 | 0.1% | +0% | — |
| 126 |  $KLAC | KLA CORP | $90,513 | 0.1% | +1400% | 78.6 |
| 127 |  $ASML | ASML HOLDING NV | $89,525 | 0.1% | +73% | — |
| 128 | — | VANGUARD REAL ESTATE ETF - ETF | $86,594 | 0.1% | +0% | — |
| 129 |  $GE | GENERAL ELECTRIC CO | $84,837 | 0.1% | +37% | 73.8 |
| 130 | — | VANGUARD ULTRA-SHORT BOND ETF - ETF | $78,627 | 0.1% | +648% | — |
| 131 | — | FIDELITY NASDAQ COMPOSITE INDEX ETF - ETF | $77,828 | 0.1% | +0% | — |
| 132 |  $WFC | WELLS FARGO & COMPANY/MN | $77,186 | 0.1% | +21% | 61.8 |
| 133 |  $TRV | TRAVELERS COMPANIES, INC. | $76,588 | 0.1% | +3% | 75.9 |
| 134 |  $TER | TERADYNE, INC | $73,544 | 0.1% | +19% | 77.3 |
| 135 |  $LOW | LOWES COMPANIES INC | $72,541 | 0.1% | +7% | 60.8 |
| 136 |  $GEV | GE Vernova Inc. | $70,492 | 0.1% | +36% | 81.1 |
| 137 | — | EATON VANCE TOTAL RETURN BOND ETF - ETF | $69,726 | 0.1% | +0% | — |
| 138 |  $PG | PROCTER & GAMBLE Co | $69,654 | 0.1% | +44% | 64.6 |
| 139 |  $COP | CONOCOPHILLIPS | $68,718 | 0.1% | +412% | 70.2 |
| 140 |  $PANW | Palo Alto Networks Inc | $67,181 | 0.1% | +71% | 65.5 |
| 141 |  $PSX | Phillips 66 | $65,930 | 0.1% | +135% | 57.8 |
| 142 |  $BAH | Booz Allen Hamilton Holding Corp | $65,102 | 0.1% | -0% | 58 |
| 143 |  $WPM | Wheaton Precious Metals Corp. | $63,461 | 0.1% | +16% | — |
| 144 |  $MRVL | Marvell Technology, Inc. | $63,451 | 0.1% | +122% | 76.5 |
| 145 |  $MCD | MCDONALDS CORP | $62,982 | 0.1% | +11% | 69 |
| 146 |  $STX | Seagate Technology Holdings plc | $62,725 | 0.1% | +110% | — |
| 147 |  $TXN | TEXAS INSTRUMENTS INC | $61,700 | 0.1% | +34% | 73.4 |
| 148 |  $GS | GOLDMAN SACHS GROUP INC | $61,694 | 0.1% | +45% | 73.5 |
| 149 |  $BA | BOEING CO | $61,045 | 0.1% | +20% | 61.6 |
| 150 |  $C | CITIGROUP INC | $57,803 | 0.1% | +35% | 65 |
New Positions (255)
$HONA Honeywell Aerospace Inc.$15,476
$NVR NVR INC$6,813
$SUNB Sunbelt Rentals Holdings, Inc.$6,434
$TMP TOMPKINS FINANCIAL CORP$5,955
$KN Knowles Corp$5,890
$CP CANADIAN PACIFIC KANSAS CITY LTD/CN$5,806
$GTY GETTY REALTY CORP /MD/$5,705
$PFS PROVIDENT FINANCIAL SERVICES INC$5,532
$IVT InvenTrust Properties Corp.$5,275
$BFS SAUL CENTERS, INC.$5,197
$SBS COMPANHIA DE SANEAMENTO BASICO DO ESTADO DE SAO PAULO-SABESP$5,173
$LTC LTC PROPERTIES INC$4,845
$CURB Curbline Properties Corp.$4,682Exited Positions (96)
$XOM.R34088 EXXON MOBIL CORP
$OBDC Blue Owl Capital Corp
$CUK CARNIVAL PLC
$TERN Terns Pharmaceuticals, Inc.
$CTRA Coterra Energy Inc.
$WU Western Union CO
$ACLX Arcellx, Inc.
$PCOR PROCORE TECHNOLOGIES, INC.
$BF-A BROWN FORMAN CORP
$BKH BLACK HILLS CORP /SD/
$PSN PARSONS CORP
$WDFC WD 40 CO
$PRGO PERRIGO Co plc
$RTO RENTOKIL INITIAL PLC /FIBrowse Top Institutional Investors
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