DOSSIER · 13F-HR · Q1 2026

CORNERSTONE ENTERPRISES, LLC

CORNERSTONE ENTERPRISES's family office based in New York, NY $201M in tracked AUM across 35 positions as of Q1 2026.

CE
CORNERSTONE ENTERPRISES·New York, NY·Family Office
CIK 0001987314 · last filed Mar 31, 2026
Total AUM
$201M
3.2%
vs prior
Holdings
35
positions
Whale Score
62
62
tracked
Activity
no data
changes this Q
Top sector
Financials
8% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

CORNERSTONE ENTERPRISES, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SPHY
SPDR SERIES TRUST
$39M1.7M19.2%
02
JEPI
J P MORGAN EXCHANGE TRADED F
$30M534K15.0%
03
SCYB
SCHWAB STRATEGIC TR
$16M626K8.1%
04
NVDA
NVIDIA CORPORATION
$11M64K5.6%
05
OHI
OMEGA HEALTHCARE INVS INC
$10M237K5.2%
06
MSFT
MICROSOFT CORP
$10M28K5.1%
07
AMZN
AMAZON COM INC
$10M48K5.0%
08
PLTR
PALANTIR TECHNOLOGIES INC
$10M65K4.8%
09
GOOGL
ALPHABET INC
$9M31K4.4%
10
META
META PLATFORMS INC
$8M14K4.0%

Filing history

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