DOSSIER · 13F-HR · Q2 2026

Cornerstone Financial Group, LLC /NE/

$162M in tracked AUM across 75 positions as of Q2 2026.

CF
CIK 0002056783 · last filed Jun 30, 2026
Total AUM
$162M
as of Q2 2026
Holdings
75
positions
Whale Score
57
57
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Cornerstone Financial Group, LLC /NE/ filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SPTM
SPDR SERIES TRUST
$14M158K8.9%
02
DFUS
DIMENSIONAL ETF TRUST
$12M149K7.5%
03
SPDW
SPDR INDEX SHS FDS
$10M197K6.1%
04
VXUS
VANGUARD STAR FDS
$10M115K6.1%
05
BSV
VANGUARD BD INDEX FDS
$9M110K5.3%
06
QQQM
INVESCO EXCH TRADED FD TR II
$7M23K4.4%
07
PFF
ISHARES TR
$6M205K3.9%
08
STIP
ISHARES TR
$6M59K3.7%
09
DFAX
DIMENSIONAL ETF TRUST
$6M154K3.5%
10
SPIB
SPDR SERIES TRUST
$5M140K2.9%

Filing history

2026Q2Jun 30
$162M 4.1%
75 positionsView →
2026Q1Mar 31
$156M 8.7%
73 positionsView →
2025Q4Dec 31
$143M 10.9%
72 positionsView →
2025Q3Sep 30
$129M 9.8%
69 positionsView →
2025Q2Jun 30
$118M 5.8%
67 positionsLocked
2025Q1Mar 31
$111M 9.5%
66 positionsLocked
2024Q4Dec 31
$101M
67 positionsLocked