Cornerstone Financial Management LLC

DOSSIER · 13F-HR · Q1 2026

Cornerstone Financial Management LLC

$109M in tracked AUM across 1,311 positions as of Q1 2026.

CF

CIK 0002110329 · last filed Mar 31, 2026

Total AUM

$109M

as of Q1 2026

Holdings

1,311

—

positions

Whale Score

42

42

tracked

Activity

—

no data

changes this Q

AI Analysis · Q1 2026

Cornerstone Financial Management 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

VGSH

VANGUARD SHORT-TERM TREASURY ETF

$5M94K5.0%02

MGV

VANGUARD MEGA CAP VALUE ETF

$5M37K4.9%03

VGIT

VANGUARD INTERMEDIATE-TERM TREASURY ETF

$5M90K4.9%04

MGK

VANGUARD MEGA CAP GROWTH ETF

$5M13K4.5%05

VMBS

VANGUARD MORTGAGE-BACKED SECURITIES ETF

$4M86K3.7%06

LMBS

FIRST TRUST LOW DURATION OPPORTUNITIES ETF