What does Cornerstone Financial Management LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · 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.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

VANGUARD SHORT-TERM TREASURY ETF

$5M94K5.0%

VANGUARD MEGA CAP VALUE ETF

$5M37K4.9%

VANGUARD INTERMEDIATE-TERM TREASURY ETF

$5M90K4.9%

VANGUARD MEGA CAP GROWTH ETF

$5M13K4.5%

VANGUARD MORTGAGE-BACKED SECURITIES ETF

$4M86K3.7%

FIRST TRUST LOW DURATION OPPORTUNITIES ETF

$4M81K3.7%

SCHWAB U.S. LARGE-CAP ETF

$4M153K3.6%

VANGUARD MEGA CAP ETF

$4M15K3.2%

VANGUARD DIVIDEND APPRECIATION ETF

$3M16K3.1%

ISHARES MSCI EAFE VALUE ETF

$3M34K2.3%

Filing history loading…