Cornerstone Financial Management LLC

DOSSIER · 13F-HR · Q2 2026

Cornerstone Financial Management LLC

$125M in tracked AUM across 1,471 positions as of Q2 2026.

CF

CIK 0002110329 · last filed Jun 30, 2026

Total AUM

$125M

as of Q2 2026

Holdings

1,471

—

positions

Whale Score

47

47

tracked

Activity

—

no data

changes this Q

AI Analysis · Q2 2026

Cornerstone Financial Management LLC 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

MGV

VANGUARD MORNINGSTAR MEGA CAP VALUE ETF

$6M38K4.9%02

MGK

VANGUARD MORNINGSTAR MEGA CAP GROWTH ETF

$6M66K4.7%03

VGSH

VANGUARD SHORT-TERM TREASURY ETF

$5M92K4.3%04

VGIT

VANGUARD INTERMEDIATE-TERM TREASURY ETF

$5M88K4.1%05

SCHX

SCHWAB U.S. LARGE-CAP ETF

$5M155K3.7%06

LMBS

FIRST TRUST LOW DURATION OPPORTUNITIES ETF

$4M80K3.2%07

MGC

VANGUARD MORNINGSTAR MEGA CAP ETF

$4M15K3.2%08

VMBS

VANGUARD MORTGAGE-BACKED SECURITIES ETF