13F Insight
DOSSIER · 13F-HR · Q3 2026

Cornerstone Management, Inc.

$673M in tracked AUM across 67 positions as of Q3 2026.

CM
CIK 0001587867 · last filed Sep 30, 2026
Total AUM
$673M
as of Q3 2026
Holdings
67
—
positions
Whale Score
72
72
strong
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Cornerstone Management, Inc. filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
VUG
VANGUARD INDEX FDS
$163M1.8M24.2%02
JPST
J P MORGAN EXCHANGE TRADED F
$120M2.4M17.9%03
VTV
VANGUARD INDEX FDS
$99M460K14.8%04
AGG
ISHARES TR
$41M437K6.1%05
EFA
ISHARES TR
$29M276K4.3%06
FLRN
SPDR SERIES TRUST
$27M878K4.0%07
SOVF
ELEVATION SERIES TRUST
$18M618K2.7%08
DFSD
DIMENSIONAL ETF TRUST
$18M392K2.7%09
VTI
VANGUARD INDEX FDS
$16M42K2.3%10
SPSB
SPDR SERIES TRUST
$14M467K2.1%

Filing history

2026Q3Sep 30
$673M▼ 3.2%
67 positionsView →2026Q2Jun 30
$695M▲ 10.8%
67 positionsView →2026Q1Mar 31
$628M▲ 2.3%
65 positionsView →2025Q4Dec 31
$613M▲ 1.4%
68 positionsView →2025Q3Sep 30
$605M▲ 5.1%
63 positionsLocked2025Q2Jun 30
$575M▲ 7.7%
62 positionsLocked2025Q1Mar 31
$534M▲ 3.4%
54 positionsLocked2024Q4Dec 31
$517M▲ 7.8%
53 positionsLocked2024Q3Sep 30
$479M▲ 5.4%
53 positionsLocked2024Q2Jun 30
$455M▲ 1.0%
54 positionsLocked2024Q1Mar 31
$451M▲ 14.9%
54 positionsLocked2023Q4Dec 31
$392M▲ 4.8%
52 positionsLocked
Showing 12 of 48