13F Insight
DOSSIER · 13F-HR · Q2 2026

Cornerstone Management, Inc.

$695M in tracked AUM across 67 positions as of Q2 2026.

CM
CIK 0001587867 · last filed Jun 30, 2026
Total AUM
$695M
as of Q2 2026
Holdings
67
—
positions
Whale Score
72
72
strong
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Cornerstone Management, Inc. 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
VUG
VANGUARD INDEX FDS
$172M2.0M24.7%02
JPST
J P MORGAN EXCHANGE TRADED F
$114M2.2M16.4%03
VTV
VANGUARD INDEX FDS
$108M495K15.5%04
AGG
ISHARES TR
$46M465K6.6%05
FLRN
SPDR SERIES TRUST
$27M872K3.9%06
EFA
ISHARES TR
$27M257K3.8%07
VBK
VANGUARD INDEX FDS
$21M57K3.0%08
DFSD
DIMENSIONAL ETF TRUST
$19M389K2.7%09
SOVF
ELEVATION SERIES TRUST
$18M608K2.6%10
VTI
VANGUARD INDEX FDS
$16M43K2.3%

Filing history

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 positionsView →2025Q2Jun 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 positionsLocked2023Q3Sep 30
$374M▼ 4.5%
49 positionsLocked
Showing 12 of 47