Cornerstone Financial Management LLC: 13F holdings

CIK 21103292026Q2

Positions1,471
Reported value$124.7m
Filed2026-08-28

Change since last quarter

Positions1,471 (+160 vs prior quarter)
Reported value$124.7m (+14.4%)

Top 10 holdings

SecuritySharesValueWeight
MGV VANGUARD MORNINGSTAR MEGA CAP VALUE ETF37,580$6.1m4.9%
MGK VANGUARD MORNINGSTAR MEGA CAP GROWTH ETF66,353$5.8m4.7%
VGSH VANGUARD SHORT-TERM TREASURY ETF91,769$5.3m4.3%
VGIT VANGUARD INTERMEDIATE-TERM TREASURY ETF87,675$5.2m4.1%
SCHX SCHWAB U.S. LARGE-CAP ETF155,383$4.6m3.7%
LMBS FIRST TRUST LOW DURATION OPPORTUNITIES ETF80,173$4.0m3.2%
MGC VANGUARD MORNINGSTAR MEGA CAP ETF14,553$4.0m3.2%
VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF84,458$4.0m3.2%
VIG VANGUARD DIVIDEND APPRECIATION ETF15,608$3.7m3.0%
EFG ISHARES MSCI EAFE GROWTH ETF23,001$2.9m2.3%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="2110329")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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