Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Cornerstone Financial Group, LLC /NE/ (CIK 2056783) reported $155.8M across 73 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPTM ($13.6M, 8.74%), DFUS ($11.7M, 7.51%), VXUS ($9.5M, 6.07%), SPDW ($9.3M, 5.97%), BSV ($8.2M, 5.27%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPTM | SPDR SERIES TRUST | $13.6M | 8.74% | 155,676 | Added |
| 2 | DFUS | DIMENSIONAL ETF TRUST | $11.7M | 7.51% | 149,022 | Added |
| 3 | VXUS | VANGUARD STAR FDS | $9.5M | 6.07% | 113,900 | Added |
| 4 | SPDW | SPDR INDEX SHS FDS | $9.3M | 5.97% | 190,315 | Added |
| 5 | BSV | VANGUARD BD INDEX FDS | $8.2M | 5.27% | 105,260 | Added |
| 6 | QQQM | INVESCO EXCH TRADED FD TR II | $6.7M | 4.33% | 24,310 | Trimmed |
| 7 | PFF | ISHARES TR | $6.3M | 4.06% | 201,189 | Added |
| 8 | STIP | ISHARES TR | $5.8M | 3.72% | 55,960 | Added |
| 9 | DFAX | DIMENSIONAL ETF TRUST | $5.6M | 3.57% | 152,189 | Added |
| 10 | MINT | PIMCO ETF TR | $4.8M | 3.07% | 47,621 | Added |
| 11 | SPIB | SPDR SERIES TRUST | $4.5M | 2.90% | 134,929 | Added |
| 12 | VGSH | VANGUARD SCOTTSDALE FDS | $4.0M | 2.56% | 68,425 | Trimmed |
| 13 | TIP | ISHARES TR | $4.0M | 2.56% | 35,864 | Added |
| 14 | BLV | VANGUARD BD INDEX FDS | $4.0M | 2.56% | 58,403 | Added |
| 15 | REET | ISHARES TR | $3.8M | 2.41% | 137,670 | Added |
| 16 | VTI | VANGUARD INDEX FDS | $3.4M | 2.19% | 9,605 | Added |
| 17 | VCIT | VANGUARD SCOTTSDALE FDS | $2.9M | 1.85% | 34,971 | Added |
| 18 | BND | VANGUARD BD INDEX FDS | $2.8M | 1.78% | 37,896 | Added |
| 19 | QLTA | ISHARES TR | $2.5M | 1.63% | 53,517 | Added |
| 20 | VO | VANGUARD INDEX FDS | $2.5M | 1.62% | 32,659 | Added |
| 21 | VT | VANGUARD INTL EQUITY INDEX F | $2.2M | 1.43% | 14,722 | Added |
| 22 | VOO | VANGUARD INDEX FDS | $2.2M | 1.41% | 3,306 | Trimmed |
| 23 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $2.2M | 1.39% | 4,588 | Trimmed |
| 24 | VWO | VANGUARD INTL EQUITY INDEX F | $2.0M | 1.29% | 33,979 | Added |
| 25 | SMMD | ISHARES TR | $1.6M | 1.03% | 18,779 | Added |
Source: SEC Form 13F filings · as of 2026-03-31