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 Management, Inc. (CIK 1587867) reported $695.1M across 67 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VUG ($171.8M, 24.71%), JPST ($113.7M, 16.36%), VTV ($107.9M, 15.52%), AGG ($46.0M, 6.62%), FLRN ($26.9M, 3.87%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | $171.8M | 24.71% | 2.0M | Added |
| 2 | JPST | J P MORGAN EXCHANGE TRADED F | $113.7M | 16.36% | 2.2M | Added |
| 3 | VTV | VANGUARD INDEX FDS | $107.9M | 15.52% | 495,026 | Trimmed |
| 4 | AGG | ISHARES TR | $46.0M | 6.62% | 464,929 | Added |
| 5 | FLRN | SPDR SERIES TRUST | $26.9M | 3.87% | 872,431 | Added |
| 6 | EFA | ISHARES TR | $26.7M | 3.84% | 256,665 | Added |
| 7 | VBK | VANGUARD INDEX FDS | $20.9M | 3.01% | 57,180 | Added |
| 8 | DFSD | DIMENSIONAL ETF TRUST | $18.6M | 2.67% | 389,336 | Added |
| 9 | SOVF | ELEVATION SERIES TRUST | $18.1M | 2.60% | 607,767 | Added |
| 10 | VTI | VANGUARD INDEX FDS | $15.8M | 2.27% | 42,589 | Trimmed |
| 11 | SPSB | SPDR SERIES TRUST | $14.1M | 2.03% | 471,154 | Trimmed |
| 12 | MBB | ISHARES TR | $12.3M | 1.77% | 129,845 | Trimmed |
| 13 | USRT | ISHARES TR | $10.4M | 1.50% | 156,555 | Trimmed |
| 14 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $8.2M | 1.19% | 11 | Hold |
| 15 | VO | VANGUARD INDEX FDS | $8.1M | 1.17% | 100,752 | Added |
| 16 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $7.9M | 1.14% | 15,817 | Added |
| 17 | VBR | VANGUARD INDEX FDS | $7.3M | 1.05% | 30,045 | Trimmed |
| 18 | IEMG | ISHARES INC | $7.1M | 1.02% | 85,213 | Trimmed |
| 19 | USHY | ISHARES TR | $6.1M | 0.88% | 165,476 | Trimmed |
| 20 | SCZ | ISHARES TR | $6.0M | 0.87% | 73,520 | Added |
| 21 | DVY | ISHARES TR | $5.1M | 0.74% | 32,916 | Added |
| 22 | LQD | ISHARES TR | $4.8M | 0.70% | 44,371 | Trimmed |
| 23 | VIG | VANGUARD SPECIALIZED FUNDS | $3.0M | 0.43% | 12,644 | Added |
| 24 | AVUV | AMERICAN CENTY ETF TR | $2.5M | 0.36% | 19,883 | Trimmed |
| 25 | XMMO | INVESCO EXCHANGE TRADED FD T | $1.7M | 0.25% | 10,172 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30