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 $627.6M across 63 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VUG ($150.0M, 23.90%), JPST ($104.0M, 16.57%), VTV ($101.6M, 16.19%), AGG ($44.3M, 7.05%), EFA ($24.7M, 3.94%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | $150.0M | 23.90% | 343,333 | Added |
| 2 | JPST | J P MORGAN EXCHANGE TRADED F | $104.0M | 16.57% | 2.1M | Added |
| 3 | VTV | VANGUARD INDEX FDS | $101.6M | 16.19% | 517,970 | Trimmed |
| 4 | AGG | ISHARES TR | $44.3M | 7.05% | 445,933 | Added |
| 5 | EFA | ISHARES TR | $24.7M | 3.94% | 254,679 | Added |
| 6 | FLRN | SPDR SERIES TRUST | $22.6M | 3.60% | 733,194 | Added |
| 7 | DFSD | DIMENSIONAL ETF TRUST | $16.4M | 2.62% | 343,315 | Added |
| 8 | SOVF | ELEVATION SERIES TRUST | $16.2M | 2.58% | 604,973 | Added |
| 9 | SPSB | SPDR SERIES TRUST | $16.0M | 2.55% | 531,884 | Added |
| 10 | VTI | VANGUARD INDEX FDS | $14.0M | 2.23% | 43,574 | Added |
| 11 | MBB | ISHARES TR | $13.2M | 2.10% | 138,932 | Added |
| 12 | VBK | VANGUARD INDEX FDS | $9.7M | 1.54% | 31,964 | Added |
| 13 | USRT | ISHARES TR | $9.4M | 1.49% | 158,024 | Added |
| 14 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $7.9M | 1.26% | 11 | Hold |
| 15 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $7.5M | 1.19% | 15,627 | Hold |
| 16 | VO | VANGUARD INDEX FDS | $7.1M | 1.14% | 24,894 | Added |
| 17 | VBR | VANGUARD INDEX FDS | $6.7M | 1.06% | 30,698 | Added |
| 18 | USHY | ISHARES TR | $6.5M | 1.04% | 176,375 | Added |
| 19 | IEMG | ISHARES INC | $5.9M | 0.95% | 85,239 | Added |
| 20 | SCZ | ISHARES TR | $5.7M | 0.90% | 72,361 | Added |
| 21 | LQD | ISHARES TR | $5.2M | 0.82% | 47,476 | Added |
| 22 | DVY | ISHARES TR | $4.8M | 0.77% | 31,760 | Added |
| 23 | VIG | VANGUARD SPECIALIZED FUNDS | $2.7M | 0.43% | 12,450 | Added |
| 24 | AVUV | AMERICAN CENTY ETF TR | $2.5M | 0.39% | 22,317 | Trimmed |
| 25 | XMMO | INVESCO EXCHANGE TRADED FD T | $1.6M | 0.25% | 10,792 | Added |
Source: SEC Form 13F filings · as of 2026-03-31