CORNERSTONE ENTERPRISES, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 28, 2026, for the 2025 Q4 period, CORNERSTONE ENTERPRISES, LLC held in its portfolio 35 assets valued at $209,015,853 (i.e. $209.02M).
The most valuable assets in the portfolio included: SPDR SERIES TRUST ($44.52M), J P MORGAN EXCHANGE TRADED F ($31.08M), and SCHWAB STRATEGIC TR ($15.39M).
The chart below shows the top 10 valuable assets, and the table below shows the top 35 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
CORNERSTONE ENTERPRISES, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR SERIES TRUST | 1835637 | 44522459 | STATE STREET SPD |
| J P MORGAN EXCHANGE TRADED F | 542919 | 31076683 | EQUITY PREMIUM |
| SCHWAB STRATEGIC TR | 582491 | 15389412 | HIGH YIELD BD ET |
| MICROSOFT CORP | 27192 | 13150595 | COM |
| NVIDIA CORPORATION | 67947 | 12672122 | COM |
| AMAZON COM INC | 50777 | 11720347 | COM |
| PALANTIR TECHNOLOGIES INC | 62804 | 11163411 | CL A |
| OMEGA HEALTHCARE INVS INC | 246589 | 10933757 | COM |
| ALPHABET INC | 30753 | 9625689 | CAP STK CL A |
| META PLATFORMS INC | 14250 | 9406282 | CL A |
| INTERNATIONAL BUSINESS MACHS | 19759 | 5852814 | COM |
| ISHARES TR | 44085 | 4425253 | 0-3 MNTH TREASRY |
| JPMORGAN CHASE & CO. | 11685 | 3765141 | COM |
| CROWDSTRIKE HLDGS INC | 7121 | 3338040 | CL A |
| TESLA INC | 7340 | 3300945 | COM |
| ISHARES TR | 61004 | 3225891 | ISHS 1-5YR INVS |
| ROBINHOOD MKTS INC | 19802 | 2239606 | COM CL A |
| WALMART INC | 17228 | 1919372 | COM |
| GE VERNOVA INC | 2402 | 1569875 | COM |
| SHOPIFY INC | 9170 | 1476094 | CL A SUB VTG SHS |
| VISA INC | 3421 | 1199902 | COM CL A |
| APPLE INC | 4024 | 1093986 | COM |
| CLOUDFLARE INC | 4944 | 974709 | CL A COM |
| SCHWAB STRATEGIC TR | 25119 | 819383 | US LCAP GR ETF |
| BROADCOM INC | 2000 | 692200 | COM |
| ORACLE CORP | 2641 | 514757 | COM |
| SPDR S&P 500 ETF TR | 660 | 450067 | TR UNIT |
| COSTCO WHSL CORP NEW | 496 | 427721 | COM |
| WEC ENERGY GROUP INC | 3524 | 371641 | COM |
| VANGUARD INDEX FDS | 586 | 368610 | S&P 500 ETF SHS |
| SCHWAB STRATEGIC TR | 12426 | 325934 | US BRD MKT ETF |
| VANECK ETF TRUST | 855 | 307912 | SEMICONDUCTR ETF |
| CATERPILLAR INC | 430 | 246334 | COM |
| CHIPOTLE MEXICAN GRILL INC | 6500 | 240500 | COM |
| ROBLOX CORP | 2572 | 208409 | CL A |
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