Cornerstone Financial Group, LLC /NE/ - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 11, 2026, for the 2025 Q4 period, Cornerstone Financial Group, LLC /NE/ held in its portfolio 68 assets valued at $143,274,641 (i.e. $143.28M).
The most valuable assets in the portfolio included: SPDR SERIES TRUST ($17.60M), DIMENSIONAL ETF TRUST ($11.04M), and VANGUARD STAR FDS ($7.96M).
The chart below shows the top 10 valuable assets, and the table below shows the top 68 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Cornerstone Financial Group, LLC /NE/ - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR SERIES TRUST | 305154 | 17600925 | STATE STREET SPD |
| DIMENSIONAL ETF TRUST | 148904 | 11044226 | US EQUITY MARKET |
| VANGUARD STAR FDS | 105443 | 7954583 | VG TL INTL STK F |
| SPDR INDEX SHS FDS | 176084 | 7819874 | PORTFOLIO DEVLPD |
| VANGUARD BD INDEX FDS | 90047 | 7096638 | SHORT TRM BOND |
| INVESCO EXCH TRADED FD TR II | 24719 | 6251878 | NASDAQ 100 ETF |
| ISHARES TR | 191864 | 5940122 | PFD AND INCM SEC |
| ISHARES TR | 54243 | 5553988 | 0-5 YR TIPS ETF |
| DIMENSIONAL ETF TRUST | 150983 | 4941662 | WORLD EX US CORE |
| PIMCO ETF TR | 45230 | 4538404 | ENHAN SHRT MA AC |
| VANGUARD SCOTTSDALE FDS | 68632 | 4030738 | SHORT TERM TREAS |
| VANGUARD BD INDEX FDS | 57974 | 4030369 | LONG TERM BOND |
| ISHARES TR | 34612 | 3804199 | TIPS BD ETF |
| VANGUARD INDEX FDS | 9485 | 3179992 | TOTAL STK MKT |
| ISHARES TR | 119787 | 2988690 | GLOBAL REIT ETF |
| VANGUARD BD INDEX FDS | 35637 | 2639599 | TOTAL BND MRKT |
| VANGUARD SCOTTSDALE FDS | 29346 | 2457703 | INT-TERM CORP |
| BERKSHIRE HATHAWAY INC DEL | 4593 | 2308671 | CL B NEW |
| VANGUARD INDEX FDS | 7874 | 2285195 | MID CAP ETF |
| VANGUARD INDEX FDS | 3548 | 2225178 | S&P 500 ETF SHS |
| ISHARES TR | 46233 | 2223336 | A RATE CP BD ETF |
| VANGUARD INTL EQUITY INDEX F | 14382 | 2028761 | TT WRLD ST ETF |
| VANGUARD INTL EQUITY INDEX F | 32101 | 1725737 | FTSE EMR MKT ETF |
| VANECK ETF TRUST | 43592 | 1598966 | MRNGSTR INT MOAT |
| ISHARES TR | 32989 | 1499359 | MSCI INTL QUALTY |
| SCHWAB STRATEGIC TR | 52422 | 1392844 | FUNDAMENTAL US B |
| ISHARES TR | 17823 | 1335642 | RUSEL 2500 ETF |
| INVESCO EXCHANGE TRADED FD T | 25137 | 1318079 | S&P MDCP400 PR |
| VANECK ETF TRUST | 11544 | 1195453 | MRNGSTR WDE MOAT |
| NVIDIA CORPORATION | 6240 | 1163760 | COM |
| VANGUARD WORLD FD | 7026 | 991762 | MEGA CAP VAL ETF |
| ISHARES TR | 9147 | 975949 | SHRT NAT MUN ETF |
| ISHARES TR | 8836 | 946442 | NATIONAL MUN ETF |
| VANGUARD WORLD FD | 12931 | 926119 | ESG INTL STK ETF |
| DIMENSIONAL ETF TRUST | 18231 | 849392 | US MKTWIDE VALUE |
| ISHARES TR | 5354 | 797602 | ESG AWR MSCI USA |
| APPLE INC | 2832 | 769905 | COM |
| UNION PAC CORP | 3307 | 764881 | COM |
| BERKSHIRE HATHAWAY INC DEL | 1 | 754800 | CL A |
| VANGUARD TAX-MANAGED FDS | 12073 | 754203 | VAN FTSE DEV MKT |
| MICROSOFT CORP | 1413 | 683395 | COM |
| WISDOMTREE TR | 7800 | 662064 | US TOTAL DIVIDND |
| ISHARES TR | 4284 | 604238 | RUS MDCP VAL ETF |
| ISHARES TR | 5032 | 523564 | MORNINGSTAR GRWT |
| VANGUARD INTL EQUITY INDEX F | 7020 | 516425 | ALLWRLD EX US |
| WISDOMTREE TR | 13180 | 514302 | EM EX ST-OWNED |
| VANGUARD WHITEHALL FDS | 3446 | 494529 | HIGH DIV YLD |
| ISHARES TR | 5565 | 479943 | MSCI EAFE MIN VL |
| ISHARES TR | 1905 | 476733 | MSCI USA MMENTM |
| VANGUARD INDEX FDS | 2337 | 446338 | VALUE ETF |
| INVESCO QQQ TR | 685 | 420945 | UNIT SER 1 |
| VANGUARD WORLD FD | 3349 | 405069 | ESG US STK ETF |
| SELECT SECTOR SPDR TR | 2498 | 359699 | STATE STREET TEC |
| INVESCO EXCH TRADED FD TR II | 7355 | 358352 | S&P SMALLCAP 600 |
| FRANKLIN TEMPLETON ETF TR | 8881 | 345382 | INTL COR DIV TIL |
| VANGUARD WORLD FD | 454 | 342216 | INF TECH ETF |
| PROFESIONALLY MANAGED PORTFO | 5027 | 329319 | AKRE FOCUS ETF |
| ISHARES TR | 11127 | 270167 | IBONDS 27 ETF |
| ISHARES TR | 2653 | 264985 | CORE US AGGBD ET |
| BERKLEY W R CORP | 3682 | 258182 | COM |
| ISHARES TR | 10228 | 247818 | IBONDS DEC2026 |
| FIRST TR EXCHANGE-TRADED ALP | 1913 | 241016 | COM SHS |
| PROCTER AND GAMBLE CO | 1668 | 239030 | COM |
| ISHARES TR | 3136 | 223911 | EAFE VALUE ETF |
| VANGUARD MALVERN FDS | 4512 | 223169 | STRM INFPROIDX |
| FIDELITY COVINGTON TRUST | 8102 | 217873 | MSCI RL EST ETF |
| LAM RESEARCH CORP | 1260 | 215670 | COM NEW |
| WALMART INC | 1837 | 204681 | COM |
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