Cornerstone Management, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 6, 2026, for the 2025 Q4 period, Cornerstone Management, Inc. held in its portfolio 66 assets valued at $613,182,646 (i.e. $613.18M).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($156.69M), VANGUARD INDEX FDS ($99.12M), and J P MORGAN EXCHANGE TRADED F ($97.33M).
The chart below shows the top 10 valuable assets, and the table below shows the top 66 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Cornerstone Management, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 321170 | 156685997 | GROWTH ETF |
| VANGUARD INDEX FDS | 518964 | 99116935 | VALUE ETF |
| J P MORGAN EXCHANGE TRADED F | 1923884 | 97329311 | ULTRA SHRT ETF |
| ISHARES TR | 421019 | 42051378 | CORE US AGGBD ET |
| SPDR SERIES TRUST | 1228500 | 37599135 | STATE STREET SPD |
| ISHARES TR | 246834 | 23703470 | MSCI EAFE ETF |
| ELEVATION SERIES TRUST | 586569 | 17116084 | SOVEREIGNS CAPIT |
| VANGUARD INDEX FDS | 43572 | 14608497 | TOTAL STK MKT |
| ISHARES TR | 129395 | 12320992 | MBS ETF |
| DIMENSIONAL ETF TRUST | 251694 | 12068728 | SHORT DURATION F |
| VANGUARD INDEX FDS | 29691 | 8969949 | SML CP GRW ETF |
| ISHARES TR | 154237 | 8785340 | CRE U S REIT ETF |
| BERKSHIRE HATHAWAY INC DEL | 11 | 8302800 | CL A |
| BERKSHIRE HATHAWAY INC DEL | 15627 | 7854912 | CL B NEW |
| VANGUARD INDEX FDS | 29867 | 6325532 | SM CP VAL ETF |
| ISHARES TR | 161902 | 6054326 | BROAD USD HIGH |
| VANGUARD INDEX FDS | 19669 | 5708338 | MID CAP ETF |
| ISHARES INC | 83192 | 5592167 | CORE MSCI EMKT |
| ISHARES TR | 70129 | 5437102 | EAFE SML CP ETF |
| ISHARES TR | 44214 | 4871941 | IBOXX INV CP ETF |
| ISHARES TR | 31528 | 4449862 | SELECT DIVID ETF |
| VANGUARD SPECIALIZED FUNDS | 12272 | 2697141 | DIV APP ETF |
| AMERICAN CENTY ETF TR | 22321 | 2276296 | US SML CP VALU |
| FIRST TR EXCHANGE-TRADED FD | 14458 | 1570718 | WTR ETF |
| INVESCO EXCHANGE TRADED FD T | 10790 | 1493984 | S&P MDCP MOMNTUM |
| GLOBE LIFE INC | 8736 | 1221817 | COM |
| PACER FDS TR | 42082 | 1205229 | DATA AND INFRAST |
| ISHARES TR | 13686 | 1131012 | RESIDENTIAL MULT |
| PACER FDS TR | 27705 | 1016220 | INDUSTRIAL RELET |
| AFLAC INC | 8624 | 950934 | COM |
| COCA COLA CO | 12179 | 851439 | COM |
| GLOBAL PMTS INC | 10279 | 795595 | COM |
| NVIDIA CORPORATION | 4108 | 766143 | COM |
| LAM RESEARCH CORP | 4031 | 690027 | COM NEW |
| GLOBAL X FDS | 8099 | 665955 | S&P 500 CATHOLIC |
| WESTERN MIDSTREAM PARTNERS L | 16735 | 661033 | COM UNIT LP INT |
| ISHARES TR | 2817 | 604782 | US AER DEF ETF |
| BANK AMERICA CORP | 10200 | 561000 | COM |
| FIDELITY COVINGTON TRUST | 7110 | 552732 | MSCI FINLS IDX |
| ELI LILLY & CO | 489 | 525584 | COM |
| SPDR GOLD TR | 1154 | 457342 | GOLD SHS |
| ISHARES SILVER TR | 7032 | 453002 | ISHARES |
| SOUTHSTATE BK CORP | 4704 | 442694 | COM |
| WALMART INC | 3972 | 442521 | COM |
| VANGUARD INDEX FDS | 1193 | 375557 | LARGE CAP ETF |
| MICROSOFT CORP | 735 | 355543 | COM |
| TESLA INC | 754 | 339089 | COM |
| SOUTHERN CO | 3800 | 331391 | COM |
| ISHARES TR | 698 | 330364 | RUS 1000 GRW ETF |
| VANGUARD BD INDEX FDS | 4374 | 323983 | TOTAL BND MRKT |
| SPDR S&P 500 ETF TR | 456 | 310956 | TR UNIT |
| APPLE INC | 1122 | 305027 | COM |
| PALANTIR TECHNOLOGIES INC | 1660 | 295065 | CL A |
| ISHARES TR | 1358 | 285642 | RUS 1000 VAL ETF |
| PNC FINL SVCS GROUP INC | 1350 | 281786 | COM |
| ISHARES TR | 2559 | 277294 | U.S. UTILITS ETF |
| DUKE ENERGY CORP NEW | 2343 | 274679 | COM NEW |
| VANGUARD SCOTTSDALE FDS | 1130 | 266669 | VNG RUS2000GRW |
| CSX CORP | 7262 | 263248 | COM |
| THERMO FISHER SCIENTIFIC INC | 430 | 249164 | COM |
| VANECK ETF TRUST | 2758 | 234044 | STEEL ETF |
| TRUIST FINL CORP | 4750 | 233748 | COM |
| META PLATFORMS INC | 341 | 225091 | CL A |
| VANGUARD WORLD FD | 1591 | 224586 | MEGA CAP VAL ETF |
| MERCK & CO INC | 1991 | 209573 | COM |
| GLOBAL X FDS | 11787 | 204151 | GLOBX SUPDV US |
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