Cornerstone Financial Management LLC
Q2 2026 13F filing
Updated 52 days ago1,471 disclosed positions worth $124.7M
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VANGUARD MORNINGSTAR MEGA CAP VALUE ETF | $6.1M | 37.6K | 4.93% | — |
| 2 | V VANGUARD MORNINGSTAR MEGA CAP GROWTH ETF | $5.8M | 66.4K | 4.68% | — |
| 3 | V VANGUARD SHORT-TERM TREASURY ETF | $5.3M | 91.8K | 4.28% | — |
| 4 | V VANGUARD INTERMEDIATE-TERM TREASURY ETF | $5.2M | 87.7K | 4.15% | — |
| 5 | S SCHWAB U.S. LARGE-CAP ETF | $4.6M | 155.4K | 3.67% | — |
| 6 | F FIRST TRUST LOW DURATION OPPORTUNITIES ETF | $4M | 80.2K | 3.20% | — |
| 7 | V VANGUARD MORNINGSTAR MEGA CAP ETF | $4M | 14.6K | 3.19% | — |
| 8 | V VANGUARD MORTGAGE-BACKED SECURITIES ETF | $4M | 84.5K | 3.17% | — |
| 9 | B VANGUARD DIVIDEND APPRECIATION ETF | $3.7M | 15.6K | 2.96% | — |
| 10 | E ISHARES MSCI EAFE GROWTH ETF | $2.9M | 23.0K | 2.30% | — |
| 11 | E ISHARES MSCI EAFE VALUE ETF | $2.8M | 36.1K | 2.22% | — |
| 12 | A APPLE INC COM | $2.2M | 7.5K | 1.75% | — |
| 13 | V VANGUARD SHORT-TERM CORPORATE BOND ETF | $2.1M | 27.2K | 1.72% | — |
| 14 | V VANGUARD MORNINGSTAR MID-CAP ETF | $2.1M | 26.4K | 1.71% | — |
| 15 | V VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $2.1M | 25.3K | 1.68% | — |
| 16 | T TIMOTHY PLAN US LARGE/MID CAP CORE ETF | $2.1M | 41.3K | 1.67% | — |
| 17 | ? N/A PRAXIS IMPACT LARGE CAP GROWTH ETF | $2M | 51.6K | 1.62% | — |
| 18 | ? N/A ONEASCENT INTERNATIONAL EQUITY ETF | $2M | 41.1K | 1.58% | — |
| 19 | V VANGUARD S&P MID-CAP 400 VALUE ETF | $1.7M | 14.9K | 1.37% | — |
| 20 | ? N/A NUVEEN ESG LARGE-CAP GROWTH ETF | $1.7M | 14.4K | 1.35% | — |
| 21 | E ISHARES RUSSELL MID-CAP GROWTH ETF | $1.7M | 11.4K | 1.34% | — |
| 22 | J JPMORGAN INCOME ETF | $1.7M | 35.9K | 1.33% | — |
| 23 | V VANGUARD FTSE EMERGING MARKETS ETF | $1.6M | 26.5K | 1.27% | — |
| 24 | V VANGUARD TAX-EXEMPT BOND ETF | $1.5M | 29.2K | 1.19% | — |
| 25 | E ISHARES ESG ADVANCED MSCI EAFE ETF | $1.4M | 16.9K | 1.15% | — |
| 26 | ? N/A COLUMBIA U.S. EQUITY INCOME ETF | $1.4M | 27.5K | 1.13% | — |
| 27 | G ALPHABET INC CAP STK CL A | $1.4M | 3.9K | 1.13% | — |
| 28 | V VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $1.3M | 8.4K | 1.06% | — |
| 29 | I INSPIRE CORPORATE BOND ETF | $1.3M | 53.3K | 1.02% | — |
| 30 | E ISHARES SHORT MATURITY MUNICIPAL BOND ACTIVE ETF | $1.2M | 24.7K | 1.00% | — |
| 31 | E ISHARES ESG SELECT SCREENED S&P 500 ETF | $1.2M | 21.7K | 0.99% | — |
| 32 | I INSPIRE SMALL/MID CAP ETF | $1.2M | 23.5K | 0.94% | — |
| 33 | S STATE STREET SPDR S&P 500 ETF | $1.2M | 1.5K | 0.92% | — |
| 34 | V VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF | $1.1M | 3.0K | 0.90% | — |
| 35 | M MICROSOFT CORP COM | $1M | 2.8K | 0.83% | — |
| 36 | E ISHARES RUSSELL 1000 ETF | $1M | 2.5K | 0.82% | — |
| 37 | J JPMORGAN CHASE & CO COM | $997K | 3.0K | 0.80% | — |
| 38 | F FIDELITY ENHANCED SMALL CAP CORE ETF | $941K | 19.5K | 0.75% | — |
| 39 | N NVIDIA CORPORATION COM | $918K | 4.6K | 0.74% | — |
| 40 | E ISHARES CORE S&P 500 ETF | $813K | 1.1K | 0.65% | — |
| 41 | A AMAZON COM INC COM | $735K | 3.1K | 0.59% | — |
| 42 | E ISHARES 0-5 YEAR TIPS BOND ETF | $716K | 7.0K | 0.57% | — |
| 43 | J JOHNSON & JOHNSON COM | $700K | 2.8K | 0.56% | — |
| 44 | E ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $657K | 4.0K | 0.53% | — |
| 45 | N NEXTERA ENERGY INC COM | $631K | 7.2K | 0.51% | — |
| 46 | V VANGUARD SHORT-TERM TAX EXEMPT BOND ETF | $600K | 5.9K | 0.48% | — |
| 47 | A BROADCOM INC COM | $542K | 1.4K | 0.43% | — |
| 48 | V VANGUARD FTSE DEVELOPED MARKETS ETF | $457K | 6.4K | 0.37% | — |
| 49 | B BERKSHIRE HATHAWAY INC DEL CL B NEW | $455K | 910 | 0.37% | — |
| 50 | I INTEL CORP COM | $444K | 3.2K | 0.36% | — |