Cornerstone Management, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on July 16, 2026, Cornerstone Management, Inc. disclosed 64 stock positions valued at approximately $695.06M as of quarter-end June 30, 2026. The largest holdings include VANGUARD INDEX FDS, J P MORGAN EXCHANGE TRADED F, and VANGUARD INDEX FDS.
- Report Period
- June 30, 2026
- No. of Stocks
- 64
- Portfolio Value
- $695.06M
Holdings by Sector
Cornerstone Management, Inc. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VUG | Other | 24.71% | 1,994,250 | +1,650,917 | +480.85% | $171,784,706 |
| J P MORGAN EXCHANGE TRADED F | JPST | Other | 16.36% | 2,248,144 | +193,954 | +9.44% | $113,688,663 |
| VANGUARD INDEX FDS | VTV | Other | 15.52% | 495,026 | -22,944 | -4.43% | $107,881,017 |
| ISHARES TR | AGG | Other | 6.62% | 464,929 | +18,996 | +4.26% | $46,018,673 |
| SPDR SERIES TRUST | FLRN | Other | 3.87% | 872,431 | +139,237 | +18.99% | $26,914,497 |
| ISHARES TR | EFA | Other | 3.84% | 256,665 | +1,986 | +0.78% | $26,662,361 |
| VANGUARD INDEX FDS | VBK | Other | 3.01% | 57,180 | +25,216 | +78.89% | $20,910,581 |
| DIMENSIONAL ETF TRUST | DFSD | Other | 2.67% | 389,336 | +46,021 | +13.40% | $18,590,794 |
| VANGUARD INDEX FDS | VTI | Other | 2.27% | 42,589 | -985 | -2.26% | $15,759,772 |
| SPDR SERIES TRUST | SPSB | Other | 2.03% | 471,154 | -60,730 | -11.42% | $14,139,332 |
| ISHARES TR | MBB | Other | 1.77% | 129,845 | -9,087 | -6.54% | $12,272,950 |
| ISHARES TR | USRT | Other | 1.50% | 156,555 | -1,469 | -0.93% | $10,403,080 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 1.19% | 11 | - | - | $8,237,350 |
| VANGUARD INDEX FDS | VO | Other | 1.17% | 100,752 | +75,858 | +304.72% | $8,117,589 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 1.14% | 15,817 | +190 | +1.22% | $7,914,669 |
| VANGUARD INDEX FDS | VBR | Other | 1.05% | 30,045 | -653 | -2.13% | $7,300,635 |
| ISHARES INC | IEMG | Other | 1.02% | 85,213 | -26 | -0.03% | $7,059,045 |
| ISHARES TR | USHY | Other | 0.88% | 165,476 | -10,899 | -6.18% | $6,125,922 |
| ISHARES TR | SCZ | Other | 0.87% | 73,520 | +1,159 | +1.60% | $6,048,491 |
| ISHARES TR | DVY | Other | 0.74% | 32,916 | +1,156 | +3.64% | $5,144,771 |
| ISHARES TR | LQD | Other | 0.70% | 44,371 | -3,105 | -6.54% | $4,839,545 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.43% | 12,644 | +194 | +1.56% | $2,991,824 |
| AMERICAN CENTY ETF TR | AVUV | Other | 0.36% | 19,883 | -2,434 | -10.91% | $2,480,604 |
| LAM RESEARCH CORP | LRCX | Other | 0.25% | 4,035 | +4 | +0.10% | $1,748,487 |
| INVESCO EXCHANGE TRADED FD T | XMMO | Other | 0.25% | 10,172 | -620 | -5.74% | $1,730,665 |
| FIRST TR EXCHANGE-TRADED FD | FIW | Other | 0.24% | 15,223 | - | - | $1,667,223 |
| PACER FDS TR | SRVR | Other | 0.19% | 42,082 | - | - | $1,336,946 |
| ISHARES TR | REZ | Other | 0.19% | 13,686 | - | - | $1,295,910 |
| SPDR SERIES TRUST | SPIB | Other | 0.16% | 33,608 | +1,321 | +4.09% | $1,124,524 |
| PACER FDS TR | INDS | Other | 0.16% | 27,705 | - | - | $1,113,996 |
Showing 30 of 64 holdings in the latest reporting period.