IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Cornerstone Financial Management LLC

Q1 2026 Holdings

Filed 2026-05-08 | 1311 holdings | $109.0M | 13F-HR/A | View on SEC ↗ · Holdings Table ↗

Amended (2026-08-28) | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↓Shares% Portfolio
Vanguard Short-Term Treasury ETF(VGSH)ETF92206C102$5.5M93,9205.0%
Vanguard Mega Cap Value ETF(MGV)ETF921910840$5.4M37,0994.9%
Vanguard Intermediate-Term Treasury ETF(VGIT)ETF92206C706$5.3M89,5294.9%
Vanguard Mega Cap Growth ETF(MGK)ETF921910816$4.9M13,3784.5%
Vanguard Mortgage-Backed Securities ETF(VMBS)ETF92206C771$4.1M86,2663.7%
First Trust LOW Duration Opportunities ETF(LMBS)ETF33739Q200$4.0M81,3073.7%
Schwab U.S. Large-Cap ETF(SCHX)ETF808524201$3.9M153,2443.6%
Vanguard Mega Cap ETF(MGC)ETF921910873$3.5M14,9333.2%
Vanguard Dividend Appreciation ETF(VIG)ETF921908844$3.4M15,6413.1%
Ishares Msci Eafe Value ETF(EFV)ETF464288877$2.6M34,3732.3%
Ishares Msci Eafe Growth ETF(EFG)ETF464288885$2.4M21,8702.2%
Timothy Plan US Large Cap Core ETF(TPLC)ETF887432359$2.1M46,1942.0%
Vanguard Short-Term Corporate Bond ETF(VCSH)ETF92206C409$2.1M26,2701.9%
Vanguard Intermediate-Term Corporate Bond ETF(VCIT)ETF92206C870$2.0M24,0021.8%
Vanguard Mid-Cap ETF(VO)ETF922908629$1.9M6,5991.7%
Apple Inc COM(AAPL)Stock037833100$1.8M6,9871.6%
Praxis Impact Large Cap Growth ETF(PRXG)ETF74006E736$1.7M51,8281.6%
JPMorgan Income ETF(JPIE)ETF46641Q159$1.7M36,5291.5%
Vanguard S&P Mid-Cap 400 Value ETF(IVOV)ETF921932844$1.5M15,1211.4%
Inspire Corporate Bond ETF(IBD)ETF66538H633$1.5M61,5951.3%
Vanguard Tax-Exempt Bond ETF(VTEB)ETF922907746$1.5M29,3841.3%
Oneascent International Equity ETF(OAIM)ETF90470L444$1.4M33,5781.3%
Ishares Russell Mid-Cap Growth ETF(IWP)ETF464287481$1.4M11,0861.3%
Vanguard Ftse Emerging Markets ETF(VWO)ETF922042858$1.4M25,7731.3%
Vanguard High Dividend Yield Index ETF(VYM)ETF921946406$1.3M8,6511.2%
Columbia U.S. Equity Income ETF(EQIN)ETF19761L854$1.3M25,8631.2%
State Street Spdr S&P 500 ETF(SPY)ETF78462F103$1.3M1,9401.2%
Ishares Short Maturity Municipal Bond Active ETF(MEAR)ETF46431W838$1.2M24,6561.1%
Nuveen ESG Large-Cap Growth ETF(NULG)ETF67092P201$1.2M13,4681.1%
Ishares ESG Advanced Msci Eafe ETF(DMXF)ETF46436E759$1.2M15,9371.1%
Inspire Small Cap ETF(ISMD)ETF66538H641$1.1M26,4081.0%
Vanguard Total Stock Market ETF(VTI)ETF922908769$973.3K3,0340.9%
Alphabet Inc Cap STK CL A(GOOGL)Stock02079K305$957.6K3,3300.9%
Ishares ESG Select Screened S&P 500 ETF(XVV)ETF46436E569$936.1K19,0190.9%
JPMorgan Chase & Co COM(JPM)Stock46625H100$934.3K3,1760.9%
Ishares Russell 1000 ETF(IWB)ETF464287622$926.3K2,5980.8%
Microsoft Corp COM(MSFT)Stock594918104$917.3K2,4780.8%
Ishares 0-5 Year Tips Bond ETF(STIP)ETF46429B747$759.5K7,3430.7%
Ishares Core S&P 500 ETF(IVV)ETF464287200$708.7K1,0850.7%
Fidelity Enhanced Small Cap ETF(FESM)ETF31609A206$689.4K18,1410.6%
Johnson & Johnson COM(JNJ)Stock478160104$644.3K2,6360.6%
Vanguard Short-Term TAX Exempt Bond ETF(VTES)ETF921935870$576.2K5,6970.5%
Ishares Core S&P Total U.S. Stock Market ETF(ITOT)ETF464287150$569.7K4,0000.5%
Nvidia Corporation COM(NVDA)Stock67066G104$554.1K3,1770.5%
Amazon COM Inc COM(AMZN)Stock023135106$527.8K2,5340.5%
Pepsico Inc COM(PEP)Stock713448108$416.8K2,6840.4%
Vanguard Ftse Developed Markets ETF(VEA)ETF921943858$410.8K6,4100.4%
Broadcom Inc COM(AVGO)Stock11135F101$401.1K1,2960.4%
Inspire International ETF(WWJD)ETF66538H419$396.2K10,5960.4%
Berkshire Hathaway Inc del CL B New(BRK/B)Stock084670702$395.8K8260.4%
Page 1 of 27Next