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CIK: 0001587867
Total reported value
$672.6M
$672.6M
67 檔
69.3%
During the Q2 2026 filing period, Cornerstone Management, Inc. (CIK: 0001587867) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $672.6M across 67 reported positions.
Cornerstone Management, Inc. executed strategic sector rebalancing during Q2 2026, establishing 3 new positions while fully exiting 1 holdings and trimming 26 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 24.71% | -0.49% | +480.85% | |
| 2 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 16.36% | +1.51% | +9.44% | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 15.52% | -0.75% | -4.43% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 6.62% | -0.48% | +4.26% | |
| 5 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 3.87% | +0.15% | +18.99% | |
| 6 | EFA | Ishares Msci Eafe ETF | ETF-Other | 3.84% | +0.42% | +0.78% | |
| 7 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 3.01% | -1.48% | +78.89% | |
| 8 | DFSD | Dimensional Short Duration | ETF-Other | 2.67% | +0.04% | +13.40% | |
| 9 | SOVF | Sovereign's Capital Flourish | ETF-Other | 2.60% | +0.13% | +0.46% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.27% | +0.04% | -2.26% | |
| 11 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 2.03% | +0.02% | -11.42% | |
| 12 | MBB | Ishares Mbs ETF | ETF-Other | 1.77% | +0.01% | -6.54% | |
| 13 | USRT | Ishares Core US Reit ETF | ETF-Other | 1.50% | +0.07% | -0.93% | |
| 14 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.19% | +0.03% | — | |
| 15 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.17% | +0.07% | +304.72% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.14% | +0.03% | +1.22% | |
| 17 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.05% | +0.04% | -2.13% | |
| 18 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.02% | +0.36% | -0.03% | |
| 19 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 0.88% | +0.02% | -6.18% | |
| 20 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.87% | +0.14% | +1.60% | |
| 21 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.74% | +0.03% | +3.64% | |
| 22 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.70% | +0.02% | -6.54% | |
| 23 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.43% | +0.02% | +1.56% | |
| 24 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.36% | -0.02% | -10.91% | |
| 25 | LRCX | Lam Research CORP | Stock-Tech | 0.25% | -0.05% | +0.10% | |
| 26 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 0.25% | -0.02% | -5.75% | |
| 27 | FIW | First Trust Water ETF | ETF-Other | 0.24% | +0.01% | — | |
| 28 | SRVR | Pacer Data & Infrastructure | ETF-Other | 0.19% | -0.01% | — | |
| 29 | REZ | Ishars Res And Multi Reales | ETF-Other | 0.19% | -0.01% | — | |
| 30 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 0.16% | +0.01% | +4.09% | |
| 31 | INDS | Pacer Industrial Real Estate | ETF-Other | 0.16% | -0.01% | — | |
| 32 | AFL | Aflac Inc | Stock-Financials | 0.15% | -0.01% | — | |
| 33 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.14% | +0.01% | -0.77% | |
| 34 | GL | Globe Life Inc | Stock-Financials | 0.13% | — | — | |
| 35 | GPN | Global Payments Inc | Stock-Industrials | 0.11% | +0.01% | — | |
| 36 | WES | Western Midstream Partners L | Stock-Energy | 0.11% | +0.07% | — | |
| 37 | CATH | Global X S&p 500 Ca Val ETF | ETF-Large Cap & Growth | 0.11% | +0.04% | -0.16% | |
| 38 | NVDA | Nvidia CORP | Stock-Tech | 0.10% | +0.01% | -7.99% | |
| 39 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.10% | -0.01% | — | |
| 40 | FNCL | Fidelity Msci Financial Indx | ETF-Other | 0.10% | — | — | |
| 41 | BAC | Bank Of America CORP | Stock-Financials | 0.08% | — | — | |
| 42 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.08% | — | -5.73% | |
| 43 | SSB | Southstate Bank CORP | Stock-Financials | 0.07% | — | -2.47% | |
| 44 | VV | Vanguard Large-cap ETF | ETF-Other | 0.06% | -0.02% | -3.03% | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.06% | +0.01% | +13.16% | |
| 46 | SO | Southern Co/the | Stock-Utilities | 0.05% | — | +0.03% | |
| 47 | CSX | Csx CORP | Stock-Industrials | 0.05% | — | — | |
| 48 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.05% | — | +297.85% | |
| 49 | GLD | Spdr Gold Shares | ETF-Commodities | 0.05% | +0.01% | -7.40% | |
| 50 | PNC | Pnc Financial Services Group | Stock-Financials | 0.05% | -0.01% | — |
According to official SEC Form 13F filings, Cornerstone Management, Inc. reported a total U.S. public equity portfolio value of $672.6M across 67 disclosed positions in Q2 2026.
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In terms of portfolio concentration, the top 5 core holdings (including VUG, JPST, VTV) accounted for 69.3% of total reported equity market value during Q2 2026.
Top New Position Initiated
AMD
市值: $303.8K
Top Position Liquidated / Trimmed
WMT
前期市值: $216.2K
During Q2 2026, Cornerstone Management, Inc.'s top holdings by market value included VUG (24.7%)、JPST (16.4%)、VTV (15.5%). The largest single position, VUG, represented 24.7% of total portfolio value.
In Q2 2026, Cornerstone Management, Inc. made 49 total portfolio adjustments, initiating 3 new buys, adding to 19 positions, trimming 26 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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