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Portfolio (Quarterly) Guide ↗

Cornerstone Financial Group, LLC /NE/

· CIK 0002056783
13F Portfolio $143M AUM Filed Feb 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 72 New
Page 4 of 4  ·  72 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AKRE PROFESIONALLY MANAGED PORTFO 5,027.0 $329K 0.23% NEW $65.51 -16.8%
62 IBDS ISHARES TR 11,127.0 $270K 0.19% NEW $24.28 -0.3%
63 AGG ISHARES TR 2,653.0 $265K 0.18% NEW $99.88 -1.5%
64 WRB BERKLEY W R CORP Financial Services 3,682.0 $258K 0.18% NEW $70.12 -2.7%
65 IBDR ISHARES TR 10,228.0 $248K 0.17% NEW $24.23 -0.0%
66 FNX FIRST TR EXCHANGE-TRADED ALP 1,913.0 $241K 0.17% NEW $125.99 +9.4%
67 PG PROCTER AND GAMBLE CO Consumer Defensive 1,668.0 $239K 0.17% NEW $143.30 -0.6%
68 EFV ISHARES TR 3,136.0 $224K 0.16% NEW $71.40 +10.6%
69 VTIP VANGUARD MALVERN FDS 4,512.0 $223K 0.16% NEW $49.46 +1.6%
70 FREL FIDELITY COVINGTON TRUST 8,102.0 $218K 0.15% NEW $26.89 +9.2%
71 LRCX LAM RESEARCH CORP Technology 1,260.0 $216K 0.15% NEW $171.17 +76.6%
72 WMT WALMART INC Consumer Defensive 1,837.0 $205K 0.14% NEW $111.42 +17.4%
Page 4 of 4  ·  72 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 60.0%
Industrials 16.2%
Financial Services 14.4%
Consumer Defensive 9.4%