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Portfolio (Quarterly) Guide ↗

Cornerstone Financial Group, LLC /NE/

· CIK 0002056783
13F Portfolio $162M AUM 75 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 3 New 28 Added 13 Reduced 1 Exited
Page 4 of 4  ·  75 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 DIVI FRANKLIN TEMPLETON ETF TR 7,594.0 $324K 0.20% -942.0 -11.0% $42.72 +3.8%
62 FNX FIRST TR EXCHANGE-TRADED ALP 1,921.0 $281K 0.17% $146.38 -1.4%
63 IBDS ISHARES TR 11,325.0 $274K 0.17% +80.0 +0.7% $24.22 +0.0%
64 AKRE PROFESIONALLY MANAGED PORTFO 4,852.0 $258K 0.16% -102.0 -2.1% $53.19 +16.3%
65 IBDR ISHARES TR 10,400.0 $252K 0.15% +68.0 +0.7% $24.23 +0.0%
66 FREL FIDELITY COVINGTON TRUST 8,514.0 $249K 0.15% -239.0 -2.7% $29.30 +0.8%
67 EFV ISHARES TR 3,219.0 $246K 0.15% +83.0 +2.6% $76.55 +6.8%
68 PG PROCTER & GAMBLE CO Consumer Defensive 1,679.0 $246K 0.15% $146.66 -2.0%
69 WRB BERKLEY W R CORP Financial Services 3,457.0 $244K 0.15% $70.53 -3.0%
70 JNJ JOHNSON & JOHNSON Healthcare 918.0 $233K 0.14% +5.0 +0.6% $253.94 +5.6%
71 VTIP VANGUARD MALVERN FDS 4,514.0 $227K 0.14% $50.23 -1.2%
72 AMD ADVANCED MICRO DEVICES INC Technology 380.0 $221K 0.14% NEW $580.91 -19.9%
73 VBR VANGUARD INDEX FDS 859.0 $209K 0.13% NEW $243.00 +1.6%
74 WMT WALMART INC Consumer Defensive 1,814.0 $205K 0.13% $113.26 -9.0%
75 VIG VANGUARD SPECIALIZED FUNDS 865.0 $205K 0.13% NEW $236.58 +2.7%
Page 4 of 4  ·  75 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 54.6%
Industrials 17.6%
Financial Services 14.3%
Consumer Defensive 8.8%
Healthcare 4.6%