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Portfolio (Quarterly) Guide ↗

Cornerstone Financial Management LLC

· CIK 0002110329
13F Portfolio $125M AUM 1,471 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 262 New 711 Added 142 Reduced 102 Exited
Page 1 of 36  ·  711 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 MGV VANGUARD MORNINGSTAR MEGA CAP VALUE ETF 37,580.0 $6.1M 4.93% +481.0 +1.3% $163.45 +2.5%
2 MGK VANGUARD MORNINGSTAR MEGA CAP GROWTH ETF 66,353.0 $5.8M 4.68% +53K +396.0% $87.91 +2.4%
3 SCHX SCHWAB U.S. LARGE-CAP ETF 155,383.0 $4.6M 3.67% +2K +1.4% $29.43 +3.2%
4 EFG ISHARES MSCI EAFE GROWTH ETF 23,001.0 $2.9M 2.29% +1K +5.2% $124.42 +0.8%
5 EFV ISHARES MSCI EAFE VALUE ETF 36,079.0 $2.8M 2.21% +2K +5.0% $76.55 +6.7%
6 AAPL APPLE INC COM Technology 7,544.0 $2.2M 1.75% +557.0 +8.0% $289.36 +8.8%
7 VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 27,201.0 $2.1M 1.72% +931.0 +3.5% $79.03 -0.4%
8 VO VANGUARD MORNINGSTAR MID-CAP ETF 26,410.0 $2.1M 1.71% +20K +300.2% $80.57 +3.1%
9 VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 25,341.0 $2.1M 1.68% +1K +5.6% $82.65 -1.4%
10 OAIM ONEASCENT INTERNATIONAL EQUITY ETF 41,087.0 $2.0M 1.58% +8K +22.4% $47.83 +1.0%
11 NULG NUVEEN ESG LARGE-CAP GROWTH ETF 14,395.0 $1.7M 1.35% +927.0 +6.9% $117.06 -1.1%
12 IWP ISHARES RUSSELL MID-CAP GROWTH ETF 11,444.0 $1.7M 1.34% +358.0 +3.2% $146.41 -2.3%
13 VWO VANGUARD FTSE EMERGING MARKETS ETF 26,457.0 $1.6M 1.27% +684.0 +2.6% $59.69 +2.1%
14 DMXF ISHARES ESG ADVANCED MSCI EAFE ETF 16,897.0 $1.4M 1.15% +960.0 +6.0% $84.60 +2.7%
15 EQIN COLUMBIA U.S. EQUITY INCOME ETF 27,466.0 $1.4M 1.13% +2K +6.2% $51.30 +5.7%
16 GOOGL ALPHABET INC CAP STK CL A Communication Services 3,935.0 $1.4M 1.13% +605.0 +18.2% $357.37 -4.7%
17 XVV ISHARES ESG SELECT SCREENED S&P 500 ETF 21,718.0 $1.2M 0.99% +3K +14.2% $56.79 +3.9%
18 MSFT MICROSOFT CORP COM Technology 2,782.0 $1.0M 0.83% +304.0 +12.3% $373.02 +33.8%
19 FESM FIDELITY ENHANCED SMALL CAP CORE ETF 19,485.0 $941K 0.76% +1K +7.4% $48.29 -0.6%
20 NVDA NVIDIA CORPORATION COM Technology 4,586.0 $918K 0.74% +1K +44.4% $200.09 +12.6%
Page 1 of 36  ·  711 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 31.1%
Financial Services 17.8%
Healthcare 11.2%
Consumer Cyclical 8.3%
Communication Services 7.7%
Consumer Defensive 6.3%
Industrials 6.2%
Utilities 4.5%
Real Estate 2.7%
Energy 2.6%