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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 8  ·  142 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VGSH VANGUARD SHORT-TERM TREASURY ETF 91,769.0 $5.3M 4.28% -2K -2.3% $58.20 -0.1%
2 VGIT VANGUARD INTERMEDIATE-TERM TREASURY ETF 87,675.0 $5.2M 4.15% -2K -2.1% $58.98 -0.8%
3 LMBS FIRST TRUST LOW DURATION OPPORTUNITIES ETF 80,173.0 $4.0M 3.20% -1K -1.4% $49.78 -0.4%
4 MGC VANGUARD MORNINGSTAR MEGA CAP ETF 14,553.0 $4.0M 3.19% -380.0 -2.5% $273.63 +3.0%
5 VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF 84,458.0 $4.0M 3.17% -2K -2.1% $46.81 -0.9%
6 TPLC TIMOTHY PLAN US LARGE/MID CAP CORE ETF 41,296.0 $2.1M 1.67% -5K -10.6% $50.35 +1.9%
7 IVOV VANGUARD S&P MID-CAP 400 VALUE ETF 14,940.0 $1.7M 1.37% -181.0 -1.2% $114.07 +0.5%
8 JPIE JPMORGAN INCOME ETF 35,912.0 $1.7M 1.33% -617.0 -1.7% $46.05 -0.3%
9 VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 8,353.0 $1.3M 1.06% -298.0 -3.4% $158.03 +4.2%
10 IBD INSPIRE CORPORATE BOND ETF 53,339.0 $1.3M 1.02% -8K -13.4% $23.77 -0.7%
11 ISMD INSPIRE SMALL/MID CAP ETF 23,462.0 $1.2M 0.94% -3K -11.2% $50.00 -1.2%
12 SPY STATE STREET SPDR S&P 500 ETF Financial Services 1,541.0 $1.2M 0.92% -399.0 -20.6% $746.77 +3.1%
13 IWB ISHARES RUSSELL 1000 ETF 2,498.0 $1.0M 0.82% -100.0 -3.9% $409.50 +3.0%
14 JPM JPMORGAN CHASE & CO COM Financial Services 3,046.0 $997K 0.80% -130.0 -4.1% $327.33 +8.4%
15 STIP ISHARES 0-5 YEAR TIPS BOND ETF 7,013.0 $716K 0.57% -330.0 -4.5% $102.16 -1.2%
16 IJH ISHARES CORE S&P MID-CAP ETF 5,104.0 $394K 0.32% -382.0 -7.0% $77.11 -0.7%
17 VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF 3,962.0 $389K 0.31% -33.0 -0.8% $98.20 +6.9%
18 VTWG VANGUARD RUSSELL 2000 GROWTH ETF 1,352.0 $389K 0.31% -95.0 -6.6% $287.62 -1.8%
19 DGRO ISHARES CORE DIVIDEND GROWTH ETF 5,010.0 $380K 0.30% -197.0 -3.8% $75.79 +4.8%
20 VTWV VANGUARD RUSSELL 2000 VALUE ETF 1,665.0 $325K 0.26% -88.0 -5.0% $195.47 +1.4%
Page 1 of 8  ·  142 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%