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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 3 of 74  ·  1,471 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AMZN AMAZON COM INC COM Consumer Cyclical 3,084.0 $735K 0.59% +550.0 +21.7% $238.34 +7.4%
42 STIP ISHARES 0-5 YEAR TIPS BOND ETF 7,013.0 $716K 0.57% -330.0 -4.5% $102.16 -1.2%
43 JNJ JOHNSON & JOHNSON COM Healthcare 2,755.0 $700K 0.56% +119.0 +4.5% $253.97 +5.1%
44 ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 4,000.0 $657K 0.53% $164.27 +2.7%
45 NEE NEXTERA ENERGY INC COM Utilities 7,190.0 $631K 0.51% +5K +280.0% $87.77 -5.3%
46 VTES VANGUARD SHORT-TERM TAX EXEMPT BOND ETF 5,922.0 $600K 0.48% +225.0 +4.0% $101.31 -0.4%
47 AVGO BROADCOM INC COM Technology 1,435.0 $542K 0.43% +139.0 +10.7% $377.75 -2.8%
48 VEA VANGUARD FTSE DEVELOPED MARKETS ETF 6,410.0 $457K 0.37% $71.25 +2.9%
49 BERKSHIRE HATHAWAY INC DEL CL B NEW 910.0 $455K 0.36% +84.0 +10.2% $500.39
50 INTC INTEL CORP COM Technology 3,178.0 $444K 0.36% +255.0 +8.7% $139.63 -35.0%
51 VUG VANGUARD MORNINGSTAR GROWTH ETF 5,040.0 $434K 0.35% +4K +500.0% $86.14 +2.7%
52 ESML ISHARES ESG AWARE MSCI USA SMALL-CAP ETF 7,733.0 $433K 0.35% +79.0 +1.0% $55.93 -0.5%
53 LLY ELI LILLY & CO COM Healthcare 356.0 $427K 0.34% +56.0 +18.7% $1199.43 -1.7%
54 NUMV NUVEEN ESG MID-CAP VALUE ETF 9,724.0 $423K 0.34% +336.0 +3.6% $43.49 +3.9%
55 UNH UNITEDHEALTH GROUP INC COM Healthcare 974.0 $405K 0.33% +62.0 +6.8% $415.63 -4.2%
56 IEFA ISHARES CORE MSCI EAFE ETF 4,168.0 $403K 0.32% $96.58 +4.2%
57 SUSC ISHARES ESG AWARE USD CORPORATE BOND ETF 17,344.0 $402K 0.32% +2K +10.9% $23.15 -1.6%
58 IJH ISHARES CORE S&P MID-CAP ETF 5,104.0 $394K 0.32% -382.0 -7.0% $77.11 -0.7%
59 VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF 3,962.0 $389K 0.31% -33.0 -0.8% $98.20 +6.9%
60 VTWG VANGUARD RUSSELL 2000 GROWTH ETF 1,352.0 $389K 0.31% -95.0 -6.6% $287.62 -1.8%
Page 3 of 74  ·  1,471 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%