Cornerstone Financial Group, LLC /NE/
CIK: 0002056783SEC EDGAR →
Portfolio Value
$143.3M
Holdings
72
As of
Q4 2025
New Positions
2
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SPDR SERIES TRUST | 146,569 | $12.1M | 8.44% |
| 2 | DIMENSIONAL ETF TRUST | 148,904 | $11.0M | 7.71% |
| 3 | VANGUARD STAR FDS | 105,443 | $8.0M | 5.55% |
| 4 | SPDR INDEX SHS FDS | 176,084 | $7.8M | 5.46% |
| 5 | VANGUARD BD INDEX FDS | 90,047 | $7.1M | 4.95% |
| 6 | INVESCO EXCH TRADED FD TR II | 24,719 | $6.3M | 4.36% |
| 7 | ISHARES TR | 191,864 | $5.9M | 4.15% |
| 8 | ISHARES TR | 54,243 | $5.6M | 3.88% |
| 9 | DIMENSIONAL ETF TRUST | 150,983 | $4.9M | 3.45% |
| 10 | PIMCO ETF TR | 45,230 | $4.5M | 3.17% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 61 | $135.1M | 94.3% |
| Unknown | 4 | $4.1M | 2.9% |
| Technology | 4 | $2.8M | 2.0% |
| Industrials | 1 | $764K | 0.5% |
| Consumer Defensive | 2 | $443K | 0.3% |