Cornerstone Management, Inc.
CIK 1587867
13F filing for Q2 2026・No. 3,227
- Holdings
- US$695.06M
- Quarter change
- +US$67.5M
- Entries
- 67
- Net bought (estimate)
- +US$12.92M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 3
- Sold out 1
- Cut 28
- Added 17
- Corporate actions 0
- Unchanged 19
Largest holdings
67 stocks worth US$695.06M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VUGVANGUARD INDEX FDSGROWTH ETF | CutSplit 6:1 | 1,994,250 | US$171.78M | 24.71% |
| JPSTJ P MORGAN EXCHANGE TRADED FULTRA SHRT ETF | Added | 2,248,144 | US$113.69M | 16.36% |
| VANGUARD INDEX FDSVALUE ETF | Cut | 495,026 | US$107.88M | 15.52% |
| ISHARES TRCORE US AGGBD ET | Added | 464,929 | US$46.02M | 6.62% |
| SPDR SERIES TRUSTST STR RATE ETF | Added | 872,431 | US$26.91M | 3.87% |
| EFAISHARES TRMSCI EAFE ETF | Added | 256,665 | US$26.66M | 3.84% |
| VANGUARD INDEX FDSSML CP GRW ETF | Added | 57,180 | US$20.91M | 3.01% |
| DIMENSIONAL ETF TRUSTSHOR DUR FIX ETF | Added | 389,336 | US$18.59M | 2.67% |
| ELEVATION SERIES TRUSTSOVE CAP FLOU FD | Added | 607,767 | US$18.06M | 2.60% |
| VANGUARD INDEX FDSTOTAL STK MKT | Cut | 42,589 | US$15.76M | 2.27% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 16, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.