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Cornerstone Financial Group, LLC /NE/ 13F holdings

Filed 2026-08-11 · Cornerstone Financial Group, LLC /NE/ · 75 positions · $162.2M

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TickerCompanySharesValue% of portfolio
SPTMSPDR SERIES TRUST158.3K$14.4M8.9%
DFUSDIMENSIONAL ETF TRUST148.6K$12.2M7.5%
SPDWSPDR INDEX SHS FDS197.0K$9.9M6.1%
VXUSVANGUARD STAR FDS115.5K$9.9M6.1%
BSVVANGUARD BD INDEX FDS109.6K$8.5M5.3%
QQQMINVESCO EXCH TRADED FD TR II23.3K$7.1M4.4%
PFFISHARES TR205.3K$6.3M3.9%
STIPISHARES TR59.1K$6.0M3.7%
DFAXDIMENSIONAL ETF TRUST154.0K$5.7M3.5%
SPIBSPDR SERIES TRUST139.9K$4.7M2.9%
MINTPIMCO ETF TR45.2K$4.6M2.8%
BLVVANGUARD BD INDEX FDS60.1K$4.1M2.6%
TIPISHARES TR37.8K$4.1M2.5%
REETISHARES TR146.6K$4.1M2.5%
VGSHVANGUARD SCOTTSDALE FDS67.7K$3.9M2.4%
VTIVANGUARD INDEX FDS9.6K$3.6M2.2%
VCITVANGUARD SCOTTSDALE FDS37.7K$3.1M1.9%
BNDVANGUARD BD INDEX FDS39.6K$2.9M1.8%
QLTAISHARES TR57.0K$2.7M1.7%
VOVANGUARD INDEX FDS32.6K$2.6M1.6%
VTVANGUARD INTL EQUITY INDEX F14.7K$2.3M1.4%
BRK-BBERKSHIRE HATHAWAY INC DEL4.6K$2.3M1.4%
VOOVANGUARD INDEX FDS3.3K$2.3M1.4%
VWOVANGUARD INTL EQUITY INDEX F37.4K$2.2M1.4%
SMMDISHARES TR19.2K$1.8M1.1%
RFGINVESCO EXCHANGE TRADED FD T25.7K$1.7M1.0%
IQLTISHARES TR32.4K$1.6M1.0%
—VANECK ETF TRUST43.4K$1.4M0.9%
FNDBSCHWAB STRATEGIC TR46.2K$1.4M0.9%
NVDANVIDIA CORPORATION6.2K$1.2M0.8%
MOATVANECK ETF TRUST11.0K$1.1M0.7%
MGVVANGUARD WORLD FD6.3K$1.0M0.6%
DFUVDIMENSIONAL ETF TRUST18.4K$1.0M0.6%
VSGXVANGUARD WORLD FD11.8K$974,9340.6%
MUBISHARES TR9.0K$965,2030.6%
ESGUISHARES TR5.8K$953,5550.6%
VEAVANGUARD TAX-MANAGED FDS12.9K$921,6500.6%
UNPUNION PAC CORP3.3K$900,1940.6%
SUBISHARES TR7.6K$813,0320.5%
AAPLAPPLE INC2.8K$810,2700.5%
BRK-BBERKSHIRE HATHAWAY INC DEL1$748,8500.5%
DTDWISDOMTREE TR7.8K$727,3250.4%
IWSISHARES TR4.3K$706,9540.4%
PSKSPDR SERIES TRUST20.7K$632,9090.4%
XSOEWISDOMTREE TR12.8K$628,0370.4%
ILCGISHARES TR5.0K$589,9430.4%
VEUVANGUARD INTL EQUITY INDEX F6.9K$576,7780.4%
MTUMISHARES TR1.5K$516,8280.3%
VTVVANGUARD INDEX FDS2.4K$512,3720.3%
MSFTMICROSOFT CORP1.4K$511,6460.3%
QQQINVESCO QQQ TR664$488,7520.3%
VYMVANGUARD WHITEHALL FDS3.0K$471,7390.3%
XLKSELECT SECTOR SPDR TR2.4K$455,0180.3%
ESGVVANGUARD WORLD FD3.4K$444,9440.3%
RWJINVESCO EXCH TRADED FD TR II7.4K$440,1020.3%
VGTVANGUARD WORLD FD3.5K$423,5790.3%
EFAVISHARES TR4.7K$413,9520.3%
SPYGSPDR SERIES TRUST3.4K$406,8110.3%
SPTSSPDR SERIES TRUST13.9K$404,0570.2%
AGGISHARES TR3.7K$368,5620.2%
Top Fund Holdings
13F
Top Fund Holdings

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