Cornerstone Financial Group, LLC /NE/

Est. AUM

$155.8M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SPDR SERIES TRUST	STATE STREET SPD	$13.6M	155676	8.74%	SOLE
2	DIMENSIONAL ETF TRUST	US EQUITY MARKET	$11.7M	149022	7.51%	SOLE
3	VANGUARD STAR FDS	VG TL INTL STK F	$9.4M	113900	6.07%	SOLE
4	SPDR INDEX SHS FDS	STATE STREET SPD	$9.3M	190315	5.97%	SOLE
5	VANGUARD BD INDEX FDS	SHORT TRM BOND	$8.2M	105260	5.28%	SOLE
6	INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$6.7M	24310	4.33%	SOLE
7	ISHARES TR	PFD AND INCM SEC	$6.3M	201189	4.06%	SOLE
8	ISHARES TR	0-5 YR TIPS ETF	$5.8M	55960	3.72%	SOLE
9	DIMENSIONAL ETF TRUST	WORLD EX US CORE	$5.6M	152189	3.57%	SOLE
10	PIMCO ETF TR	ENHAN SHRT MA AC	$4.8M	47621	3.07%	SOLE
11	SPDR SERIES TRUST	STATE STREET SPD	$4.5M	134929	2.90%	SOLE
12	ISHARES TR	TIPS BD ETF	$4.0M	35864	2.56%	SOLE
13	VANGUARD BD INDEX FDS	LONG TERM BOND	$4.0M	58403	2.56%	SOLE
14	VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$4.0M	68425	2.56%	SOLE
15	ISHARES TR	GLOBAL REIT ETF	$3.8M	137670	2.41%	SOLE
16	VANGUARD INDEX FDS	TOTAL STK MKT	$3.4M	9605	2.19%	SOLE
17	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$2.9M	34971	1.85%	SOLE
18	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$2.8M	37896	1.78%	SOLE
19	ISHARES TR	A RATE CP BD ETF	$2.5M	53517	1.63%	SOLE
20	VANGUARD INDEX FDS	MID CAP ETF	$2.5M	32659	1.62%	SOLE
21	VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$2.2M	14722	1.43%	SOLE
22	VANGUARD INDEX FDS	S&P 500 ETF SHS	$2.2M	3306	1.41%	SOLE
23	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.2M	4588	1.39%	SOLE
24	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$2.0M	33979	1.29%	SOLE
25	ISHARES TR	RUSEL 2500 ETF	$1.6M	18779	1.03%	SOLE
26	ISHARES TR	MSCI INTL QUALTY	$1.6M	32017	1.00%	SOLE
27	INVESCO EXCHANGE TRADED FD T	S&P MDCP400 PR	$1.6M	25951	1.00%	SOLE
28	VANECK ETF TRUST	MRNGSTR INT MOAT	$1.5M	43413	0.98%	SOLE
29	SCHWAB STRATEGIC TR	FUNDAMENTAL US B	$1.4M	47276	0.89%	SOLE
30	NVIDIA CORPORATION	COM	$1.2M	6240	0.79%	SOLE
31	VANECK ETF TRUST	MRNGSTR WDE MOAT	$1.1M	11019	0.71%	SOLE
32	VANGUARD WORLD FD	MEGA CAP VAL ETF	$981K	6451	0.63%	SOLE
33	DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$947K	18297	0.61%	SOLE
34	ISHARES TR	NATIONAL MUN ETF	$940K	8804	0.60%	SOLE
35	VANGUARD WORLD FD	ESG INTL STK ETF	$914K	11744	0.59%	SOLE
36	ISHARES TR	ESG AWR MSCI USA	$912K	5814	0.59%	SOLE
37	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$894K	13012	0.57%	SOLE
38	UNION PAC CORP	COM	$881K	3308	0.57%	SOLE
39	ISHARES TR	SHRT NAT MUN ETF	$806K	7584	0.52%	SOLE
40	APPLE INC	COM	$784K	2798	0.50%	SOLE
41	WISDOMTREE TR	US TOTAL DIVIDND	$710K	7800	0.46%	SOLE
42	BERKSHIRE HATHAWAY INC DEL	CL A	$710K	1	0.46%	SOLE
43	ISHARES TR	RUS MDCP VAL ETF	$671K	4289	0.43%	SOLE
44	SPDR SERIES TRUST	STATE STREET SPD	$644K	20524	0.41%	SOLE
45	MICROSOFT CORP	COM	$587K	1416	0.38%	SOLE
46	WISDOMTREE TR	EM EX ST-OWNED	$579K	12718	0.37%	SOLE
47	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$570K	7051	0.37%	SOLE
48	ISHARES TR	MORNINGSTAR GRWT	$557K	5037	0.36%	SOLE
49	VANGUARD INDEX FDS	VALUE ETF	$483K	2344	0.31%	SOLE
50	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$465K	2970	0.30%	SOLE

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.