Cornerstone Financial Management LLC

Est. AUM

$106.9M

13F long equity, this entity only

Positions

1,308

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD SHORT-TERM TREASURY ETF	ETF	$5.5M	93920	5.14%	SOLE
2	VANGUARD MEGA CAP VALUE ETF	ETF	$5.4M	37099	5.03%	SOLE
3	VANGUARD INTERMEDIATE-TERM TREASURY ETF	ETF	$5.3M	89529	4.99%	SOLE
4	VANGUARD MEGA CAP GROWTH ETF	ETF	$4.9M	13378	4.60%	SOLE
5	FIRST TRUST LOW DURATION OPPORTUNITIES ETF	ETF	$4.0M	81307	3.79%	SOLE
6	VANGUARD MORTGAGE-BACKED SECURITIES ETF	ETF	$4.0M	86266	3.79%	SOLE
7	SCHWAB U.S. LARGE-CAP ETF	ETF	$3.9M	153244	3.68%	SOLE
8	VANGUARD MEGA CAP ETF	ETF	$3.5M	14933	3.30%	SOLE
9	VANGUARD DIVIDEND APPRECIATION ETF	ETF	$3.4M	15641	3.15%	SOLE
10	ISHARES MSCI EAFE VALUE ETF	ETF	$2.6M	34373	2.39%	SOLE
11	ISHARES MSCI EAFE GROWTH ETF	ETF	$2.4M	21870	2.28%	SOLE
12	TIMOTHY PLAN US LARGE/MID CAP CORE ETF	ETF	$2.1M	46194	2.01%	SOLE
13	VANGUARD SHORT-TERM CORPORATE BOND ETF	ETF	$2.1M	26270	1.95%	SOLE
14	VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF	ETF	$2.0M	24002	1.86%	SOLE
15	VANGUARD MID-CAP ETF	ETF	$1.9M	6599	1.77%	SOLE
16	APPLE INC COM	Stock	$1.8M	6987	1.66%	SOLE
17	PRAXIS IMPACT LARGE CAP GROWTH ETF	ETF	$1.7M	51828	1.59%	SOLE
18	JPMORGAN INCOME ETF	ETF	$1.7M	36529	1.57%	SOLE
19	VANGUARD S&P MID-CAP 400 VALUE ETF	ETF	$1.5M	15121	1.44%	SOLE
20	INSPIRE CORPORATE BOND ETF	ETF	$1.5M	61595	1.37%	SOLE
21	VANGUARD TAX-EXEMPT BOND ETF	ETF	$1.5M	29384	1.37%	SOLE
22	ONEASCENT INTERNATIONAL EQUITY ETF	ETF	$1.4M	33578	1.35%	SOLE
23	ISHARES RUSSELL MID-CAP GROWTH ETF	ETF	$1.4M	11086	1.33%	SOLE
24	VANGUARD FTSE EMERGING MARKETS ETF	ETF	$1.4M	25773	1.30%	SOLE
25	VANGUARD HIGH DIVIDEND YIELD INDEX ETF	ETF	$1.3M	8651	1.20%	SOLE
26	COLUMBIA U.S. EQUITY INCOME ETF	ETF	$1.3M	25863	1.19%	SOLE
27	STATE STREET SPDR S&P 500 ETF	ETF	$1.3M	1940	1.18%	SOLE
28	ISHARES SHORT MATURITY MUNICIPAL BOND ACTIVE ETF	ETF	$1.2M	24656	1.16%	SOLE
29	NUVEEN ESG LARGE-CAP GROWTH ETF	ETF	$1.2M	13468	1.15%	SOLE
30	INSPIRE SMALL/MID CAP ETF	ETF	$1.1M	26408	0.99%	SOLE
31	VANGUARD TOTAL STOCK MARKET ETF	ETF	$973K	3034	0.91%	SOLE
32	ALPHABET INC CAP STK CL A	Stock	$958K	3330	0.90%	SOLE
33	JPMORGAN CHASE & CO COM	Stock	$934K	3176	0.87%	SOLE
34	ISHARES RUSSELL 1000 ETF	ETF	$926K	2598	0.87%	SOLE
35	MICROSOFT CORP COM	Stock	$917K	2478	0.86%	SOLE
36	ISHARES 0-5 YEAR TIPS BOND ETF	ETF	$760K	7343	0.71%	SOLE
37	ISHARES CORE S&P 500 ETF	ETF	$709K	1085	0.66%	SOLE
38	FIDELITY ENHANCED SMALL CAP ETF	ETF	$689K	18141	0.64%	SOLE
39	JOHNSON & JOHNSON COM	Stock	$644K	2636	0.60%	SOLE
40	VANGUARD SHORT-TERM TAX EXEMPT BOND ETF	ETF	$576K	5697	0.54%	SOLE
41	ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF	ETF	$570K	4000	0.53%	SOLE
42	NVIDIA CORPORATION COM	Stock	$554K	3177	0.52%	SOLE
43	AMAZON COM INC COM	Stock	$528K	2534	0.49%	SOLE
44	PEPSICO INC COM	Stock	$417K	2684	0.39%	SOLE
45	VANGUARD FTSE DEVELOPED MARKETS ETF	ETF	$411K	6410	0.38%	SOLE
46	BROADCOM INC COM	Stock	$401K	1296	0.38%	SOLE
47	INSPIRE INTERNATIONAL ETF	ETF	$396K	10596	0.37%	SOLE
48	BERKSHIRE HATHAWAY INC DEL CL B NEW	Stock	$396K	826	0.37%	SOLE
49	ISHARES CORE MSCI EAFE ETF	ETF	$377K	4168	0.35%	SOLE
50	VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF	ETF	$376K	3995	0.35%	SOLE

1–50 of 1,308

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