Cornerstone Financial Management LLC — 13F holdings

Cornerstone Financial Management LLC reported 1,471 holdings worth $125M in its 13F filing for Q2 2026, filed August 28, 2026.

Largest positions

  1. MGV VANGUARD WORLD FD — $6.14M (4.9%)
  2. MGK VANGUARD WORLD FD — $5.83M (4.7%)
  3. VGSH VANGUARD SCOTTSDALE FDS — $5.34M (4.3%)
  4. VGIT VANGUARD SCOTTSDALE FDS — $5.17M (4.1%)
  5. SCHX SCHWAB STRATEGIC TR — $4.57M (3.7%)
  6. LMBS FIRST TR EXCHANGE-TRADED FD — $3.99M (3.2%)
  7. MGC VANGUARD WORLD FD — $3.98M (3.2%)
  8. VMBS VANGUARD SCOTTSDALE FDS — $3.95M (3.2%)
  9. VIG VANGUARD SPECIALIZED FUNDS — $3.69M (3.0%)
  10. EFG ISHARES TR — $2.86M (2.3%)