§ 13F · FUND PROFILE
Cornerstone Financial Group, LLC /NE/.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $129.2T (13F)Positions · 69Turnover · — · Q4Filed · Feb 11, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1.0T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SPTM | SPDR SERIES TRUST | 147K | $12.1T | 8.4% | +4% |
| 2 | DFUS | DIMENSIONAL ETF TRUST | 149K | $11.0T | 7.7% | −2% |
| 3 | VXUS | VANGUARD STAR FDS | 105K | $8.0T | 5.6% | +30% |
| 4 | SPDW | SPDR INDEX SHS FDS | 176K | $7.8T | 5.5% | +5% |
| 5 | BSV | VANGUARD BD INDEX FDS | 90K | $7.1T | 5.0% | +165% |
| 6 | QQQM | INVESCO EXCH TRADED FD TR II | 25K | $6.3T | 4.4% | +6% |
| 7 | PFF | ISHARES TR | 192K | $5.9T | 4.1% | +11% |
| 8 | STIP | ISHARES TR | 54K | $5.6T | 3.9% | +10% |
| 9 | DFAX | DIMENSIONAL ETF TRUST | 151K | $4.9T | 3.4% | ±0% |
| 10 | MINT | PIMCO ETF TR | 45K | $4.5T | 3.2% | +7% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CORNERSTONE SIGNAL
AC read
Cornerstone Financial Group, LLC /NE/ is a Other fund managing $129157.7 trillion in assets. The fund runs a portfolio of 69 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed