§ 13F · FUND PROFILE
Cornerstone Financial Management LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 1241Turnover · — · Q4Filed · Feb 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$106.5T 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 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | MGK | VANGUARD MEGA CAP GROWTH ETF | 13K | $5.4T | 5.0% | NEW |
| 2 | MGV | VANGUARD MEGA CAP VALUE ETF | 37K | $5.2T | 4.9% | NEW |
| 3 | VGSH | VANGUARD SHORT-TERM TREASURY ETF | 86K | $5.0T | 4.7% | NEW |
| 4 | VGIT | VANGUARD INTERMEDIATE-TERM TREASURY ETF | 84K | $5.0T | 4.7% | NEW |
| 5 | MGC | VANGUARD MEGA CAP ETF | 16K | $4.0T | 3.8% | NEW |
| 6 | VMBS | VANGUARD MORTGAGE-BACKED SECURITIES ETF | 83K | $3.9T | 3.7% | NEW |
| 7 | LMBS | FIRST TRUST LOW DURATION OPPORTUNITIES ETF | 76K | $3.8T | 3.6% | NEW |
| 8 | SCHX | SCHWAB US LARGE-CAP ETF | 142K | $3.8T | 3.6% | NEW |
| 9 | VIG | VANGUARD DIVIDEND APPRECIATION ETF | 17K | $3.8T | 3.5% | NEW |
| 10 | EFG | ISHARES MSCI EAFE GROWTH ETF | 21K | $2.4T | 2.3% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CORNERSTONE SIGNAL
AC read
Cornerstone Financial Management LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed