§ 13F · FUND PROFILE
Cornerstone Management, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $575.3T (13F)Positions · 62Turnover · — · Q4Filed · Feb 6, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2.1T 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 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | 321K | $156.7T | 25.6% | −3% |
| 2 | VTV | VANGUARD INDEX FDS | 519K | $99.1T | 16.2% | ±0% |
| 3 | JPST | J P MORGAN EXCHANGE TRADED F | 1.92M | $97.3T | 15.9% | +3% |
| 4 | AGG | ISHARES TR | 421K | $42.1T | 6.9% | +3% |
| 5 | EFA | ISHARES TR | 247K | $23.7T | 3.9% | +1% |
| 6 | FLRN | SPDR SERIES TRUST | 721K | $22.1T | 3.6% | +5% |
| 7 | SOVF | ELEVATION SERIES TRUST | 587K | $17.1T | 2.8% | +8% |
| 8 | VTI | VANGUARD INDEX FDS | 44K | $14.6T | 2.4% | −14% |
| 9 | SPSB | SPDR SERIES TRUST | 476K | $14.4T | 2.3% | +5% |
| 10 | MBB | ISHARES TR | 129K | $12.3T | 2.0% | +3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CORNERSTONE SIGNAL
AC read
Cornerstone Management, Inc. is a Other fund managing $575276.5 trillion in assets. The fund runs a portfolio of 62 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
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed