§ 13F · FUND PROFILE
Cornerstone Management, Inc..
AUM · $695M (13F)Positions · 67Turnover · n/a · Q2Filed · Jul 16, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$749K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 16, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | 1.99M | $172M | 24.7% | +481% |
| 2 | JPST | J P MORGAN EXCHANGE TRADED F | 2.25M | $114M | 16.4% | +9% |
| 3 | VTV | VANGUARD INDEX FDS | 495K | $108M | 15.5% | −4% |
| 4 | AGG | ISHARES TR | 465K | $46M | 6.6% | +4% |
| 5 | FLRN | SPDR SERIES TRUST | 872K | $27M | 3.9% | +19% |
| 6 | EFA | ISHARES TR | 257K | $27M | 3.8% | +1% |
| 7 | VBK | VANGUARD INDEX FDS | 57K | $21M | 3.0% | +79% |
| 8 | DFSD | DIMENSIONAL ETF TRUST | 389K | $19M | 2.7% | +13% |
| 9 | SOVF | ELEVATION SERIES TRUST | 608K | $18M | 2.6% | ±0% |
| 10 | VTI | VANGUARD INDEX FDS | 43K | $16M | 2.3% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CORNERSTONE SIGNAL
AC read
Cornerstone Management, Inc. is a Other fund managing $695 million in assets. The fund runs a portfolio of 67 positions.
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