§ 13F · FUND PROFILE
Cornerstone Management, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $605M (13F)Positions · 63Turnover · — · Q1Filed · Apr 16, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$601K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 16, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | 343K | $150M | 23.9% | +7% |
| 2 | JPST | J P MORGAN EXCHANGE TRADED F | 2.05M | $104M | 16.6% | +7% |
| 3 | VTV | VANGUARD INDEX FDS | 518K | $102M | 16.2% | ±0% |
| 4 | AGG | ISHARES TR | 446K | $44M | 7.1% | +6% |
| 5 | EFA | ISHARES TR | 255K | $25M | 3.9% | +3% |
| 6 | FLRN | SPDR SERIES TRUST | 733K | $23M | 3.6% | +2% |
| 7 | DFSD | DIMENSIONAL ETF TRUST | 343K | $16M | 2.6% | +36% |
| 8 | SOVF | ELEVATION SERIES TRUST | 605K | $16M | 2.6% | +3% |
| 9 | SPSB | SPDR SERIES TRUST | 532K | $16M | 2.5% | +12% |
| 10 | VTI | VANGUARD INDEX FDS | 44K | $14M | 2.2% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CORNERSTONE SIGNAL
AC read
Cornerstone Management, Inc. is a Other fund managing $605 million in assets. The fund runs a portfolio of 63 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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