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Smx Sec Matters shares owned by Cornerstone Financial Management

Quarter-by-quarter ownership of Smx Sec Matters shares owned by Cornerstone Financial Management from 13F filings

Historical chart of Cornerstone Financial Management investment in Smx Sec Matters

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All positions including Smx Sec Matters held by Cornerstone Financial Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Smx Sec Matters by Cornerstone Financial Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $456 34 13.41

More positions owned by Cornerstone Financial Management

Vanguard Morningstar Mega Cap Value Etf Etf (MGV)
Vanguard Morningstar Mega Cap Growth Etf Etf (MGK)
Vanguard Short-term Treasury Etf Etf (VGSH)
Vanguard Intermediate-term Treasury Etf Etf (VGIT)
Schwab U.s. Large-cap Etf Etf (SCHX)
First Trust Low Duration Opportunities Etf Etf (LMBS)
Vanguard Morningstar Mega Cap Etf Etf (MGC)
Vanguard Mortgage-backed Securities Etf Etf (VMBS)
Vanguard Dividend Appreciation Etf Etf (VIG)
Ishares Msci Eafe Growth Etf Etf (EFG)
Ishares Msci Eafe Value Etf Etf (EFV)
Apple Stock (AAPL)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Vanguard Morningstar Mid-cap Etf Etf (VO)
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)

View all positions for Cornerstone Financial Management

Top funds holding Smx Sec Matters

UBS Group
Tower Research Capital
UMA Financial Services
Advisor Group Holdings
Cornerstone Financial Management

View all funds holding Smx Sec Matters