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Cornerstone Financial Management

Latest statistics and disclosures from Cornerstone Financial Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are MGV, MGK, VGSH, VGIT, SCHX, and represent 21.70% of Cornerstone Financial Management's stock portfolio.
Added to shares of these 10 stocks: MGK, VO, NEE, VUG, OAIM, NVDA, IWF, GOOGL, AAPL, XVV.
Started 262 new stock positions in UTHR, INSP, ASTS, FIZZ, CDLR, EDU, EG, WK, LTM, REZI.
Reduced shares in these 10 stocks: SPY, WWJD, TPLC, IBD, ISMD, , VGSH, VGIT, MGC, VMBS.
Sold out of its positions in APG, ADPT, ACM, AVAV, AQN, ALHC, AMTM, APPF, ACLX, RNA.
Cornerstone Financial Management was a net buyer of stock by $12M.
Cornerstone Financial Management has $125M in assets under management (AUM), dropping by 14.37%.
Central Index Key (CIK): 0002110329

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Portfolio Holdings for Cornerstone Financial Management

Cornerstone Financial Management holds 1471 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Cornerstone Financial Management has 1471 total positions. Only the first 250 positions are shown.

Sign up to view all of the Cornerstone Financial Management June 30, 2026 positions
Download the Cornerstone Financial Management June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Morningstar Mega Cap Value Etf Etf (MGV)	4.9	$6.1M		38k	163.45	View chart
Vanguard Morningstar Mega Cap Growth Etf Etf (MGK)	4.7	$5.8M	+395%	66k	87.91	View chart
Vanguard Short-term Treasury Etf Etf (VGSH)	4.3	$5.3M	-2%	92k	58.20	View chart
Vanguard Intermediate-term Treasury Etf Etf (VGIT)	4.1	$5.2M	-2%	88k	58.98	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	3.7	$4.6M		155k	29.43	View chart
First Trust Low Duration Opportunities Etf Etf (LMBS)	3.2	$4.0M		80k	49.78	View chart
Vanguard Morningstar Mega Cap Etf Etf (MGC)	3.2	$4.0M	-2%	15k	273.63	View chart
Vanguard Mortgage-backed Securities Etf Etf (VMBS)	3.2	$4.0M	-2%	85k	46.81	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	3.0	$3.7M		16k	236.61	View chart
Ishares Msci Eafe Growth Etf Etf (EFG)	2.3	$2.9M	+5%	23k	124.42	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	2.2	$2.8M	+4%	36k	76.55	View chart
Apple Stock (AAPL)	1.8	$2.2M	+7%	7.5k	289.36	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	1.7	$2.1M	+3%	27k	79.03	View chart
Vanguard Morningstar Mid-cap Etf Etf (VO)	1.7	$2.1M	+300%	26k	80.57	View chart
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)	1.7	$2.1M	+5%	25k	82.65	View chart
Timothy Plan Us Large/mid Cap Core Etf Etf (TPLC)	1.7	$2.1M	-10%	41k	50.35	View chart
Praxis Impact Large Cap Growth Etf Etf (PRXG)	1.6	$2.0M		52k	39.02	View chart
Oneascent International Equity Etf Etf (OAIM)	1.6	$2.0M	+22%	41k	47.83	View chart
Vanguard S&p Mid-cap 400 Value Etf Etf (IVOV)	1.4	$1.7M		15k	114.07	View chart
Nuveen Esg Large-cap Growth Etf Etf (NULG)	1.4	$1.7M	+6%	14k	117.06	View chart
Ishares Russell Mid-cap Growth Etf Etf (IWP)	1.3	$1.7M	+3%	11k	146.41	View chart
Jpmorgan Income Etf Etf (JPIE)	1.3	$1.7M		36k	46.05	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	1.3	$1.6M	+2%	27k	59.69	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	1.2	$1.5M		29k	50.58	View chart
Ishares Esg Advanced Msci Eafe Etf Etf (DMXF)	1.1	$1.4M	+6%	17k	84.60	View chart
Columbia U.s. Equity Income Etf Etf (EQIN)	1.1	$1.4M	+6%	28k	51.30	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	1.1	$1.4M	+18%	3.9k	357.37	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	1.1	$1.3M	-3%	8.4k	158.03	View chart
Inspire Corporate Bond Etf Etf (IBD)	1.0	$1.3M	-13%	53k	23.77	View chart
Ishares Short Maturity Municipal Bond Active Etf Etf (MEAR)	1.0	$1.2M		25k	50.38	View chart
Ishares Esg Select Screened S&p 500 Etf Etf (XVV)	1.0	$1.2M	+14%	22k	56.79	View chart
Inspire Small/mid Cap Etf Etf (ISMD)	0.9	$1.2M	-11%	24k	50.00	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	0.9	$1.2M	-20%	1.5k	746.77	View chart
Vanguard Morningstar Total Stock Market Etf Etf (VTI)	0.9	$1.1M		3.0k	370.04	View chart
Microsoft Corp Stock (MSFT)	0.8	$1.0M	+12%	2.8k	373.02	View chart
Ishares Russell 1000 Etf Etf (IWB)	0.8	$1.0M	-3%	2.5k	409.50	View chart
Jpmorgan Chase & Co Stock (JPM)	0.8	$997k	-4%	3.0k	327.33	View chart
Fidelity Enhanced Small Cap Core Etf Etf (FESM)	0.8	$941k	+7%	20k	48.29	View chart
Nvidia Corporation Stock (NVDA)	0.7	$918k	+44%	4.6k	200.09	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.7	$813k		1.1k	748.89	View chart
Amazon Stock (AMZN)	0.6	$735k	+21%	3.1k	238.34	View chart
Ishares 0-5 Year Tips Bond Etf Etf (STIP)	0.6	$717k	-4%	7.0k	102.16	View chart
Johnson & Johnson Stock (JNJ)	0.6	$700k	+4%	2.8k	253.97	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.5	$657k		4.0k	164.27	View chart
Nextera Energy Stock (NEE)	0.5	$631k	+280%	7.2k	87.77	View chart
Vanguard Short-term Tax Exempt Bond Etf Etf (VTES)	0.5	$600k	+3%	5.9k	101.31	View chart
Broadcom Stock (AVGO)	0.4	$542k	+10%	1.4k	377.75	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.4	$457k		6.4k	71.25	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.4	$455k	+10%	910.00	500.39	View chart
Intel Corp Stock (INTC)	0.4	$444k	+8%	3.2k	139.63	View chart
Vanguard Morningstar Growth Etf Etf (VUG)	0.3	$434k	+500%	5.0k	86.14	View chart
Ishares Esg Aware Msci Usa Small-cap Etf Etf (ESML)	0.3	$433k		7.7k	55.93	View chart
Eli Lilly & Co Stock (LLY)	0.3	$427k	+18%	356.00	1199.43	View chart
Nuveen Esg Mid-cap Value Etf Etf (NUMV)	0.3	$423k	+3%	9.7k	43.49	View chart
Unitedhealth Group Stock (UNH)	0.3	$405k	+6%	974.00	415.63	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.3	$403k		4.2k	96.58	View chart
Ishares Esg Aware Usd Corporate Bond Etf Etf (SUSC)	0.3	$402k	+10%	17k	23.15	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.3	$394k	-6%	5.1k	77.11	View chart
Vanguard International High Dividend Yield Etf Etf (VYMI)	0.3	$389k		4.0k	98.20	View chart
Vanguard Russell 2000 Growth Etf Etf (VTWG)	0.3	$389k	-6%	1.4k	287.62	View chart
Ishares Esg Aware 1-5 Year Usd Corporate Bond Etf Etf (SUSB)	0.3	$387k	+11%	16k	24.99	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	0.3	$380k	-3%	5.0k	75.79	View chart
Pepsico Stock (PEP)	0.3	$370k		2.7k	135.40	View chart
Ishares Esg Aware Msci Em Etf Etf (ESGE)	0.3	$368k	+3%	6.7k	54.69	View chart
Coca Cola Stock (KO)	0.3	$366k	+5%	4.5k	81.27	View chart
Cisco Sys Stock (CSCO)	0.3	$362k	+8%	3.1k	117.46	View chart
Micron Technology Stock (MU)	0.3	$349k	+30%	302.00	1154.29	View chart
Darden Restaurants Stock (DRI)	0.3	$337k		1.6k	206.01	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.3	$335k	+290%	2.7k	124.17	View chart
Vanguard Russell 2000 Value Etf Etf (VTWV)	0.3	$326k	-5%	1.7k	195.47	View chart
Mastercard Incorporated Cl A Stock (MA)	0.3	$315k	+5%	613.00	513.60	View chart
Vanguard Total World Stock Etf Etf (VT)	0.2	$306k		2.0k	156.95	View chart
Welltower Reit (WELL)	0.2	$299k	+3%	1.3k	226.97	View chart
Walmart Stock (WMT)	0.2	$296k	+7%	2.6k	113.26	View chart
Ishares Msci Eafe Small-cap Etf Etf (SCZ)	0.2	$292k		3.6k	82.26	View chart
Home Depot Stock (HD)	0.2	$285k		808.00	352.68	View chart
Meta Platforms Inc Cl A Stock (META)	0.2	$266k	+27%	473.00	563.29	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.2	$259k	-6%	1.7k	148.31	View chart
Ishares Core S&p U.s. Growth Etf Etf (IUSG)	0.2	$254k		1.4k	188.09	View chart
Taiwan Semiconductor Manufact Adr (TSM)	0.2	$247k	+21%	518.00	477.57	View chart
Bank Of Amer Corp Stock (BAC)	0.2	$222k	+8%	3.9k	56.98	View chart
Ishares Micro-cap Etf Etf (IWC)	0.2	$220k	-5%	1.1k	200.03	View chart
Vanguard Morningstar Small-cap Value Etf Etf (VBR)	0.2	$216k		888.00	242.99	View chart
Visa Inc Com Cl A Stock (V)	0.2	$203k	+25%	592.00	343.09	View chart
Tesla Stock (TSLA)	0.2	$191k	+60%	454.00	420.60	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.1	$185k		270.00	686.31	View chart
Fidelity Msci Information Technology Index Etf Etf (FTEC)	0.1	$184k		643.00	285.58	View chart
Ishares Treasury Floating Rate Bond Etf Etf (TFLO)	0.1	$183k	-5%	3.6k	50.63	View chart
Vanguard Morningstar Value Etf Etf (VTV)	0.1	$171k		785.00	217.93	View chart
Lockheed Martin Corp Stock (LMT)	0.1	$167k	-2%	328.00	509.46	View chart
Amgen Stock (AMGN)	0.1	$166k	+7%	459.00	362.12	View chart
Vanguard Morningstar Small-cap Growth Etf Etf (VBK)	0.1	$159k		435.00	365.70	View chart
Ishares Select Dividend Etf Etf (DVY)	0.1	$156k		1.0k	156.30	View chart
Novartis Adr (NVS)	0.1	$154k	+12%	980.00	156.72	View chart
Verizon Communications Stock (VZ)	0.1	$151k	+6%	3.6k	42.34	View chart
Advanced Micro Devices Stock (AMD)	0.1	$149k	+76%	256.00	580.91	View chart
Morgan Stanley Stock (MS)	0.1	$148k	+11%	706.00	209.04	View chart
Vanguard Morningstar Mid-cap Growth Etf Etf (VOT)	0.1	$146k	+7%	478.00	306.33	View chart
American Elec Pwr Stock (AEP)	0.1	$142k	+225%	1.0k	136.81	View chart
Costco Wholesale Corporation Stock (COST)	0.1	$142k	+16%	152.00	935.47	View chart
Realty Income Corp Reit (O)	0.1	$139k	+4%	2.2k	61.96	View chart
Rtx Corporation Stock (RTX)	0.1	$139k	+12%	732.00	189.73	View chart
Inspire International Etf Etf (WWJD)	0.1	$136k	-66%	3.6k	38.13	View chart
Vanguard S&p Small-cap 600 Value Etf Etf (VIOV)	0.1	$136k		1.2k	117.33	View chart
Chevron Corporation Stock (CVX)	0.1	$133k	-7%	805.00	165.76	View chart
Vanguard Morningstar Large-cap Et Etf (VV)	0.1	$126k		365.00	343.91	View chart
Nuveen S&p 500 Dynamic Overwri Cef (SPXX)	0.1	$125k		6.7k	18.64	View chart
Jpmorgan Ultra-short Municipal Income Etf Etf (JMST)	0.1	$125k		2.5k	51.00	View chart
Merck & Co Stock (MRK)	0.1	$124k	+17%	965.00	128.50	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.1	$122k	+32%	166.00	736.40	View chart
Applied Matls Stock (AMAT)	0.1	$121k	+45%	167.00	723.00	View chart
Ishares Short-term National Muni Bond Etf Etf (SUB)	0.1	$116k	-26%	1.1k	106.47	View chart
Vanguard Esg U.s. Stock Etf Etf (ESGV)	0.1	$116k		875.00	132.24	View chart
Bank Of Ny Mellon Corp Stock (BNY)	0.1	$113k	+11%	784.00	144.61	View chart
Western Digital Corp Stock (WDC)	0.1	$112k	+37%	175.00	638.72	View chart
Vanguard Morningstar Small-cap Etf Etf (VB)	0.1	$111k		367.00	303.12	View chart
Vanguard S&p Small-cap 600 Etf Etf (VIOO)	0.1	$107k		780.00	137.54	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.1	$106k		300.00	353.33	View chart
Elevance Health Inc Formerly A Stock (ELV)	0.1	$104k	+12%	270.00	386.73	View chart
Vertex Pharmaceuticals Stock (VRTX)	0.1	$104k	+13%	209.00	496.73	View chart
Caterpillar Stock (CAT)	0.1	$101k	+58%	95.00	1064.91	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.1	$101k	-6%	415.00	242.43	View chart
Abbvie Stock (ABBV)	0.1	$99k	+34%	393.00	251.64	View chart
Lam Research Corp Stock (LRCX)	0.1	$96k	+69%	222.00	433.33	View chart
Bahl & Gaynor Small/mid Cap Income Growth Etf Etf (SMIG)	0.1	$92k		2.8k	32.81	View chart
Kla Corp Stock (KLAC)	0.1	$91k	+1400%	300.00	301.71	View chart
Asml Hldg Nv N Y Registry Adr (ASML)	0.1	$90k	+73%	45.00	1989.44	View chart
Vanguard Real Estate Etf Etf (VNQ)	0.1	$87k		898.00	96.43	View chart
Ge Aerospace Stock (GE)	0.1	$85k	+36%	227.00	373.73	View chart
Vanguard Ultra-short Bond Etf Etf (VUSB)	0.1	$79k	+648%	1.6k	49.80	View chart
Fidelity Nasdaq Composite Index Etf Etf (ONEQ)	0.1	$78k		754.00	103.22	View chart
Wells Fargo & Co Stock (WFC)	0.1	$77k	+20%	934.00	82.64	View chart
Travelers Companies Stock (TRV)	0.1	$77k	+2%	232.00	330.12	View chart
Teradyne Stock (TER)	0.1	$74k	+18%	152.00	483.84	View chart
Lowes Cos Stock (LOW)	0.1	$73k	+7%	329.00	220.49	View chart
Ge Vernova Stock (GEV)	0.1	$71k	+36%	60.00	1174.87	View chart
Eaton Vance Total Return Bond Etf Etf (EVTR)	0.1	$70k		1.4k	50.71	View chart
Procter & Gamble Stock (PG)	0.1	$70k	+43%	475.00	146.64	View chart
Conocophillips Stock (COP)	0.1	$69k	+412%	661.00	103.96	View chart
Palo Alto Networks Stock (PANW)	0.1	$67k	+71%	197.00	341.02	View chart
Phillips 66 Stock (PSX)	0.1	$66k	+134%	390.00	169.05	View chart
T. Rowe Price Capital Appreciation Equity Etf Etf (TCAF)	0.1	$65k		1.6k	41.10	View chart
Wheaton Precious Metals Corp Stock (WPM)	0.1	$64k	+16%	565.00	112.32	View chart
Marvell Technology Stock (MRVL)	0.1	$64k	+121%	213.00	297.89	View chart
Mcdonalds Corp Stock (MCD)	0.1	$63k	+11%	233.00	270.31	View chart
Seagate Technology Hldngs Plc Ord Stock (STX)	0.1	$63k	+109%	65.00	965.00	View chart
Texas Instrs Stock (TXN)	0.0	$62k	+34%	207.00	298.07	View chart
Goldman Sachs Group Stock (GS)	0.0	$62k	+45%	61.00	1011.38	View chart
Boeing Stock (BA)	0.0	$61k	+20%	282.00	216.47	View chart
Citigroup Stock (C)	0.0	$58k	+34%	413.00	139.96	View chart
General Mills Stock (GIS)	0.0	$57k	-55%	1.6k	34.80	View chart
Ishares S&p Mid-cap 400 Value Etf Etf (IJJ)	0.0	$56k	-7%	380.00	147.73	View chart
Sysco Corp Stock (SYY)	0.0	$55k	+17%	660.00	83.58	View chart
Sandisk Corp Stock (SNDK)	0.0	$55k	+60%	24.00	2273.75	View chart
Allstate Corp Stock (ALL)	0.0	$54k	+24%	226.00	237.94	View chart
Howmet Aerospace Stock (HWM)	0.0	$54k	+34%	200.00	268.86	View chart
Amphenol Corp Cl A Stock (APH)	0.0	$54k	+27%	304.00	176.32	View chart
Corning Stock (GLW)	0.0	$50k	+63%	196.00	255.43	View chart
Ishares Floating Rate Bond Etf Etf (FLOT)	0.0	$50k		978.00	51.05	View chart
Altria Group Stock (MO)	0.0	$47k		648.00	71.95	View chart
Corteva Stock (CTVA)	0.0	$45k	+15%	533.00	84.69	View chart
Cummins Stock (CMI)	0.0	$45k	+65%	63.00	713.21	View chart
Qnity Electronics Stock (Q)	0.0	$44k	+12%	270.00	163.31	View chart
Royal Bk Cda Stock (RY)	0.0	$44k	+45%	212.00	206.97	View chart
Oneok Stock (OKE)	0.0	$44k	+17%	501.00	86.94	View chart
Vanguard Morningstar Mid-cap Value Etf Etf (VOE)	0.0	$43k		217.00	197.60	View chart
Vertiv Holdings Co Com Cl A Stock (VRT)	0.0	$43k	+56%	127.00	334.82	View chart
HSBC HLDGS Adr (HSBC)	0.0	$42k	+47%	440.00	95.09	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.0	$42k	+53%	357.00	116.67	View chart
Union Pac Corp Stock (UNP)	0.0	$42k	+25%	153.00	272.00	View chart
Coherent Corp Stock (COHR)	0.0	$41k	+30%	104.00	394.47	View chart
Oracle Corp Stock (ORCL)	0.0	$41k	+65%	279.00	146.55	View chart
Linde Stock (LIN)	0.0	$41k	+62%	78.00	518.94	View chart
Aon Plc Shs Cl A Stock (AON)	0.0	$40k	+13%	120.00	331.69	View chart
Sharkninja Stock (SN)	0.0	$39k		258.00	152.04	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.0	$39k		458.00	85.49	View chart
International Business Machs Stock (IBM)	0.0	$39k	+61%	137.00	281.21	View chart
State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	0.0	$38k	NEW	321.00	119.14	View chart
Totalenergies Se Act Stock (TTE)	0.0	$38k	+17%	486.00	77.76	View chart
Netflix Stock (NFLX)	0.0	$38k	+42%	529.00	71.40	View chart
Southern Stock (SO)	0.0	$38k	+9%	394.00	95.71	View chart
Zimmer Biomet Holdings Stock (ZBH)	0.0	$36k		422.00	86.09	View chart
Consolidated Edison Stock (ED)	0.0	$35k	+43%	318.00	110.63	View chart
Starbucks Corp Stock (SBUX)	0.0	$35k	+15%	342.00	102.19	View chart
Automatic Data Processing Stock (ADP)	0.0	$35k	+59%	156.00	223.95	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.0	$35k	+12%	419.00	82.91	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.0	$33k		151.00	219.43	View chart
Quanta Svcs Stock (PWR)	0.0	$33k	+70%	46.00	720.04	View chart
Datadog Inc Cl A Stock (DDOG)	0.0	$33k	+54%	127.00	260.36	View chart
Revolution Medicines Stock (RVMD)	0.0	$33k		174.00	187.28	View chart
Celestica Stock (CLS)	0.0	$33k	+8%	89.00	364.80	View chart
Eaton Corp Stock (ETN)	0.0	$32k	+46%	76.00	426.12	View chart
Chunghwa Telecom Co Ltd Spon Adr New11 Adr (CHT)	0.0	$32k	+153%	728.00	44.26	View chart
Analog Devices Stock (ADI)	0.0	$31k	+54%	79.00	397.16	View chart
Arista Networks Stock (ANET)	0.0	$31k	+61%	183.00	169.88	View chart
Ishares S&p Small-cap 600 Value Etf Etf (IJS)	0.0	$31k		227.00	136.68	View chart
Qualcomm Stock (QCOM)	0.0	$31k	+48%	165.00	184.79	View chart
Ase Technology Hldg Adr (ASX)	0.0	$30k	+42%	660.00	45.12	View chart
American Express Stock (AXP)	0.0	$30k	+46%	88.00	338.25	View chart
Tjx Cos Stock (TJX)	0.0	$30k	+26%	196.00	151.50	View chart
Duke Energy Corp Stock (DUK)	0.0	$30k	-25%	234.00	126.58	View chart
Cloudflare Inc Cl A Stock (NET)	0.0	$29k	+65%	119.00	245.28	View chart
Delta Air Lines Stock (DAL)	0.0	$29k	+46%	308.00	93.66	View chart
Williams Cos Stock (WMB)	0.0	$29k	+56%	386.00	74.34	View chart
Ishares Morningstar Mid-cap Growth Etf Etf (IMCG)	0.0	$28k		287.00	98.30	View chart
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)	0.0	$28k		1.1k	26.52	View chart
Dell Technologies Inc Cl C Stock (DELL)	0.0	$28k	+56%	64.00	431.45	View chart
Trane Technologies Stock (TT)	0.0	$28k	+60%	56.00	491.16	View chart
Deere & Co Stock (DE)	0.0	$27k	+48%	43.00	634.33	View chart
Public Svc Enterprise Group Stock (PEG)	0.0	$27k	+24%	334.00	81.16	View chart
Valero Energy Corp Stock (VLO)	0.0	$27k	+57%	104.00	260.44	View chart
Chubb Stock (CB)	0.0	$27k	+38%	79.00	340.73	View chart
Toronto Dominion Bk Ont Stock (TD)	0.0	$27k	+77%	218.00	121.43	View chart
Ishares 0-5 Year High Yield Corporate Bond Etf Etf (SHYG)	0.0	$26k		619.00	42.42	View chart
Freeport Mcmoran Inc Cl B Stock (FCX)	0.0	$26k	+44%	415.00	62.89	View chart
L3harris Technologies Stock (LHX)	0.0	$26k	+34%	89.00	290.60	View chart
Mondelez Intl Inc Cl A Stock (MDLZ)	0.0	$26k	+20%	445.00	57.84	View chart
General Mtrs Stock (GM)	0.0	$26k	+47%	331.00	77.08	View chart
Mitsubishi Ufj Financial Group Adr (MUFG)	0.0	$25k	+34%	1.3k	19.89	View chart
Servicenow Stock (NOW)	0.0	$25k	+72%	254.00	99.28	View chart
Fortinet Stock (FTNT)	0.0	$25k	+102%	164.00	153.62	View chart
Hudbay Minerals Stock (HBM)	0.0	$25k		1.1k	23.61	View chart
Royal Caribbean Group Stock (RCL)	0.0	$25k	+75%	79.00	317.53	View chart
Capital One Finl Corp Stock (COF)	0.0	$25k	+45%	125.00	200.62	View chart
At&t Stock (T)	0.0	$25k	+32%	1.2k	20.70	View chart
Stryker Corporation Stock (SYK)	0.0	$25k	+65%	78.00	314.85	View chart
Target Corp Stock (TGT)	0.0	$24k	+46%	187.00	130.61	View chart
Progressive Corp Stock (PGR)	0.0	$24k	+54%	111.00	218.45	View chart
Crh Plc Ord Stock (CRH)	0.0	$24k	+113%	226.00	107.00	View chart
Nisource Stock (NI)	0.0	$24k	+4%	504.00	47.55	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.0	$24k	+82%	31.00	763.13	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)	0.0	$24k		282.00	83.75	View chart
Sap Se Adr (SAP)	0.0	$23k	+114%	152.00	154.11	View chart
Paccar Stock (PCAR)	0.0	$23k	+36%	195.00	120.12	View chart
Cadence Design System Stock (CDNS)	0.0	$23k	+87%	62.00	375.32	View chart
Ross Stores Stock (ROST)	0.0	$23k	+60%	109.00	212.85	View chart
Invesco High Yield Equity Dividend Achievers Etf Etf (PEY)	0.0	$23k		1.0k	23.18	View chart
Newmont Corp Stock (NEM)	0.0	$23k	+22%	247.00	93.40	View chart
Illinois Tool Wks Stock (ITW)	0.0	$23k	-3%	85.00	270.47	View chart
Icici Bank Adr (IBN)	0.0	$23k	+76%	782.00	29.03	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.0	$23k		400.00	56.48	View chart
United Microelectronics Corp Adr (UMC)	0.0	$23k	+52%	827.00	27.21	View chart
Cvs Health Corp Stock (CVS)	0.0	$22k	+51%	217.00	103.45	View chart
Cardinal Health Stock (CAH)	0.0	$22k	+88%	94.00	237.56	View chart
West Pharmaceutical Svsc Stock (WST)	0.0	$22k	+29%	62.00	359.00	View chart
Eastern Bankshares Stock (EBC)	0.0	$22k		1.0k	22.24	View chart
Marriott Intl Inc New Cl A Stock (MAR)	0.0	$22k	+25%	60.00	370.58	View chart
Oreilly Automotive Stock (ORLY)	0.0	$22k	+26%	241.00	92.09	View chart
Prologis Reit (PLD)	0.0	$22k	+39%	163.00	135.47	View chart
Robinhood Mkts Inc Com Cl A Stock (HOOD)	0.0	$22k	+126%	220.00	100.28	View chart

Past Filings by Cornerstone Financial Management

SEC 13F filings are viewable for Cornerstone Financial Management going back to 2026

Cornerstone Financial Management 2026 Q2 filed Aug. 12, 2026
Cornerstone Financial Management 2026 Q1 filed May 8, 2026

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