Cornerstone Financial Group, LLC /NE/
Cornerstone Financial Group, LLC /NE/ reported 75 positions worth $162.2M as of June 30, 2026 (13F filed August 11, 2026). Largest holding: SPTM (8.9%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SPTM | SH | $14.4M | 8.86% | 158,282 | — | — | |
| ▸ 2 | DFUS | SH | $12.2M | 7.50% | 148,587 | — | — | |
| ▸ 3 | SPDW | SH | $9.9M | 6.12% | 196,957 | — | — | |
| ▸ 4 | VXUS | SH | $9.9M | 6.09% | 115,493 | — | — | |
| ▸ 5 | BSV | SH | $8.5M | 5.27% | 109,645 | — | — | |
| ▸ 6 | QQQM | SH | $7.1M | 4.36% | 23,328 | — | — | |
| ▸ 7 | PFF | SH | $6.3M | 3.86% | 205,330 | — | — | |
| ▸ 8 | STIP | SH | $6.0M | 3.72% | 59,141 | — | — | |
| ▸ 9 | DFAX | SH | $5.7M | 3.50% | 154,037 | — | — | |
| ▸ 10 | SPIB | SH | $4.7M | 2.88% | 139,861 | — | — |
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Frequently Asked Questions
What stocks does Cornerstone Financial Group, LLC /NE/ hold as of Q2 2026?
Cornerstone Financial Group, LLC /NE/ reported 75 positions worth $162.2M in its Q2 2026 13F filing. Largest positions: SPTM (8.9%), DFUS (7.5%), SPDW (6.1%), VXUS (6.1%) and BSV (5.3%).
What did Cornerstone Financial Group, LLC /NE/ buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Cornerstone Financial Group, LLC /NE/ sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.