Cornerstone Management, Inc.

CIK 0001587867 · DULUTH, GA · Quarter end: 2026-06-30 · Filed on: 2026-07-16 · Open the SEC source

Cornerstone Management, Inc. reported 67 positions worth $695.1M as of June 30, 2026 (13F filed July 16, 2026). Largest holding: VUG (24.7%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$695.1M
2026 Q2
Positions
67
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
81.5%
Est. Net Flow (Q)
2026 Q2
10 / 67 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1VUGVANGUARD INDEX FDSSH$171.8M24.71%1,994,250
2JPSTJ P MORGAN EXCHANGE TRADED FSH$113.7M16.36%2,248,144
3VTVVANGUARD INDEX FDSSH$107.9M15.52%495,026
4AGGISHARES TRSH$46.0M6.62%464,929
5FLRNSPDR SERIES TRUSTSH$26.9M3.87%872,431
6EFAISHARES TRSH$26.7M3.84%256,665
7VBKVANGUARD INDEX FDSSH$20.9M3.01%57,180
8DFSDDIMENSIONAL ETF TRUSTSH$18.6M2.67%389,336
9SOVFELEVATION SERIES TRUSTSH$18.1M2.60%607,767
10VTIVANGUARD INDEX FDSSH$15.8M2.27%42,589

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Cornerstone Management, Inc. hold as of Q2 2026?

Cornerstone Management, Inc. reported 67 positions worth $695.1M in its Q2 2026 13F filing. Largest positions: VUG (24.7%), JPST (16.4%), VTV (15.5%), AGG (6.6%) and FLRN (3.9%).

What did Cornerstone Management, Inc. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Cornerstone Management, Inc. 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.