Cornerstone Financial Management LLC

Cornerstone Financial Management LLC is an Investment Adviser institutional filer with the SEC under CIK 2110329, reporting 1,471 portfolio positions, with 31 historical 13F filings on file. Most recent reporting period: 2026-06-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

• State of incorporation: MA
• Filing type: 13F-HR/A
• Latest reporting period: 2026-06-30
• Last filed: 2026-08-28

Top 10 portfolio positions

The largest reported holdings in Cornerstone Financial Management LLC's most recent 13F filing, ranked by reported market value.

1. VANGUARD MORNINGSTAR MEGA CAP VALUE ETF (MGV)
2. VANGUARD MORNINGSTAR MEGA CAP GROWTH ETF (MGK)
3. VANGUARD SHORT-TERM TREASURY ETF (VGSH)
4. VANGUARD INTERMEDIATE-TERM TREASURY ETF (VGIT)
5. SCHWAB U.S. LARGE-CAP ETF (SCHX)
6. FIRST TRUST LOW DURATION OPPORTUNITIES ETF (LMBS)
7. VANGUARD MORNINGSTAR MEGA CAP ETF (MGC)
8. VANGUARD MORTGAGE-BACKED SECURITIES ETF (VMBS)
9. VANGUARD DIVIDEND APPRECIATION ETF (VIG)
10. ISHARES MSCI EAFE GROWTH ETF (EFG)