account_balance
Investment manager · 13F filer · SEC CIK 2056783
Cornerstone Financial Group, LLC
Reported value$172Mas of Sep 30, 2026
Positions75 2 new, 2 sold out
Top 10 weight54.2%SPTM alone is 11%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPTMSPDR Series Trust
10.8%Added +27%
SPDWSPDR Index SHS FDS
7.5%Added +31%
DFUSDimensional ETF Trust
7.1%
VXUSVanguard Star FDS
6.2%Added +9%
BSVVanguard Bd Index FDS
5.1%Added +6%
PFFiShares Tr
3.8%Added +9%
STIPiShares Tr
3.7%Added +8%
QQQMInvesco Exch Traded Fd Tr II
3.6%Trimmed −13%
DFAXDimensional ETF Trust
3.3%
MINTPimco ETF Tr
3.0%+15%
SPIBSPDR Series Trust
2.8%Added +6%
TIPiShares Tr
2.5%+10%
SPTMSPDR Series Trust
10.8%Added +27%
SPDWSPDR Index SHS FDS
7.5%Added +31%
DFUSDimensional ETF Trust
7.1%
VXUSVanguard Star FDS
6.2%
BSVVanguard Bd Index FDS
5.1%+6%
PFFiShares Tr
3.8%
STIPiShares Tr
3.7%
QQQMInvesco Exch Traded Fd Tr II
3.6%
DFAX3.3%
MINT
SPIB2.8%
TIP2.5%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPTM SPDR Series Trust 10.8% Added +27%
SPDW SPDR Index SHS FDS 7.5% Added +31%
DFUS Dimensional ETF Trust 7.1% Held
VXUS Vanguard Star FDS 6.2% Added +9%
BSV Vanguard Bd Index FDS 5.1% Added +6%
PFF iShares Tr 3.8% Added +9%
STIP iShares Tr 3.7% Added +8%
QQQM Invesco Exch Traded Fd Tr II 3.6% Trimmed −13%
DFAX Dimensional ETF Trust 3.3% Held
MINT Pimco ETF Tr 3.0% Added +15%
SPIB SPDR Series Trust 2.8% Added +6%
TIP iShares Tr 2.5% Added +10%
What changed
Biggest moves since Jun 30, 2026
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