Cornerstone Financial Group, LLC /NE/ - Portfolio overview

Cornerstone Financial Group, LLC /NE/ has 74 reported holdings in this dataset, with the latest filing dated 2026-05-06.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Real Estate and Financial Services.

Largest reported holdings by portfolio allocation

1. SPTM - SPDR SERIES TRUST, 8.70%
2. DFUS - DIMENSIONAL ETF TRUST, 7.47%
3. VXUS - VANGUARD STAR FDS, 6.04%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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