CORNERSTONE ENTERPRISES, LLC - Portfolio overview

CORNERSTONE ENTERPRISES, LLC has 42 reported holdings in this dataset, with the latest filing dated 2026-04-22.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. SPHY - SPDR SERIES TRUST, 17.92%
2. JEPI - J P MORGAN EXCHANGE TRADED F, 14.06%
3. SCYB - SCHWAB STRATEGIC TR, 7.56%

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

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