Cornerstone Financial Group, LLC /NE/: 13F holdings

CIK 20567832026Q2

Positions75
Reported value$162.2m
Filed2026-08-11

Top 10 holdings

SecuritySharesValueWeight
SPYM SPDR SERIES TRUST158,282$14.4m8.9%
DFUS DIMENSIONAL ETF TRUST148,587$12.2m7.5%
EWU SPDR INDEX SHS FDS196,957$9.9m6.1%
VXUS VANGUARD STAR FDS115,493$9.9m6.1%
BSV VANGUARD BD INDEX FDS109,645$8.5m5.3%
QQQM INVESCO EXCH TRADED FD TR II23,328$7.1m4.4%
PFF ISHARES TR205,330$6.3m3.9%
STIP ISHARES TR59,141$6.0m3.7%
DFAX DIMENSIONAL ETF TRUST154,037$5.7m3.5%
SPIB SPDR SERIES TRUST139,861$4.7m2.9%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="2056783")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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