Cornerstone Financial Management LLC - Portfolio Stock Holdings
Cornerstone Financial Management LLC disclosed 1563 stock positions in a recent SEC 13F filing. $124,656,084 of stock holdings were filed, with the largest holdings including MGV, MGK, and VGSH. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $118,000,000 and has 3 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
1563Est. Stock Holding Value:
$124,656,084Top Stock Holdings By Sector
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Portfolio Stock Holdings - Cornerstone Financial Management LLC
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