13F filer

Cornerstone Financial Management

As of Jun 30, 2026 Filed Aug 28, 2026 CIK 2110329 SEC filings ↗

13F Value

$124.7M

Positions

1,471

Top Position

MGV4.9%

Top 5

21.7%

Latest filing changes

vs Mar 31, 2026

1 NEE NextEra Energy +280.0%+$465K

2 OAIM OneAscent International Equity ETF +22.4%+$359K

3 NVDA NVIDIA +44.4%+$282K

4 GOOGL Alphabet Class A +18.2%+$216K

5 AAPL Apple +8.0%+$161K

Holdings1,471

#
1	MGV Vanguard Morningstar Mega Cap Value Index Fund — ETF Shares	4.9%	$6.1M	+1.3%	37.6K	4.9%	ETF
2	MGK Vanguard Morningstar Mega Cap Growth Index Fund — ETF Shares	4.7%	$5.8M	-0.8%	66.4K	4.5%	ETF
3	VGSH Vanguard Short-Term Treasury Index Fund — ETF Shares	4.3%	$5.3M	-2.3%	91.8K	5.0%	ETF
4	VGIT Vanguard Intermediate-Term Treasury ETF	4.1%	$5.2M	-2.1%	87.7K	4.9%	ETF
5	SCHX Schwab U.S. Large-Cap ETF	3.7%	$4.6M	+1.4%	155.4K	3.6%	ETF
6	LMBS First Trust Low Duration Opportunities ETF	3.2%	$4.0M	-1.4%	80.2K	3.7%	ETF
7	MGC Vanguard Morningstar Mega Cap Index Fund — ETF Shares	3.2%	$4.0M	-2.5%	14.6K	3.2%	ETF
8	VMBS Vanguard Mortgage-Backed Securities Index Fund — ETF Shares	3.2%	$4.0M	-2.1%	84.5K	3.7%	ETF
9	VIG Vanguard Dividend Appreciation Index Fund — ETF Shares	3.0%	$3.7M	-0.2%	15.6K	3.1%	ETF
10	EFG iShares MSCI EAFE Growth ETF	2.3%	$2.9M	+5.2%	23.0K	2.2%	ETF
11	EFV iShares MSCI EAFE Value ETF	2.2%	$2.8M	+5.0%	36.1K	2.3%	ETF
12	AAPL Apple	1.8%	$2.2M	+8.0%	7.5K	1.6%	Common Stock
13	VCSH Vanguard Short-Term Corporate Bond Index Fund — ETF Shares	1.7%	$2.1M	+3.5%	27.2K	1.9%	ETF
14	VO Vanguard Morningstar Mid-Cap Index Fund — ETF Shares	1.7%	$2.1M	+0.1%	26.4K	1.7%	ETF
15	VCIT Vanguard Intermediate-Term Corporate Bond Index Fund — ETF Shares	1.7%	$2.1M	+5.6%	25.3K	1.8%	ETF
16	TPLC Timothy Plan US Large/Mid Cap Core ETF	1.7%	$2.1M	-10.6%	41.3K	2.0%	ETF
17	PRXG Praxis Impact Large Cap Growth ETF	1.6%	$2.0M	-0.3%	51.6K	1.6%	ETF
18	OAIM OneAscent International Equity ETF	1.6%	$2.0M	+22.4%	41.1K	1.3%	ETF
19	IVOV Vanguard S&P Mid-Cap 400 Value Index Fund — ETF Shares	1.4%	$1.7M	-1.2%	14.9K	1.4%	ETF
20	NULG Nuveen ESG Large-Cap Growth ETF	1.4%	$1.7M	+6.9%	14.4K	1.1%	ETF

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing97

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.