CORNERSTONE FINANCIAL GROUP, LLC /NE/

Filed: 5/6/2026ACC: 0001765380-26-000173

📋 What this filing means

CORNERSTONE FINANCIAL GROUP, LLC /NE/ filed this quarterly 13F‑HR report disclosing 73 equity positions with a total reported market value of $155.81M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$155.81M

Total AUM (reported)

2.29M

Total Shares

Allocation by class

STATE STREET SPD$28.86M18.5%

US EQUITY MARKET$11.70M7.5%

VG TL INTL STK F$9.45M6.1%

SHORT TRM BOND$8.22M5.3%

NASDAQ 100 ETF$6.75M4.3%

PFD AND INCM SEC$6.32M4.1%

0-5 YR TIPS ETF$5.80M3.7%

Portfolio Concentration

Top 3$34.76M22.3%

4–10$46.74M30.0%

11–25$44.57M28.6%

Rest$29.73M19.1%

Top 3 weight

22.3%

Top 10 weight

52.3%

Voting Authority Distribution

Total shares with voting rights: 2.29M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

2.29M

% of voting shares100.0%

Investment Discretion (by position count)

Sole73

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings73

Rows:

SPDR SERIES TRUST

SOLE

STATE STREET SPD

Shares155.68K

TypeSH

Market value$13.62M

8.74%

Sole

0.00

Shared

0.00

None

155.68K

DIMENSIONAL ETF TRUST

SOLE

US EQUITY MARKET

Shares149.02K

TypeSH

Market value$11.70M

7.51%

Sole

0.00

Shared

0.00

None

149.02K

VANGUARD STAR FDS

SOLE

VG TL INTL STK F

Shares113.90K

TypeSH

Market value$9.45M

6.07%

Sole

0.00

Shared

0.00

None

113.90K

SPDR INDEX SHS FDS

SOLE

STATE STREET SPD

Shares190.31K

TypeSH

Market value$9.30M

5.97%

Sole

0.00

Shared

0.00

None

190.31K

VANGUARD BD INDEX FDS

SOLE

SHORT TRM BOND

Shares105.26K

TypeSH

Market value$8.22M

5.27%

Sole

0.00

Shared

0.00

None

105.26K

INVESCO EXCH TRADED FD TR II

SOLE

NASDAQ 100 ETF

Shares24.31K

TypeSH

Market value$6.75M

4.33%

Sole

0.00

Shared

0.00

None

24.31K

ISHARES TR

SOLE

PFD AND INCM SEC

Shares201.19K

TypeSH

Market value$6.32M

4.06%

Sole

0.00

Shared

0.00

None

201.19K

ISHARES TR

SOLE

0-5 YR TIPS ETF

Shares55.96K

TypeSH

Market value$5.80M

3.72%

Sole

0.00

Shared

0.00

None

55.96K

DIMENSIONAL ETF TRUST

SOLE

WORLD EX US CORE

Shares152.19K

TypeSH

Market value$5.57M

3.57%

Sole

0.00

Shared

0.00

None

152.19K

PIMCO ETF TR

SOLE

ENHAN SHRT MA AC

Shares47.62K

TypeSH

Market value$4.78M

3.07%

Sole

0.00

Shared

0.00

None

47.62K

SPDR SERIES TRUST

SOLE

STATE STREET SPD

Shares134.93K

TypeSH

Market value$4.51M

2.90%

Sole

0.00

Shared

0.00

None

134.93K

ISHARES TR

SOLE

TIPS BD ETF

Shares35.86K

TypeSH

Market value$3.99M

2.56%

Sole

0.00

Shared

0.00

None

35.86K

VANGUARD SCOTTSDALE FDS

SOLE

SHORT TERM TREAS

Shares68.42K

TypeSH

Market value$3.99M

2.56%

Sole

0.00

Shared

0.00

None

68.42K

VANGUARD BD INDEX FDS

SOLE

LONG TERM BOND

Shares58.40K

TypeSH

Market value$3.99M

2.56%

Sole

0.00

Shared

0.00

None

58.40K

ISHARES TR

SOLE

GLOBAL REIT ETF

Shares137.67K

TypeSH

Market value$3.75M

2.41%

Sole

0.00

Shared

0.00

None

137.67K

VANGUARD INDEX FDS

SOLE

TOTAL STK MKT

Shares9.61K

TypeSH

Market value$3.41M

2.19%

Sole

0.00

Shared

0.00

None

9.61K

VANGUARD SCOTTSDALE FDS

SOLE

INT-TERM CORP

Shares34.97K

TypeSH

Market value$2.89M

1.85%

Sole

0.00

Shared

0.00

None

34.97K

VANGUARD BD INDEX FDS

SOLE

TOTAL BND MRKT

Shares37.90K

TypeSH

Market value$2.78M

1.78%

Sole

0.00

Shared

0.00

None

37.90K

ISHARES TR

SOLE

A RATE CP BD ETF

Shares53.52K

TypeSH

Market value$2.54M

1.63%

Sole

0.00

Shared

0.00

None

53.52K

VANGUARD INDEX FDS

SOLE

MID CAP ETF

Shares32.66K

TypeSH

Market value$2.52M

1.62%

Sole

0.00

Shared

0.00

None

32.66K

VANGUARD INTL EQUITY INDEX F

SOLE

TT WRLD ST ETF

Shares14.72K

TypeSH

Market value$2.23M

1.43%

Sole

0.00

Shared

0.00

None

14.72K

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares3.31K

TypeSH

Market value$2.19M

1.41%

Sole

0.00

Shared

0.00

None

3.31K

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares4.59K

TypeSH

Market value$2.17M

1.39%

Sole

0.00

Shared

0.00

None

4.59K

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE EMR MKT ETF

Shares33.98K

TypeSH

Market value$2.00M

1.29%

Sole

0.00

Shared

0.00

None

33.98K

ISHARES TR

SOLE

RUSEL 2500 ETF

Shares18.78K

TypeSH

Market value$1.60M

1.03%

Sole

0.00

Shared

0.00

None

18.78K

Issuer	Class	Shares	Type	Value / Portfolio %	None
SPDR SERIES TRUSTSOLE	STATE STREET SPD	155.68K	SH	$13.62M 8.74%	155.68K
DIMENSIONAL ETF TRUSTSOLE	US EQUITY MARKET	149.02K	SH	$11.70M 7.51%	149.02K
VANGUARD STAR FDSSOLE	VG TL INTL STK F	113.90K	SH	$9.45M 6.07%	113.90K
SPDR INDEX SHS FDSSOLE	STATE STREET SPD	190.31K	SH	$9.30M 5.97%	190.31K
VANGUARD BD INDEX FDSSOLE	SHORT TRM BOND	105.26K	SH	$8.22M 5.27%	105.26K
INVESCO EXCH TRADED FD TR IISOLE	NASDAQ 100 ETF	24.31K	SH	$6.75M 4.33%	24.31K
ISHARES TRSOLE	PFD AND INCM SEC	201.19K	SH	$6.32M 4.06%	201.19K
ISHARES TRSOLE	0-5 YR TIPS ETF	55.96K	SH	$5.80M 3.72%	55.96K
DIMENSIONAL ETF TRUSTSOLE	WORLD EX US CORE	152.19K	SH	$5.57M 3.57%	152.19K
PIMCO ETF TRSOLE	ENHAN SHRT MA AC	47.62K	SH	$4.78M 3.07%	47.62K
SPDR SERIES TRUSTSOLE	STATE STREET SPD	134.93K	SH	$4.51M 2.90%	134.93K
ISHARES TRSOLE	TIPS BD ETF	35.86K	SH	$3.99M 2.56%	35.86K
VANGUARD SCOTTSDALE FDSSOLE	SHORT TERM TREAS	68.42K	SH	$3.99M 2.56%	68.42K
VANGUARD BD INDEX FDSSOLE	LONG TERM BOND	58.40K	SH	$3.99M 2.56%	58.40K
ISHARES TRSOLE	GLOBAL REIT ETF	137.67K	SH	$3.75M 2.41%	137.67K
VANGUARD INDEX FDSSOLE	TOTAL STK MKT	9.61K	SH	$3.41M 2.19%	9.61K
VANGUARD SCOTTSDALE FDSSOLE	INT-TERM CORP	34.97K	SH	$2.89M 1.85%	34.97K
VANGUARD BD INDEX FDSSOLE	TOTAL BND MRKT	37.90K	SH	$2.78M 1.78%	37.90K
ISHARES TRSOLE	A RATE CP BD ETF	53.52K	SH	$2.54M 1.63%	53.52K
VANGUARD INDEX FDSSOLE	MID CAP ETF	32.66K	SH	$2.52M 1.62%	32.66K
VANGUARD INTL EQUITY INDEX FSOLE	TT WRLD ST ETF	14.72K	SH	$2.23M 1.43%	14.72K
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	3.31K	SH	$2.19M 1.41%	3.31K
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	4.59K	SH	$2.17M 1.39%	4.59K
VANGUARD INTL EQUITY INDEX FSOLE	FTSE EMR MKT ETF	33.98K	SH	$2.00M 1.29%	33.98K
ISHARES TRSOLE	RUSEL 2500 ETF	18.78K	SH	$1.60M 1.03%	18.78K

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