Filed: 11/12/2025ACC: 0002056783-25-000004
📋 What this filing means
CORNERSTONE FINANCIAL GROUP, LLC /NE/ filed this quarterly 13F‑HR report disclosing 69 equity positions with a total reported market value of $129.16M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
69
Positions
$129.16M
Total AUM (reported)
1.98M
Total Shares
Allocation by class
PORTFOLI S&P1500$11.33M8.8%
US EQUITY MARKET$10.99M8.5%
PORTFOLIO DEVLPD$7.15M5.5%
VG TL INTL STK F$5.97M4.6%
NASDAQ 100 ETF$5.74M4.4%
PFD AND INCM SEC$5.46M4.2%
0-5 YR TIPS ETF$5.09M3.9%
Portfolio Concentration
Top 3$29.47M22.8%
4–10$35.25M27.3%
11–25$37.10M28.7%
Rest$27.33M21.2%
Top 3 weight
22.8%
Top 10 weight
50.1%
Voting Authority Distribution
Total shares with voting rights: 1.98M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.98M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole69
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings69
Rows:
SPDR SERIES TRUST
SOLEShares140.46K
TypeSH
Market value$11.33M
8.77%
Sole
0.00
Shared
0.00
None
140.46K
DIMENSIONAL ETF TRUST
SOLEShares151.69K
TypeSH
Market value$10.99M
8.51%
Sole
0.00
Shared
0.00
None
151.69K
SPDR INDEX SHS FDS
SOLEShares167.14K
TypeSH
Market value$7.15M
5.54%
Sole
0.00
Shared
0.00
None
167.14K
VANGUARD STAR FDS
SOLEShares81.34K
TypeSH
Market value$5.97M
4.63%
Sole
0.00
Shared
0.00
None
81.34K
INVESCO EXCH TRADED FD TR II
SOLEShares23.24K
TypeSH
Market value$5.74M
4.45%
Sole
0.00
Shared
0.00
None
23.24K
ISHARES TR
SOLEShares172.77K
TypeSH
Market value$5.46M
4.23%
Sole
0.00
Shared
0.00
None
172.77K
ISHARES TR
SOLEShares49.25K
TypeSH
Market value$5.09M
3.94%
Sole
0.00
Shared
0.00
None
49.25K
DIMENSIONAL ETF TRUST
SOLEShares150.23K
TypeSH
Market value$4.71M
3.65%
Sole
0.00
Shared
0.00
None
150.23K
PIMCO ETF TR
SOLEShares42.12K
TypeSH
Market value$4.24M
3.28%
Sole
0.00
Shared
0.00
None
42.12K
VANGUARD SCOTTSDALE FDS
SOLEShares68.42K
TypeSH
Market value$4.03M
3.12%
Sole
0.00
Shared
0.00
None
68.42K
ISHARES TR
SOLEShares34.08K
TypeSH
Market value$3.79M
2.93%
Sole
0.00
Shared
0.00
None
34.08K
SPDR SERIES TRUST
SOLEShares109.53K
TypeSH
Market value$3.71M
2.87%
Sole
0.00
Shared
0.00
None
109.53K
VANGUARD BD INDEX FDS
SOLEShares49.42K
TypeSH
Market value$3.50M
2.71%
Sole
0.00
Shared
0.00
None
49.42K
VANGUARD INDEX FDS
SOLEShares9.77K
TypeSH
Market value$3.21M
2.48%
Sole
0.00
Shared
0.00
None
9.77K
VANGUARD BD INDEX FDS
SOLEShares33.96K
TypeSH
Market value$2.68M
2.07%
Sole
0.00
Shared
0.00
None
33.96K
VANGUARD BD INDEX FDS
SOLEShares35.20K
TypeSH
Market value$2.62M
2.03%
Sole
0.00
Shared
0.00
None
35.20K
ISHARES TR
SOLEShares92.98K
TypeSH
Market value$2.38M
1.84%
Sole
0.00
Shared
0.00
None
92.98K
BERKSHIRE HATHAWAY INC DEL
SOLEShares4.70K
TypeSH
Market value$2.36M
1.83%
Sole
0.00
Shared
0.00
None
4.70K
VANGUARD INDEX FDS
SOLEShares3.65K
TypeSH
Market value$2.23M
1.73%
Sole
0.00
Shared
0.00
None
3.65K
ISHARES TR
SOLEShares45.63K
TypeSH
Market value$2.21M
1.71%
Sole
0.00
Shared
0.00
None
45.63K
VANGUARD INTL EQUITY INDEX F
SOLEShares14.01K
TypeSH
Market value$1.93M
1.49%
Sole
0.00
Shared
0.00
None
14.01K
VANGUARD SCOTTSDALE FDS
SOLEShares21.32K
TypeSH
Market value$1.79M
1.39%
Sole
0.00
Shared
0.00
None
21.32K
VANGUARD INTL EQUITY INDEX F
SOLEShares30.37K
TypeSH
Market value$1.65M
1.27%
Sole
0.00
Shared
0.00
None
30.37K
VANECK ETF TRUST
SOLEShares41.55K
TypeSH
Market value$1.54M
1.19%
Sole
0.00
Shared
0.00
None
41.55K
ISHARES TR
SOLEShares33.92K
TypeSH
Market value$1.50M
1.16%
Sole
0.00
Shared
0.00
None
33.92K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR SERIES TRUSTSOLE | PORTFOLI S&P1500 | 140.46K | SH | $11.33M 8.77% | 0.00 | 0.00 | 140.46K |
DIMENSIONAL ETF TRUSTSOLE | US EQUITY MARKET | 151.69K | SH | $10.99M 8.51% | 0.00 | 0.00 | 151.69K |
SPDR INDEX SHS FDSSOLE | PORTFOLIO DEVLPD | 167.14K | SH | $7.15M 5.54% | 0.00 | 0.00 | 167.14K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 81.34K | SH | $5.97M 4.63% | 0.00 | 0.00 | 81.34K |
INVESCO EXCH TRADED FD TR IISOLE | NASDAQ 100 ETF | 23.24K | SH | $5.74M 4.45% | 0.00 | 0.00 | 23.24K |
ISHARES TRSOLE | PFD AND INCM SEC | 172.77K | SH | $5.46M 4.23% | 0.00 | 0.00 | 172.77K |
ISHARES TRSOLE | 0-5 YR TIPS ETF | 49.25K | SH | $5.09M 3.94% | 0.00 | 0.00 | 49.25K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 150.23K | SH | $4.71M 3.65% | 0.00 | 0.00 | 150.23K |
PIMCO ETF TRSOLE | ENHAN SHRT MA AC | 42.12K | SH | $4.24M 3.28% | 0.00 | 0.00 | 42.12K |
VANGUARD SCOTTSDALE FDSSOLE | SHORT TERM TREAS | 68.42K | SH | $4.03M 3.12% | 0.00 | 0.00 | 68.42K |
ISHARES TRSOLE | TIPS BD ETF | 34.08K | SH | $3.79M 2.93% | 0.00 | 0.00 | 34.08K |
SPDR SERIES TRUSTSOLE | PORTFOLIO INTRMD | 109.53K | SH | $3.71M 2.87% | 0.00 | 0.00 | 109.53K |
VANGUARD BD INDEX FDSSOLE | LONG TERM BOND | 49.42K | SH | $3.50M 2.71% | 0.00 | 0.00 | 49.42K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 9.77K | SH | $3.21M 2.48% | 0.00 | 0.00 | 9.77K |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 33.96K | SH | $2.68M 2.07% | 0.00 | 0.00 | 33.96K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 35.20K | SH | $2.62M 2.03% | 0.00 | 0.00 | 35.20K |
ISHARES TRSOLE | GLOBAL REIT ETF | 92.98K | SH | $2.38M 1.84% | 0.00 | 0.00 | 92.98K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 4.70K | SH | $2.36M 1.83% | 0.00 | 0.00 | 4.70K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 3.65K | SH | $2.23M 1.73% | 0.00 | 0.00 | 3.65K |
ISHARES TRSOLE | A RATE CP BD ETF | 45.63K | SH | $2.21M 1.71% | 0.00 | 0.00 | 45.63K |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 14.01K | SH | $1.93M 1.49% | 0.00 | 0.00 | 14.01K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 21.32K | SH | $1.79M 1.39% | 0.00 | 0.00 | 21.32K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 30.37K | SH | $1.65M 1.27% | 0.00 | 0.00 | 30.37K |
VANECK ETF TRUSTSOLE | MRNGSTR INT MOAT | 41.55K | SH | $1.54M 1.19% | 0.00 | 0.00 | 41.55K |
ISHARES TRSOLE | MSCI INTL QUALTY | 33.92K | SH | $1.50M 1.16% | 0.00 | 0.00 | 33.92K |
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