Investor
Cornerstone Management, Inc.
CIK 0001587867 · filed 2026-02-06 · SEC filing
13F book
$613.2M
Positions
68
Largest name
25.6%
Vanguard Growth Etf
Est. mark
—
Need a prior quarter to estimate
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Vanguard Growth Etf | — | 321.2K | $156.7M | 25.6% | — | Held |
| Vanguard Index Fds | — | 519K | $99.1M | 16.2% | — | Held |
| J P Morgan Exchange Traded F | — | 1.92M | $97.3M | 15.9% | — | Held |
| Ishares Tr | — | 421K | $42.1M | 6.9% | — | Held |
| Ishares Tr | — | 246.8K | $23.7M | 3.9% | — | Held |
| Spdr Series Trust | — | 720.5K | $22.1M | 3.6% | — | Held |
| Elevation Series Trust | — | 586.6K | $17.1M | 2.8% | — | Held |
| Vanguard Index Fds | — | 43.6K | $14.6M | 2.4% | — | Held |
| Spdr Series Trust | — | 475.7K | $14.4M | 2.3% | — | Held |
| Ishares Tr | — | 129.4K | $12.3M | 2.0% | — | Held |
| Dimensional Etf Trust | — | 251.7K | $12.1M | 2.0% | — | Held |
| Vanguard Index Fds | — | 29.7K | $8.97M | 1.5% | — | Held |
| Ishares Tr | — | 154.2K | $8.79M | 1.4% | — | Held |
| Berkshire Hathaway Inc Del | — | 11 | $8.3M | 1.4% | — | Held |
| Berkshire Hathaway Inc Del | — | 15.6K | $7.85M | 1.3% | — | Held |
| Vanguard Index Fds | — | 29.9K | $6.33M | 1.0% | — | Held |
| Ishares Tr | — | 161.9K | $6.05M | 1.0% | — | Held |
| Vanguard Index Fds | — | 19.7K | $5.71M | 0.9% | — | Held |
| Ishares Inc | — | 83.2K | $5.59M | 0.9% | — | Held |
| Ishares Tr | — | 70.1K | $5.44M | 0.9% | — | Held |
| Ishares Tr | — | 44.2K | $4.87M | 0.8% | — | Held |
| Ishares Tr | — | 31.5K | $4.45M | 0.7% | — | Held |
| Vanguard Specialized Funds | — | 12.3K | $2.7M | 0.4% | — | Held |
| American Centy Etf Tr | — | 22.3K | $2.28M | 0.4% | — | Held |
| First Tr Exchange-Traded Fd | — | 14.5K | $1.57M | 0.3% | — | Held |
| Invesco Exchange Traded Fd T | — | 10.8K | $1.49M | 0.2% | — | Held |
| Globe Life Inc | — | 8.74K | $1.22M | 0.2% | — | Held |
| Pacer Fds Tr | — | 42.1K | $1.21M | 0.2% | — | Held |
| Ishares Tr | — | 13.7K | $1.13M | 0.2% | — | Held |
| Spdr Series Trust | — | 32.3K | $1.09M | 0.2% | — | Held |
| Pacer Fds Tr | — | 27.7K | $1.02M | 0.2% | — | Held |
| Aflac Inc | AFL | 8.62K | $950.9K | 0.2% | — | Held |
| Coca Cola Co | KO | 12.2K | $851.4K | 0.1% | — | Held |
| Global Pmts Inc | — | 10.3K | $795.6K | 0.1% | — | Held |
| Nvidia Corp | NVDA | 4.11K | $766.1K | 0.1% | — | Held |
| Lam Research Corp | LRCX | 4.03K | $690K | 0.1% | — | Held |
| Global X Fds | — | 8.1K | $666K | 0.1% | — | Held |
| Western Midstream Partners L | — | 16.7K | $661K | 0.1% | — | Held |
| Ishares Tr | — | 2.82K | $604.8K | 0.1% | — | Held |
| Bank America Corp | — | 10.2K | $561K | 0.1% | — | Held |
| Fidelity Covington Trust | — | 7.11K | $552.7K | 0.1% | — | Held |
| Eli Lilly & Co | LLY | 489 | $525.6K | 0.1% | — | Held |
| Spdr Gold Tr | — | 1.15K | $457.3K | 0.1% | — | Held |
| Ishares Silver Tr | — | 7.03K | $453K | 0.1% | — | Held |
| Southstate Bk Corp | — | 4.7K | $442.7K | 0.1% | — | Held |
| Walmart Inc. | WMT | 3.97K | $442.5K | 0.1% | — | Held |
| Vanguard Index Fds | — | 1.19K | $375.6K | 0.1% | — | Held |
| Microsoft Corp | MSFT | 735 | $355.5K | 0.1% | — | Held |
| Tesla, Inc. | TSLA | 754 | $339.1K | 0.1% | — | Held |
| Southern Co | — | 3.8K | $331.4K | 0.1% | — | Held |
| Ishares Tr | — | 698 | $330.4K | 0.1% | — | Held |
| Vanguard Bd Index Fds | — | 4.37K | $324K | 0.1% | — | Held |
| Spdr S&P 500 Etf Tr | — | 456 | $311K | 0.1% | — | Held |
| Apple Inc. | AAPL | 1.12K | $305K | 0.1% | — | Held |
| Palantir Technologies Inc. | PLTR | 1.66K | $295.1K | 0.0% | — | Held |
| Ishares Tr | — | 1.36K | $285.6K | 0.0% | — | Held |
| Pnc Finl Svcs Group Inc | — | 1.35K | $281.8K | 0.0% | — | Held |
| Ishares Tr | — | 2.56K | $277.3K | 0.0% | — | Held |
| Duke Energy Corp New | — | 2.34K | $274.7K | 0.0% | — | Held |
| Vanguard Scottsdale Fds | — | 1.13K | $266.7K | 0.0% | — | Held |
| Csx Corp | CSX | 7.26K | $263.2K | 0.0% | — | Held |
| Thermo Fisher Scientific Inc. | TMO | 430 | $249.2K | 0.0% | — | Held |
| Vaneck Etf Trust | — | 2.76K | $234K | 0.0% | — | Held |
| Truist Finl Corp | — | 4.75K | $233.7K | 0.0% | — | Held |
| Meta Platforms, Inc. | META | 341 | $225.1K | 0.0% | — | Held |
| Vanguard World Fd | — | 1.59K | $224.6K | 0.0% | — | Held |
| Merck & Co., Inc. | MRK | 1.99K | $209.6K | 0.0% | — | Held |
| Global X Fds | — | 11.8K | $204.2K | 0.0% | — | Held |
Positions as of Q4 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.