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Cornerstone Financial Group LLC /Ne/ - Q1 2026 13F Filings

CO

Cornerstone Financial Group, LLC /Ne/

CIK: 0002056783
Address: Nebraska Omaha 11225 Davenport St Ste 102
$155.81 M
Portfolio Value
73
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 08/11/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. VO Vanguard Mid-Cap Etf
+$1.91 M
2. BSV Vanguard Short-Term Bond Etf
+$1.19 M
3. SPTM Spdr Portfolio S&P 1500 Composite Stock Market Etf
+$796,500.45
4. VXUS Vanguard Total International Stock Etf
+$701,678.26
5. SPDW Spdr Portfolio Developed World Ex-Us Etf
+$695,752.22

Top Sells

Q1 2026
1. SUB Ishares Short-Term National Muni Bond Etf
−$166,173.03
2. VOO Vanguard S&P 500 Etf
−$160,316.36
3. FNDB Schwab Fundamental Us Broad Market Etf
−$151,241.2
4. LRCX Lam Research Corporation
−$113,964.35
5. MTUM Ishares Msci Usa Momentum Factor Etf
−$113,746.26

Asset Allocation

Stocks/ETFs
+8.75%
$155.81 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Cornerstone Financial Group LLC /Ne/ Q1 2026 Filing Summary

Cornerstone Financial Group, LLC /Ne/ filed its 13F report for Q1 2026 on May 06, 2026. The portfolio totaled 155.81 M reflecting a +8.75% change from the prior quarter, spanning 73 assets. The top 10 holdings comprised 52.3% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 1 new positions and 0 complete exits.

Report Type

Status

Data Summary

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Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Cornerstone Financial Group LLC /Ne/’s Q1 2026 Filing

Cornerstone Financial Group LLC /Ne/ submitted their Form 13F-HR for the Q1 2026 period on 05/06/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Cornerstone Financial Group LLC /Ne/ reported a managed portfolio value of 155.81 M, consisting of 73 individual positions.

This page displays the raw filing documents. To see which stocks Cornerstone Financial Group LLC /Ne/ bought or sold during Q1 2026, please visit Cornerstone Financial Group LLC /Ne/'s Portfolio Analysis page.