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Cornerstone Financial Group LLC /Ne/ - Q2 2026 13F Filings

CO

Cornerstone Financial Group, LLC /Ne/

CIK: 0002056783
Address: Nebraska Omaha 11225 Davenport St Ste 102
$162.24 M
Portfolio Value
75
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 08/11/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. BSV Vanguard Short-Term Bond Etf
+$341,633.83
2. SPDW Spdr Portfolio Developed World Ex-Us Etf
+$334,690.78
3. STIP Ishares 0-5 Year Tips Bond Etf
+$324,969.85
4. REET Ishares Global Reit Etf
+$247,641.76
5. SPTM Spdr Portfolio S&P 1500 Composite Stock Market Etf
+$236,599.12

Top Sells

Q2 2026
1. QQQM Invesco Nasdaq 100 Etf
−$297,511.65
2. MINT Pimco Enhanced Short Maturity Active Exchange-Traded Fund
−$239,726.98
3. LRCX Lam Research Corporation
−$209,448
4. VGSH Vanguard Short-Term Treasury Etf
−$44,523.08
5. DIVI Franklin International Core
−$40,244.64

Asset Allocation

Stocks/ETFs
+4.13%
$162.24 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Cornerstone Financial Group LLC /Ne/ Q2 2026 Filing Summary

Cornerstone Financial Group, LLC /Ne/ filed its 13F report for Q2 2026 on August 11, 2026. The portfolio totaled 162.24 M reflecting a +4.13% change from the prior quarter, spanning 75 assets. The top 10 holdings comprised 52.2% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 3 new positions and 1 complete exits.

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Cornerstone Financial Group LLC /Ne/’s Q2 2026 Filing

Cornerstone Financial Group LLC /Ne/ submitted their Form 13F-HR for the Q2 2026 period on 08/11/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Cornerstone Financial Group LLC /Ne/ reported a managed portfolio value of 162.24 M, consisting of 75 individual positions.

This page displays the raw filing documents. To see which stocks Cornerstone Financial Group LLC /Ne/ bought or sold during Q2 2026, please visit Cornerstone Financial Group LLC /Ne/'s Portfolio Analysis page.