Institutional Investor · CIK 0002110329
CORNERSTONE FINANCIAL MANAGEMENT LLC
Portfolio data for the last 6 months — sourced from SEC 13F filings
Stocks Held
1,634
Total Value
$311.59M
Total Shares
4.11M
Latest Filing
Aug 28, 2026
CIK
0002110329
Current Holdings
| Company↕ | Sector↕ | Industry | Period↕ | Filed↓ | Shares↕ | Value ($)↕ | Ownership↕ | Type | P/C/S | SEC Filing |
|---|---|---|---|---|---|---|---|---|---|---|
| Financial Services | Asset Management | 2026-06-30 | 2026-08-12 | 37,580 | $6.14M | 0.0461% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-12 | 66,353 | $5.83M | 0.0172% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-08-28 | 93,920 | $5.50M | 0.0161% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-08-28 | 37,099 | $5.38M | 0.0455% | SH | — | View | |
| Financial Services | Asset Management | 2025-12-31 | 2026-08-28 | 13,017 | $5.37M | 0.0034% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-12 | 91,769 | $5.34M | 0.0158% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-03-31 | 2026-08-28 | 89,529 | $5.33M | 0.0104% | SH | — | View | |
| Financial Services | Asset Management | 2025-12-31 | 2026-08-28 | 36,977 | $5.22M | 0.0453% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-08-12 | 87,675 | $5.17M | 0.0102% | SH | — | View | |
| Financial Services | Asset Management | 2025-12-31 | 2026-08-28 | 85,632 | $5.03M | 0.0147% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2025-12-31 | 2026-08-28 | 83,590 | $5.01M | 0.0097% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-08-28 | 13,378 | $4.92M | 0.0035% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-12 | 155,383 | $4.57M | 0.0064% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-03-31 | 2026-08-28 | 86,266 | $4.05M | 0.0229% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-08-28 | 81,307 | $4.05M | 0.0634% | SH | — | View | |
| Financial Services | Asset Management | 2025-12-31 | 2026-08-28 | 15,938 | $4.00M | 0.0411% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-12 | 80,173 | $3.99M | 0.0625% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-12 | 14,553 | $3.98M | 0.0376% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-08-12 | 84,458 | $3.95M | 0.0224% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-08-28 | 153,244 | $3.93M | 0.0063% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2025-12-31 | 2026-08-28 | 83,054 | $3.91M | 0.0220% | SH | — | View | |
| Financial Services | Asset Management | 2025-12-31 | 2026-08-28 | 76,355 | $3.82M | 0.0595% | SH | — | View | |
| Financial Services | Asset Management | 2025-12-31 | 2026-08-28 | 141,622 | $3.81M | 0.0058% | SH | — | View | |
| Financial Services | Asset Management | 2025-12-31 | 2026-08-28 | 17,080 | $3.75M | 0.0032% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-12 | 15,608 | $3.69M | 0.0029% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-08-28 | 14,933 | $3.53M | 0.0385% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-08-28 | 15,641 | $3.36M | 0.0029% | SH | — | View | |
Apple Inc.(APC.DE) | Technology | Consumer Electronics | 2026-06-30 | 2026-08-12 | 7,544 | $2.18M | 0.0001% | SH | — | View |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-08-12 | 27,201 | $2.15M | 0.0041% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-08-28 | 46,194 | $2.15M | 0.7630% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-12 | 26,410 | $2.13M | 0.0010% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-12 | 25,341 | $2.09M | 0.0030% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-03-31 | 2026-08-28 | 26,270 | $2.08M | 0.0040% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-12 | 41,296 | $2.08M | 0.6821% | SH | — | View | |
| Financial Services | Asset Management | 2025-12-31 | 2026-08-28 | 45,097 | $2.05M | 0.7449% | SH | — | View | |
Apple Inc.(APC.DE) | Technology | Consumer Electronics | 2025-12-31 | 2026-08-28 | 7,481 | $2.03M | 0.0001% | SH | — | View |
Praxis Impact Large Cap…(PRXG) | Financial Services | Asset Management | 2026-06-30 | 2026-08-12 | 51,650 | $2.02M | 2.3297% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-08-28 | 24,002 | $1.99M | 0.0028% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2025-12-31 | 2026-08-28 | 24,812 | $1.98M | 0.0038% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-08-12 | 41,087 | $1.97M | 0.5051% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-08-28 | 6,599 | $1.90M | 0.0002% | SH | — | View | |
| Financial Services | Asset Management | 2025-12-31 | 2026-08-28 | 6,404 | $1.86M | 0.0002% | SH | — | View | |
| Financial Services | Asset Management | 2025-12-31 | 2026-08-28 | 21,727 | $1.82M | 0.0025% | SH | — | View | |
Apple Inc.(APC.DE) | Technology | Consumer Electronics | 2026-03-31 | 2026-08-28 | 6,987 | $1.77M | 0.0000% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-08-12 | 14,940 | $1.70M | 0.1147% | SH | — | View | |
Praxis Impact Large Cap…(PRXG) | Financial Services | Asset Management | 2026-03-31 | 2026-08-28 | 51,828 | $1.70M | 2.3377% | SH | — | View |
JPMorgan Income ETF(JPIE) | Financial Services | Asset Management | 2026-03-31 | 2026-08-28 | 36,529 | $1.68M | 0.0314% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-08-12 | 11,444 | $1.68M | 0.0079% | SH | — | View | |
JPMorgan Income ETF(JPIE) | Financial Services | Asset Management | 2026-06-30 | 2026-08-12 | 35,912 | $1.65M | 0.0308% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-08-12 | 26,457 | $1.58M | 0.0009% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-03-31 | 2026-08-28 | 15,121 | $1.54M | 0.1161% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2025-12-31 | 2026-08-28 | 30,584 | $1.54M | 0.0031% | SH | — | View | |
JPMorgan Income ETF(JPIE) | Financial Services | Asset Management | 2025-12-31 | 2026-08-28 | 32,925 | $1.52M | 0.0283% | SH | — | View |
| Financial Services | Asset Management - Global | 2025-12-31 | 2026-08-28 | 14,905 | $1.51M | 0.1144% | SH | — | View | |
| Financial Services | Asset Management - Global | 2025-12-31 | 2026-08-28 | 10,808 | $1.48M | 0.0075% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-08-12 | 29,248 | $1.48M | 0.0030% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-03-31 | 2026-08-28 | 61,595 | $1.47M | 0.3065% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-03-31 | 2026-08-28 | 29,384 | $1.47M | 0.0030% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-03-31 | 2026-08-28 | 33,578 | $1.45M | 0.4128% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-12 | 16,897 | $1.43M | 0.1173% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-03-31 | 2026-08-28 | 11,086 | $1.42M | 0.0077% | SH | — | View | |
| Financial Services | Asset Management - Income | 2026-06-30 | 2026-08-12 | 27,466 | $1.41M | 0.5059% | SH | — | View | |
Alphabet Inc.(GOOGL.SW) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-08-12 | 3,935 | $1.41M | 0.0000% | SH | — | View |
Alphabet Inc.(ABEA.DE) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-08-12 | 3,935 | $1.41M | 0.0000% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-03-31 | 2026-08-28 | 25,773 | $1.39M | 0.0009% | SH | — | View | |
| Financial Services | Asset Management - Income | 2025-12-31 | 2026-08-28 | 9,358 | $1.34M | 0.0016% | SH | — | View | |
| Financial Services | Asset Management | 2025-12-31 | 2026-08-28 | 1,940 | $1.32M | 0.0002% | SH | — | View | |
| Financial Services | Asset Management - Income | 2026-06-30 | 2026-08-12 | 8,353 | $1.32M | 0.0014% | SH | — | View | |
| Financial Services | Asset Management - Income | 2026-03-31 | 2026-08-28 | 8,651 | $1.28M | 0.0015% | SH | — | View | |
| Financial Services | Asset Management - Global | 2025-12-31 | 2026-08-28 | 23,772 | $1.28M | 0.0009% | SH | — | View | |
| Financial Services | Asset Management - Income | 2026-03-31 | 2026-08-28 | 25,863 | $1.27M | 0.4764% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-08-12 | 53,339 | $1.27M | 0.2654% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-08-28 | 1,940 | $1.26M | 0.0002% | SH | — | View | |
| Financial Services | Asset Management - Income | 2025-12-31 | 2026-08-28 | 26,056 | $1.24M | 0.4799% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-08-28 | 15,937 | $1.20M | 0.1106% | SH | — | View | |
| Financial Services | Asset Management | 2025-12-31 | 2026-08-28 | 15,801 | $1.19M | 0.1097% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-12 | 23,462 | $1.17M | 0.3659% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-12 | 1,541 | $1.15M | 0.0001% | SH | — | View | |
| Financial Services | Asset Management - Global | 2025-12-31 | 2026-08-28 | 27,596 | $1.14M | 0.3393% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-08-12 | 3,034 | $1.12M | 0.0001% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-08-28 | 26,408 | $1.06M | 0.4118% | SH | — | View | |
| Financial Services | Asset Management - Global | 2025-12-31 | 2026-08-28 | 2,789 | $1.04M | 0.0024% | SH | — | View | |
Microsoft Corporation(MSFT) | Technology | Software - Infrastructure | 2026-06-30 | 2026-08-12 | 2,782 | $1.04M | 0.0000% | SH | — | View |
JPMorgan Chase & Co.(CMC.DE) | Financial Services | Banks - Diversified | 2025-12-31 | 2026-08-28 | 3,175 | $1.02M | 0.0001% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-08-12 | 2,498 | $1.02M | 0.0021% | SH | — | View | |
| Financial Services | Asset Management - Global | 2025-12-31 | 2026-08-28 | 3,034 | $1.02M | 0.0001% | SH | — | View | |
Alphabet Inc.(GOOGL.SW) | Communication Services | Internet Content & Information | 2025-12-31 | 2026-08-28 | 3,228 | $1.01M | 0.0000% | SH | — | View |
Alphabet Inc.(ABEA.DE) | Communication Services | Internet Content & Information | 2025-12-31 | 2026-08-28 | 3,228 | $1.01M | 0.0000% | SH | — | View |
JPMorgan Chase & Co.(CMC.DE) | Financial Services | Banks - Diversified | 2026-06-30 | 2026-08-12 | 3,046 | $997.05K | 0.0001% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-03-31 | 2026-08-28 | 3,034 | $973.34K | 0.0001% | SH | — | View | |
Alphabet Inc.(ABEA.DE) | Communication Services | Internet Content & Information | 2026-03-31 | 2026-08-28 | 3,330 | $957.58K | 0.0000% | SH | — | View |
Alphabet Inc.(GOOGL.SW) | Communication Services | Internet Content & Information | 2026-03-31 | 2026-08-28 | 3,330 | $957.58K | 0.0000% | SH | — | View |
| Financial Services | Asset Management | 2025-12-31 | 2026-08-28 | 24,687 | $952.42K | 0.3850% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-12 | 19,485 | $940.91K | 0.0156% | SH | — | View | |
JPMorgan Chase & Co.(CMC.DE) | Financial Services | Banks - Diversified | 2026-03-31 | 2026-08-28 | 3,176 | $934.25K | 0.0001% | SH | — | View |
| Financial Services | Asset Management - Global | 2025-12-31 | 2026-08-28 | 25,599 | $933.87K | 0.1849% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-03-31 | 2026-08-28 | 2,598 | $926.34K | 0.0022% | SH | — | View | |
iShares 0-5 Year TIPS…(STIP) | Financial Services | Asset Management | 2025-12-31 | 2026-08-28 | 8,969 | $918.36K | 0.0057% | SH | — | View |
NVIDIA Corporation(NVD.DE) | Technology | Semiconductors | 2026-06-30 | 2026-08-12 | 4,586 | $917.61K | 0.0000% | SH | — | View |
Microsoft Corporation(MSFT) | Technology | Software - Infrastructure | 2026-03-31 | 2026-08-28 | 2,478 | $917.28K | 0.0000% | SH | — | View |
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