StockDriftsStockDriftsTop 50 Cornerstone Financial Group LLC Ne Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPTM | SPDR SERIES TRUST | 8.86% | 158.3K | $14.4M | +1.67%(+2.61K) | $71.97(+30.40%) | 2026-06-30 | |
| DFUS | DIMENSIONAL ETF TRUST | 7.5% | 148.6K | $12.2M | -0.29%(-435) | $62.96(+34.39%) | 2026-06-30 | |
| SPDW | SPDR INDEX SHS FDS | 6.12% | 197.0K | $9.9M | +3.49%(+6.64K) | $37.77(+36.94%) | 2026-06-30 | |
| VXUS | VANGUARD STAR FDS | 6.09% | 115.5K | $9.9M | +1.40%(+1.59K) | $66.46(+31.33%) | 2026-06-30 | |
| BSV | VANGUARD BD INDEX FDS | 5.27% | 109.6K | $8.5M | +4.17%(+4.38K) | $78.54(-1.32%) | 2026-06-30 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 4.36% | 23.3K | $7.1M | -4.04%(-982) | $208.34(+42.38%) | 2026-06-30 | |
| PFF | ISHARES TR | 3.86% | 205.3K | $6.3M | +2.06%(+4.14K) | $31.94(-4.21%) | 2026-06-30 | |
| STIP | ISHARES TR | 3.72% | 59.1K | $6.0M | +5.68%(+3.18K) | $101.34(-0.63%) | 2026-06-30 | |
| DFAX | DIMENSIONAL ETF TRUST | 3.5% | 154.0K | $5.7M | +1.21%(+1.85K) | $26.12(+44.94%) | 2026-06-30 | |
| SPIB | SPDR SERIES TRUST | 2.88% | 139.9K | $4.7M | +3.66%(+4.93K) | $33.35(-0.69%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +19.53% |
| Top 20 Holdings Unweighted | — | — | — | — | +15.68% |
Cornerstone Financial Group LLC Ne reports $162.24M in US-listed equity holdings across 75 positions in its most recent 13F filing. Its largest disclosed positions are SPTM (8.9%), DFUS (7.5%) and SPDW (6.1%). The top 20 holdings account for 74.19% of reported assets. Its disclosed equity book has returned +19.53% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Cornerstone Financial Group LLC Ne’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2056783). View Cornerstone Financial Group LLC Ne’s 13F filings on SEC