StockDriftsStockDriftsTop 50 Cornerstone Management INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | 24.22% | 1.81M | $162.9M | -9.34%(-186.29K) | $42.89(+107.08%) | 2026-09-30 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 17.87% | 2.39M | $120.2M | +6.16%(+138.51K) | $50.50(-0.32%) | 2026-09-30 | |
| VTV | VANGUARD INDEX FDS | 14.77% | 459.8K | $99.4M | -7.12%(-35.23K) | $81.63(+172.20%) | 2026-09-30 | |
| AGG | ISHARES TR | 6.14% | 436.9K | $41.3M | -6.03%(-28.02K) | $104.90(-9.33%) | 2026-09-30 | |
| EFA | ISHARES TR | 4.26% | 275.6K | $28.6M | +7.39%(+18.98K) | $74.81(+37.51%) | 2026-09-30 | |
| FLRN | SPDR SERIES TRUST | 4.02% | 877.6K | $27.1M | +0.59%(+5.12K) | $30.64(+0.52%) | 2026-09-30 | |
| SOVF | ELEVATION SERIES TRUST | 2.73% | 618.4K | $18.4M | +1.75%(+10.61K) | $29.99(+4.52%) | 2026-09-30 | |
| DFSD | DIMENSIONAL ETF TRUST | 2.71% | 391.8K | $18.2M | +0.62%(+2.42K) | $47.76(-2.13%) | 2026-09-30 | |
| VTI | VANGUARD INDEX FDS | 2.31% | 41.6K | $15.6M | -2.35%(-1.00K) | $158.23(+137.34%) | 2026-09-30 | |
| SPSB | SPDR SERIES TRUST | 2.05% | 466.7K | $13.8M | -0.95%(-4.46K) | $30.32(-2.30%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.43% | +38.34% | +5.63% | +31.49% |
| Top 20 Holdings Unweighted | +8.77% | +28.69% | +3.26% | +17.41% |
Cornerstone Management INC reports $672.64M in US-listed equity holdings across 67 positions in its most recent 13F filing. Its largest disclosed positions are VUG (24.2%), JPST (17.9%) and VTV (14.8%). The top 20 holdings account for 93.97% of reported assets. Its disclosed equity book has returned +38.34% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Cornerstone Management INC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Cornerstone Management INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1587867). View Cornerstone Management INC’s 13F filings on SEC