StockDriftsStockDriftsTop 50 Cornerstone Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | 24.71% | 1.99M | $171.8M | -3.19%(-65.75K) | $46.39(+92.22%) | 2026-06-30 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 16.36% | 2.25M | $113.7M | +9.44%(+193.95K) | $50.49(+0.02%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 15.52% | 495.0K | $107.9M | -4.43%(-22.94K) | $116.27(+95.68%) | 2026-06-30 | |
| AGG | ISHARES TR | 6.62% | 464.9K | $46.0M | +4.26%(+19.00K) | $106.88(-8.87%) | 2026-06-30 | |
| FLRN | SPDR SERIES TRUST | 3.87% | 872.4K | $26.9M | +18.99%(+139.24K) | $30.64(+0.50%) | 2026-06-30 | |
| EFA | ISHARES TR | 3.84% | 256.7K | $26.7M | +0.78%(+1.99K) | $72.30(+50.29%) | 2026-06-30 | |
| VBK | VANGUARD INDEX FDS | 3.01% | 57.2K | $20.9M | +78.89%(+25.22K) | $270.62(+35.40%) | 2026-06-30 | |
| DFSD | DIMENSIONAL ETF TRUST | 2.67% | 389.3K | $18.6M | +13.40%(+46.02K) | $47.76(-0.63%) | 2026-06-30 | |
| SOVF | ELEVATION SERIES TRUST | 2.6% | 607.8K | $18.1M | +0.46%(+2.79K) | $29.99(+8.36%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 2.27% | 42.6K | $15.8M | -2.26%(-985) | $147.30(+160.27%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.44% | +34.71% | +5.47% | +30.53% |
| Top 20 Holdings Unweighted | +8.33% | +27.13% | +3.31% | +17.70% |
Cornerstone Management, Inc. reports $695.06M in US-listed equity holdings across 67 positions in its most recent 13F filing. Its largest disclosed positions are VUG (24.7%), JPST (16.4%) and VTV (15.5%). The top 20 holdings account for 94.09% of reported assets. Its disclosed equity book has returned +34.71% on a three-year cumulative basis. 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 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