Cornerstone Management, Inc. Top Holdings and 13F Report (2025) About Cornerstone Management, Inc.Investment ActivityCornerstone Management, Inc. has $604.71 million in total holdings as of September 30, 2025.Cornerstone Management, Inc. owns shares of 63 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 3.89% of the portfolio was purchased this quarter.About 3.68% of the portfolio was sold this quarter.This quarter, Cornerstone Management, Inc. has purchased 62 new stocks and bought additional shares in 22 stocks.Cornerstone Management, Inc. sold shares of 22 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard Growth ETF $158,562,424Vanguard Value ETF $96,428,571JPMorgan Ultra-Short Income ETF $95,099,400iShares Core U.S. Aggregate Bond ETF $41,052,676iShares MSCI EAFE ETF $22,747,640 Largest New Holdings this Quarter 84472E102 - SOUTHSTATE BK CORP $465,085 Holding921910816 - Vanguard Mega Cap Growth ETF $214,490 Holding Largest Purchases this Quarter JPMorgan Ultra-Short Income ETF 160,613 shares (about $8.15M)iShares Core U.S. Aggregate Bond ETF 40,119 shares (about $4.02M)Dimensional Short-Duration Fixed Income ETF 61,983 shares (about $2.99M)iShares MSCI EAFE ETF 18,966 shares (about $1.77M)iShares MBS ETF 13,520 shares (about $1.29M) Largest Sales this Quarter Vanguard Growth ETF 25,128 shares (about $12.05M)Vanguard Value ETF 30,898 shares (about $5.76M)Globe Life 14,953 shares (about $2.14M)iShares Select Dividend ETF 2,736 shares (about $388.79K)Vanguard Small-Cap Value ETF 1,760 shares (about $367.33K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCornerstone Management, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVUGVanguard Growth ETF$158,562,424$12,051,640 ▼-7.1%330,60726.2%ETFVTVVanguard Value ETF$96,428,571$5,762,168 ▼-5.6%517,07115.9%ETFJPSTJPMorgan Ultra-Short Income ETF$95,099,400$8,147,896 ▲9.4%1,874,61915.7%ETFAGGiShares Core U.S. Aggregate Bond ETF$41,052,676$4,021,930 ▲10.9%409,5036.8%FinanceEFAiShares MSCI EAFE ETF$22,747,640$1,770,855 ▲8.4%243,6293.8%FinanceFLRNSPDR Bloomberg Investment Grade Floating Rate ETF$21,117,498$47,123 ▼-0.2%684,3003.5%ETFVTIVanguard Total Stock Market ETF$16,540,523$328,172 ▼-1.9%50,4022.7%ETFELEVATION SERIES TRUST$16,495,811$184,669 ▲1.1%544,7112.7%SOVEREIGNS CAPITSPSBSPDR Portfolio Short Term Corporate Bond ETF$13,760,263$539,526 ▲4.1%454,2842.3%ETFMBBiShares MBS ETF$12,002,317$1,286,428 ▲12.0%126,1412.0%ETFDFSDDimensional Short-Duration Fixed Income ETF$10,142,646$2,986,961 ▲41.7%210,4721.7%ETFVBKVanguard Small-Cap Growth ETF$9,052,113$599,407 ▲7.1%30,4151.5%ETFUSRTiShares Core U.S. REIT ETF$8,636,303$1,200,765 ▲16.1%147,0761.4%ETFBRK.ABerkshire Hathaway$8,296,2000.0%111.4%FinanceBRK.BBerkshire Hathaway$8,101,153$56,810 ▼-0.7%16,1141.3%FinanceVBRVanguard Small-Cap Value ETF$6,242,934$367,330 ▼-5.6%29,9121.0%ETFUSHYiShares Broad USD High Yield Corporate Bond ETF$5,979,177$387,812 ▲6.9%158,2631.0%ETFVOVanguard Mid-Cap ETF$5,686,219$749,037 ▲15.2%19,3580.9%ETFIEMGiShares Core MSCI Emerging Markets ETF$5,417,174$258,275 ▲5.0%82,1780.9%ETFSCZiShares MSCI EAFE Small-Cap ETF$5,249,873$270,361 ▲5.4%68,4290.9%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$4,767,795$446,772 ▲10.3%42,7720.8%FinanceDVYiShares Select Dividend ETF$4,549,616$388,786 ▼-7.9%32,0170.8%ETFVIGVanguard Dividend Appreciation ETF$2,697,807$139,185 ▼-4.9%12,5020.4%ETFAVUVAvantis U.S. Small Cap Value ETF$2,262,915$89,577 ▼-3.8%22,7360.4%ETFSRVRPacer Data & Infrastructure Real Estate ETF$1,943,664$105,178 ▼-5.1%61,3530.3%ETFREZiShares Residential and Multisector Real Estate ETF$1,685,635$1,444 ▲0.1%19,8380.3%ETFXMMOInvesco S&P MidCap Momentum ETF$1,635,472$406 ▲0.0%12,0940.3%ETFFIWFirst Trust Water ETF$1,624,357$7,078 ▲0.4%14,4580.3%ETFGLGlobe Life$1,248,986$2,137,831 ▼-63.1%8,7360.2%FinanceSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$1,045,8800.0%30,8610.2%ETFAFLAflac$963,2660.0%8,6240.2%FinanceNVDANVIDIA$876,927$2,799 ▲0.3%4,7000.1%Computer and TechnologyGPNGlobal Payments$853,9800.0%10,2790.1%Business ServicesINDSPacer Industrial Real Estate ETF$841,1870.0%22,6050.1%ETFKOCocaCola$828,516$66 ▲0.0%12,4930.1%Consumer StaplesCATHGlobal X S&P 500 Catholic Values ETF$703,264$12,888 ▼-1.8%8,6760.1%ManufacturingWESWestern Midstream Partners$657,519$94,178 ▼-12.5%16,7350.1%EnergyITAiShares U.S. Aerospace & Defense ETF$589,4860.0%2,8170.1%ETFFNCLFidelity MSCI Financials Index ETF$542,7780.0%7,1100.1%ETFBACBank of America$526,218$5,159 ▼-1.0%10,2000.1%FinanceSOUTHSTATE BK CORP$465,085$465,085 ▲New Holding4,7040.1%COMGLDSPDR Gold Shares$442,205$23,461 ▼-5.0%1,2440.1%FinanceLLYEli Lilly and Company$380,779$7,631 ▼-2.0%4990.1%MedicalVVVanguard Large-Cap ETF$376,513$13,238 ▼-3.4%1,2230.1%ETFMSFTMicrosoft$375,589$11,397 ▼-2.9%7250.1%Computer and TechnologySOSouthern$360,032$95 ▲0.0%3,7990.1%UtilitiesPALANTIR TECHNOLOGIES INC$348,423$28,640 ▼-7.6%1,9100.1%CL ASLViShares Silver Trust$337,605$44,658 ▼-11.7%7,9680.1%ETFTSLATesla$335,319$75,602 ▼-18.4%7540.1%Auto/Tires/TrucksIWFiShares Russell 1000 Growth ETF$326,9510.0%6980.1%ETFBNDVanguard Total Bond Market ETF$313,991$11,304 ▼-3.5%4,2220.1%ETFTFCTruist Financial$305,3190.0%6,6780.1%FinanceSPYSPDR S&P 500 ETF Trust$303,7790.0%4560.1%FinanceDUKDuke Energy$289,612$371 ▲0.1%2,3400.0%UtilitiesIDUiShares U.S. Utilities ETF$283,7940.0%2,5590.0%ETFAAPLApple$281,8760.0%1,1070.0%Computer and TechnologyIWDiShares Russell 1000 Value ETF$276,4760.0%1,3580.0%ETFPNCThe PNC Financial Services Group$271,2560.0%1,3500.0%FinanceVTWGVanguard Russell 2000 Growth ETF$264,1700.0%1,1300.0%ETFCSXCSX$257,8740.0%7,2620.0%TransportationMGVVanguard Mega Cap Value ETF$230,9900.0%1,6770.0%ETFMGKVanguard Mega Cap Growth ETF$214,490$214,490 ▲New Holding5330.0%ETFDIVGlobal X SuperDividend U.S. ETF$207,469$1,150 ▲0.6%11,7280.0%ETFSOUTHSTATE CORPORATION$0$432,910 ▼-100.0%00.0%COMShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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