Cornerstone Management, Inc. Top Holdings and 13F Report (2026) About Cornerstone Management, Inc.Investment ActivityCornerstone Management, Inc. has $627.56 million in total holdings as of March 31, 2026.Cornerstone Management, Inc. owns shares of 65 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 5.11% of the portfolio was purchased this quarter.About 0.36% of the portfolio was sold this quarter.This quarter, Cornerstone Management, Inc. has purchased 68 new stocks and bought additional shares in 27 stocks.Cornerstone Management, Inc. sold shares of 11 stocks and completely divested from 4 stocks this quarter.Largest Holdings Vanguard Growth ETF $149,964,430JPMorgan Ultra-Short Income ETF $103,962,550Vanguard Value ETF $101,625,714iShares Core U.S. Aggregate Bond ETF $44,267,769iShares MSCI EAFE ETF $24,736,972 Largest New Holdings this Quarter 379598105 - GLOO HOLDINGS INC $601,250 Holding Largest Purchases this Quarter Vanguard Growth ETF 22,163 shares (about $9.68M)JPMorgan Ultra-Short Income ETF 130,306 shares (about $6.59M)Dimensional Short-Duration Fixed Income ETF 91,621 shares (about $4.39M)iShares Core U.S. Aggregate Bond ETF 24,914 shares (about $2.47M)SPDR Portfolio Short Term Corporate Bond ETF 56,193 shares (about $1.69M) Largest Sales this Quarter Globe Life 3,516 shares (about $489.32K)WALMART INC 2,232 shares (about $277.39K)Vanguard Value ETF 994 shares (about $195.02K)iShares Silver Trust 2,382 shares (about $162.31K)SPDR Gold Shares 154 shares (about $66.26K) 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$149,964,430$9,680,577 â–²6.9%343,33323.9%ETFJPSTJPMorgan Ultra-Short Income ETF$103,962,550$6,594,786 â–²6.8%2,054,19016.6%ETFVTVVanguard Value ETF$101,625,714$195,023 â–¼-0.2%517,97016.2%ETFAGGiShares Core U.S. Aggregate Bond ETF$44,267,769$2,473,213 â–²5.9%445,9337.1%FinanceEFAiShares MSCI EAFE ETF$24,736,972$761,985 â–²3.2%254,6793.9%FinanceFLRNSPDR Bloomberg Investment Grade Floating Rate ETF$22,567,712$390,044 â–²1.8%733,1943.6%ETFDFSDDimensional Short-Duration Fixed Income ETF$16,437,923$4,386,814 â–²36.4%343,3152.6%ETFELEVATION SERIES TRUST$16,219,327$493,411 â–²3.1%604,9732.6%SOVEREIGNS CAPITSPSBSPDR Portfolio Short Term Corporate Bond ETF$15,993,752$1,689,724 â–²11.8%531,8842.5%ETFVTIVanguard Total Stock Market ETF$13,979,089$642 â–²0.0%43,5742.2%ETFMBBiShares MBS ETF$13,191,594$905,538 â–²7.4%138,9322.1%ETFVBKVanguard Small-Cap Growth ETF$9,661,119$687,014 â–²7.7%31,9641.5%ETFUSRTiShares Core U.S. REIT ETF$9,353,441$224,153 â–²2.5%158,0241.5%ETFBRK.ABerkshire Hathaway$7,899,5400.0%111.3%FinanceBRK.BBerkshire Hathaway$7,488,4590.0%15,6271.2%FinanceVOVanguard Mid-Cap ETF$7,149,059$1,500,516 â–²26.6%24,8941.1%ETFVBRVanguard Small-Cap Value ETF$6,669,141$180,535 â–²2.8%30,6981.1%ETFUSHYiShares Broad USD High Yield Corporate Bond ETF$6,497,655$533,185 â–²8.9%176,3751.0%ETFIEMGiShares Core MSCI Emerging Markets ETF$5,945,421$142,778 â–²2.5%85,2390.9%ETFSCZiShares MSCI EAFE Small-Cap ETF$5,673,827$175,011 â–²3.2%72,3610.9%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$5,174,410$355,525 â–²7.4%47,4760.8%FinanceDVYiShares Select Dividend ETF$4,808,782$35,127 â–²0.7%31,7600.8%ETFVIGVanguard Dividend Appreciation ETF$2,677,497$38,281 â–²1.5%12,4500.4%ETFAVUVAvantis U.S. Small Cap Value ETF$2,465,359$442 â–¼0.0%22,3170.4%ETFFIWFirst Trust Water ETF$1,569,948$78,894 â–²5.3%15,2230.3%ETFXMMOInvesco S&P MidCap Momentum ETF$1,565,056$290 â–²0.0%10,7920.2%ETFSRVRPacer Data & Infrastructure Real Estate ETF$1,313,8010.0%42,0820.2%ETFREZiShares Residential and Multisector Real Estate ETF$1,138,8130.0%13,6860.2%ETFSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$1,082,9060.0%32,2870.2%ETFINDSPacer Industrial Real Estate ETF$1,017,9790.0%27,7050.2%ETFAFLAflac$946,1050.0%8,6240.2%FinanceKOCocaCola$926,2190.0%12,1790.1%Consumer StaplesLAM RESEARCH CORP$861,2640.0%4,0310.1%COM NEWGLGlobe Life$726,468$489,322 â–¼-40.2%5,2200.1%FinanceGPNGlobal Payments$691,7770.0%10,2790.1%Business ServicesWESWestern Midstream Partners$688,9800.0%16,7350.1%EnergyNVDANVIDIA$659,232$57,203 â–¼-8.0%3,7800.1%Computer and TechnologyCATHGlobal X S&P 500 Catholic Values ETF$645,910$12,973 â–²2.0%8,2650.1%ManufacturingFNCLFidelity MSCI Financials Index ETF$620,639$121,516 â–²24.3%8,8410.1%ETFITAiShares U.S. Aerospace & Defense ETF$616,2190.0%2,8170.1%ETFGLOO HOLDINGS INC$601,250$601,250 â–²New Holding125,0000.1%CL ABACBank of America$497,2500.0%10,2000.1%FinanceLLYEli Lilly and Company$449,8300.0%4890.1%MedicalSOUTHSTATE BK CORP$435,2150.0%4,7040.1%COMGLDSPDR Gold Shares$430,290$66,265 â–¼-13.3%1,0000.1%FinanceSOSouthern$366,926$193 â–²0.1%3,8020.1%UtilitiesVVVanguard Large-Cap ETF$364,896$8,368 â–²2.3%1,2210.1%ETFBNDVanguard Total Bond Market ETF$322,1020.0%4,3740.1%ETFSLViShares Silver Trust$316,851$162,309 â–¼-33.9%4,6500.1%ETFDUKDuke Energy$307,219$393 â–²0.1%2,3460.0%UtilitiesCSXCSX$298,1060.0%7,2620.0%TransportationIWFiShares Russell 1000 Growth ETF$297,6280.0%6980.0%ETFIDUiShares U.S. Utilities ETF$297,1260.0%2,5590.0%ETFSPYSPDR S&P 500 ETF Trust$296,5560.0%4560.0%FinanceIWDiShares Russell 1000 Value ETF$290,1640.0%1,3580.0%ETFAAPLApple$280,946$3,807 â–¼-1.3%1,1070.0%Computer and TechnologyPNCThe PNC Financial Services Group$280,9220.0%1,3500.0%FinanceTSLATesla$279,928$372 â–¼-0.1%7530.0%Auto/Tires/TrucksMSFTMicrosoft$266,967$5,184 â–¼-1.9%7210.0%Computer and TechnologyVTWGVanguard Russell 2000 Growth ETF$258,8140.0%1,1300.0%ETFSLXVanEck Steel ETF$253,2120.0%2,7580.0%ETFMGVVanguard Mega Cap Value ETF$230,6160.0%1,5910.0%ETFDIVGlobal X SuperDividend U.S. ETF$221,319$1,455 â–¼-0.7%11,7100.0%ETFTFCTruist Financial$218,3580.0%4,7500.0%FinanceWALMART INC$216,248$277,394 â–¼-56.2%1,7400.0%COMPALANTIR TECHNOLOGIES INC$0$295,065 â–¼-100.0%00.0%CL ATMOThermo Fisher Scientific$0$249,164 â–¼-100.0%00.0%MedicalMETAMeta Platforms$0$225,091 â–¼-100.0%00.0%Computer and TechnologyMRKMerck & Co., Inc.$0$209,573 â–¼-100.0%00.0%MedicalShowing 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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