Arkolith/Funds/Cornerstone Financial Group, LLC

Cornerstone Financial Group, LLC

CIK 2056783
Holdings as of Jun 30, 2026·disclosed Aug 11, 2026·~42-day 13F lag·13F-HR
Active Filer

Cornerstone Financial Group, LLC holds a focused book of 75 stocks worth $162.2M as of Q2 2026 (disclosed Aug 11, 2026, a ~42-day 13F lag). This quarter they opened Advanced Micro Devices and trimmed Dimensional US Eq MKT ETF. Their largest long position is SS SPDR P S&P 1500 Comp ETF at 9% of the equity book.

Opened
6
bought for the first time
Added to
44
already held, bought more
Trimmed
19
sold some, still holds it
Sold out
1
exited the position entirely

Concentration

Top-heavy: focused book

Top 5 holdings
34%
Top 10 holdings
52%
Top 20 holdings
74%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

5% mapped to company sectors

ETF / fund or unclassified
95%
Financials
2%
Information Technology
2%
Industrials
1%
Materials
0%
Health Care
0%
Consumer Discretionary
0%
Communication Services
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Cornerstone Financial Group, LLC

Manager / fundShared namesTheir $ in those
MORGAN STANLEY78 / 75$318.2B
JPMORGAN CHASE & CO78 / 75$297.2B
WELLS FARGO & COMPANY/MN78 / 75$102.5B
ROYAL BANK OF CANADA78 / 75$85.1B
RAYMOND JAMES FINANCIAL INC78 / 75$78.6B
LPL Financial LLC78 / 75$72.0B
ENVESTNET ASSET MANAGEMENT INC78 / 75$71.3B
OSAIC HOLDINGS, INC.78 / 75$14.3B

Ranked by the share of each fund's own book sitting in the names it shares with Cornerstone Financial Group, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

75 positions
#SecurityValueShares% PortLast moveHistory
1SPDR Series Trust
ST STR PR SP1500
$14.4M158.3K
8.9%
+1.7%
Added · +3K sh
2Dimensional ETF Trust
US EQUI MARK ETF
$12.2M148.6K
7.5%
−0.3%
Reduced · −435 sh
3SPDR Index SHS FDS
ST STR PO EX ETF
$9.9M197.0K
6.1%
+3.5%
Added · +7K sh
4Vanguard Star FDS
VG TL INTL STK F
$9.9M115.5K
6.1%
+1.4%
Added · +2K sh
5Vanguard BD Index FDS
SHORT TRM BOND
$8.5M109.6K
5.3%
+4.2%
Added · +4K sh
6Invesco Exch Traded FD TR II
NASDAQ 100 ETF
$7.1M23.3K
4.4%
−4.0%
Reduced · −982 sh
7Ishares TR
PFD AND INCM SEC
$6.3M205.3K
3.9%
+2.0%
Added · +4K sh
8Ishares TR
0-5 YR TIPS ETF
$6.0M59.1K
3.7%
+5.7%
Added · +3K sh
9Dimensional ETF Trust
WORLD EX US CORE
$5.7M154.0K
3.5%
+1.2%
Added · +2K sh
10SPDR Series Trust
ST INTER BD ETF
$4.7M139.9K
2.9%
+3.6%
Added · +5K sh
11Pimco ETF TR
ENHAN SHRT MA AC
$4.6M45.2K
2.8%
−5.0%
Reduced · −2K sh
12Vanguard BD Index FDS
LONG TERM BOND
$4.1M60.1K
2.6%
+2.9%
Added · +2K sh
13Ishares TR
TIPS BD ETF
$4.1M37.8K
2.5%
+5.4%
Added · +2K sh
14Ishares TR
GLOBAL REIT ETF
$4.1M146.6K
2.5%
+6.5%
Added · +9K sh
15Vanguard Scottsdale FDS
SHORT TERM TREAS
$3.9M67.7K
2.4%
−1.1%
Reduced · −765 sh
16Vanguard Index FDS
TOTAL STK MKT
$3.6M9.6K
2.2%
−0.1%
Reduced · −6 sh
17Vanguard Scottsdale FDS
INT-TERM CORP
$3.1M37.7K
1.9%
+7.7%
Added · +3K sh
18Vanguard BD Index FDS
TOTAL BND MRKT
$2.9M39.6K
1.8%
+4.6%
Added · +2K sh
19Ishares TR
A RATE CP BD ETF
$2.7M57.0K
1.7%
+6.5%
Added · +4K sh
20Vanguard Index FDS
MID CAP ETF
$2.6M32.6K
1.6%
~0%
Reduced · −15 sh
21Vanguard Intl Equity Index F
TT WRLD ST ETF
$2.3M14.7K
1.4%
−0.1%
Reduced · −19 sh
22Berkshire Hathaway Inc Del
CL B NEW
$2.3M4.6K
1.4%
−0.4%
Reduced · −17 sh
23Vanguard Index FDS
S&P 500 ETF SHS
$2.3M3.3K
1.4%
~0%
Reduced · −1 sh
24Vanguard Intl Equity Index F
FTSE EMR MKT ETF
$2.2M37.4K
1.4%
+10.0%
Added · +3K sh
25Ishares TR
RUSEL 2500 ETF
$1.8M19.2K
1.1%
+2.2%
Added · +407 sh
26Invesco Exchange Traded FD T
S&P MDCP400 PR
$1.7M25.7K
1.0%
−1.0%
Reduced · −271 sh
27Ishares TR
MSCI INTL QUALTY
$1.6M32.4K
1.0%
+1.2%
Added · +375 sh
28Vaneck ETF Trust
MRNGSTR INT MOAT
$1.4M43.4K
0.9%
Held
29Schwab Strategic TR
FUNDAMENTAL US B
$1.4M46.2K
0.9%
−2.4%
Reduced · −1K sh
30Nvidia Corporation
COM
$1.2M6.2K
0.8%
Held
31Vaneck ETF Trust
MRNGSTR WDE MOAT
$1.1M11.0K
0.7%
Held
32Vanguard World FD
MEGA CAP VAL ETF
$1.0M6.3K
0.6%
−2.4%
Reduced · −156 sh
33Dimensional ETF Trust
US MKTWIDE VALUE
$1.0M18.4K
0.6%
+0.3%
Added · +62 sh
34Vanguard World FD
ESG INTL STK ETF
$975K11.8K
0.6%
+0.8%
Added · +96 sh
35Ishares TR
NATIONAL MUN ETF
$965K9.0K
0.6%
+1.9%
Added · +165 sh
36Ishares TR
ESG AWR MSCI USA
$954K5.8K
0.6%
+0.2%
Added · +12 sh
37Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$922K12.9K
0.6%
−0.6%
Reduced · −77 sh
38Union Pac Corp
COM
$900K3.3K
0.6%
+0.1%
Added · +2 sh
39Ishares TR
SHRT NAT MUN ETF
$813K7.6K
0.5%
+0.7%
Added · +52 sh
40Apple Inc
COM
$810K2.8K
0.5%
+0.1%
Added · +2 sh
41Berkshire Hathaway Inc Del
CL A
$749K1
0.5%
Held
42Wisdomtree TR
US TOTAL DIVIDND
$727K7.8K
0.4%
Held
43Ishares TR
RUS MDCP VAL ETF
$707K4.3K
0.4%
+0.1%
Added · +6 sh
44SPDR Series Trust
ST STR PFD ETF
$633K20.7K
0.4%
+1.0%
Added · +207 sh
45Wisdomtree TR
EM EX ST-OWNED
$628K12.8K
0.4%
+0.4%
Added · +52 sh
46Ishares TR
MORNINGSTAR GRWT
$590K5.0K
0.4%
+0.1%
Added · +4 sh
47Vanguard Intl Equity Index F
ALLWRLD EX US
$577K6.9K
0.4%
−2.3%
Reduced · −164 sh
48Ishares TR
MSCI USA MMENTM
$517K1.5K
0.3%
+0.1%
Added · +2 sh
49Vanguard Index FDS
VALUE ETF
$512K2.4K
0.3%
+0.3%
Added · +7 sh
50Microsoft Corp
COM
$512K1.4K
0.3%
−3.1%
Reduced · −44 sh
Showing 50 of 75 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 11, 202675$162.2M13F-HR
Q1 2026Mar 31, 2026May 6, 202673$155.8M13F-HR
Q4 2025Dec 31, 2025Feb 11, 202672$143.3M13F-HR
Q3 2025Sep 30, 2025Nov 12, 202569$129.2M13F-HR
Q2 2025Jun 30, 2025Aug 15, 202567$117.6M13F-HR
Q1 2025Mar 31, 2025May 13, 202566$111.2M13F-HR
Q4 2024Dec 31, 2024Feb 14, 202567$101.5M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.