Cornerstone Financial Group, LLC /Ne/ Portfolio Holdings

Cornerstone Financial Group, LLC /Ne/

  • $129 Billion
  • Q3 2025

Cornerstone Financial Group, LLC /Ne/ has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $129 Billion distributed in 69 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 1500 Compos with a value of $11.3B, Dimensional ETF Tr U S Equity with a value of $11B, Spdr Ser Tr Fds Spdr Portfolio with a value of $7.15B, Vanguard Star Fd Vanguard Tota with a value of $5.97B, and Invesco Exchange Traded Fd Tr with a value of $5.74B.

Examining the 13F form we can see an increase of $11.6B in the current position value, from $118B to 129B.

Cornerstone Financial Group, LLC /Ne/ is based out at Omaha, NE

Below you can find more details about Cornerstone Financial Group, LLC /Ne/ portfolio as well as his latest detailed transactions.

Portfolio value $129 Billion
ETFs: $117 Billion
Financial Services: $3.4 Billion
Technology: $2.79 Billion
Industrials: $781 Million
Consumer Defensive: $255 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$11.3 Billion 8.77% of portfolio
140,458
Q3 2025 Added 4.38%
$0
$11 Billion 8.51% of portfolio
151,690
Q3 2025 Reduced 0.53%
$0
$7.15 Billion 5.54% of portfolio
167,137
Q3 2025 Added 13.19%
$0
$5.97 Billion 4.63% of portfolio
81,336
Q3 2025 Added 9.9%
$0
$5.74 Billion 4.45% of portfolio
23,244
Q3 2025 Added 2.36%
$0
$5.46 Billion 4.23% of portfolio
172,766
Q3 2025 Added 8.17%
$0
$5.09 Billion 3.94% of portfolio
49,254
Q3 2025 Added 2.02%
$0
$4.71 Billion 3.65% of portfolio
150,232
Q3 2025 Reduced 0.24%
$0
$4.24 Billion 3.28% of portfolio
42,120
Q3 2025 Added 5.6%
$0
$4.03 Billion 3.12% of portfolio
68,423
Q3 2025 Reduced 6.74%
$0
$3.79 Billion 2.93% of portfolio
34,075
Q3 2025 Reduced 0.66%
$0
$3.71 Billion 2.87% of portfolio
109,525
Q3 2025 Added 4.54%
$0
$3.5 Billion 2.71% of portfolio
49,419
Q3 2025 Added 32.04%
$0
$3.21 Billion 2.48% of portfolio
9,767
Q3 2025 Added 10.42%
$0
$2.68 Billion 2.07% of portfolio
33,960
Q3 2025 Added 9.08%
$0
$2.62 Billion 2.03% of portfolio
35,203
Q3 2025 Reduced 2.96%
$662B
$2.36 Billion 1.83% of portfolio
4,703
Q3 2025 Added 0.02%
$0
$2.23 Billion 1.73% of portfolio
3,646
Q3 2025 Added 2.01%
$0
$2.21 Billion 1.71% of portfolio
45,634
Q3 2025 Added 8.22%
$0
$1.93 Billion 1.49% of portfolio
14,012
Q3 2025 Added 3.06%
$0
$1.79 Billion 1.39% of portfolio
21,319
Q3 2025 Added 32.72%
$0
$1.65 Billion 1.27% of portfolio
30,369
Q3 2025 Added 5.86%
$0
$1.54 Billion 1.19% of portfolio
41,551
Q3 2025 Reduced 2.97%
$0
$1.5 Billion 1.16% of portfolio
33,917
Q3 2025 Reduced 0.15%
$0
$1.35 Billion 1.04% of portfolio
26,431
Q3 2025 Reduced 0.5%
$0
$1.29 Billion 1.0% of portfolio
17,521
Q3 2025 Added 8.33%
$0
$1.28 Billion 0.99% of portfolio
49,664
Q3 2025 Added 2.89%
$0
$1.19 Billion 0.92% of portfolio
12,010
Q3 2025 Reduced 3.05%
$465B
$1.16 Billion 0.9% of portfolio
6,230
Q3 2025 Added 3.83%
$0
$1.02 Billion 0.79% of portfolio
1,700
Q3 2025 Reduced 0.99%
$0
$972 Million 0.75% of portfolio
9,102
Q3 2025 Reduced 1.43%
$0
$964 Million 0.75% of portfolio
6,999
Q3 2025 Added 8.83%
$3.78T
$911 Million 0.7% of portfolio
1,758
Q3 2025 Reduced 1.29%
$0
$876 Million 0.68% of portfolio
12,627
Q3 2025 Added 0.69%
$0
$831 Million 0.64% of portfolio
5,707
Q3 2025 Reduced 6.61%
$0
$812 Million 0.63% of portfolio
18,167
Q3 2025 Added 0.44%
$136B
$781 Million 0.6% of portfolio
3,305
Q4 2024 New
$0
$750 Million 0.58% of portfolio
7,043
Q3 2025 Added 7.91%
$453B
$754 Million 0.58% of portfolio
1
Q1 2025 New
$4.3T
$721 Million 0.56% of portfolio
2,831
Q3 2025 Added 0.04%
$0
$669 Million 0.52% of portfolio
11,171
Q3 2025 Reduced 2.6%
$0
$655 Million 0.51% of portfolio
7,800
Q4 2024 New
$0
$653 Million 0.51% of portfolio
25,940
Q3 2025 Added 0.77%
$0
$641 Million 0.5% of portfolio
19,392
Q3 2025 Added 6.58%
$0
$597 Million 0.46% of portfolio
4,276
Q3 2025 Added 0.19%
$0
$573 Million 0.44% of portfolio
1,952
Q3 2025 Added 91.0%
-
$524 Million 0.41% of portfolio
-
Q3 2025 Added 0.14%
$0
$501 Million 0.39% of portfolio
13,218
Q3 2025 Reduced 1.18%
$0
$506 Million 0.39% of portfolio
7,088
Q3 2025 Reduced 3.83%

Summary

  • Portfolio
  • No. of Stocks 69
  • Current Value $129 Billion
  • Prior Value $118 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 2 stocks
  • Additional Purchases 40 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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