Cornerstone Financial Group, LLC /Ne/ Portfolio Holdings
Cornerstone Financial Group, LLC /Ne/
- $118 Billion
- Q2 2025
Cornerstone Financial Group, LLC /Ne/ has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $118 Billion distributed in 67 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Equity with a value of $10.2B, Spdr Portfolio S&P 1500 Compos with a value of $10.1B, Spdr Ser Tr Fds Spdr Portfolio with a value of $5.98B, Invesco Exchange Traded Fd Tr with a value of $5.16B, and Vanguard Star Fd Vanguard Tota with a value of $5.11B.
Examining the 13F form we can see an increase of $6.41B in the current position value, from $111B to 118B.
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.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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