Cornerstone Management, Inc. Portfolio Holdings

Cornerstone Management, Inc.

  • $605 Billion
  • Q3 2025

Cornerstone Management, Inc. has filed its 13F form on October 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $605 Billion distributed in 63 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $159B, Vanguard Value ETF with a value of $96.4B, Jp Morgan ETF Tr Ultra Short I with a value of $95.1B, Ishares Core U.S. Aggregate Bo with a value of $41.1B, and Ishares Tr Msci Eafe ETF with a value of $22.7B.

Examining the 13F form we can see an increase of $29.4B in the current position value, from $575B to 605B.

Cornerstone Management, Inc. is based out at Duluth, GA

Below you can find more details about Cornerstone Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $605 Billion
ETFs: $562 Billion
Financial Services: $19.7 Billion
Technology: $1.88 Billion
Industrials: $1.11 Billion
Consumer Defensive: $829 Million
Energy: $658 Million
Utilities: $650 Million
Healthcare: $381 Million
Other: $335 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$159 Billion 26.22% of portfolio
330,607
Q3 2025 Reduced 7.06%
$0
$96.4 Billion 15.95% of portfolio
517,071
Q3 2025 Reduced 5.64%
$0
$95.1 Billion 15.73% of portfolio
1,874,619
Q3 2025 Added 9.37%
$0
$41.1 Billion 6.79% of portfolio
409,503
Q3 2025 Added 10.86%
$0
$22.7 Billion 3.76% of portfolio
243,629
Q3 2025 Added 8.44%
$0
$21.1 Billion 3.49% of portfolio
684,300
Q3 2025 Reduced 0.22%
$0
$16.5 Billion 2.74% of portfolio
50,402
Q3 2025 Reduced 1.95%
Elevation Series Trust
-
$16.5 Billion 2.73% of portfolio
-
Q3 2025 Added 1.13%
$0
$13.8 Billion 2.28% of portfolio
454,284
Q3 2025 Added 4.08%
$0
$12 Billion 1.98% of portfolio
126,141
Q3 2025 Added 12.0%
$0
$10.1 Billion 1.68% of portfolio
210,472
Q3 2025 Added 41.74%
$0
$9.05 Billion 1.5% of portfolio
30,415
Q3 2025 Added 7.09%
$0
$8.64 Billion 1.43% of portfolio
147,076
Q3 2025 Added 16.15%
$453B
$8.3 Billion 1.37% of portfolio
11
Q1 2025 New
$662B
$8.1 Billion 1.34% of portfolio
16,114
Q3 2025 Reduced 0.7%
$0
$6.24 Billion 1.03% of portfolio
29,912
Q3 2025 Reduced 5.56%
$0
$5.69 Billion 0.94% of portfolio
19,358
Q3 2025 Added 15.17%
$0
$5.42 Billion 0.9% of portfolio
82,178
Q3 2025 Added 5.01%
$0
$5.25 Billion 0.87% of portfolio
68,429
Q3 2025 Added 5.43%
$0
$4.77 Billion 0.79% of portfolio
42,772
Q3 2025 Added 10.34%
$0
$4.55 Billion 0.75% of portfolio
32,017
Q3 2025 Reduced 7.87%
$0
$2.7 Billion 0.45% of portfolio
12,502
Q3 2025 Reduced 4.91%
$0
$2.26 Billion 0.37% of portfolio
22,736
Q3 2025 Reduced 3.81%
$0
$1.94 Billion 0.32% of portfolio
61,353
Q3 2025 Reduced 5.13%
$0
$1.69 Billion 0.28% of portfolio
19,838
Q3 2025 Added 0.09%
$0
$1.64 Billion 0.27% of portfolio
12,094
Q3 2025 Added 0.02%
$0
$1.62 Billion 0.27% of portfolio
14,458
Q3 2025 Added 0.44%
$12.8B
$1.25 Billion 0.21% of portfolio
8,736
Q3 2025 Reduced 63.12%
$0
$1.05 Billion 0.17% of portfolio
30,861
Q2 2025 Reduced 0.09%
$72.3B
$963 Million 0.16% of portfolio
8,624
Q4 2016 Added 0.38%
$465B
$877 Million 0.15% of portfolio
4,700
Q3 2025 Added 0.32%
$0
$841 Million 0.14% of portfolio
22,605
Q1 2025 Added 0.41%
$20.5B
$854 Million 0.14% of portfolio
10,279
Q4 2024 Reduced 1.88%
$306B
$829 Million 0.14% of portfolio
12,493
Q3 2025 Added 0.01%
$0
$703 Million 0.12% of portfolio
8,676
Q3 2025 Reduced 1.8%
$15B
$658 Million 0.11% of portfolio
16,735
Q3 2025 Reduced 12.53%
$0
$589 Million 0.1% of portfolio
2,817
Q2 2025 New
$413B
$526 Million 0.09% of portfolio
10,200
Q3 2025 Reduced 0.97%
$0
$543 Million 0.09% of portfolio
7,110
Q2 2025 Added 15.27%
Southstate Bk Corp
-
$465 Million 0.08% of portfolio
-
Q3 2025 New
$130B
$442 Million 0.07% of portfolio
1,244
Q3 2025 Reduced 5.04%
$971B
$381 Million 0.06% of portfolio
499
Q3 2025 Reduced 1.96%
$0
$377 Million 0.06% of portfolio
1,223
Q3 2025 Reduced 3.4%
$1.29T
$335 Million 0.06% of portfolio
754
Q3 2025 Reduced 18.4%
$24.1B
$338 Million 0.06% of portfolio
7,968
Q3 2025 Reduced 11.68%
$342B
$348 Million 0.06% of portfolio
1,910
Q3 2025 Reduced 7.6%
$98.6B
$360 Million 0.06% of portfolio
3,799
Q3 2025 Added 0.03%
$3.78T
$376 Million 0.06% of portfolio
725
Q3 2025 Reduced 2.95%
$0
$284 Million 0.05% of portfolio
2,559
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 63
  • Current Value $605 Billion
  • Prior Value $575 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 10, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 2 stocks
  • Additional Purchases 22 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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