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Cornerstone Financial Group, LLC /ne/
Cornerstone Financial Group, LLC is a registered investment advisor headquartered in Omaha, Nebraska. Founded in 1996, the firm specializes in wealth management and financial planning services tailored to individual clients. Its primary focus is providing investment advice and portfolio management solutions for high-net-worth individuals and families. The company has between 20 to 49 employees and serves clients seeking personalized guidance on investments and long-term financial strategies.
Investment Strategy
Cornerstone Financial Group, LLC applies a diversified investment approach, constructing portfolios for clients that include a blend of equity ETFs, fixed income securities, and global market exposure. The firm aims to provide tailored wealth management solutions, balancing risk and return according to individual client goals. Portfolio holdings reflect allocations across major asset classes including U.S. equities, international equities, and liquid fixed income instruments, with an emphasis on transparency and active monitoring of portfolio changes to align with evolving market conditions and client objectives.
Latest 13F Filing Activity
Cornerstone Financial Group, LLC /ne/ filed their most recent 13F report on Jun 30, 2025 disclosing 67 equity positions with a total 13F market value of $118M. The fund increased holdings in SPDR Series Trust, Invesco Exch Traded FD TR II, Dimensional Etf Trust among other positions. Cornerstone Financial Group, LLC /ne/ reduced exposure to Berkshire Hathaway Inc. Del, Berkshire Hathaway Inc. Del, Invesco QQQ TR among others.
Top Holdings
Equity Positions (67)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFUS | DIMENSIONAL ETF TRUST | 8.69% | $10.2M | 152,503 | $63.68 | $67.02 | +$512.7K |
S SPTM | SPDR SERIES TRUST | 8.57% | $10.1M | 134,568 | $70.48 | $74.89 | +$676.0K |
S SPDW | SPDR INDEX SHS FDS | 5.08% | $6.0M | 147,664 | $34.75 | $40.49 | +$400.2K |
Q QQQM | INVESCO EXCH TRADED FD TR II | 4.39% | $5.2M | 22,707 | $210.84 | $227.10 | +$521.9K |
V VXUS | VANGUARD STAR FDS | 4.35% | $5.1M | 74,011 | $59.51 | $69.09 | +$476.4K |
Industry Allocation
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