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.
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 |