Cornerstone Management, Inc. has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing, signed by Chief Compliance Officer Lisa Smith, lists a total of 67 positions held by the firm.
The portfolio is heavily weighted toward exchange-traded funds (ETFs), with several funds holding significant share counts. The largest position is the iShares Core MSCI Emerging Markets ETF, which holds 1,143,332 shares. The iShares U.S. Aggregate Bond ETF is the second-largest holding, with 436,905 shares. Other notable ETF positions include the iShares Broad USD High Yield Corporate Bond ETF (169,812 shares) and the Vanguard Morningstar Large Cap Growth ETF (1,807,963 shares).
Among individual equities, Berkshire Hathaway Inc. (Class A and Class B) is the largest holding, with 15,763 shares of the Class B and 11 shares of the Class A. Coca-Cola Co. follows with 11,805 shares. Other individual stock holdings include Advanced Micro Devices Inc. (523 shares), Eli Lilly & Co. (458 shares), and Tesla Inc. (753 shares). The filing indicates that all positions are held in a sole capacity.
