Cornerstone Management, Inc.

DULUTH, GA · CIK 1587867 · 13F filing filed 2026-07-16

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyDuluth, GA

$695.1m reported value +10.8% vs Q1 2026

67positions

81.5%in top 10

3 new 17 added 28 reduced 1 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	1,994,250	$171.8m24.71%	24.71%	Reduced -65.7k	-65,748 -3.2%
2	J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF JPST	JPST	2,248,144	$113.7m16.36%	16.36%	Added +194.0k	+193,954 9.4%
3	VANGUARD INDEX FDS VALUE ETF VTV	VTV	495,026	$107.9m15.52%	15.52%	Reduced -22.9k	-22,944 -4.4%
4	ISHARES TR CORE US AGGBD ET AGG	AGG	464,929	$46.0m6.62%	6.62%	Added +19.0k	+18,996 4.3%
5	SPDR SER TR BLOOMBERG INVT FLRN	FLRN	872,431	$26.9m3.87%	3.87%	Added +139.2k	+139,237 19.0%
6	ISHARES TR MSCI EAFE ETF EFA	EFA	256,665	$26.7m3.84%	3.84%	Added +2.0k	+1,986 0.8%
7	VANGUARD INDEX FDS SML CP GRW ETF VBK	VBK	57,180	$20.9m3.01%	3.01%	Added +25.2k	+25,216 78.9%
8	DIMENSIONAL ETF TRUST SHORT DURATION F DFSD	DFSD	389,336	$18.6m2.67%	2.67%	Added +46.0k	+46,021 13.4%
9	ELEVATION SERIES TRUST SOVEREIGNS CAPIT SOVF	SOVF	607,767	$18.1m2.60%	2.60%	Added +2.8k	+2,794 0.5%
10	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	42,589	$15.8m2.27%	2.27%	Reduced -985	-985 -2.3%
11	SPDR SER TR PORTFOLIO SHORT SPSB	SPSB	471,154	$14.1m2.03%	2.03%	Reduced -60.7k	-60,730 -11.4%
12	ISHARES TR MBS ETF MBB	MBB	129,845	$12.3m1.77%	1.77%	Reduced -9.1k	-9,087 -6.5%
13	ISHARES TR CRE U S REIT ETF USRT	USRT	156,555	$10.4m1.50%	1.50%	Reduced -1.5k	-1,469 -0.9%
14	BERKSHIRE HATHAWAY INC DEL CL A BRK.A	BRK.A	11	$8.2m1.19%	1.19%	Unchanged
15	VANGUARD INDEX FDS MID CAP ETF VO	VO	100,752	$8.1m1.17%	1.17%	Added +1.2k	+1,176 1.2%
16	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	15,817	$7.9m1.14%	1.14%	Added +190	+190 1.2%
17	VANGUARD INDEX FDS SM CP VAL ETF VBR	VBR	30,045	$7.3m1.05%	1.05%	Reduced -653	-653 -2.1%
18	ISHARES INC CORE MSCI EMKT IEMG	IEMG	85,213	$7.1m1.02%	1.02%	Reduced -26	-26 -0.0%
19	ISHARES TR BROAD USD HIGH USHY	USHY	165,476	$6.1m0.88%	0.88%	Reduced -10.9k	-10,899 -6.2%
20	ISHARES TR EAFE SML CP ETF SCZ	SCZ	73,520	$6.0m0.87%	0.87%	Added +1.2k	+1,159 1.6%
21	ISHARES TR SELECT DIVID ETF DVY	DVY	32,916	$5.1m0.74%	0.74%	Added +1.2k	+1,156 3.6%
22	ISHARES TR IBOXX INV CP ETF LQD	LQD	44,371	$4.8m0.70%	0.70%	Reduced -3.1k	-3,105 -6.5%
23	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	12,644	$3.0m0.43%	0.43%	Added +194	+194 1.6%
24	AMERICAN CENTY ETF TR US SML CP VALU AVUV	AVUV	19,883	$2.5m0.36%	0.36%	Reduced -2.4k	-2,434 -10.9%
25	LAM RESEARCH CORP COM NEW LRCX	LRCX	4,035	$1.7m0.25%	0.25%	Added +4	+4 0.1%
26	INVESCO EXCHANGE TRADED FD T S&P MDCP MOMNTUM XMMO	XMMO	10,172	$1.7m0.25%	0.25%	Reduced -620	-620 -5.7%
27	FIRST TR EXCHANGE-TRADED FD WTR ETF FIW	FIW	15,223	$1.7m0.24%	0.24%	Unchanged
28	PACER FDS TR DATA AND INFRAST SRVR	SRVR	42,082	$1.3m0.19%	0.19%	Unchanged
29	ISHARES TR RESIDENTIAL MULT REZ	REZ	13,686	$1.3m0.19%	0.19%	Unchanged
30	SPDR SER TR PORTFOLIO INTRMD SPIB	SPIB	33,608	$1.1m0.16%	0.16%	Added +1.3k	+1,321 4.1%
31	PACER FDS TR INDUSTRIAL RELET INDS	INDS	27,705	$1.1m0.16%	0.16%	Unchanged
32	AFLAC INC COM AFL	AFL	8,624	$1.0m0.15%	0.15%	Unchanged
33	COCA COLA CO COM KO	KO	12,085	$982.2k0.14%	0.14%	Reduced -94	-94 -0.8%
34	GLOBE LIFE INC COM GL	GL	5,220	$932.7k0.13%	0.13%	Unchanged
35	GLOBAL PMTS INC COM GPN	GPN	10,279	$745.8k0.11%	0.11%	Unchanged
36	WESTERN MIDSTREAM PARTNERS L COM UNIT LP INT WES	WES	16,735	$732.3k0.11%	0.11%	Unchanged
37	GLOBAL X FDS S&P 500 CATHOLIC CATH	CATH	8,252	$730.3k0.11%	0.11%	Reduced -13	-13 -0.2%
38	NVIDIA CORPORATION COM NVDA	NVDA	3,478	$695.9k0.10%	0.10%	Reduced -302	-302 -8.0%
39	ISHARES TR US AER DEF ETF ITA	ITA	2,817	$682.9k0.10%	0.10%	Unchanged
40	FIDELITY COVINGTON TRUST MSCI FINLS IDX FNCL	FNCL	8,841	$676.9k0.10%	0.10%	Unchanged
41	BANK AMERICA CORP COM BAC	BAC	10,200	$581.2k0.08%	0.08%	Unchanged
42	ELI LILLY & CO COM LLY	LLY	461	$553.0k0.08%	0.08%	Reduced -28	-28 -5.7%
43	SOUTHSTATE BK CORP COM SSB	SSB	4,588	$458.3k0.07%	0.07%	Reduced -116	-116 -2.5%
44	VANGUARD INDEX FDS LARGE CAP ETF VV	VV	1,184	$407.2k0.06%	0.06%	Reduced -37	-37 -3.0%
45	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	516	$385.3k0.06%	0.06%	Added +60	+60 13.2%
46	SOUTHERN CO COM SO	SO	3,803	$364.0k0.05%	0.05%	Added +1	+1 0.0%
47	CSX CORP COM CSX	CSX	7,262	$345.2k0.05%	0.05%	Unchanged
48	ISHARES TR RUS 1000 GRW ETF IWF	IWF	2,777	$344.8k0.05%	0.05%	Reduced -15	-15 -0.5%
49	SPDR GOLD TR GOLD SHS GLD	GLD	926	$341.1k0.05%	0.05%	Reduced -74	-74 -7.4%
50	PNC FINL SVCS GROUP INC COM PNC	PNC	1,350	$332.4k0.05%	0.05%	Unchanged
51	ISHARES TR RUS 1000 VAL ETF IWD	IWD	1,348	$326.8k0.05%	0.05%	Reduced -10	-10 -0.7%
52	VANGUARD SCOTTSDALE FDS VNG RUS2000GRW VTWG	VTWG	1,130	$325.1k0.05%	0.05%	Unchanged
53	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	4,418	$324.3k0.05%	0.05%	Added +44	+44 1.0%
54	TESLA INC COM TSLA	TSLA	753	$316.7k0.05%	0.05%	Unchanged
55	ADVANCED MICRO DEVICES INC COM AMD	AMD	523	$303.8k0.04%	0.04%	New
56	ISHARES TR U.S. UTILITS ETF IDU	IDU	2,559	$293.3k0.04%	0.04%	Unchanged
57	APPLE INC COM AAPL	AAPL	990	$286.5k0.04%	0.04%	Reduced -117	-117 -10.6%
58	DUKE ENERGY CORP NEW COM NEW DUK	DUK	2,196	$278.0k0.04%	0.04%	Reduced -150	-150 -6.4%
59	VANECK ETF TRUST STEEL ETF SLX	SLX	2,662	$262.0k0.04%	0.04%	Reduced -96	-96 -3.5%
60	MICROSOFT CORP COM MSFT	MSFT	699	$260.7k0.04%	0.04%	Reduced -22	-22 -3.0%
61	TRUIST FINL CORP COM TFC	TFC	4,750	$236.6k0.03%	0.03%	Unchanged
62	VANGUARD WORLD FD MEGA CAP VAL ETF MGV	MGV	1,426	$233.1k0.03%	0.03%	Reduced -165	-165 -10.4%
63	ISHARES SILVER TR ISHARES SLV	SLV	4,287	$229.2k0.03%	0.03%	Reduced -363	-363 -7.8%
64	AMERICAN CENTY ETF TR AVANTIS EMGMKT AVEM	AVEM	2,365	$228.2k0.03%	0.03%	New
65	GLOBAL X FDS GLOBX SUPDV US DIV	DIV	11,710	$223.1k0.03%	0.03%	Unchanged
66	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	295	$217.2k0.03%	0.03%	New
67	GLOO HOLDINGS INC CL A GLOO	GLOO	11,543	$52.5k0.01%	0.01%	Reduced -113.5k	-113,457 -90.8%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
WALMART INC WMT	WMT	1,740	$216.2k1.7k shares