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Manager record

Cornerstone Financial Management LLC

Providence, RI · CIK 2110329 · EDGAR filings ↗

Cover-page record — Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$249.37MReported 13F valueQ2 2026 · as filed
2,942Holdings listed
+14.4%vs prior quartervalue change includes market moves
3Quarters on record
Aug 28Latest filed
Reported 13F value by quarter, Q4 2025 to Q2 2026Q4 2025: $213.0M$213.0MQ4 20252,482 holdingsQ1 2026: $218.0M$218.0MQ1 20262,622 holdingsQ2 2026: $249.4M$249.4MQ2 20262,942 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 28 2026 13F-HR/A · period Q1 2026

$109.02M · 1,311 holdings listed · amendment (restatement) · View original SEC filing ↗
Aug 28 2026 13F-HR/A · period Q2 2026

$124.68M · 1,471 holdings listed · amendment (restatement) · View original SEC filing ↗
Aug 28 2026 13F-HR/A · period Q4 2025

$106.50M · 1,241 holdings listed · amendment (restatement) · View original SEC filing ↗
Aug 12 2026 13F-HR · period Q2 2026

$124.68M · 1,471 holdings listed · View original SEC filing ↗
May 08 2026 13F-HR · period Q1 2026

$109.02M · 1,311 holdings listed · View original SEC filing ↗
Feb 13 2026 13F-HR · period Q4 2025

$106.50M · 1,241 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 28, 2026 · Change methodology