Cornerstone Financial Group, LLC /NE/
All 13F Filings
- Location
- Omaha, NE
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 162,236
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/11/2026 | 75 | 162,236 | 13F-HR | Cornerstone Financial Group, LLC /NE/ |
| Q1 2026 | 5/6/2026 | 73 | 155,805 | 13F-HR | Cornerstone Financial Group, LLC /NE/ |
| Q4 2025 | 2/11/2026 | 72 | 143,275 | 13F-HR | Cornerstone Financial Group, LLC /NE/ |
| Q3 2025 | 11/12/2025 | 69 | 129,158 | 13F-HR | Cornerstone Financial Group, LLC /NE/ |
| Q2 2025 | 8/15/2025 | 67 | 117,596 | 13F-HR | Cornerstone Financial Group, LLC /NE/ |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 9.292 K | 5.7% | 239 | 0 | 239 |
| ETFs | 139.7 K | 86.1% | 5.716 K | 0 | 5.716 K |
| Debt | 13.21 K | 8.1% | 481 | 0 | 481 |
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Fund Snapshot
Q2 2026
Latest filed
8/11/2026
Total value ($000)
162,236
Holdings
75
QoQ value change ($000)
6,431
(4.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.