13F Filings History of Cornerstone Financial Group, LLC /NE/

Latest 13F report
Q3 2025 - 12 Nov 2025
Value $
$129,157,692
Signature - Title
Jay Kasting - Chief Compliance Officer
Location
Omaha, NE
Summary
This page shows a list of all the recent 13F filings made by Cornerstone Financial Group, LLC /NE/. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Cornerstone Financial Group, LLC /NE/ reported 69 stock holdings with total value $129,157,692 as of Q3 2025. Top holdings included SPTM, DFUS, SPDW, VXUS, and QQQM.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 69 $129,157,692 +$6,591,243 -$904,306 +$5,686,937 SPTM, DFUS, SPDW, VXUS, QQQM 13F-HR 12 Nov 2025, 10:09
Q2 2025 67 $117,596,080 +$2,550,167 -$188,454 +$2,361,713 DFUS, SPTM, SPDW, QQQM, VXUS 13F-HR 14 Aug 2025, 17:32
Q1 2025 66 $111,186,442 +$9,373,272 -$1,812,566 +$7,560,706 DFUS, SPTM, SPDW, STIP, PFF 13F-HR 13 May 2025, 15:39
Q4 2024 67 $101,494,737 $0 $0 $0 DFUS, SPTM, STIP, QQQM, VGSH 13F-HR 14 Feb 2025, 16:16