Cornerstone Management, Inc.
Annual return '25
+30.1%
SPY '25
+17.7%
Alpha
+12.4ptsvs SPY
Invested
$627.6M
Holdings
65
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 94%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VUG
VANGUARD INDEX FDS
Q4 2025: Exited (was 330.6k shares)
23.9%
02
$JPST
J P MORGAN EXCHANGE TRADED F
Q4 2025: Exited (was 1.87M shares)
16.6%
03
$VTV
VANGUARD INDEX FDS
Q4 2025: Exited (was 517.1k shares)
16.2%
04
$AGG
ISHARES TR
Q4 2025: Exited (was 409.5k shares)
7.1%
05
$EFA
ISHARES TR
Q4 2025: Exited (was 243.6k shares)
3.9%
06
$FLRN
SPDR SERIES TRUST
Q4 2025: Exited (was 684.3k shares)
3.6%
07
$DFSD
DIMENSIONAL ETF TRUST
Q4 2025: Exited (was 210.5k shares)
2.6%
08
$SOVF
ELEVATION SERIES TRUST
Q4 2025: Exited (was 544.7k shares)
2.6%
09
$SPSB
SPDR SERIES TRUST
Q4 2025: Exited (was 454.3k shares)
2.5%
10
$VTI
VANGUARD INDEX FDS
Q4 2025: Exited (was 50.4k shares)
2.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 04:27 UTC.