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Molly Wheeler

Cornerstone Financial Management Llc

Assets Managed
$109.018M
Holdings
1311
Last Quarter
2026 - Q1
Filed Date
8d ago
Growth Rate
2.37%(2Q avg: 1.19%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Cornerstone Financial Management Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 1311 positions.

Assets under management

The assets under management (AUM) of Cornerstone Financial Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 109.018M in assets, with a quarterly growth rate of 2.37% and a 2-quarter average growth rate of 1.19%. The portfolio is managed by Molly Wheeler, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VGSH
Vanguard Short-term Treasury
Recent Activity
Increased 9.68%
5.05%
$5.498M
93,920 shares@ $58.54 avg price
MGV
Vanguard Mega Cap Value Etf
Recent Activity
Increased 0.33%
4.94%
$5.378M
37,099 shares@ $144.96 avg price
VGIT
Vanguard Intermediate-term T
Recent Activity
Increased 7.11%
4.9%
$5.331M
89,529 shares@ $59.55 avg price
MGK
Vanguard Mega Cap Growth Etf
Recent Activity
Increased 2.78%
4.51%
$4.916M
13,378 shares@ $367.44 avg price
VMBS
Vanguard Mortgage-backed Sec
Recent Activity
Increased 3.87%
3.72%
$4.05M
86,266 shares@ $46.95 avg price
LMBS
First Trust Low Duration Opp
Recent Activity
Increased 6.49%
3.72%
$4.05M
81,307 shares@ $49.82 avg price
SCHX
Schwab Us Large-cap Etf
Recent Activity
Increased 8.21%
3.61%
$3.929M
153,244 shares@ $25.65 avg price
MGC
Vanguard Mega Cap Etf
Recent Activity
Decreased -6.3%
3.24%
$3.529M
14,933 shares@ $236.36 avg price
VIG
Vanguard Dividend Apprec Etf
Recent Activity
Decreased -8.42%
3.09%
$3.364M
15,641 shares@ $215.07 avg price
EFV
Ishares Msci Eafe Value Etf
Recent Activity
Increased 5.75%
2.35%
$2.556M
34,373 shares@ $74.36 avg price

1-10 of 1311