SEC Form 13F · Q1 2026

Cornerstone Financial Group, LLC /NE/

Institutional Holdings Report

13F-HRNE
$155.8M
Portfolio Value
73
Holdings
Q1 2026
Reporting Period
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Filing Details

Manager
Cornerstone Financial Group, LLC /NE/
CIK
2056783
Accession No.
0001765380-26-000173
Location
OMAHA, NE
Form Type
13F-HR
Portfolio Value
$155.8M
Holdings Reported
73
Reporting Period
Q1 2026
Filed
May 6, 2026

About this Filing

Cornerstone Financial Group, LLC /NE/ is an institutional investment manager based in OMAHA, NE reporting approximately $155.8M in 13(f) securities across 73 positions as of Q1 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.