Institutional Holdings Report (Amended)
Cornerstone Financial Management LLC is an institutional investment manager based in BURLINGTON, MA reporting approximately $124.7M in 13(f) securities across 1,471 positions as of Q2 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/A filing on EDGAR.