Loading…
CIK 0001987314 • 7 13F filings • Apr 24, 2025 – Oct 15, 2026
Import this data to Google Sheets with:
=jivedata("cornerstone-enterprises-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $8.3M | 5.1% | 53,982 SH | |
| AMAZON COM INC | COM | $8.7M | 5.3% | 45,783 SH | |
| APPLE INC | COM | $8.9M | 5.4% | 40,142 SH | |
| CHIPOTLE MEXICAN GRILL INC | COM | $354K | 0.2% | 7,050 SH | |
| COSTCO WHSL CORP NEW | COM | $469K | 0.3% | 496 SH | |
| FORTINET INC | COM | $483K | 0.3% | 5,018 SH | |
| INTERNATIONAL BUSINESS MACHS | COM | $1.6M | 1.0% | 6,345 SH | |
| ISHARES TR | 0-3 MNTH TREASRY | $18.7M | 11.4% | 185,824 SH | |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $25.5M | 15.6% | 446,480 SH | |
| JPMORGAN CHASE & CO. | COM | $3.7M | 2.3% | 15,107 SH | |
| META PLATFORMS INC | CL A | $3.6M | 2.2% | 6,225 SH | |
| MICROSOFT CORP | COM | $9.3M | 5.7% | 24,746 SH | |
| NVIDIA CORPORATION | COM | $8.1M | 4.9% | 74,884 SH | |
| OMEGA HEALTHCARE INVS INC | COM | $5.2M | 3.2% | 135,830 SH | |
| PALANTIR TECHNOLOGIES INC | CL A | $3.7M | 2.3% | 44,088 SH | |
| PALO ALTO NETWORKS INC | COM | $2.2M | 1.3% | 12,881 SH | |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $268K | 0.2% | 12,426 SH | |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $355K | 0.2% | 12,692 SH | |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $5.5M | 3.3% | 218,791 SH | |
| SHOPIFY INC | CL A | $457K | 0.3% | 4,791 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $369K | 0.2% | 660 SH | |
| SPDR SER TR | PORTFLI HIGH YLD | $39.5M | 24.1% | 1,684,933 SH | |
| TESLA INC | COM | $1.9M | 1.2% | 7,469 SH | |
| VANECK ETF TRUST | SEMICONDUCTR ETF | $4.4M | 2.7% | 20,653 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $229K | 0.1% | 444 SH | |
| VERIZON COMMUNICATIONS INC | COM | $469K | 0.3% | 10,335 SH | |
| WALMART INC | COM | $1.4M | 0.9% | 16,006 SH | |
| WEC ENERGY GROUP INC | COM | $394K | 0.2% | 3,619 SH |
| 13F-HR |
| 0001987314-25-000003 |
| $203.3M |
| View |
| Jul 23, 2026 | Q2 2026 | 13F-HR | 0001987314-26-000004 | $219.2M | View |
| Jul 23, 2025 | Q2 2025 | 13F-HR | 0001085146-25-004066 | $185.8M | View |
| Apr 22, 2026 | Q1 2026 | 13F-HR | 0001987314-26-000003 | $201.1M | View |
| Apr 24, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002308 | $164.1M | View |