Cornerstone Management, Inc.

RIA/Wealth

Cornerstone Management, Inc. is a RIA/Wealth based in Reno, NV led by Christopher Kendall Abts, managing $604.7M across 63 long positions as of Q3 2025 with 95% ETF concentration, 82% concentrated in top 10 holdings, and 26% allocation to VUG.

PresidentChristopher Kendall Abts

Portfolio Value: $604.7M
Positions: 63
Top Holding: VUG at 26.22%
Last Reported: Q3 2025

Address9628 Prototype Court, Reno, NV, 89521, United States

Top Holdings

Largest long holdings in Cornerstone Management, Inc.'s portfolio (81.7% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Vanguard Growth VUG	ETF ETF	$158.6M	26.22%	-$12.1M Sold	— 330.6K shares	Q4 2014 Held for 10y 11m
2 Vanguard Value VTV	ETF ETF	$96.4M	15.95%	-$5.8M Sold	— 517.1K shares	Q4 2014 Held for 10y 11m
3 JPMorgan Ultra-Short Income JPST	ETF ETF	$95.1M	15.73%	+$8.1M Bought	— 1.9M shares	Q3 2018 Held for 7y 2m
4 iShares Core U.S. Aggregate Bond AGG	ETF ETF	$41.1M	6.79%	+$4.0M Bought	— 409.5K shares	Q4 2014 Held for 10y 11m
5 iShares MSCI EAFE EFA	ETF ETF	$22.7M	3.76%	+$1.8M Bought	— 243.6K shares	Q4 2014 Held for 10y 11m
6 SPDR Bloomberg Investment Grade Floating Rate ETF FLRN	ETF ETF	$21.1M	3.49%	-$47.1K Sold	— 684.3K shares	Q1 2021 Held for 4y 8m
7 Vanguard Total Stock Market VTI	ETF ETF	$16.5M	2.74%	-$328.2K Sold	— 50.4K shares	Q4 2019 Held for 5y 11m
8 Sovereign's Capital Flourish Fund SOVF	ETF ETF	$16.5M	2.73%	+$184.7K Bought	— 544.7K shares	Q4 2023 Held for 1y 11m
9 SPDR Portfolio Short Term Corporate Bond SPSB	ETF ETF	$13.8M	2.28%	+$539.5K Bought	— 454.3K shares	Q3 2018 Held for 7y 2m
10 iShares MBS MBB	ETF ETF	$12.0M	1.98%	+$1.3M Bought	— 126.1K shares	Q1 2021 Held for 4y 8m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Cornerstone Management, Inc.'s latest filing

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Market Value

$604.7M

Prior: $575.3M

Q/Q Change

+5.12%

+$29.4M

Net Flows % of MV

+0.176%

Turnover Ratio

3.71%

New Purchases

0 stocks

Added To

22 stocks

+$22.9M

Sold Out Of

0 stocks

Reduced Holdings

22 stocks

-$21.8M

Increased Positions

Position	Shares Δ	Change
1 DFSD Dimensional Short-Duration Fixed Income DFSD	+41.74%	148.5K → 210.5K +$3.0M
2 iShares Core U.S. REIT USRT	+16.15%	126.6K → 147.1K +$1.2M
3 Vanguard Mid-Cap Fund VO	+15.17%	16.8K → 19.4K +$749.0K
4 iShares MBS MBB	+12.0%	112.6K → 126.1K +$1.3M
5 iShares Core U.S. Aggregate Bond AGG	+10.86%	369.4K → 409.5K +$4.0M

Decreased Positions

Position	Shares Δ	Change
1 Globe Life GL	-63.12%	23.7K → 8.7K −$2.1M
2 Tesla, Inc. TSLA	-18.4%	924.0 → 754.0 −$75.6K
3 Western Midstream Partners WES	-12.53%	19.1K → 16.7K −$94.2K
4 SLV iShares Silver Trust SLV	-11.68%	9.0K → 8.0K −$44.7K
5 iShares Select Dividend DVY	-7.87%	34.8K → 32.0K −$388.8K