# EDGAR Filing Document

**Accession Number:** 0002056783
**File Stem:** 0001765380-26-000173
**Filing Date:** 2026-5
**Character Count:** 11437
**Document Hash:** 7d8786ea9348a3bac69f5a881095acdd
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001765380-26-000173.hdr.sgml**: 20260506

**ACCESSION NUMBER**: 0001765380-26-000173

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260506

**DATE AS OF CHANGE**: 20260506

**EFFECTIVENESS DATE**: 20260506

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Cornerstone Financial Group, LLC /NE/
- **CENTRAL INDEX KEY:** 0002056783

**ORGANIZATION NAME:**
- **EIN:** 470798627
- **STATE OF INCORPORATION:** NE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-25308
- **FILM NUMBER:** 26947226

**BUSINESS ADDRESS:**
- **STREET 1:** 11225 DAVENPORT ST
- **STREET 2:** STE 102
- **CITY:** OMAHA
- **STATE:** NE
- **ZIP:** 68154
- **BUSINESS PHONE:** 4027580700

**MAIL ADDRESS:**
- **STREET 1:** 11225 DAVENPORT ST
- **STREET 2:** STE 102
- **CITY:** OMAHA
- **STATE:** NE
- **ZIP:** 68154

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Cornerstone Financial Group LLC /NE/<br>**Address:** 11225 DAVENPORT ST<br>STE 102<br>OMAHA, NE 68154

**Form 13F File Number:** 028-25308

**CRD Number (if applicable):** 000129246

**SEC File Number (if applicable):** 801-132992

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Jonathan G. Kasting<br>**Title:** Chief Compliance Officer<br>**Phone:** 513-977-8234

**Signature, Place, and Date of Signing:**

Jonathan G. Kasting  Cincinnati, OH  05-06-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 73

**Form 13F Information Table Value Total:** $155805232

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| APPLE INC | COM | 037833100 |  | 783742 | 2798 | SH |  | SOLE | 0 | 0 | 0 | 2798 |
| BERKLEY W R CORP | COM | 084423102 |  | 229476 | 3457 | SH |  | SOLE | 0 | 0 | 0 | 3457 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 2170170 | 4588 | SH |  | SOLE | 0 | 0 | 0 | 4588 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 |  | 710300 | 1 | SH |  | SOLE | 0 | 0 | 0 | 1 |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 |  | 11695262 | 149022 | SH |  | SOLE | 0 | 0 | 0 | 149022 |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 |  | 5567061 | 152189 | SH |  | SOLE | 0 | 0 | 0 | 152189 |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 |  | 946518 | 18297 | SH |  | SOLE | 0 | 0 | 0 | 18297 |
| FIDELITY COVINGTON TRUST | MSCI RL EST ETF | 316092857 |  | 255156 | 8753 | SH |  | SOLE | 0 | 0 | 0 | 8753 |
| FIRST TR EXCHANGE-TRADED ALP | COM SHS | 33735B108 |  | 264769 | 1918 | SH |  | SOLE | 0 | 0 | 0 | 1918 |
| FRANKLIN TEMPLETON ETF TR | INTL COR DIV TIL | 35473P108 |  | 359627 | 8536 | SH |  | SOLE | 0 | 0 | 0 | 8536 |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 46138G649 |  | 6747037 | 24310 | SH |  | SOLE | 0 | 0 | 0 | 24310 |
| INVESCO EXCH TRADED FD TR II | S SMALLCAP 600 | 46138G664 |  | 413847 | 7378 | SH |  | SOLE | 0 | 0 | 0 | 7378 |
| INVESCO EXCHANGE TRADED FD T | S MDCP400 PR | 46137V217 |  | 1553092 | 25951 | SH |  | SOLE | 0 | 0 | 0 | 25951 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 447436 | 664 | SH |  | SOLE | 0 | 0 | 0 | 664 |
| ISHARES TR | RUS MDCP VAL ETF | 464287473 |  | 670785 | 4289 | SH |  | SOLE | 0 | 0 | 0 | 4289 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 368280 | 3724 | SH |  | SOLE | 0 | 0 | 0 | 3724 |
| ISHARES TR | TIPS BD ETF | 464287176 |  | 3993450 | 35864 | SH |  | SOLE | 0 | 0 | 0 | 35864 |
| ISHARES TR | PFD AND INCM SEC | 464288687 |  | 6319345 | 201189 | SH |  | SOLE | 0 | 0 | 0 | 201189 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 |  | 940304 | 8804 | SH |  | SOLE | 0 | 0 | 0 | 8804 |
| ISHARES TR | EAFE VALUE ETF | 464288877 |  | 242567 | 3136 | SH |  | SOLE | 0 | 0 | 0 | 3136 |
| ISHARES TR | MORNINGSTAR GRWT | 464287119 |  | 556826 | 5037 | SH |  | SOLE | 0 | 0 | 0 | 5037 |
| ISHARES TR | SHRT NAT MUN ETF | 464288158 |  | 806306 | 7584 | SH |  | SOLE | 0 | 0 | 0 | 7584 |
| ISHARES TR | MSCI EAFE MIN VL | 46429B689 |  | 424108 | 4635 | SH |  | SOLE | 0 | 0 | 0 | 4635 |
| ISHARES TR | A RATE CP BD ETF | 46429B291 |  | 2537256 | 53517 | SH |  | SOLE | 0 | 0 | 0 | 53517 |
| ISHARES TR | 0-5 YR TIPS ETF | 46429B747 |  | 5800827 | 55960 | SH |  | SOLE | 0 | 0 | 0 | 55960 |
| ISHARES TR | MSCI USA MMENTM | 46432F396 |  | 429328 | 1506 | SH |  | SOLE | 0 | 0 | 0 | 1506 |
| ISHARES TR | MSCI INTL QUALTY | 46434V456 |  | 1560518 | 32017 | SH |  | SOLE | 0 | 0 | 0 | 32017 |
| ISHARES TR | GLOBAL REIT ETF | 46434V647 |  | 3754249 | 137670 | SH |  | SOLE | 0 | 0 | 0 | 137670 |
| ISHARES TR | IBONDS DEC2026 | 46435GAA0 |  | 249820 | 10332 | SH |  | SOLE | 0 | 0 | 0 | 10332 |
| ISHARES TR | ESG AWR MSCI USA | 46435G425 |  | 912253 | 5814 | SH |  | SOLE | 0 | 0 | 0 | 5814 |
| ISHARES TR | RUSEL 2500 ETF | 46435G268 |  | 1597503 | 18779 | SH |  | SOLE | 0 | 0 | 0 | 18779 |
| ISHARES TR | IBONDS 27 ETF | 46435UAA9 |  | 271788 | 11245 | SH |  | SOLE | 0 | 0 | 0 | 11245 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 207363 | 913 | SH |  | SOLE | 0 | 0 | 0 | 913 |
| LAM RESEARCH CORP | COM NEW | 512807306 |  | 209448 | 816 | SH |  | SOLE | 0 | 0 | 0 | 816 |
| MICROSOFT CORP | COM | 594918104 |  | 586824 | 1416 | SH |  | SOLE | 0 | 0 | 0 | 1416 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 1238328 | 6240 | SH |  | SOLE | 0 | 0 | 0 | 6240 |
| PIMCO ETF TR | ENHAN SHRT MA AC | 72201R833 |  | 4782100 | 47621 | SH |  | SOLE | 0 | 0 | 0 | 47621 |
| PROCTER  GAMBLE CO | COM | 742718109 |  | 246386 | 1673 | SH |  | SOLE | 0 | 0 | 0 | 1673 |
| PROFESIONALLY MANAGED PORTFO | AKRE FOCUS ETF | 74316P579 |  | 268755 | 4954 | SH |  | SOLE | 0 | 0 | 0 | 4954 |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US B | 808524789 |  | 1389444 | 47276 | SH |  | SOLE | 0 | 0 | 0 | 47276 |
| SELECT SECTOR SPDR TR | STATE STREET TEC | 81369Y803 |  | 386115 | 2385 | SH |  | SOLE | 0 | 0 | 0 | 2385 |
| SPDR INDEX SHS FDS | STATE STREET SPD | 78463X889 |  | 9304482 | 190315 | SH |  | SOLE | 0 | 0 | 0 | 190315 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A375 |  | 4512029 | 134929 | SH |  | SOLE | 0 | 0 | 0 | 134929 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A292 |  | 643518 | 20524 | SH |  | SOLE | 0 | 0 | 0 | 20524 |
| SPDR SERIES TRUST | STATE STREET SPD | 78468R101 |  | 402122 | 13842 | SH |  | SOLE | 0 | 0 | 0 | 13842 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A805 |  | 13615461 | 155676 | SH |  | SOLE | 0 | 0 | 0 | 155676 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A409 |  | 386358 | 3418 | SH |  | SOLE | 0 | 0 | 0 | 3418 |
| UNION PAC CORP | COM | 907818108 |  | 881028 | 3308 | SH |  | SOLE | 0 | 0 | 0 | 3308 |
| VANECK ETF TRUST | MRNGSTR WDE MOAT | 92189F643 |  | 1102960 | 11019 | SH |  | SOLE | 0 | 0 | 0 | 11019 |
| VANECK ETF TRUST | MRNGSTR INT MOAT | 92189F593 |  | 1522070 | 43413 | SH |  | SOLE | 0 | 0 | 0 | 43413 |
| VANGUARD BD INDEX FDS | LONG TERM BOND | 921937793 |  | 3989537 | 58403 | SH |  | SOLE | 0 | 0 | 0 | 58403 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 |  | 8218686 | 105260 | SH |  | SOLE | 0 | 0 | 0 | 105260 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 |  | 2780019 | 37896 | SH |  | SOLE | 0 | 0 | 0 | 37896 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 482830 | 2344 | SH |  | SOLE | 0 | 0 | 0 | 2344 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 2522241 | 32659 | SH |  | SOLE | 0 | 0 | 0 | 32659 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 3412401 | 9605 | SH |  | SOLE | 0 | 0 | 0 | 9605 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 2190107 | 3306 | SH |  | SOLE | 0 | 0 | 0 | 3306 |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 922042742 |  | 2229459 | 14722 | SH |  | SOLE | 0 | 0 | 0 | 14722 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 2004408 | 33979 | SH |  | SOLE | 0 | 0 | 0 | 33979 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 |  | 569786 | 7051 | SH |  | SOLE | 0 | 0 | 0 | 7051 |
| VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 |  | 227649 | 4514 | SH |  | SOLE | 0 | 0 | 0 | 4514 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 |  | 2887892 | 34971 | SH |  | SOLE | 0 | 0 | 0 | 34971 |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 |  | 3989841 | 68425 | SH |  | SOLE | 0 | 0 | 0 | 68425 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 |  | 9450296 | 113900 | SH |  | SOLE | 0 | 0 | 0 | 113900 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 894173 | 13012 | SH |  | SOLE | 0 | 0 | 0 | 13012 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 |  | 464803 | 2970 | SH |  | SOLE | 0 | 0 | 0 | 2970 |
| VANGUARD WORLD FD | MEGA CAP VAL ETF | 921910840 |  | 981415 | 6451 | SH |  | SOLE | 0 | 0 | 0 | 6451 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 |  | 380815 | 3632 | SH |  | SOLE | 0 | 0 | 0 | 3632 |
| VANGUARD WORLD FD | ESG US STK ETF | 921910733 |  | 424158 | 3358 | SH |  | SOLE | 0 | 0 | 0 | 3358 |
| VANGUARD WORLD FD | ESG INTL STK ETF | 921910725 |  | 914126 | 11744 | SH |  | SOLE | 0 | 0 | 0 | 11744 |
| WALMART INC | COM | 931142103 |  | 238421 | 1812 | SH |  | SOLE | 0 | 0 | 0 | 1812 |
| WISDOMTREE TR | US TOTAL DIVIDND | 97717W109 |  | 709566 | 7800 | SH |  | SOLE | 0 | 0 | 0 | 7800 |
| WISDOMTREE TR | EM EX ST-OWNED | 97717X578 |  | 578806 | 12718 | SH |  | SOLE | 0 | 0 | 0 | 12718 |

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