GA
CRF

GoalVest Advisory’s Cornerstone Total Return Fund CRF Stock Holding History

GoalVest Advisory’s Portfolio CRF Stock Details CRF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.75K Hold
940
– – ﹤0.01% 369
2026
Q1 		$6.53K Hold
940
– – ﹤0.01% 384
2025
Q4 		$7.53K Hold
940
– – ﹤0.01% 441
2025
Q3 		$7.56K Buy
+940
New +$7.39K ﹤0.01% 346

Other funds holding CRF

WCM
Winebrenner Capital Management Louisville, Kentucky $164M AUM 12.81% 1-Year Est. Return
MCFP
Mallini Complete Financial Planning Gainesville, Florida $140M AUM 13.55% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
FWP
Firethorn Wealth Partners Augusta, Georgia $310M AUM 23.22% 1-Year Est. Return
BWM
Buska Wealth Management Wausau, Wisconsin $277M AUM 19.88% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
APW
Aventura Private Wealth Aventura, Florida $326M AUM 34.36% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

GoalVest Advisory's CRF Position: Q2 2026 in Review

GoalVest Advisory held its Cornerstone Total Return Fund (CRF) position steady in Q2 2026 at 940 shares worth $6.75K. The position accounts for ﹤0.01% of the portfolio, ranked #369.

GoalVest Advisory first reported a position in CRF in Q3 2025 and has held it in 4 quarters since. The position peaked at $7.56K in Q3 2025. 11 funds tracked by Wall St. Rank hold CRF as of Q2 2026.

  • GoalVest Advisory held 940 shares of Cornerstone Total Return Fund worth $6.75K as of Q2 2026.
  • GoalVest Advisory left its Cornerstone Total Return Fund share count unchanged in Q2 2026.
  • Cornerstone Total Return Fund made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #369 holding.
  • GoalVest Advisory first reported a position in Cornerstone Total Return Fund in Q3 2025 and has held it in 4 quarters since.
  • GoalVest Advisory's Cornerstone Total Return Fund position peaked at $7.56K in Q3 2025.
  • 11 funds tracked by Wall St. Rank held Cornerstone Total Return Fund as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.