EdgeMarket › What Cornerstone Wealth Management, Llc reported owning
What Cornerstone Wealth Management, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
2.0BPositions
712Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| AAPL Apple Inc. | 87.3M | 4.4% | 344.0K | 309.35 | +36.9% |
| BBUS JPMorgan BetaBuilders U.S. Equity ETF | 78.9M | 3.9% | 673.3K | 138.11 | +19.6% |
| SPMD State Street SPDR Portfolio S&P 400 Mid Cap ET | 66.1M | 3.3% | 1.1M | 67.27 | +20.8% |
| SPYM State Street SPDR Portfolio S&P 500 ETF | 48.3M | 2.4% | 631.0K | 90.13 | +20.1% |
| IVV iShares Core S&P 500 ETF | 47.8M | 2.4% | 73.2K | 769.31 | +20.0% |
| NVDA NVIDIA CORP | 46.3M | 2.3% | 265.6K | 214.72 | +22.4% |
| MSFT MICROSOFT CORP | 29.0M | 1.4% | 78.3K | 483.24 | -4.4% |
| BOND PIMCO Active Bond Exchange-Traded Fund Exchang | 26.0M | 1.3% | 281.9K | 90.50 | -1.7% |
| QQQ INVESCO QQQ TRUST, SERIES 1 | 24.0M | 1.2% | 41.6K | 713.44 | +26.1% |
| USMV iShares MSCI USA Min Vol Factor ETF | 23.7M | 1.2% | 256.1K | 101.23 | +7.0% |
| WMT Walmart Inc. | 22.5M | 1.1% | 180.7K | 103.70 | +1.1% |
| AMZN AMAZON COM INC | 20.9M | 1.0% | 100.4K | 258.63 | +15.6% |
| SPYG State Street SPDR Portfolio S&P 500 Growth ETF | 18.8M | 0.9% | 191.8K | 120.21 | +22.2% |
| MINT PIMCO Enhanced Short Maturity Active Exchange- | 18.5M | 0.9% | 184.2K | 100.73 | +0.2% |
| SPY SPDR S&P 500 ETF TRUST | 18.4M | 0.9% | 28.4K | 765.72 | +20.0% |
| VIG Vanguard Div Appreciation ETF | 18.3M | 0.9% | 85.1K | 243.91 | +16.2% |
| VXUS Vanguard Total International Stock ETF | 17.4M | 0.9% | 225.3K | 87.71 | +22.7% |
| BSCS Invesco BulletShares 2028 Corporate Bond ETF | 16.8M | 0.8% | 820.3K | 20.39 | -0.5% |
| VTI Vanguard Morningstar Total Stock Market ETF | 16.7M | 0.8% | 52.1K | 378.24 | +20.5% |
| BSCR Invesco BulletShares 2027 Corporate Bond ETF | 16.7M | 0.8% | 850.4K | 19.67 | +0.1% |
| PRF Invesco RAFI US 1000 ETF | 16.3M | 0.8% | 343.9K | 56.10 | +28.7% |
| SPIB State Street SPDR Portfolio Intermediate Term | 15.7M | 0.8% | 469.5K | 33.09 | -1.7% |
| PG PROCTER & GAMBLE Co | 15.7M | 0.8% | 108.6K | 144.68 | -9.3% |
| SPDW State Street SPDR Portfolio Developed World ex | 15.3M | 0.8% | 336.1K | 52.02 | +24.4% |
| XOM ExxonMobil Holdings Corp | 15.1M | 0.8% | 89.2K | 165.11 | +52.1% |
| BSCQ Invesco BulletShares 2026 Corporate Bond ETF | 15.1M | 0.8% | 771.7K | 19.57 | +0.3% |
| JNJ JOHNSON & JOHNSON | 15.1M | 0.8% | 61.6K | 270.24 | +51.1% |
| DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | 14.6M | 0.7% | 31.5K | 532.22 | +18.4% |
| FENI Fidelity Enhanced International ETF | 14.2M | 0.7% | 381.9K | 41.72 | +20.7% |
| PWB Invesco Large Cap Growth ETF | 13.3M | 0.7% | 105.3K | 155.97 | +31.6% |
| BIV Vanguard Intermediate-Term Bond ETF | 12.9M | 0.6% | 167.6K | 75.43 | -2.5% |
| JQUA JPMorgan U.S. Quality Factor ETF | 12.8M | 0.6% | 208.1K | 74.75 | +22.0% |
| GOOGL Alphabet Inc. | 12.5M | 0.6% | 43.3K | 344.82 | +73.0% |
| RDVY First Trust Rising Dividend Achievers ETF | 12.2M | 0.6% | 178.4K | 81.95 | +26.6% |
| VTV Vanguard Morningstar Value ETF | 12.1M | 0.6% | 61.9K | 226.40 | +24.6% |
| BND Vanguard Total Bond Market ETF | 12.1M | 0.6% | 164.0K | 72.23 | -1.8% |
| FBND Fidelity Total Bond ETF | 12.0M | 0.6% | 263.3K | 44.90 | -2.1% |
| IWM iShares Russell 2000 ETF | 12.0M | 0.6% | 48.4K | 299.96 | +33.1% |
| DGRO iShares Core Dividend Growth ETF | 11.7M | 0.6% | 166.7K | 79.61 | +20.0% |
| SPAB State Street SPDR Portfolio Aggregate Bond ETF | 11.6M | 0.6% | 453.2K | 25.09 | -1.8% |
| AVUS Avantis U.S. Equity ETF | 11.4M | 0.6% | 102.2K | 130.59 | +25.1% |
| SPHQ Invesco S&P 500 Quality ETF | 11.0M | 0.6% | 146.9K | 85.95 | +18.7% |
| CALF Pacer US Small Cap Cash Cows ETF | 11.0M | 0.6% | 245.1K | 57.80 | +37.8% |
| TOTL State Street DoubleLine Total Return Tactical | 10.6M | 0.5% | 267.8K | 38.77 | -3.3% |
| IBM INTERNATIONAL BUSINESS MACHINES CORP | 10.5M | 0.5% | 43.5K | 235.68 | -2.8% |
| KO COCA COLA CO | 10.5M | 0.5% | 138.5K | 91.10 | +28.9% |
| ILCG iShares Morningstar Large-Cap Growth ETF | 10.5M | 0.5% | 109.7K | 114.86 | +15.6% |
| SMH VanEck Semiconductor ETF | 10.2M | 0.5% | 26.7K | 560.42 | +93.9% |
| RTX RTX Corp | 10.1M | 0.5% | 52.6K | 209.91 | +34.1% |
| JMUB JPMorgan Municipal ETF | 9.9M | 0.5% | 197.9K | 49.69 | +0.5% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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