EdgeMarket › What Cornerstone Wealth Group, Llc reported owning
What Cornerstone Wealth Group, 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
1.6BPositions
447Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| SPY SPDR S&P 500 ETF TRUST | 87.0M | 5.6% | 123.5K | 765.72 | +20.0% |
| AAPL Apple Inc. | 73.8M | 4.7% | 277.3K | 309.35 | +36.9% |
| IVV iShares Core S&P 500 ETF | 51.2M | 3.3% | 72.5K | 769.31 | +20.0% |
| NVDA NVIDIA CORP | 50.7M | 3.3% | 253.5K | 214.72 | +22.4% |
| MSFT MICROSOFT CORP | 49.9M | 3.2% | 117.7K | 483.24 | -4.4% |
| IDEV iShares Core MSCI International Developed Mark | 45.9M | 2.9% | 523.3K | 93.31 | +18.6% |
| AVGO Broadcom Inc. | 35.8M | 2.3% | 89.0K | 368.45 | +26.5% |
| SCHX Schwab U.S. Large-Cap ETF | 34.0M | 2.2% | 1.2M | 30.21 | +19.6% |
| GOOGL Alphabet Inc. | 29.0M | 1.9% | 87.3K | 344.82 | +73.0% |
| VCRB Vanguard Core Bond ETF | 25.8M | 1.7% | 332.7K | 75.94 | -2.0% |
| AMZN AMAZON COM INC | 25.3M | 1.6% | 101.3K | 258.63 | +15.6% |
| VOO Vanguard S&P 500 ETF | 24.8M | 1.6% | 38.3K | 703.71 | +20.0% |
| IWB iShares Russell 1000 ETF | 22.7M | 1.5% | 59.0K | 419.69 | +19.8% |
| VTI Vanguard Morningstar Total Stock Market ETF | 22.2M | 1.4% | 63.9K | 378.24 | +20.5% |
| ACWX iShares MSCI ACWI ex U.S. ETF | 22.0M | 1.4% | 302.2K | 77.94 | +23.9% |
| SPYM State Street SPDR Portfolio S&P 500 ETF | 20.5M | 1.3% | 247.2K | 90.13 | +20.1% |
| JPM JPMORGAN CHASE & CO | 18.5M | 1.2% | 59.2K | 351.58 | +20.3% |
| AGG iShares Core U.S. Aggregate Bond ETF | 18.3M | 1.2% | 183.9K | 97.35 | -1.7% |
| FBND Fidelity Total Bond ETF | 17.0M | 1.1% | 369.5K | 44.90 | -2.1% |
| CMI CUMMINS INC | 15.8M | 1.0% | 24.7K | 587.68 | +48.3% |
| BAC BANK OF AMERICA CORP /DE/ | 14.9M | 1.0% | 279.2K | 61.69 | +27.6% |
| ABBV AbbVie Inc. | 14.4M | 0.9% | 70.3K | 264.96 | +26.7% |
| XOM ExxonMobil Holdings Corp | 14.3M | 0.9% | 96.6K | 165.11 | +52.1% |
| HD HOME DEPOT, INC. | 13.6M | 0.9% | 39.6K | 335.61 | -16.5% |
| META Meta Platforms, Inc. | 13.4M | 0.9% | 20.1K | 549.90 | -26.5% |
| WMB WILLIAMS COMPANIES, INC. | 12.8M | 0.8% | 181.1K | 70.49 | +23.2% |
| MCD MCDONALDS CORP | 12.3M | 0.8% | 40.7K | 270.95 | -13.5% |
| unmapped CUSIP 084670702 | 12.3M | 0.8% | 26.2K | — | — |
| AMGN AMGEN INC | 12.2M | 0.8% | 35.4K | 439.33 | +48.2% |
| JNJ JOHNSON & JOHNSON | 11.9M | 0.8% | 52.6K | 270.24 | +51.1% |
| AMAT APPLIED MATERIALS INC /DE | 11.7M | 0.7% | 29.6K | 492.32 | +205.9% |
| LECO LINCOLN ELECTRIC HOLDINGS INC | 11.6M | 0.7% | 44.6K | 281.82 | +18.1% |
| ETN Eaton Corp plc | 11.6M | 0.7% | 28.3K | 419.20 | +21.1% |
| HON HONEYWELL INTERNATIONAL INC | 10.7M | 0.7% | 48.3K | 215.90 | -50.3% |
| MO ALTRIA GROUP, INC. | 10.5M | 0.7% | 162.2K | 66.09 | -2.2% |
| XLK State Street Technology Select Sector SPDR ETF | 10.5M | 0.7% | 67.7K | 183.31 | +41.1% |
| CVX CHEVRON CORP | 9.9M | 0.6% | 53.1K | 205.27 | +34.0% |
| V VISA INC. | 9.7M | 0.6% | 31.4K | 371.04 | +7.9% |
| BAI iShares A.I. Innovation and Tech Active ETF | 9.6M | 0.6% | 238.7K | 44.30 | +46.6% |
| SO SOUTHERN CO | 9.6M | 0.6% | 104.4K | 88.94 | -6.3% |
| AVEM Avantis Emerging Markets Equity ETF | 9.3M | 0.6% | 106.1K | 94.24 | +33.1% |
| VUG Vanguard Morningstar Growth ETF | 9.2M | 0.6% | 112.5K | 87.50 | +15.9% |
| LLY ELI LILLY & Co | 9.1M | 0.6% | 10.0K | 1,255.40 | +78.0% |
| PEP PEPSICO INC | 9.0M | 0.6% | 58.3K | 143.48 | -4.8% |
| BINC iShares Flexible Income Active ETF | 8.7M | 0.6% | 165.9K | 52.00 | -1.7% |
| WMT Walmart Inc. | 8.6M | 0.6% | 66.7K | 103.70 | +1.1% |
| DYNF iShares U.S. Equity Factor Rotation Active ETF | 8.5M | 0.5% | 134.5K | 69.08 | +22.3% |
| UBER Uber Technologies, Inc | 8.4M | 0.5% | 109.0K | 78.80 | -15.9% |
| PRU PRUDENTIAL FINANCIAL INC | 8.3M | 0.5% | 86.5K | 121.15 | +13.1% |
| VTV Vanguard Morningstar Value ETF | 8.2M | 0.5% | 40.5K | 226.40 | +24.6% |
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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