Cornerstone Wealth Group
$1.5B Assets Reported
465 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AAPL | APPLE INC | 294,261 | $78M | 5.3% |
| NVDA | NVIDIA CORPORATION | 256,811 | $51M | 3.5% |
| IVV | ISHARES TR | 72,460 | $51M | 3.5% |
| MSFT | MICROSOFT CORP | 118,797 | $50M | 3.4% |
| IDEV | ISHARES TR | 523,253 | $46M | 3.1% |
| AVGO | BROADCOM INC | 89,006 | $36M | 2.4% |
| SCHX | SCHWAB STRATEGIC TR | 1,222,961 | $34M | 2.3% |
| GOOGL | ALPHABET INC | 87,322 | $29M | 2.0% |
| VCRB | VANGUARD MALVERN FDS | 332,723 | $26M | 1.8% |
| AMZN | AMAZON COM INC | 101,266 | $25M | 1.7% |
Track Cornerstone Wealth Group's 13F portfolio: $1.5B in reported holdings, 465 positions. Top holdings, AUM, and quarterly changes on SentiSense.