Cornerstone Wealth Group
$1.7B 13F equity value
512 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Cornerstone Wealth Group covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 122,433 | $91M | 5.4% |
| AAPL | APPLE INC | 287,341 | $83M | 4.9% |
| NVDA | NVIDIA CORPORATION | 312,348 | $62M | 3.7% |
| IVV | ISHARES TR | 70,677 | $53M | 3.2% |
| IDEV | ISHARES TR | 559,664 | $50M | 3.0% |
| MSFT | MICROSOFT CORP | 129,694 | $48M | 2.9% |
| SCHX | SCHWAB STRATEGIC TR | 1,198,819 | $35M | 2.1% |
| AVGO | BROADCOM INC | 91,244 | $34M | 2.1% |
| GOOGL | ALPHABET INC | 92,090 | $33M | 2.0% |
| SPYM | SPDR SERIES TRUST | 306,583 | $27M | 1.6% |
Track Cornerstone Wealth Group's 13F portfolio: $1.7B in reported holdings, 512 positions. Top holdings and quarterly changes on SentiSense.
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