Cornerstone Wealth, LLC/TN
$198M 13F equity value
107 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Cornerstone Wealth, LLC/TN 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 |
|---|---|---|---|---|
| CAIE | CALAMOS ETF TR | 713,398 | $19M | 9.8% |
| IWY | ISHARES TR | 42,197 | $12M | 6.2% |
| FDVV | FIDELITY COVINGTON TRUST | 148,659 | $9M | 4.7% |
| POCT | INNOVATOR ETFS TRUST | 183,665 | $9M | 4.3% |
| PJUL | INNOVATOR ETFS TRUST | 174,581 | $9M | 4.3% |
| NJAN | INNOVATOR ETFS TRUST | 138,014 | $8M | 4.1% |
| CAIQ | CALAMOS ETF TR | 280,638 | $7M | 3.7% |
| DYNF | BLACKROCK ETF TRUST | 101,446 | $7M | 3.5% |
| JQUA | J P MORGAN EXCHANGE TRADED F | 88,256 | $6M | 3.2% |
| ACII | INNOVATOR ETFS TRUST | 233,292 | $6M | 3.0% |
Track Cornerstone Wealth, LLC/TN's 13F portfolio: $198M in reported holdings, 107 positions. Top holdings and quarterly changes on SentiSense.
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