Cornerstone Wealth Group, LLC 13F Holdings · Q2 2026
Cornerstone Wealth Group, LLC reported 495 securities worth $1.69B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: SPY (5.47%), AAPL (5.04%), NVDA (3.79%). Among its top 25 positions this quarter: 16 added, 9 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $92.4M | 5.47% | 123,733 | Trimmed |
| 2 | AAPL | APPLE INC | $85.1M | 5.04% | 294,141 | Trimmed |
| 3 | NVDA | NVIDIA CORPORATION | $64.0M | 3.79% | 319,648 | Added |
| 4 | IVV | ISHARES TR | $52.9M | 3.14% | 70,677 | Trimmed |
| 5 | IDEV | ISHARES TR | $49.8M | 2.95% | 559,664 | Added |
| 6 | MSFT | MICROSOFT CORP | $48.8M | 2.89% | 130,794 | Added |
| 7 | SCHX | SCHWAB STRATEGIC TR | $35.3M | 2.09% | 1.2M | Trimmed |
| 8 | AVGO | BROADCOM INC | $34.5M | 2.04% | 91,244 | Added |
| 9 | GOOGL | ALPHABET INC | $32.9M | 1.95% | 92,090 | Added |
| 10 | SPYM | SPDR SERIES TRUST | $26.9M | 1.60% | 306,583 | Added |
| 11 | VCRB | VANGUARD MALVERN FDS | $26.5M | 1.57% | 342,833 | Added |
| 12 | VOO | VANGUARD INDEX FDS | $26.4M | 1.56% | 38,432 | Added |
| 13 | AMZN | AMAZON COM INC | $24.3M | 1.44% | 102,124 | Added |
| 14 | IWB | ISHARES TR | $23.9M | 1.42% | 58,420 | Trimmed |
| 15 | VTI | VANGUARD INDEX FDS | $23.0M | 1.37% | 62,271 | Trimmed |
| 16 | ACWX | ISHARES TR | $22.7M | 1.35% | 298,550 | Trimmed |
| 17 | FBND | FIDELITY MERRIMACK STR TR | $19.8M | 1.17% | 434,951 | Added |
| 18 | JPM | JPMORGAN CHASE & CO | $18.7M | 1.11% | 57,277 | Trimmed |
| 19 | AGG | ISHARES TR | $18.6M | 1.10% | 188,336 | Added |
| 20 | ABBV | ABBVIE INC | $18.3M | 1.08% | 72,568 | Added |
| 21 | BAC | BANK OF AMER CORP | $17.3M | 1.03% | 304,350 | Added |
| 22 | JNJ | JOHNSON & JOHNSON | $16.4M | 0.97% | 64,694 | Added |
| 23 | BRKB | BERKSHIRE HATHAWAY INC DEL | $14.2M | 0.84% | 28,285 | Added |
| 24 | CMI | CUMMINS INC | $14.3M | 0.84% | 19,987 | Trimmed |
| 25 | XOM | EXXON MOBIL CORP | $13.9M | 0.82% | 101,688 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR