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Cornerstone Wealth Group, LLC
Updated 3 days agoManaged by Cornerstone Wealth Group, Llc • Latest filing Q3 2026
Portfolio value
$1.8B
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
99.3%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 4 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $1.5B |
| Q1 2026 | $1.6B |
| Q2 2026 | $1.7B |
| Q3 2026 | $1.8B |
Top holdings
542 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $96.4M | 289.6K | 5.46% | — | |
| 2 | $95.1M | 124.7K | 5.38% | — | |
| 3 | $71.3M | 312.1K | 4.03% | — | |
| 4 | $67.9M | 132.4K | 3.85% | — | |
| 5 | $53.8M | 70.2K | 3.05% | — | |
| 6 | $52.6M | 588.0K | 2.98% | — | |
| 7 | $35.3M | 1.18M | 2.00% | — | |
| 8 | $32.9M | 95.5K | 1.86% | — | |
| 9 | $32.4M | 360.6K | 1.83% | — | |
| 10 | $32.2M | 91.8K | 1.83% | — | |
| 11 | $26.9M | 38.3K | 1.52% | — | |
| 12 | $26.3M | 105.7K | 1.49% | — | |
| 13 | ? N/A VANGUARD MALVERN FDS | $26.1M | 354.7K | 1.48% | — |
| 14 | $23.1M | 61.8K | 1.31% | — | |
| 15 | $22.9M | 54.9K | 1.29% | — | |
| 16 | $22.5M | 297.8K | 1.27% | — | |
| 17 | $19.7M | 455.3K | 1.12% | — | |
| 18 | $19.3M | 58.2K | 1.09% | — | |
| 19 | $19.1M | 73.2K | 1.08% | — | |
| 20 | $18.4M | 195.1K | 1.04% | — |