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Cornerstone Wealth Group, LLC

Q2 2026 13F filing

Updated 45 days ago

512 disclosed positions worth $1.7B

Portfolio value
$1.7B
Total holdings
512
New positions
74
Closed positions
19
Increased
259
Decreased
120
Turnover
18.2%
Filed
2026-07-27

Full holdings

Every line item disclosed in Q2 2026

S
1.SPY

STATE STR SPDR S&P 500 ETF T

+24386.6%
Value
$91.4M
Shares
122.4K
% Port
5.42%
A

APPLE INC

+10542.3%
Value
$83.1M
Shares
287.3K
% Port
4.93%
N

NVIDIA CORPORATION

+9365.1%
Value
$62.5M
Shares
312.3K
% Port
3.70%
E

ISHARES TR

-2.5%
Value
$52.9M
Shares
70.7K
% Port
3.14%
E

ISHARES TR

+7.0%
Value
$49.8M
Shares
559.7K
% Port
2.95%
M

MICROSOFT CORP

+11690.4%
Value
$48.4M
Shares
129.7K
% Port
2.87%
S

SCHWAB STRATEGIC TR

-2.0%
Value
$35.3M
Shares
1.20M
% Port
2.09%
A

BROADCOM INC

+2.5%
Value
$34.5M
Shares
91.2K
% Port
2.04%
G

ALPHABET INC

+5.5%
Value
$32.9M
Shares
92.1K
% Port
1.95%
S

SPDR SERIES TRUST

+24.0%
Value
$26.9M
Shares
306.6K
% Port
1.60%
?
11.N/A

VANGUARD MALVERN FDS

+3.0%
Value
$26.5M
Shares
342.8K
% Port
1.57%
V
12.VGES

VANGUARD INDEX FDS

+0.4%
Value
$26.4M
Shares
38.4K
% Port
1.56%
A
13.AMZN

AMAZON COM INC

+0.8%
Value
$24.3M
Shares
102.1K
% Port
1.44%
E
14.ETHA

ISHARES TR

-0.9%
Value
$23.9M
Shares
58.4K
% Port
1.42%
V
15.VGES

VANGUARD INDEX FDS

-2.6%
Value
$23M
Shares
62.3K
% Port
1.37%
E
16.ETHA

ISHARES TR

-1.2%
Value
$22.7M
Shares
298.6K
% Port
1.35%
?
17.N/A

FIDELITY MERRIMACK STR TR

+17.7%
Value
$19.8M
Shares
435.0K
% Port
1.17%
J

JPMORGAN CHASE & CO

-3.3%
Value
$18.7M
Shares
57.3K
% Port
1.11%
E
19.ETHA

ISHARES TR

+2.4%
Value
$18.6M
Shares
188.3K
% Port
1.10%
A
20.ABBV

ABBVIE INC

+3.2%
Value
$18.3M
Shares
72.6K
% Port
1.08%
B

BANK OF AMER CORP

+9.0%
Value
$17.3M
Shares
304.4K
% Port
1.03%
J
22.JNJ

JOHNSON & JOHNSON

+23.0%
Value
$16.4M
Shares
64.7K
% Port
0.97%
C
23.CMI

CUMMINS INC

-19.2%
Value
$14.3M
Shares
20.0K
% Port
0.84%
B

BERKSHIRE HATHAWAY INC DEL

+8.1%
Value
$14.2M
Shares
28.3K
% Port
0.84%
X
25.XOM

EXXON MOBIL CORP

+5.3%
Value
$13.9M
Shares
101.7K
% Port
0.82%
A
26.AMGN

AMGEN INC

+3.8%
Value
$13.3M
Shares
36.8K
% Port
0.79%
M
27.META

META PLATFORMS INC

+16.0%
Value
$13.1M
Shares
23.3K
% Port
0.78%
F
28.FBTC

WILLIAMS COS INC

-5.2%
Value
$12.8M
Shares
171.7K
% Port
0.76%
A
29.AMAT

APPLIED MATLS INC

-40.9%
Value
$12.7M
Shares
17.5K
% Port
0.75%
?
30.N/A

BLACKROCK ETF TRUST

+0.4%
Value
$12.6M
Shares
239.7K
% Port
0.75%
?
31.N/A

HARBOR ETF TRUST

Value
$12.5M
Shares
426.5K
% Port
0.74%
H
32.HD

HOME DEPOT INC

-10.8%
Value
$12.4M
Shares
35.3K
% Port
0.74%
?
33.N/A

RXO INC

+61.4%
Value
$12.3M
Shares
444.3K
% Port
0.73%
L
34.LLY

ELI LILLY & CO

-1.3%
Value
$11.9M
Shares
9.9K
% Port
0.70%
L
35.LECO

LINCOLN ELEC HLDGS INC

-3.6%
Value
$11.4M
Shares
43.0K
% Port
0.68%
L
36.LRCX

LAM RESEARCH CORP

+284.5%
Value
$11.3M
Shares
26.1K
% Port
0.67%
S

SELECT SECTOR SPDR TR

-15.9%
Value
$10.8M
Shares
56.9K
% Port
0.64%
?
38.N/A

AMERICAN CENTY ETF TR

+5.2%
Value
$10.8M
Shares
111.5K
% Port
0.64%
E
39.ETN

EATON CORP PLC

-13.3%
Value
$10.4M
Shares
24.5K
% Port
0.62%
S
40.SOMN

SOUTHERN CO

+4.3%
Value
$10.4M
Shares
108.9K
% Port
0.62%
M
41.MU

MICRON TECHNOLOGY INC

+129.9%
Value
$10.3M
Shares
8.9K
% Port
0.61%
T
42.TXN

TEXAS INSTRS INC

+36.8%
Value
$9.9M
Shares
33.4K
% Port
0.59%
V
43.VGES

VANGUARD INDEX FDS

+2.3%
Value
$9.9M
Shares
115.1K
% Port
0.59%
D
44.DG

DOLLAR GEN CORP

+33.6%
Value
$9.7M
Shares
84.2K
% Port
0.57%
E
45.ETHA

BLACKROCK ETF TRUST

+1.5%
Value
$9.3M
Shares
136.5K
% Port
0.55%
E
46.ELV

ELEVANCE HEALTH INC FORMERLY

+2715.2%
Value
$9.2M
Shares
23.9K
% Port
0.55%
E
47.ETHA

BLACKROCK ETF TRUST II

+4.5%
Value
$9.1M
Shares
173.4K
% Port
0.54%
V
48.VGES

VANGUARD INDEX FDS

+2.4%
Value
$9M
Shares
41.4K
% Port
0.53%
M
49.MO

ALTRIA GROUP INC

-22.9%
Value
$9M
Shares
125.0K
% Port
0.53%
V
50.V

VISA INC

-16.7%
Value
$9M
Shares
26.2K
% Port
0.53%