Back to Cornerstone Wealth, LLC/TN

Cornerstone Wealth, LLC/TN

Q2 2026 13F filing

Updated 43 days ago

102 disclosed positions worth $197.7M

Portfolio value
$197.7M
Total holdings
102
New positions
11
Closed positions
5
Increased
43
Decreased
24
Turnover
15.7%
Filed
2026-07-29

Full holdings

Every line item disclosed in Q2 2026

C
1.CSQ

CALAMOS ETF TR

+2.9%
Value
$19.4M
Shares
713.4K
% Port
9.79%
E

ISHARES TR

+53.0%
Value
$12.2M
Shares
42.2K
% Port
6.18%
F
3.FIS

FIDELITY COVINGTON TRUST

-27.0%
Value
$9.3M
Shares
148.7K
% Port
4.68%
?
4.N/A

INNOVATOR ETFS TRUST

+1.1%
Value
$8.6M
Shares
183.7K
% Port
4.34%
?
5.N/A

INNOVATOR ETFS TRUST

+684.7%
Value
$8.6M
Shares
174.6K
% Port
4.34%
?
6.N/A

INNOVATOR ETFS TRUST

+1.0%
Value
$8.1M
Shares
138.0K
% Port
4.11%
C
7.CSQ

CALAMOS ETF TR

+39.3%
Value
$7.3M
Shares
280.6K
% Port
3.71%
E

BLACKROCK ETF TRUST

+69.1%
Value
$6.9M
Shares
101.4K
% Port
3.49%
J

J P MORGAN EXCHANGE TRADED F

-25.7%
Value
$6.4M
Shares
88.3K
% Port
3.21%
?
10.N/A

INNOVATOR ETFS TRUST

+116.1%
Value
$6M
Shares
233.3K
% Port
3.02%
?
11.N/A

INNOVATOR ETFS TRUST

+0.6%
Value
$5.9M
Shares
182.3K
% Port
2.97%
?
12.N/A

INNOVATOR ETFS TRUST

+1.2%
Value
$5.6M
Shares
130.1K
% Port
2.85%
?
13.N/A

INNOVATOR ETFS TRUST

+0.6%
Value
$5.5M
Shares
182.7K
% Port
2.80%
?
14.N/A

INNOVATOR ETFS TRUST

+1.0%
Value
$4.9M
Shares
129.2K
% Port
2.50%
?
15.N/A

SCHWAB STRATEGIC TR

+41.2%
Value
$4.7M
Shares
88.1K
% Port
2.37%
F
16.FIS

FIDELITY MERRIMACK STR TR

-8.6%
Value
$4.6M
Shares
101.5K
% Port
2.33%
?
17.N/A

INNOVATOR ETFS TRUST

-0.3%
Value
$4.5M
Shares
93.0K
% Port
2.26%
?
18.N/A

INNOVATOR ETFS TRUST

+270.0%
Value
$4.4M
Shares
122.9K
% Port
2.25%
?
19.N/A

INNOVATOR ETFS TRUST

+224.1%
Value
$3.8M
Shares
111.1K
% Port
1.90%
F
20.FIS

FIDELITY COVINGTON TRUST

+10.3%
Value
$3.4M
Shares
83.9K
% Port
1.72%
?
21.N/A

INNOVATOR ETFS TRUST

+238.6%
Value
$3.4M
Shares
44.2K
% Port
1.71%
A
22.AAPL

APPLE INC

+0.9%
Value
$2.8M
Shares
8.4K
% Port
1.40%
?
23.N/A

FIRST TR EXCHANGE-TRADED FD

+213.4%
Value
$2.7M
Shares
132.1K
% Port
1.38%
?
24.N/A

INNOVATOR ETFS TRUST

+2.3%
Value
$2.1M
Shares
42.6K
% Port
1.07%
?
25.N/A

INNOVATOR ETFS TRUST

+2.2%
Value
$2M
Shares
56.9K
% Port
1.03%
?
26.N/A

INNOVATOR ETFS TRUST

-0.2%
Value
$2M
Shares
59.3K
% Port
1.02%
E
27.ETHA

ISHARES INC

-2.1%
Value
$1.9M
Shares
19.7K
% Port
0.95%
F
28.FIS

FIDELITY COVINGTON TRUST

Value
$1.7M
Shares
41.7K
% Port
0.85%
?
29.N/A

JANUS DETROIT STR TR

+0.7%
Value
$1.5M
Shares
32.9K
% Port
0.75%
?
30.N/A

INNOVATOR ETFS TRUST

Unchanged
Value
$1.5M
Shares
23.4K
% Port
0.74%
E
31.ETHA

ISHARES TR

+1.3%
Value
$1.5M
Shares
1.9K
% Port
0.74%
F
32.FPF

FIRST TR EXCHANGE TRADED FD

+2.6%
Value
$1.4M
Shares
32.8K
% Port
0.71%
?
33.N/A

INNOVATOR ETFS TRUST

+1.4%
Value
$1.3M
Shares
42.8K
% Port
0.68%
N
34.NVDA

NVIDIA CORPORATION

+0.9%
Value
$1.3M
Shares
5.9K
% Port
0.63%
?
35.N/A

INNOVATOR ETFS TRUST

+0.7%
Value
$1.2M
Shares
27.8K
% Port
0.60%
?
36.N/A

INNOVATOR ETFS TRUST

+21.2%
Value
$1M
Shares
17.7K
% Port
0.53%
?
37.N/A

GLOBAL X FDS

-29.3%
Value
$1M
Shares
17.9K
% Port
0.51%
?
38.N/A

INNOVATOR ETFS TRUST

+4.7%
Value
$938K
Shares
20.5K
% Port
0.47%
F
39.FPF

FIRST TR EXCHANGE-TRADED FD

-10.1%
Value
$898K
Shares
9.6K
% Port
0.45%
?
40.N/A

INNOVATOR ETFS TRUST

Value
$870K
Shares
29.6K
% Port
0.44%
E
41.ETHA

ISHARES TR

+29.7%
Value
$831K
Shares
3.3K
% Port
0.42%
H
42.HD

HOME DEPOT INC

-0.4%
Value
$820K
Shares
2.4K
% Port
0.41%
?
43.N/A

INNOVATOR ETFS TRUST

+1.9%
Value
$818K
Shares
26.3K
% Port
0.41%
?
44.N/A

INNOVATOR ETFS TRUST

Value
$791K
Shares
19.0K
% Port
0.40%
L
45.LLY

ELI LILLY & CO

Unchanged
Value
$781K
Shares
675
% Port
0.39%
?
46.N/A

INNOVATOR ETFS TRUST

+8.9%
Value
$761K
Shares
17.5K
% Port
0.39%
?
47.N/A

INNOVATOR ETFS TRUST

-15.6%
Value
$734K
Shares
22.6K
% Port
0.37%
?
48.N/A

INNOVATOR ETFS TRUST

Unchanged
Value
$658K
Shares
17.7K
% Port
0.33%
?
49.N/A

USCF ETF TR

-32.0%
Value
$652K
Shares
23.0K
% Port
0.33%
F
50.FPF

FIRST TR EXCHANGE TRADED FD

-1.3%
Value
$607K
Shares
4.9K
% Port
0.31%