account_balance
Investment manager · 13F filer · SEC CIK 1674117
Cornerstone Wealth Management, LLC
Reported value$2.38Bas of Sep 30, 2026
Positions751 42 new, 35 sold out
Top 10 weight24.5%AAPL alone is 5%
FiledNov 435 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
4.9%
BBUSJ P Morgan Exchange Traded F
3.8%
SPMDSPDR Series Trust
2.9%
SPYMSPDR Series Trust
2.6%Added +4%
NVDANVIDIA Corp
2.5%
IVViShares Tr
2.3%Trimmed −3%
MSFTMicrosoft Corp
1.8%
SPYGSPDR Series Trust
1.3%Added +11%
QQQInvesco QQQ Tr
1.3%
BONDPimco ETF Tr
1.2%+10%
AMZNAmazon.com Inc
1.1%
PRFInvesco Exchange Traded Fd T
1.0%+12%
AAPLApple Inc.
4.9%
BBUSJ P Morgan Exchange Traded F
3.8%
SPMDSPDR Series Trust
2.9%
SPYMSPDR Series Trust
2.6%
NVDANVIDIA Corp
2.5%
IVViShares Tr
2.3%
MSFTMicrosoft Corp
1.8%
SPYG1.3%
QQQ1.3%
BOND
AMZN1.1%PRF1.0%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc. 4.9% Held
BBUS J P Morgan Exchange Traded F 3.8% Held
SPMD SPDR Series Trust 2.9% Held
SPYM SPDR Series Trust 2.6% Added +4%
NVDA NVIDIA Corp 2.5% HeldIVV iShares Tr 2.3% Trimmed −3%
MSFT Microsoft Corp 1.8% HeldSPYG SPDR Series Trust 1.3% Added +11%
QQQ Invesco QQQ Tr 1.3% Held
BOND Pimco ETF Tr 1.2% Added +10%
AMZN Amazon.com Inc 1.1% HeldPRF Invesco Exchange Traded Fd T 1.0% Added +12%
What changed
Biggest moves since Jun 30, 2026
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