account_balance

Investment manager · 13F filer · SEC CIK 1774879

Cornerstone Wealth Group, LLC

Reported value$1.75Bas of Sep 30, 2026
Positions519 63 new, 40 sold out
Top 10 weight32.5%AAPL alone is 5%
FiledNov 233 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

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. 5.5% HeldSPY SPDR S&P 500 ETF Trust 5.4% HeldNVDA NVIDIA Corp 4.1% HeldMSFT Microsoft Corp 3.9% Added +2%
IVV iShares Tr 3.1% Held
IDEV iShares Tr 3.0% Added +5%
SCHX Schwab Strategic Tr 2.0% Held
GOOGL Alphabet Inc. 1.9% Added +4%
SPYM SPDR Series Trust 1.8% Added +18%
AVGO Broadcom Inc. 1.8% Held
VOO Vanguard Index FDS 1.5% Held
AMZN Amazon.com Inc 1.5% Added +4%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 2, 2026, compared with the Jul 27, 2026 filing
add_circleNew
  • QQQM $8.24M
  • XLY $4.04M
  • XLC $3.96M
  • ALDB $2.57M
arrow_upwardAdded
arrow_downwardTrimmed
  • HD −55%
  • XLI −29%
  • IWB −6%
  • NWFL −5%
remove_circleSold out
  • XLV $6.49M
  • XLE $3.76M
  • USMV $3.08M
  • XLU $2.96M

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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