account_balance
Investment manager · 13F filer · SEC CIK 2135644
Cornerstone Wealth, LLC
Reported value$209Mas of Sep 30, 2026
Positions103 6 new, 5 sold out
Top 10 weight46.4%CAIE alone is 9%
FiledOct 2828 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
CAIECalamos ETF Tr
8.7%Trimmed −3%
IWYiShares Tr
6.5%Added +14%
DYNFBlackRock ETF Trust
4.3%Added +31%
CAIQCalamos ETF Tr
4.2%Added +27%
POCTInnovator Etfs Trust
4.1%
PJULInnovator Etfs Trust
4.1%
NJANInnovator Etfs Trust
4.0%
ACIIInnovator Etfs Trust
3.9%Added +39%
FDVVFidelity Covington Trust
3.7%Trimmed −17%
NMARInnovator Etfs Trust
2.8%
PFEBInnovator Etfs Trust
2.7%
NFEBInnovator Etfs Trust
2.7%
CAIECalamos ETF Tr
8.7%Trimmed −3%
IWYiShares Tr
6.5%Added +14%
DYNFBlackRock ETF Trust
4.3%+31%
CAIQCalamos ETF Tr
4.2%+27%
POCTInnovator Etfs Trust
4.1%
PJULInnovator Etfs Trust
4.1%
NJANInnovator Etfs Trust
4.0%
ACIIInnovator Etfs Trust
3.9%
FDVVFidelity Covington Trust
3.7%
NMAR2.8%
PFEB2.7%
NFEB2.7%
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
CAIE Calamos ETF Tr 8.7% Trimmed −3%
IWY iShares Tr 6.5% Added +14%
DYNF BlackRock ETF Trust 4.3% Added +31%
CAIQ Calamos ETF Tr 4.2% Added +27%
POCT Innovator Etfs Trust 4.1% Held
PJUL Innovator Etfs Trust 4.1% Held
NJAN Innovator Etfs Trust 4.0% Held
ACII Innovator Etfs Trust 3.9% Added +39%
FDVV Fidelity Covington Trust 3.7% Trimmed −17%
NMAR Innovator Etfs Trust 2.8% Held
PFEB Innovator Etfs Trust 2.7% Held
NFEB Innovator Etfs Trust 2.7% Held
What changed
Biggest moves since Jun 30, 2026
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