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CIK: 0001774879
Total reported value
$1.7B
$1.7B
322 檔
19.6%
As reported in its official Q2 2025 Form 13F filing, Cornerstone Wealth Group, LLC's tracked investment portfolio stood at $1.7B with 322 total positions.
In Q2 2025, Cornerstone Wealth Group, LLC displayed an active expansion posture, initiating 5 new positions and adding to 26 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 322 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 7.51% | +0.50% | -10.09% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 6.11% | -0.16% | -2.08% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 4.14% | -0.07% | +13.81% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.54% | -0.15% | -3.10% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.45% | +0.01% | +10.16% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.38% | -0.34% | +25.84% | |
| 7 | SCHX | Schwab US Large-cap ETF | ETF-Other | 2.44% | -0.09% | -1.93% | |
| 8 | AVGO | Broadcom Inc | Stock-Tech | 1.91% | -0.26% | +6.85% | |
| 9 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.65% | -0.04% | +11.09% | |
| 10 | VCRB | Vanguard Core Bond ETF | ETF-Other | 1.62% | -0.09% | +0.50% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.61% | -0.03% | +1.27% | |
| 12 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 1.58% | +0.01% | +15.53% | |
| 13 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 1.45% | -0.06% | -5.43% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.41% | -0.06% | -0.32% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.41% | -0.18% | +5.71% | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.34% | -0.08% | +2.00% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.25% | +0.09% | +18.35% | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.05% | -0.08% | +4.87% | |
| 19 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.03% | +0.08% | -1.75% | |
| 20 | BAC | Bank Of America CORP | Stock-Financials | 0.98% | +0.07% | +2.18% | |
| 21 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.98% | — | -12.63% | |
| 22 | ABBV | Abbvie Inc | Stock-Healthcare | 0.94% | +0.15% | +2.39% | |
| 23 | HD | Home Depot Inc | Stock-Consumer Disc | 0.89% | -0.13% | +0.98% | |
| 24 | LVHI | Franklin International Low V | ETF-Other | 0.89% | -0.01% | -2.46% | |
| 25 | CMI | Cummins Inc | Stock-Industrials | 0.86% | -0.17% | +4.55% | |
| 26 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.83% | — | +3.41% | |
| 27 | WMB | Williams Cos Inc | Stock-Energy | 0.81% | -0.06% | +1.25% | |
| 28 | XOM | Exxon Mobil CORP | Stock-Energy | 0.80% | -0.10% | +3.11% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.80% | +0.05% | +3.03% | |
| 30 | DG | Dollar General CORP | Stock-Consumer Staples | 0.80% | +0.07% | +6.12% | |
| 31 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.80% | -0.16% | +2.63% | |
| 32 | ACN | Accenture plc | Stock-Tech | 0.78% | -0.03% | +4.01% | |
| 33 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.74% | +0.12% | +1.02% | |
| 34 | XLK | Ss Technology Select Sector | ETF-Tech | 0.74% | -0.03% | -5.45% | |
| 35 | V | Visa Inc-class A Shares | Stock-Financials | 0.73% | -0.09% | +4.16% | |
| 36 | ETN | Eaton Corporation plc | Stock-Industrials | 0.72% | -0.12% | +3.69% | |
| 37 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.71% | -0.01% | +3.79% | |
| 38 | DPZ | Domino's Pizza Inc | Stock-Consumer Disc | 0.71% | — | +2.51% | |
| 39 | LECO | Lincoln Electric Holdings | Stock-Industrials | 0.70% | -0.06% | +0.58% | |
| 40 | ADP | Automatic Data Processing | Stock-Tech | 0.69% | +0.01% | +0.91% | |
| 41 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.69% | +0.29% | +41.10% | |
| 42 | ABT | Abbott Laboratories | Stock-Healthcare | 0.69% | -0.03% | +2.89% | |
| 43 | AMGN | Amgen Inc | Stock-Healthcare | 0.66% | +0.01% | +67.84% | |
| 44 | SO | Southern Co/the | Stock-Utilities | 0.63% | — | +0.86% | |
| 45 | BX | Blackstone Inc | Stock-Financials | 0.63% | -0.02% | +92.80% | |
| 46 | UBER | Uber Technologies Inc | Stock-Industrials | 0.59% | -0.32% | +37.61% | |
| 47 | CVX | Chevron CORP | Stock-Energy | 0.59% | -0.22% | +0.66% | |
| 48 | DEM | Wisdomtree Emerging Markets | ETF-Emerging Markets | 0.58% | -0.02% | -3.61% | |
| 49 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.56% | — | -5.42% | |
| 50 | PRU | Prudential Financial Inc | Stock-Financials | 0.56% | -0.26% | +2.87% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.2% | -10.09% | Trim |
| 2 | MSFT | Microsoft CORP | +1.1% | +25.84% | Add |
| 3 | AVGO | Broadcom Inc | +0.7% | +6.85% | Add |
| 4 | AMAT | Applied Materials Inc | +0.5% | +1500.66% | Add |
| 5 | VUG | Vanguard Growth ETF | +0.5% | NEW | New buy |
| 6 | XLE | Ss Energy Select Sector | +0.4% | NEW | New buy |
| 7 | XLI | Ss Industrial Select Sector | +0.4% | NEW | New buy |
| 8 | BX | Blackstone Inc | +0.3% | +92.80% | Add |
| 9 | DHR | Danaher CORP | +0.3% | +1469.07% | Add |
| 10 | GOOGL | Alphabet Inc-cl A | +0.2% | +18.35% | Add |
| 11 | UBER | Uber Technologies Inc | +0.2% | +37.61% | Add |
| 12 | IDEV | Ishares Core Msci Dev Mkts | +0.2% | +15.53% | Add |
| 13 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.2% | +41.10% | Add |
| 14 | META | Meta Platforms Inc-class A | +0.2% | +4.87% | Add |
| 15 | IWB | Ishares Russell 1000 ETF | +0.2% | +11.09% | Add |
| 16 | AMGN | Amgen Inc | +0.2% | +67.84% | Add |
| 17 | DG | Dollar General CORP | +0.2% | +6.12% | Add |
| 18 | AGG | Ishares Core U.s. Aggregate | +0.1% | +13.81% | Add |
| 19 | ETN | Eaton Corporation plc | +0.1% | +3.69% | Add |
| 20 | AMZN | Amazon.com Inc | +0.1% | +5.71% | Add |
| 21 | NUMI | Nuveen Municipal Income ETF | +0.1% | NEW | New buy |
| 22 | JPM | Jpmorgan Chase & Co | +0.1% | +2.00% | Add |
| 23 | ORCL | Oracle CORP | +0.1% | +5.78% | Add |
| 24 | HMOP | Hartford Municipal Opp ETF | +0.1% | NEW | New buy |
| 25 | GS | Goldman Sachs Group Inc | +0.1% | +4.07% | Add |
| 26 | NOW | Servicenow Inc | +0.1% | +3.91% | Add |
| 27 | BAC | Bank Of America CORP | 0% | +2.18% | Add |
| 28 | XLK | Ss Technology Select Sector | 0% | -5.45% | Trim |
| 29 | VOO | Vanguard S&p 500 ETF | 0% | +1.27% | Add |
| 30 | IEMG | Ishares Core Msci Emerging | 0% | +3.41% | Add |
| 31 | VTI | Vanguard Total Stock Mkt ETF | 0% | -0.32% | Trim |
| 32 | SCHX | Schwab US Large-cap ETF | 0% | -1.93% | Trim |
| 33 | IVV | Ishares Core S&p 500 ETF | -0.1% | -3.10% | Trim |
| 34 | IWM | Ishares Russell 2000 ETF | -0.1% | -51.47% | Trim |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -2.08% | Trim |
| 36 | TFI | Ss Spdr N Ice Muni Bond ETF | -0.1% | EXIT | Sold out |
| 37 | MUB | Ishares National Muni Bond E | -0.1% | -84.15% | Trim |
| 38 | DFAC | Dimensional US Core Equity 2 | -0.1% | -83.49% | Trim |
| 39 | CVX | Chevron CORP | -0.2% | +0.66% | Add |
| 40 | ABBV | Abbvie Inc | -0.2% | +2.39% | Add |
| 41 | RSP | Invesco S&p 500 Equal Weight | -0.2% | -12.63% | Trim |
| 42 | XLV | Ss Health Care Select Sector | -0.3% | -33.93% | Trim |
| 43 | CLX | Clorox Company | -0.3% | EXIT | Sold out |
| 44 | REGN | Regeneron Pharmaceuticals | -0.4% | EXIT | Sold out |
| 45 | LULU | Lululemon Athletica Inc | -0.4% | EXIT | Sold out |
| 46 | ADBE | Adobe Inc | -0.5% | -90.94% | Trim |
| 47 | UNH | Unitedhealth Group Inc | -0.6% | -83.89% | Trim |
| 48 | AAPL | Apple Inc | -0.6% | +10.16% | Add |
| 49 | XLP | Ss Consumer Staples Sel Sect | -0.6% | -90.98% | Trim |
| 50 | TLT | Ishares 20+ Year Treasury Bd | -1.2% | EXIT | Sold out |
According to official SEC Form 13F filings, Cornerstone Wealth Group, LLC reported a total U.S. public equity portfolio value of $1.7B across 322 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, SPY, AGG) accounted for 19.6% of total reported equity market value during Q2 2025.
Top New Position Initiated
VUG
市值: $6.0M
Top Position Liquidated / Trimmed
TLT
前期市值: $14.2M
During Q2 2025, Cornerstone Wealth Group, LLC's top holdings by market value included NVDA (7.5%)、SPY (6.1%)、AGG (4.1%). The largest single position, NVDA, represented 7.5% of total portfolio value.
In Q2 2025, Cornerstone Wealth Group, LLC made 50 total portfolio adjustments, initiating 5 new buys, adding to 26 positions, trimming 14 holdings, and fully liquidating 5 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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