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CIK: 0001774879
Total reported value
$1.7B
$1.7B
350 檔
22.2%
At the close of Q3 2025, Cornerstone Wealth Group, LLC disclosed equity holdings valued at approximately $1.7B, spread across 350 reported holdings.
In Q3 2025, Cornerstone Wealth Group, LLC displayed an active expansion posture, initiating 8 new positions and adding to 28 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 350 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 7.97% | +0.50% | -40.24% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 6.22% | -0.16% | +4.76% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.00% | +0.01% | +3.63% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 3.78% | -0.07% | +0.54% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.35% | -0.15% | -2.58% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.23% | -0.34% | +1.90% | |
| 7 | SCHX | Schwab US Large-cap ETF | ETF-Other | 2.35% | -0.09% | -0.85% | |
| 8 | AVGO | Broadcom Inc | Stock-Tech | 2.05% | -0.26% | -0.67% | |
| 9 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 1.71% | +0.01% | +14.03% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.60% | -0.03% | +2.35% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.57% | +0.09% | +1.32% | |
| 12 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.56% | -0.04% | -2.30% | |
| 13 | VCRB | Vanguard Core Bond ETF | ETF-Other | 1.52% | -0.09% | +2.79% | |
| 14 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 1.37% | -0.06% | -1.95% | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.30% | -0.08% | -0.51% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.30% | -0.18% | +2.44% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.30% | -0.06% | -5.58% | |
| 18 | ABBV | Abbvie Inc | Stock-Healthcare | 1.06% | +0.15% | +0.41% | |
| 19 | CMI | Cummins Inc | Stock-Industrials | 1.00% | -0.17% | +0.46% | |
| 20 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.00% | — | +8.71% | |
| 21 | BAC | Bank Of America CORP | Stock-Financials | 0.98% | +0.07% | +1.03% | |
| 22 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.97% | +0.08% | +3.55% | |
| 23 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.96% | -0.08% | +2.44% | |
| 24 | HD | Home Depot Inc | Stock-Consumer Disc | 0.89% | -0.13% | +0.05% | |
| 25 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.86% | — | +5.02% | |
| 26 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.85% | +0.29% | +27.83% | |
| 27 | LVHI | Franklin International Low V | ETF-Other | 0.83% | -0.01% | -3.07% | |
| 28 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.79% | -0.16% | +3.34% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.78% | +0.05% | +3.62% | |
| 30 | XOM | Exxon Mobil CORP | Stock-Energy | 0.77% | -0.10% | +2.15% | |
| 31 | WMB | Williams Cos Inc | Stock-Energy | 0.75% | -0.06% | +2.53% | |
| 32 | XLK | Ss Technology Select Sector | ETF-Tech | 0.73% | -0.03% | -2.02% | |
| 33 | LECO | Lincoln Electric Holdings | Stock-Industrials | 0.71% | -0.06% | -0.77% | |
| 34 | ETN | Eaton Corporation plc | Stock-Industrials | 0.70% | -0.12% | +2.64% | |
| 35 | DG | Dollar General CORP | Stock-Consumer Staples | 0.67% | +0.07% | +2.83% | |
| 36 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.66% | +0.12% | +1.02% | |
| 37 | BX | Blackstone Inc | Stock-Financials | 0.65% | -0.02% | +1.42% | |
| 38 | V | Visa Inc-class A Shares | Stock-Financials | 0.65% | -0.09% | +2.20% | |
| 39 | ABT | Abbott Laboratories | Stock-Healthcare | 0.62% | -0.03% | +1.68% | |
| 40 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.62% | -0.01% | +0.67% | |
| 41 | AMGN | Amgen Inc | Stock-Healthcare | 0.62% | +0.01% | +2.15% | |
| 42 | DPZ | Domino's Pizza Inc | Stock-Consumer Disc | 0.61% | — | +0.79% | |
| 43 | ACN | Accenture plc | Stock-Tech | 0.61% | -0.03% | +5.04% | |
| 44 | SO | Southern Co/the | Stock-Utilities | 0.60% | — | +3.23% | |
| 45 | ADP | Automatic Data Processing | Stock-Tech | 0.60% | +0.01% | +0.87% | |
| 46 | CVX | Chevron CORP | Stock-Energy | 0.58% | -0.22% | +1.98% | |
| 47 | UBER | Uber Technologies Inc | Stock-Industrials | 0.57% | -0.32% | +2.08% | |
| 48 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.55% | +0.21% | +75.59% | |
| 49 | DEM | Wisdomtree Emerging Markets | ETF-Emerging Markets | 0.54% | -0.02% | +1.52% | |
| 50 | AMAT | Applied Materials Inc | Stock-Tech | 0.52% | — | +3.10% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.7% | -40.24% | Trim |
| 2 | MSFT | Microsoft CORP | +1% | +1.90% | Add |
| 3 | AVGO | Broadcom Inc | +0.9% | -0.67% | Add |
| 4 | GOOGL | Alphabet Inc-cl A | +0.6% | +1.32% | Add |
| 5 | AMAT | Applied Materials Inc | +0.5% | +3.10% | Add |
| 6 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.4% | +27.83% | Add |
| 7 | IDEV | Ishares Core Msci Dev Mkts | +0.3% | +14.03% | Add |
| 8 | BX | Blackstone Inc | +0.3% | +1.42% | Add |
| 9 | QQQ | Invesco Qqq Trust Series 1 | +0.3% | +123.45% | Add |
| 10 | DHR | Danaher CORP | +0.3% | +3.64% | Add |
| 11 | JNJ | Johnson & Johnson | +0.2% | +75.59% | Add |
| 12 | UBER | Uber Technologies Inc | +0.2% | +2.08% | Add |
| 13 | CAT | Caterpillar Inc | +0.2% | +101.50% | Add |
| 14 | ORCL | Oracle CORP | +0.1% | +0.09% | Add |
| 15 | CMI | Cummins Inc | +0.1% | +0.46% | Add |
| 16 | AMGN | Amgen Inc | +0.1% | +2.15% | Add |
| 17 | TSLA | Tesla Inc | +0.1% | +3.08% | Add |
| 18 | ETN | Eaton Corporation plc | +0.1% | +2.64% | Add |
| 19 | META | Meta Platforms Inc-class A | +0.1% | +2.44% | Add |
| 20 | GS | Goldman Sachs Group Inc | +0.1% | +0.16% | Add |
| 21 | IWB | Ishares Russell 1000 ETF | +0.1% | -2.30% | Add |
| 22 | JPM | Jpmorgan Chase & Co | +0.1% | -0.51% | Add |
| 23 | IEMG | Ishares Core Msci Emerging | +0.1% | +5.02% | Add |
| 24 | BAC | Bank Of America CORP | 0% | +1.03% | Add |
| 25 | VOO | Vanguard S&p 500 ETF | 0% | +2.35% | Add |
| 26 | AMZN | Amazon.com Inc | 0% | +2.44% | Add |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +4.76% | Add |
| 28 | AAPL | Apple Inc | 0% | +3.63% | Add |
| 29 | SCHX | Schwab US Large-cap ETF | -0.1% | -0.85% | Trim |
| 30 | AGG | Ishares Core U.s. Aggregate | -0.2% | +0.54% | Add |
| 31 | IVV | Ishares Core S&p 500 ETF | -0.3% | -2.58% | Trim |
| 32 | CL | Colgate-palmolive Co | -0.3% | -84.37% | Trim |
| 33 | JAAA | Janus Henderson Aaa Clo ETF | -0.4% | -58.26% | Trim |
| 34 | ADBE | Adobe Inc | -0.5% | +10.34% | Trim |
| 35 | UNH | Unitedhealth Group Inc | -0.5% | +59.85% | Trim |
| 36 | XLP | Ss Consumer Staples Sel Sect | -0.6% | -4.75% | Trim |
| 37 | TLT | Ishares 20+ Year Treasury Bd | — | EXIT | Sold out |
| 38 | XLU | St Sr Utl Sl Se Spdr Etf-usd | — | EXIT | Sold out |
| 39 | IYC | Ishares US Consumer Discreti | — | NEW | New buy |
| 40 | XLV | Ss Health Care Select Sector | — | EXIT | Sold out |
| 41 | XLI | Ss Industrial Select Sector | — | NEW | New buy |
| 42 | VUG | Vanguard Growth ETF | — | NEW | New buy |
| 43 | REGN | Regeneron Pharmaceuticals | — | EXIT | Sold out |
| 44 | LULU | Lululemon Athletica Inc | — | EXIT | Sold out |
| 45 | XLE | Ss Energy Select Sector | — | NEW | New buy |
| 46 | NWFL | Norwood Financial CORP | — | NEW | New buy |
| 47 | RXO | Rxo Inc | — | NEW | New buy |
| 48 | CLOI | Vaneck Clo ETF | — | NEW | New buy |
| 49 | CLX | Clorox Company | — | EXIT | Sold out |
| 50 | ABNB | Airbnb Inc-class A | — | NEW | New buy |
According to official SEC Form 13F filings, Cornerstone Wealth Group, LLC reported a total U.S. public equity portfolio value of $1.7B across 350 disclosed positions in Q3 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, AAPL) accounted for 22.2% of total reported equity market value during Q3 2025.
Top New Position Initiated
IYC
市值: $7.6M
Top Position Liquidated / Trimmed
TLT
前期市值: $14.2M
During Q3 2025, Cornerstone Wealth Group, LLC's top holdings by market value included NVDA (8.0%)、SPY (6.2%)、AAPL (4.0%). The largest single position, NVDA, represented 8.0% of total portfolio value.
In Q3 2025, Cornerstone Wealth Group, LLC made 50 total portfolio adjustments, initiating 8 new buys, adding to 28 positions, trimming 8 holdings, and fully liquidating 6 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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