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CIK: 0001774879
Total reported value
$1.7B
$1.7B
389 檔
18.1%
As reported in its official Q4 2025 Form 13F filing, Cornerstone Wealth Group, LLC's tracked investment portfolio stood at $1.7B with 389 total positions.
In Q4 2025, Cornerstone Wealth Group, LLC displayed an active expansion posture, initiating 4 new positions and adding to 32 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 389 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 6.23% | -0.16% | -3.36% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.01% | +0.01% | +13.87% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.45% | -0.15% | -0.49% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.26% | -0.34% | +6.85% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 2.97% | +0.50% | -63.17% | |
| 6 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 2.47% | +0.01% | +38.64% | |
| 7 | SCHX | Schwab US Large-cap ETF | ETF-Other | 2.34% | -0.09% | -3.64% | |
| 8 | AVGO | Broadcom Inc | Stock-Tech | 2.15% | -0.26% | -0.92% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.07% | +0.09% | +0.92% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.63% | -0.03% | -1.72% | |
| 11 | VCRB | Vanguard Core Bond ETF | ETF-Other | 1.61% | -0.09% | +5.64% | |
| 12 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.58% | -0.04% | -2.22% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.47% | -0.18% | +6.24% | |
| 14 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 1.41% | -0.06% | -1.72% | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.37% | -0.08% | +1.29% | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.34% | -0.06% | +0.09% | |
| 17 | CMI | Cummins Inc | Stock-Industrials | 1.21% | -0.17% | -1.44% | |
| 18 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.19% | -0.07% | -68.93% | |
| 19 | ABBV | Abbvie Inc | Stock-Healthcare | 1.09% | +0.15% | +3.01% | |
| 20 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.06% | +0.29% | +20.27% | |
| 21 | BAC | Bank Of America CORP | Stock-Financials | 1.06% | +0.07% | +0.81% | |
| 22 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.04% | +0.08% | +5.81% | |
| 23 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.96% | +0.12% | +2.53% | |
| 24 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.95% | -0.08% | +7.64% | |
| 25 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.94% | — | +5.29% | |
| 26 | HD | Home Depot Inc | Stock-Consumer Disc | 0.92% | -0.13% | +20.44% | |
| 27 | DG | Dollar General CORP | Stock-Consumer Staples | 0.89% | +0.07% | +1.80% | |
| 28 | LVHI | Franklin International Low V | ETF-Other | 0.89% | -0.01% | +0.07% | |
| 29 | XOM | Exxon Mobil CORP | Stock-Energy | 0.86% | -0.10% | +2.35% | |
| 30 | BX | Blackstone Inc | Stock-Financials | 0.85% | -0.02% | +42.95% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.84% | +0.05% | +6.59% | |
| 32 | ABT | Abbott Laboratories | Stock-Healthcare | 0.82% | -0.03% | +40.03% | |
| 33 | AMGN | Amgen Inc | Stock-Healthcare | 0.78% | +0.01% | +7.30% | |
| 34 | WMB | Williams Cos Inc | Stock-Energy | 0.74% | -0.06% | +1.87% | |
| 35 | LECO | Lincoln Electric Holdings | Stock-Industrials | 0.73% | -0.06% | +0.14% | |
| 36 | XLK | Ss Technology Select Sector | ETF-Tech | 0.72% | -0.03% | +92.84% | |
| 37 | AMAT | Applied Materials Inc | Stock-Tech | 0.70% | — | +6.39% | |
| 38 | V | Visa Inc-class A Shares | Stock-Financials | 0.70% | -0.09% | +3.34% | |
| 39 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.64% | +0.21% | +2.68% | |
| 40 | DPZ | Domino's Pizza Inc | Stock-Consumer Disc | 0.62% | — | +2.94% | |
| 41 | ETN | Eaton Corporation plc | Stock-Industrials | 0.61% | -0.12% | +0.73% | |
| 42 | MO | Altria Group Inc | Stock-Consumer Staples | 0.60% | -0.14% | +81.98% | |
| 43 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.60% | -0.01% | +2.48% | |
| 44 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.60% | +0.01% | +466.11% | |
| 45 | CVX | Chevron CORP | Stock-Energy | 0.60% | -0.22% | +2.50% | |
| 46 | SO | Southern Co/the | Stock-Utilities | 0.57% | — | +1.68% | |
| 47 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.56% | -0.16% | -30.94% | |
| 48 | VUG | Vanguard Growth ETF | ETF-Other | 0.56% | — | +16.48% | |
| 49 | PRU | Prudential Financial Inc | Stock-Financials | 0.55% | -0.26% | +2.74% | |
| 50 | DEM | Wisdomtree Emerging Markets | ETF-Emerging Markets | 0.55% | -0.02% | -1.06% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +1% | +13.87% | Add |
| 2 | IDEV | Ishares Core Msci Dev Mkts | +0.8% | +38.64% | Add |
| 3 | IWM | Ishares Russell 2000 ETF | +0.5% | +466.11% | Add |
| 4 | GOOGL | Alphabet Inc-cl A | +0.5% | +0.92% | Add |
| 5 | SPGI | S&p Global Inc | +0.4% | +2052.34% | Add |
| 6 | LRCX | Lam Research CORP | +0.3% | +648.45% | Add |
| 7 | INTU | Intuit Inc | +0.3% | +701.15% | Add |
| 8 | LLY | Eli Lilly & Co | +0.3% | +2.53% | Add |
| 9 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.2% | +132.75% | Add |
| 10 | MO | Altria Group Inc | +0.2% | +81.98% | Add |
| 11 | DG | Dollar General CORP | +0.2% | +1.80% | Add |
| 12 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.2% | +20.27% | Add |
| 13 | CMI | Cummins Inc | +0.2% | -1.44% | Trim |
| 14 | ABT | Abbott Laboratories | +0.2% | +40.03% | Add |
| 15 | BX | Blackstone Inc | +0.2% | +42.95% | Add |
| 16 | AMAT | Applied Materials Inc | +0.2% | +6.39% | Add |
| 17 | XLF | Ss Financial Select Sector | +0.2% | +116.56% | Add |
| 18 | AMZN | Amazon.com Inc | +0.2% | +6.24% | Add |
| 19 | AMGN | Amgen Inc | +0.2% | +7.30% | Add |
| 20 | GOOG | Alphabet Inc-cl C | +0.1% | +7.36% | Add |
| 21 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.1% | +18.05% | Add |
| 22 | SPYV | Ss Spdr P S&p 500 Value ETF | +0.1% | +65.49% | Add |
| 23 | AVGO | Broadcom Inc | +0.1% | -0.92% | Trim |
| 24 | VUG | Vanguard Growth ETF | +0.1% | +16.48% | Add |
| 25 | JNJ | Johnson & Johnson | +0.1% | +2.68% | Add |
| 26 | VCRB | Vanguard Core Bond ETF | +0.1% | +5.64% | Add |
| 27 | XOM | Exxon Mobil CORP | +0.1% | +2.35% | Add |
| 28 | QCOM | Qualcomm Inc | +0.1% | +14.41% | Add |
| 29 | BAC | Bank Of America CORP | +0.1% | +0.81% | Add |
| 30 | IEMG | Ishares Core Msci Emerging | +0.1% | +5.29% | Add |
| 31 | CAT | Caterpillar Inc | +0.1% | +1.85% | Add |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -3.36% | Trim |
| 33 | ICF | Ishares Select U.s. Reit ETF | -0.1% | -21.17% | Trim |
| 34 | ORCL | Oracle CORP | -0.1% | +14.48% | Add |
| 35 | UBER | Uber Technologies Inc | -0.1% | +1.41% | Add |
| 36 | ETN | Eaton Corporation plc | -0.1% | +0.73% | Add |
| 37 | ITOT | Ishares Core S&p Total U.s. | -0.2% | -48.21% | Trim |
| 38 | PEP | Pepsico Inc | -0.2% | -30.94% | Trim |
| 39 | MTB | M & T Bank CORP | -0.4% | -94.05% | Trim |
| 40 | ACN | Accenture plc | -0.5% | -87.77% | Trim |
| 41 | RSP | Invesco S&p 500 Equal Weight | -0.8% | -82.99% | Trim |
| 42 | AGG | Ishares Core U.s. Aggregate | -2.6% | -68.93% | Trim |
| 43 | NVDA | Nvidia CORP | -5% | -63.17% | Trim |
| 44 | IYC | Ishares US Consumer Discreti | — | EXIT | Sold out |
| 45 | BAI | Ishrs Ai In And Tech Act ETF | — | NEW | New buy |
| 46 | VOX | Vanguard Communication Servi | — | NEW | New buy |
| 47 | XLY | Ss Consumer Disc Select Sect | — | NEW | New buy |
| 48 | XLE | Ss Energy Select Sector | — | EXIT | Sold out |
| 49 | FIS | Fidelity National Info Serv | — | EXIT | Sold out |
| 50 | AKRE | Akre Focus ETF | — | 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 389 disclosed positions in Q4 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 SPY, AAPL, IVV) accounted for 18.1% of total reported equity market value during Q4 2025.
Top New Position Initiated
BAI
市值: $7.3M
Top Position Liquidated / Trimmed
IYC
前期市值: $7.6M
During Q4 2025, Cornerstone Wealth Group, LLC's top holdings by market value included SPY (6.2%)、AAPL (5.0%)、IVV (3.5%). The largest single position, SPY, represented 6.2% of total portfolio value.
In Q4 2025, Cornerstone Wealth Group, LLC made 50 total portfolio adjustments, initiating 4 new buys, adding to 32 positions, trimming 11 holdings, and fully liquidating 3 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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