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CIK: 0001774879
Total reported value
$1.7B
$1.7B
441 檔
18.9%
According to the latest 13F quarterly dataset, Cornerstone Wealth Group, LLC managed an equity portfolio of $1.7B at the end of Q1 2026, spanning 441 distinct U.S. exchange-listed positions.
In Q1 2026, Cornerstone Wealth Group, LLC displayed an active expansion posture, initiating 56 new positions and adding to 77 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 441 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 | 5.63% | -0.16% | -6.78% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.02% | +0.01% | +3.09% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 3.29% | +0.50% | +10.24% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.29% | -0.15% | -1.66% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.23% | -0.34% | +20.30% | |
| 6 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 2.94% | +0.01% | +19.21% | |
| 7 | AVGO | Broadcom Inc | Stock-Tech | 2.30% | -0.26% | -2.22% | |
| 8 | SCHX | Schwab US Large-cap ETF | ETF-Other | 2.18% | -0.09% | -3.84% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.86% | +0.09% | -9.75% | |
| 10 | VCRB | Vanguard Core Bond ETF | ETF-Other | 1.66% | -0.09% | +9.96% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.62% | -0.18% | +8.43% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.59% | -0.03% | +0.89% | |
| 13 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.46% | -0.04% | -4.88% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.43% | -0.06% | +9.01% | |
| 15 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 1.41% | -0.06% | -1.46% | |
| 16 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.31% | +0.29% | +27.31% | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.19% | -0.08% | -4.56% | |
| 18 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.17% | -0.07% | +5.91% | |
| 19 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.09% | +0.08% | +11.89% | |
| 20 | CMI | Cummins Inc | Stock-Industrials | 1.01% | -0.17% | -28.64% | |
| 21 | BAC | Bank Of America CORP | Stock-Financials | 0.96% | +0.07% | -1.17% | |
| 22 | ABBV | Abbvie Inc | Stock-Healthcare | 0.93% | +0.15% | +1.03% | |
| 23 | XOM | Exxon Mobil CORP | Stock-Energy | 0.92% | -0.10% | -7.22% | |
| 24 | HD | Home Depot Inc | Stock-Consumer Disc | 0.87% | -0.13% | +1.40% | |
| 25 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.86% | -0.08% | -4.26% | |
| 26 | WMB | Williams Cos Inc | Stock-Energy | 0.82% | -0.06% | +1.15% | |
| 27 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.79% | -0.34% | +57.43% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.79% | +0.05% | +7.32% | |
| 29 | AMGN | Amgen Inc | Stock-Healthcare | 0.78% | +0.01% | +1.99% | |
| 30 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.76% | +0.21% | +16.71% | |
| 31 | AMAT | Applied Materials Inc | Stock-Tech | 0.75% | — | -26.07% | |
| 32 | LECO | Lincoln Electric Holdings | Stock-Industrials | 0.74% | -0.06% | -0.07% | |
| 33 | ETN | Eaton Corporation plc | Stock-Industrials | 0.74% | -0.12% | +1.50% | |
| 34 | HON | Honeywell International Inc | Stock-Industrials | 0.69% | -0.69% | EXIT | |
| 35 | MO | Altria Group Inc | Stock-Consumer Staples | 0.67% | -0.14% | +5.92% | |
| 36 | XLK | Ss Technology Select Sector | ETF-Tech | 0.67% | -0.03% | -7.99% | |
| 37 | CVX | Chevron CORP | Stock-Energy | 0.63% | -0.22% | -7.00% | |
| 38 | V | Visa Inc-class A Shares | Stock-Financials | 0.62% | -0.09% | +8.17% | |
| 39 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 0.62% | +0.13% | +8.72% | |
| 40 | SO | Southern Co/the | Stock-Utilities | 0.62% | — | +8.84% | |
| 41 | LRCX | Lam Research CORP | Stock-Tech | 0.61% | +0.20% | +15.84% | |
| 42 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.60% | +0.04% | — | |
| 43 | VUG | Vanguard Growth ETF | ETF-Other | 0.59% | — | +570.55% | |
| 44 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.58% | +0.12% | -23.48% | |
| 45 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.58% | -0.16% | +1.71% | |
| 46 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.56% | -0.02% | +58.99% | |
| 47 | WMT | Walmart Inc | Stock-Consumer Staples | 0.55% | -0.33% | -5.34% | |
| 48 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.54% | +0.01% | +3.65% | |
| 49 | UBER | Uber Technologies Inc | Stock-Industrials | 0.54% | -0.32% | +24.91% | |
| 50 | PRU | Prudential Financial Inc | Stock-Financials | 0.54% | -0.26% | +20.37% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IDEV | Ishares Core Msci Dev Mkts | +0.5% | +19.21% | Add |
| 2 | BALI | Is US Lrg Cp Pre Inc Act-usd | +0.3% | +1427.98% | Add |
| 3 | HON | Honeywell International Inc | +0.3% | +76.90% | Add |
| 4 | NVDA | Nvidia CORP | +0.3% | +10.24% | Add |
| 5 | TXN | Texas Instruments Inc | +0.3% | +604.10% | Add |
| 6 | SPYV | Ss Spdr P S&p 500 Value ETF | +0.3% | +134.79% | Add |
| 7 | NEE | Nextera Energy Inc | +0.3% | +191.45% | Add |
| 8 | XLG | Invesco S&p 500 Top 50 ETF | +0.3% | +823.59% | Add |
| 9 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.3% | +27.31% | Add |
| 10 | MCD | Mcdonald's CORP | +0.3% | +57.43% | Add |
| 11 | LRCX | Lam Research CORP | +0.2% | +15.84% | Add |
| 12 | BSX | Boston Scientific CORP | +0.2% | +1323.92% | Add |
| 13 | MDT | Medtronic plc | +0.2% | +782.02% | Add |
| 14 | QUAL | Ishares Msci USA Quality Fac | +0.2% | +791.96% | Add |
| 15 | BINC | Ishares Flex I A Etf-usd Inc | +0.2% | +58.99% | Add |
| 16 | IBM | Intl Business Machines CORP | +0.2% | +204.53% | Add |
| 17 | AVGO | Broadcom Inc | +0.2% | -2.22% | Trim |
| 18 | AMZN | Amazon.com Inc | +0.2% | +8.43% | Add |
| 19 | ETN | Eaton Corporation plc | +0.1% | +1.50% | Add |
| 20 | JNJ | Johnson & Johnson | +0.1% | +16.71% | Add |
| 21 | BAI | Ishrs Ai In And Tech Act ETF | +0.1% | +8.72% | Add |
| 22 | RXO | Rxo Inc | +0.1% | +0.12% | Add |
| 23 | TMB | Thornburg Multi Sector B ETF | +0.1% | +94.59% | Add |
| 24 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +9.01% | Add |
| 25 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.1% | +153.41% | Add |
| 26 | WMB | Williams Cos Inc | +0.1% | +1.15% | Add |
| 27 | C | Citigroup Inc | +0.1% | +11.54% | Add |
| 28 | TPLS | Thornburg Core Plus Bond ETF | +0.1% | +40.62% | Add |
| 29 | CAT | Caterpillar Inc | +0.1% | -6.49% | Trim |
| 30 | MO | Altria Group Inc | +0.1% | +5.92% | Add |
| 31 | IDV | Ishares International Select | +0.1% | +120.28% | Add |
| 32 | XOM | Exxon Mobil CORP | +0.1% | -7.22% | Trim |
| 33 | COST | Costco Wholesale CORP | +0.1% | +5.99% | Add |
| 34 | STX | Seagate Technology Holdings plc | +0.1% | +0.54% | Add |
| 35 | PGR | Progressive CORP | +0.1% | +399.42% | Add |
| 36 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +152.22% | Add |
| 37 | VCRB | Vanguard Core Bond ETF | +0.1% | +9.96% | Add |
| 38 | FBND | Fidelity Total Bond ETF | +0.1% | +11.89% | Add |
| 39 | AMAT | Applied Materials Inc | +0.1% | -26.07% | Trim |
| 40 | UBER | Uber Technologies Inc | +0.1% | +24.91% | Add |
| 41 | SO | Southern Co/the | +0.1% | +8.84% | Add |
| 42 | TMUS | T-mobile US Inc | +0.1% | +33.06% | Add |
| 43 | GOOG | Alphabet Inc-cl C | 0% | +9.74% | Add |
| 44 | JAAA | Janus Henderson Aaa Clo ETF | 0% | +28.21% | Add |
| 45 | MU | Micron Technology Inc | 0% | +9.77% | Add |
| 46 | CVX | Chevron CORP | 0% | -7.00% | Trim |
| 47 | VUG | Vanguard Growth ETF | 0% | +570.55% | Add |
| 48 | GEV | GE Vernova Inc | 0% | +8.40% | Add |
| 49 | INTC | Intel CORP | 0% | +9.39% | Add |
| 50 | AAPL | Apple Inc | 0% | +3.09% | Add |
According to official SEC Form 13F filings, Cornerstone Wealth Group, LLC reported a total U.S. public equity portfolio value of $1.7B across 441 disclosed positions in Q1 2026.
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, NVDA) accounted for 18.9% of total reported equity market value during Q1 2026.
Top New Position Initiated
AVEM
市值: $9.3M
Top Position Liquidated / Trimmed
DPZ
前期市值: $9.1M
During Q1 2026, Cornerstone Wealth Group, LLC's top holdings by market value included SPY (5.6%)、AAPL (5.0%)、NVDA (3.3%). The largest single position, SPY, represented 5.6% of total portfolio value.
In Q1 2026, Cornerstone Wealth Group, LLC made 200 total portfolio adjustments, initiating 56 new buys, adding to 77 positions, trimming 49 holdings, and fully liquidating 18 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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