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CIK: 0001674117
Total reported value
$2.3B
$2.3B
606 檔
12.1%
During the Q1 2025 filing period, Cornerstone Wealth Management, LLC (CIK: 0001674117) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $2.3B across 606 reported positions.
In Q1 2025, Cornerstone Wealth Management, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 606 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.15% | -0.01% | -1.87% | |
| 2 | BBUS | Jpmorgan Betabuilders US Equ | ETF-Other | 4.94% | -0.12% | +2.55% | |
| 3 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 3.60% | -0.09% | +4.38% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.97% | -0.07% | -1.59% | |
| 5 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.44% | +0.09% | +1.71% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 1.78% | -0.06% | +1.31% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 1.66% | -0.13% | -0.07% | |
| 8 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.63% | -0.14% | -0.51% | |
| 9 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.23% | -0.12% | -0.58% | |
| 10 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.15% | -0.09% | -1.31% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.14% | +0.08% | -0.25% | |
| 12 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 1.12% | -0.07% | +3.78% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.11% | -0.01% | +0.97% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.07% | -0.02% | -5.41% | |
| 15 | WMT | Walmart Inc | Stock-Consumer Staples | 1.04% | -0.21% | +3.50% | |
| 16 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 1.01% | -0.07% | -3.07% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.00% | — | -12.68% | |
| 18 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.99% | -0.06% | -1.73% | |
| 19 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 0.90% | -0.09% | +10.31% | |
| 20 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 0.88% | +0.01% | +0.01% | |
| 21 | BSCP | Invesco Bulletshares 2025 Cb | ETF-Other | 0.87% | — | +3.31% | |
| 22 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.83% | +0.18% | +2.97% | |
| 23 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 0.83% | -0.10% | +6.38% | |
| 24 | BND | Vanguard Total Bond Market | ETF-Other | 0.77% | -0.08% | -1.78% | |
| 25 | FIXD | First Trust Smith Opportunis | ETF-Other | 0.72% | -0.10% | +6.63% | |
| 26 | IBM | Intl Business Machines CORP | Stock-Tech | 0.69% | +0.03% | -0.80% | |
| 27 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.68% | -0.02% | +0.31% | |
| 28 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.68% | -0.01% | -0.38% | |
| 29 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 0.67% | +0.11% | +4.22% | |
| 30 | ILCG | Ishares Morningstar Growth E | ETF-Other | 0.66% | +0.02% | -0.30% | |
| 31 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.65% | +0.12% | +4.40% | |
| 32 | VTV | Vanguard Value ETF | ETF-Other | 0.65% | -0.01% | +3.78% | |
| 33 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 0.63% | +0.05% | +7.59% | |
| 34 | XOM | Exxon Mobil CORP | Stock-Energy | 0.62% | -0.23% | +3.36% | |
| 35 | RODM | Hartford Multifact Dev Mrkt | ETF-Other | 0.62% | — | +4.37% | |
| 36 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.60% | -0.05% | -1.30% | |
| 37 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.59% | -0.04% | +3.34% | |
| 38 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.59% | +0.09% | +3.92% | |
| 39 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.58% | -0.03% | +1.23% | |
| 40 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.58% | -0.07% | +3.96% | |
| 41 | VUG | Vanguard Growth ETF | ETF-Other | 0.58% | +0.01% | -3.59% | |
| 42 | JMOM | Jpmorgan US Momentum Factor | ETF-Other | 0.57% | — | +7.79% | |
| 43 | BX | Blackstone Inc | Stock-Financials | 0.55% | -0.04% | +3.36% | |
| 44 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.52% | -0.03% | +1.17% | |
| 45 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.52% | -0.05% | -2.69% | |
| 46 | RDVY | First Trust Rising Dividend | ETF-Other | 0.51% | +0.01% | +8.06% | |
| 47 | PWB | Invesco Large Cap Growth ETF | ETF-Large Cap & Growth | 0.49% | +0.24% | +5.02% | |
| 48 | RTX | Rtx CORP | Stock-Industrials | 0.48% | -0.06% | +2.58% | |
| 49 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 0.48% | +0.16% | +6.08% | |
| 50 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.48% | +0.02% | +0.15% |
According to official SEC Form 13F filings, Cornerstone Wealth Management, LLC reported a total U.S. public equity portfolio value of $2.3B across 606 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, BBUS, SPMD) accounted for 12.1% of total reported equity market value during Q1 2025.
Top New Position Initiated
AAPL
市值: $76.1M
During Q1 2025, Cornerstone Wealth Management, LLC's top holdings by market value included AAPL (5.2%)、BBUS (4.9%)、SPMD (3.6%). The largest single position, AAPL, represented 5.2% of total portfolio value.
In Q1 2025, Cornerstone Wealth Management, LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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