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CIK: 0001674117
Total reported value
$2.3B
$2.3B
690 檔
14.6%
During the Q4 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 690 reported positions.
In Q4 2025, Cornerstone Wealth Management, LLC displayed an active expansion posture, initiating 1 new positions and adding to 39 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 690 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.84% | -0.01% | +2.43% | |
| 2 | BBUS | Jpmorgan Betabuilders US Equ | ETF-Other | 4.30% | -0.12% | -1.49% | |
| 3 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 3.36% | -0.09% | +1.64% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.68% | -0.07% | -0.05% | |
| 5 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.51% | +0.09% | +3.92% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 2.46% | -0.06% | +1.21% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 1.87% | -0.13% | +5.97% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.31% | +0.08% | -0.28% | |
| 9 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 1.27% | -0.07% | +6.75% | |
| 10 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.24% | -0.14% | +2.02% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.14% | -0.01% | +0.68% | |
| 12 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.10% | -0.12% | -0.52% | |
| 13 | WMT | Walmart Inc | Stock-Consumer Staples | 1.06% | -0.21% | +2.84% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.01% | — | -0.08% | |
| 15 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.98% | -0.07% | +8.12% | |
| 16 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.94% | +0.18% | +7.44% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.94% | -0.02% | -4.92% | |
| 18 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.90% | -0.06% | -2.45% | |
| 19 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.80% | -0.09% | +2.47% | |
| 20 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 0.80% | -0.09% | +3.24% | |
| 21 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 0.77% | -0.08% | +3370.11% | |
| 22 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 0.74% | +0.11% | +10.35% | |
| 23 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 0.72% | -0.10% | +2.40% | |
| 24 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.69% | +0.09% | +1.42% | |
| 25 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.69% | +0.12% | +8.73% | |
| 26 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 0.69% | +0.05% | +16.83% | |
| 27 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.67% | +0.09% | +8.67% | |
| 28 | IBM | Intl Business Machines CORP | Stock-Tech | 0.64% | +0.03% | -3.52% | |
| 29 | FENI | Fidelity Enhanced Intl ETF | ETF-Other | 0.64% | -0.04% | +3605.10% | |
| 30 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.63% | -0.07% | +5.08% | |
| 31 | BND | Vanguard Total Bond Market | ETF-Other | 0.62% | -0.08% | +2.61% | |
| 32 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.62% | -0.05% | +20.44% | |
| 33 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.62% | -0.01% | +13.82% | |
| 34 | RDVY | First Trust Rising Dividend | ETF-Other | 0.61% | +0.01% | +2.71% | |
| 35 | ILCG | Ishares Morningstar Growth E | ETF-Other | 0.60% | +0.02% | -0.83% | |
| 36 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.60% | -0.02% | +0.24% | |
| 37 | VTV | Vanguard Value ETF | ETF-Other | 0.59% | -0.01% | +6.14% | |
| 38 | PWB | Invesco Large Cap Growth ETF | ETF-Large Cap & Growth | 0.59% | +0.24% | +12.65% | |
| 39 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.59% | -0.04% | +401.29% | |
| 40 | XOM | Exxon Mobil CORP | Stock-Energy | 0.58% | -0.23% | +10.09% | |
| 41 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 0.56% | +0.16% | +14.99% | |
| 42 | VUG | Vanguard Growth ETF | ETF-Other | 0.55% | +0.01% | -4.62% | |
| 43 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 0.53% | +0.01% | -41.97% | |
| 44 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.51% | +0.03% | +16.40% | |
| 45 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.51% | -0.03% | +3.69% | |
| 46 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.50% | +0.12% | +13.16% | |
| 47 | RTX | Rtx CORP | Stock-Industrials | 0.49% | -0.06% | -6.29% | |
| 48 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.49% | -0.04% | +2.14% | |
| 49 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.48% | +0.04% | +0.26% | |
| 50 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.47% | +0.26% | +11.64% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BSCS | Invesco Bulletshares 2028 Cb | +0.8% | +3370.11% | Add |
| 2 | FENI | Fidelity Enhanced Intl ETF | +0.6% | +3605.10% | Add |
| 3 | IWM | Ishares Russell 2000 ETF | +0.5% | +401.29% | Add |
| 4 | AAPL | Apple Inc | +0.1% | +2.43% | Add |
| 5 | GOOGL | Alphabet Inc-cl A | +0.1% | +1.42% | Add |
| 6 | IYW | Ishares Ustechnology ETF | +0.1% | +131.05% | Add |
| 7 | LMT | Lockheed Martin CORP | +0.1% | +114.33% | Add |
| 8 | SLV | Ishares Silver Trust | +0.1% | -3.01% | Trim |
| 9 | CRM | Salesforce Inc | +0.1% | +137.48% | Add |
| 10 | GOOG | Alphabet Inc-cl C | +0.1% | +0.26% | Add |
| 11 | BIV | Vanguard Intermediate-term B | +0.1% | +20.44% | Add |
| 12 | LLY | Eli Lilly & Co | +0.1% | -0.19% | Trim |
| 13 | SPIB | Ss Spdr P Int C CORP ETF | +0.1% | +16.83% | Add |
| 14 | JNJ | Johnson & Johnson | +0.1% | +5.08% | Add |
| 15 | SMH | Vaneck Semiconductor ETF | +0.1% | +11.64% | Add |
| 16 | XOM | Exxon Mobil CORP | +0.1% | +10.09% | Add |
| 17 | VHT | Vanguard Health Care ETF | +0.1% | +41.88% | Add |
| 18 | PKW | Invesco Buyback Achievers Et | +0.1% | +41.84% | Add |
| 19 | VFH | Vanguard Financials ETF | +0.1% | +102.59% | Add |
| 20 | WMT | Walmart Inc | +0.1% | +2.84% | Add |
| 21 | PRF | Invesco Rafi US 1000 ETF | +0.1% | +10.35% | Add |
| 22 | TOTL | Ss Doubleline Tr Tact ETF | +0.1% | +18.88% | Add |
| 23 | HD | Home Depot Inc | +0.1% | +73.73% | Add |
| 24 | CGGR | Cap Group Growth Equity | +0.1% | +69.93% | Add |
| 25 | BSV | Vanguard Short-term Bond ETF | +0.1% | +84.39% | Add |
| 26 | BSMS | Invesco Bulletshares 2028 Mb | +0.1% | +383.58% | Add |
| 27 | CGDV | Cap Group Dividend Value | +0.1% | +87.81% | Add |
| 28 | DIA | Ss Spdr Dow Jones Indus Avg | 0% | +8.73% | Add |
| 29 | SPDW | Ste Str Spdr Pt Dw EU ETF | 0% | +8.67% | Add |
| 30 | JQUA | Jpmorgan US Quality Factor | 0% | +14.99% | Add |
| 31 | PWB | Invesco Large Cap Growth ETF | 0% | +12.65% | Add |
| 32 | FBND | Fidelity Total Bond ETF | 0% | +13.82% | Add |
| 33 | SPAB | Ss Spdr P Agg Bond ETF | 0% | +16.40% | Add |
| 34 | AVUS | Avantis U.s. Equity ETF | 0% | +13.16% | Add |
| 35 | SPYG | Ss Spdr P S&p 500 Growth ETF | 0% | +7.44% | Add |
| 36 | JIVE | JPM Interntl Value ETF | 0% | +6.68% | Add |
| 37 | MINT | Pimco Enhanced Short Maturit | 0% | +8.12% | Add |
| 38 | SPYM | Ste Str Spdr Pt S&p 500 ETF | — | +3.92% | Add |
| 39 | BOND | Pimco Active Bond Exchange-t | — | +6.75% | Add |
| 40 | AMZN | Amazon.com Inc | — | +0.68% | Add |
| 41 | VIOO | Vanguard S&p Small-cap 600 E | -0.1% | -83.57% | Trim |
| 42 | BX | Blackstone Inc | -0.1% | -1.41% | Trim |
| 43 | IVV | Ishares Core S&p 500 ETF | -0.1% | -0.05% | Trim |
| 44 | SPMD | Ss Spdr P S&p 400 Midcap ETF | -0.1% | +1.64% | Add |
| 45 | BIDD | Ishares International Divide | -0.2% | -82.76% | Trim |
| 46 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | -0.4% | -41.97% | Trim |
| 47 | BSCP | Invesco Bulletshares 2025 Cb | — | EXIT | Sold out |
| 48 | RODM | Hartford Multifact Dev Mrkt | — | EXIT | Sold out |
| 49 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | — | EXIT | Sold out |
| 50 | VCR | Vanguard Consumer Discre ETF | — | NEW | New buy |
According to official SEC Form 13F filings, Cornerstone Wealth Management, LLC reported a total U.S. public equity portfolio value of $2.3B across 690 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 AAPL, BBUS, SPMD) accounted for 14.6% of total reported equity market value during Q4 2025.
Top New Position Initiated
VCR
市值: $948.4K
Top Position Liquidated / Trimmed
BSCP
前期市值: $13.4M
During Q4 2025, Cornerstone Wealth Management, LLC's top holdings by market value included AAPL (4.8%)、BBUS (4.3%)、SPMD (3.4%). The largest single position, AAPL, represented 4.8% of total portfolio value.
In Q4 2025, Cornerstone Wealth Management, LLC made 50 total portfolio adjustments, initiating 1 new buys, adding to 39 positions, trimming 7 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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