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CIK: 0001674117
Total reported value
$2.3B
$2.3B
712 檔
14.1%
At the close of Q1 2026, Cornerstone Wealth Management, LLC disclosed equity holdings valued at approximately $2.3B, spread across 712 reported holdings.
In Q1 2026, Cornerstone Wealth Management, LLC displayed an active expansion posture, initiating 28 new positions and adding to 127 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 712 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.37% | -0.01% | +0.58% | |
| 2 | BBUS | Jpmorgan Betabuilders US Equ | ETF-Other | 3.95% | -0.12% | +0.45% | |
| 3 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 3.31% | -0.09% | +0.10% | |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.42% | +0.09% | +4.79% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.39% | -0.07% | -2.76% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 2.32% | -0.06% | +4.53% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 1.45% | -0.13% | +5.57% | |
| 8 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 1.30% | -0.07% | +7.32% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.20% | +0.08% | +1.38% | |
| 10 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.19% | -0.14% | +0.90% | |
| 11 | WMT | Walmart Inc | Stock-Consumer Staples | 1.12% | -0.21% | -1.37% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.05% | -0.01% | +5.99% | |
| 13 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.94% | +0.18% | +12.75% | |
| 14 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.93% | -0.07% | -1.75% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.92% | — | -0.48% | |
| 16 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.92% | -0.12% | -11.33% | |
| 17 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.87% | -0.06% | -1.71% | |
| 18 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 0.84% | -0.08% | +14.39% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.84% | -0.02% | -3.56% | |
| 20 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 0.83% | -0.09% | +9.32% | |
| 21 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 0.82% | +0.11% | +12.95% | |
| 22 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 0.79% | +0.05% | +20.21% | |
| 23 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.78% | -0.09% | +0.81% | |
| 24 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.77% | +0.09% | +16.17% | |
| 25 | XOM | Exxon Mobil CORP | Stock-Energy | 0.76% | -0.23% | -3.65% | |
| 26 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 0.75% | -0.10% | +8.91% | |
| 27 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.75% | -0.07% | +4.52% | |
| 28 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.73% | +0.12% | +14.42% | |
| 29 | FENI | Fidelity Enhanced Intl ETF | ETF-Other | 0.71% | -0.04% | +13.84% | |
| 30 | PWB | Invesco Large Cap Growth ETF | ETF-Large Cap & Growth | 0.66% | +0.24% | +17.27% | |
| 31 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.65% | -0.05% | +9.26% | |
| 32 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 0.64% | +0.16% | +21.41% | |
| 33 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.62% | +0.09% | +1.88% | |
| 34 | RDVY | First Trust Rising Dividend | ETF-Other | 0.61% | +0.01% | +5.86% | |
| 35 | VTV | Vanguard Value ETF | ETF-Other | 0.61% | -0.01% | +3.43% | |
| 36 | BND | Vanguard Total Bond Market | ETF-Other | 0.60% | -0.08% | +1.40% | |
| 37 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.60% | -0.01% | +2.47% | |
| 38 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.60% | -0.04% | +5.18% | |
| 39 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.59% | -0.02% | +0.99% | |
| 40 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.58% | +0.03% | +18.17% | |
| 41 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.57% | +0.12% | +18.91% | |
| 42 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.55% | +0.02% | +34.33% | |
| 43 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 0.55% | +0.01% | +6.91% | |
| 44 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 0.53% | +0.04% | +20.28% | |
| 45 | IBM | Intl Business Machines CORP | Stock-Tech | 0.53% | +0.03% | +4.55% | |
| 46 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.53% | -0.04% | +3.02% | |
| 47 | ILCG | Ishares Morningstar Growth E | ETF-Other | 0.52% | +0.02% | -0.57% | |
| 48 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.51% | +0.26% | +5.46% | |
| 49 | RTX | Rtx CORP | Stock-Industrials | 0.51% | -0.06% | +2.13% | |
| 50 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.49% | -0.03% | +1.57% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CAT | Caterpillar Inc | +0.2% | +84.45% | Add |
| 2 | XOM | Exxon Mobil CORP | +0.2% | -3.65% | Trim |
| 3 | CGDV | Cap Group Dividend Value | +0.1% | +136.80% | Add |
| 4 | JNJ | Johnson & Johnson | +0.1% | +4.52% | Add |
| 5 | SPHQ | Invesco S&p 500 Quality ETF | +0.1% | +34.33% | Add |
| 6 | CVX | Chevron CORP | +0.1% | +11.93% | Add |
| 7 | SPIB | Ss Spdr P Int C CORP ETF | +0.1% | +20.21% | Add |
| 8 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.1% | +16.17% | Add |
| 9 | PRF | Invesco Rafi US 1000 ETF | +0.1% | +12.95% | Add |
| 10 | JQUA | Jpmorgan US Quality Factor | +0.1% | +21.41% | Add |
| 11 | TDI | Touchstone Dynamic Intl ETF | +0.1% | +423.26% | Add |
| 12 | BSCS | Invesco Bulletshares 2028 Cb | +0.1% | +14.39% | Add |
| 13 | FENI | Fidelity Enhanced Intl ETF | +0.1% | +13.84% | Add |
| 14 | PWB | Invesco Large Cap Growth ETF | +0.1% | +17.27% | Add |
| 15 | AVUS | Avantis U.s. Equity ETF | +0.1% | +18.91% | Add |
| 16 | SPAB | Ss Spdr P Agg Bond ETF | +0.1% | +18.17% | Add |
| 17 | GLD | Spdr Gold Shares | +0.1% | +15.58% | Add |
| 18 | KHPI | Kensington Hedged Prm In ETF | +0.1% | +130.54% | Add |
| 19 | WMT | Walmart Inc | +0.1% | -1.37% | Trim |
| 20 | TOTL | Ss Doubleline Tr Tact ETF | +0.1% | +20.28% | Add |
| 21 | JIG | Jpmorgan International Growt | +0.1% | +19.50% | Add |
| 22 | LMT | Lockheed Martin CORP | +0.1% | +4.00% | Add |
| 23 | C | Citigroup Inc | +0.1% | +104.89% | Add |
| 24 | VZ | Verizon Communications Inc | +0.1% | +34.62% | Add |
| 25 | GM | General Motors Co | +0.1% | +218.28% | Add |
| 26 | FXF | Invesco Currencyshares Swiss | +0.1% | +353.06% | Add |
| 27 | CB | Chubb Limited | +0.1% | +58.29% | Add |
| 28 | AMLP | Alerian Mlp ETF | +0.1% | +182.85% | Add |
| 29 | DIA | Ss Spdr Dow Jones Indus Avg | 0% | +14.42% | Add |
| 30 | KO | Coca-cola Co/the | 0% | +3.02% | Add |
| 31 | SMH | Vaneck Semiconductor ETF | 0% | +5.46% | Add |
| 32 | ED | Consolidated Edison Inc | 0% | +5.45% | Add |
| 33 | LIN | Linde plc | 0% | +6.02% | Add |
| 34 | PXF | Invesco Rafi Developed Marke | 0% | +17.04% | Add |
| 35 | GEV | GE Vernova Inc | 0% | +6.34% | Add |
| 36 | FDX | Fedex CORP | 0% | +73.91% | Add |
| 37 | SPTI | Ss Spdr P Int Term Tsy ETF | 0% | +19.11% | Add |
| 38 | AIRR | First Trust Rba American Ind | 0% | +11.83% | Add |
| 39 | TRV | Travelers Cos Inc/the | 0% | +188.44% | Add |
| 40 | MRVL | Marvell Technology Inc | 0% | +95.27% | Add |
| 41 | XLE | Ss Energy Select Sector | 0% | +1.47% | Add |
| 42 | SHLD | Global X Defense Tech ETF | 0% | +156.80% | Add |
| 43 | BOND | Pimco Active Bond Exchange-t | 0% | +7.32% | Add |
| 44 | BSCR | Invesco Bulletshares 2027 Cb | 0% | +9.32% | Add |
| 45 | BSCQ | Invesco Bulletshares 2026 Cb | 0% | +8.91% | Add |
| 46 | BIV | Vanguard Intermediate-term B | 0% | +9.26% | Add |
| 47 | JIVE | JPM Interntl Value ETF | 0% | +3.59% | Add |
| 48 | T | At&t Inc | 0% | +2.85% | Add |
| 49 | VDE | Vanguard Energy ETF | 0% | +11.47% | Add |
| 50 | DE | Deere & Co | 0% | +18.82% | Add |
According to official SEC Form 13F filings, Cornerstone Wealth Management, LLC reported a total U.S. public equity portfolio value of $2.3B across 712 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 AAPL, BBUS, SPMD) accounted for 14.1% of total reported equity market value during Q1 2026.
Top New Position Initiated
PVAL
市值: $5.8M
Top Position Liquidated / Trimmed
LYV
前期市值: $462.0K
During Q1 2026, Cornerstone Wealth Management, LLC's top holdings by market value included AAPL (4.4%)、BBUS (4.0%)、SPMD (3.3%). The largest single position, AAPL, represented 4.4% of total portfolio value.
In Q1 2026, Cornerstone Wealth Management, LLC made 200 total portfolio adjustments, initiating 28 new buys, adding to 127 positions, trimming 42 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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