Institutions / Cornerstone Wealth Management, LLC
Cornerstone Wealth Management, LLC
CIK 1674117 · Institution · as of Dec 31, 2025
Portfolio value
$1.92B
Positions
690
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 690 →
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $92.97M | 4.8% |
| J P Morgan Exchange Traded F | $82.65M | 4.3% |
| SPDR Series Trust | $64.57M | 3.4% |
| iShares Tr | $51.57M | 2.7% |
| SPDR Series Trust | $48.31M | 2.5% |
| NVIDIA Corp | $47.38M | 2.5% |
| Microsoft Corp | $35.87M | 1.9% |
| Invesco Qqq Tr | $25.20M | 1.3% |
| PIMCO ETF Tr | $24.45M | 1.3% |
| iShares MSCI UAE ETF | $23.89M | 1.2% |
| Amazon.com Inc | $21.87M | 1.1% |
| Vanguard Specialized Funds | $21.10M | 1.1% |
| Walmart Inc. | $20.41M | 1.1% |
| SPDR S&P 500 ETF Tr | $19.43M | 1.0% |
| PIMCO ETF Tr | $18.81M | 1.0% |
| SPDR Series Trust | $18.15M | 0.9% |
| Vanguard Index Fds | $18.13M | 0.9% |
| Vanguard Star Fds | $17.29M | 0.9% |
| PROCTER & GAMBLE Co | $15.44M | 0.8% |
| Invesco Exch Trd Slf Idx Fd | $15.36M | 0.8% |
| Invesco Exch Trd Slf Idx Fd | $14.77M | 0.8% |
| Invesco Exchange Traded Fd T | $14.29M | 0.7% |
| Invesco Exch Trd Slf Idx Fd | $13.87M | 0.7% |
| Alphabet Inc. | $13.31M | 0.7% |
| SPDR Dow Jones Indl Average | $13.23M | 0.7% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.