Institutions / Cornerstone Wealth Group, LLC
Cornerstone Wealth Group, LLC
CIK 1774879 · Institution · as of Dec 31, 2025
Portfolio value
$1.46B
Positions
389
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 389 →
| Company | Value | % of portfolio |
|---|---|---|
| SPDR S&P 500 ETF Tr | $91.10M | 6.2% |
| Apple Inc. | $73.31M | 5.0% |
| iShares Tr | $50.47M | 3.5% |
| Microsoft Corp | $47.76M | 3.3% |
| NVIDIA Corp | $43.45M | 3.0% |
| iShares MSCI UAE ETF | $36.20M | 2.5% |
| Schwab Strategic Tr | $34.22M | 2.3% |
| Broadcom Inc. | $31.51M | 2.2% |
| Alphabet Inc. | $30.29M | 2.1% |
| Vanguard Index Fds | $23.80M | 1.6% |
| Vanguard Malvern Fds | $23.57M | 1.6% |
| iShares Tr | $23.15M | 1.6% |
| Amazon.com Inc | $21.56M | 1.5% |
| iShares Tr | $20.59M | 1.4% |
| JPMorgan Chase & Co | $19.99M | 1.4% |
| Vanguard Index Fds | $19.66M | 1.3% |
| Cummins Inc | $17.70M | 1.2% |
| iShares Tr | $17.35M | 1.2% |
| AbbVie Inc. | $15.91M | 1.1% |
| SPDR Series Trust | $15.58M | 1.1% |
| Bank of America Corp /De | $15.54M | 1.1% |
| Fidelity Merrimack Str Tr | $15.20M | 1.0% |
| ELI LILLY & Co | $14.09M | 1.0% |
| Meta Platforms Inc | $13.82M | 0.9% |
| iShares Inc | $13.75M | 0.9% |
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.