§ 13F · FUND PROFILE
Cornerstone Wealth Group, LLC.
AUM · $1.7B (13F)Positions · 512Turnover · n/a · Q2Filed · Jul 27, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$47M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | 122K | $91M | 5.4% | −1% |
| 2 | AAPL | APPLE INC | 287K | $83M | 4.9% | ±0% |
| 3 | NVDA | NVIDIA CORPORATION | 312K | $62M | 3.7% | +24% |
| 4 | IVV | ISHARES TR | 71K | $53M | 3.1% | −2% |
| 5 | IDEV | ISHARES TR | 560K | $50M | 3.0% | +7% |
| 6 | MSFT | MICROSOFT CORP | 130K | $48M | 2.9% | +10% |
| 7 | SCHX | SCHWAB STRATEGIC TR | 1.20M | $35M | 2.1% | −2% |
| 8 | AVGO | BROADCOM INC | 91K | $34M | 2.0% | +3% |
| 9 | GOOGL | ALPHABET INC | 92K | $33M | 1.9% | +5% |
| 10 | SPYM | SPDR SERIES TRUST | 307K | $27M | 1.6% | +24% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CORNERSTONE SIGNAL
AC read
Cornerstone Wealth Group, LLC is a Other fund managing $1.7 billion in assets. The fund runs a broad portfolio of 512 positions.
Read the full dossier →