§ 13F · FUND PROFILE
Cornerstone Wealth Group, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1333.4T (13F)Positions · 331Turnover · — · Q4Filed · Jan 26, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$34.4T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 26, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF TR | 134K | $91.1T | 6.2% | −3% |
| 2 | AAPL | APPLE INC | 270K | $73.3T | 5.0% | +16% |
| 3 | IVV | ISHARES TR | 74K | $50.5T | 3.5% | ±0% |
| 4 | MSFT | MICROSOFT CORP | 99K | $47.8T | 3.3% | +7% |
| 5 | NVDA | NVIDIA CORPORATION | 233K | $43.4T | 3.0% | −63% |
| 6 | IDEV | ISHARES TR | 439K | $36.2T | 2.5% | +39% |
| 7 | SCHX | SCHWAB STRATEGIC TR | 1.27M | $34.2T | 2.3% | −4% |
| 8 | AVGO | BROADCOM INC | 91K | $31.5T | 2.2% | −1% |
| 9 | GOOGL | ALPHABET INC | 97K | $30.3T | 2.1% | +1% |
| 10 | VOO | VANGUARD INDEX FDS | 38K | $23.8T | 1.6% | −2% |
§ 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 $1333386.3 trillion in assets. The fund runs a broad portfolio of 331 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed