§ 13F · FUND PROFILE
Cornerstone Wealth Group, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.5B (13F)Positions · 355Turnover · — · Q1Filed · Apr 22, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$65M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | 124K | $87M | 5.6% | −7% |
| 2 | AAPL | APPLE INC | 277K | $74M | 4.7% | +3% |
| 3 | IVV | ISHARES TR | 72K | $51M | 3.3% | −2% |
| 4 | NVDA | NVIDIA CORPORATION | 254K | $51M | 3.3% | +10% |
| 5 | MSFT | MICROSOFT CORP | 118K | $50M | 3.2% | +20% |
| 6 | IDEV | ISHARES TR | 523K | $46M | 2.9% | +19% |
| 7 | AVGO | BROADCOM INC | 89K | $36M | 2.3% | −2% |
| 8 | SCHX | SCHWAB STRATEGIC TR | 1.22M | $34M | 2.2% | −4% |
| 9 | GOOGL | ALPHABET INC | 87K | $29M | 1.9% | −10% |
| 10 | VCRB | VANGUARD MALVERN FDS | 333K | $26M | 1.7% | +10% |
§ 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 $1.5 billion in assets. The fund runs a broad portfolio of 355 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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