§ 13F · FUND PROFILE
Cornerstone Wealth Management, LLC.
AUM · $2.3B (13F)Positions · 745Turnover · n/a · Q2Filed · Jul 22, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$38M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 350K | $101M | 4.4% | +2% |
| 2 | BBUS | J P MORGAN EXCHANGE TRADED F | 662K | $89M | 3.8% | −2% |
| 3 | SPMD | SPDR SERIES TRUST | 1.11M | $75M | 3.2% | −1% |
| 4 | SPYM | SPDR SERIES TRUST | 665K | $58M | 2.5% | +5% |
| 5 | IVV | ISHARES TR | 72K | $54M | 2.3% | −2% |
| 6 | NVDA | NVIDIA CORPORATION | 263K | $53M | 2.3% | −1% |
| 7 | MSFT | MICROSOFT CORP | 83K | $31M | 1.3% | +5% |
| 8 | QQQ | INVESCO QQQ TR | 40K | $30M | 1.3% | −3% |
| 9 | BOND | PIMCO ETF TR | 309K | $29M | 1.2% | +10% |
| 10 | SPYG | SPDR SERIES TRUST | 220K | $26M | 1.1% | +15% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CORNERSTONE SIGNAL
AC read
Cornerstone Wealth Management, LLC is a Other fund managing $2.3 billion in assets. The fund runs a broad portfolio of 745 positions.
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