§ 13F · FUND PROFILE
Cornerstone Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.8B (13F)Positions · 679Turnover · — · Q1Filed · Apr 24, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$25M 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 24, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 344K | $87M | 4.4% | +1% |
| 2 | BBUS | J P MORGAN EXCHANGE TRADED F | 673K | $79M | 3.9% | ±0% |
| 3 | SPMD | SPDR SERIES TRUST | 1.12M | $66M | 3.3% | ±0% |
| 4 | SPYM | SPDR SERIES TRUST | 631K | $48M | 2.4% | +5% |
| 5 | IVV | ISHARES TR | 73K | $48M | 2.4% | −3% |
| 6 | NVDA | NVIDIA CORPORATION | 266K | $46M | 2.3% | +5% |
| 7 | MSFT | MICROSOFT CORP | 78K | $29M | 1.4% | +6% |
| 8 | BOND | PIMCO ETF TR | 282K | $26M | 1.3% | +7% |
| 9 | QQQ | INVESCO QQQ TR | 42K | $24M | 1.2% | +1% |
| 10 | USMV | ISHARES TR | 256K | $24M | 1.2% | +1% |
§ 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 $1.8 billion in assets. The fund runs a broad portfolio of 679 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