§ 13F · FUND PROFILE
Cornerstone Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1647.1T (13F)Positions · 649Turnover · — · Q4Filed · Feb 5, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$14.1T 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 FEB 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 342K | $93.0T | 4.8% | +2% |
| 2 | BBUS | J P MORGAN EXCHANGE TRADED F | 670K | $82.6T | 4.3% | −1% |
| 3 | SPMD | SPDR SERIES TRUST | 1.12M | $64.6T | 3.4% | +2% |
| 4 | IVV | ISHARES TR | 75K | $51.6T | 2.7% | ±0% |
| 5 | SPYM | SPDR SERIES TRUST | 602K | $48.3T | 2.5% | +4% |
| 6 | NVDA | NVIDIA CORPORATION | 254K | $47.4T | 2.5% | +1% |
| 7 | MSFT | MICROSOFT CORP | 74K | $35.9T | 1.9% | +6% |
| 8 | QQQ | INVESCO QQQ TR | 41K | $25.2T | 1.3% | ±0% |
| 9 | BOND | PIMCO ETF TR | 263K | $24.4T | 1.3% | +7% |
| 10 | USMV | ISHARES TR | 254K | $23.9T | 1.2% | +2% |
§ 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 $1647131.3 trillion in assets. The fund runs a broad portfolio of 649 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