Q2 2026 13F · SEC CIK 1774879

Cornerstone Wealth Group, LLC

Wealth managerFiled 2026-07-27 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.7B
Reported positions: 496
Top holdings a year, 3 yrs: +21.0%
Assets under management: $2.5B

Cornerstone Wealth Group, LLC is a wealth manager that reported 496 positions worth $1.7B in its Q2 2026 13F, filed 2026-07-27. Its largest holdings were State Str Spdr S&p 500 ETF T (SPY, 5.4%), Apple Inc (AAPL, 4.9%), Nvidia Corporation (NVDA, 3.7%). A portfolio copying its top holdings returned 21.0% a year over the last 3 years, against 20.4% for the S&P 500.

Cornerstone Wealth Group, LLC holdings largest 50 of 496 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Cornerstone Wealth Group, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
SPYState Str Spdr S&p 500 ETF T	5.4%	5.6%	122,433	-0.9%	$91.4M
AAPLApple Inc	4.9%	4.8%	287,341	+3.6%	$83.1M
NVDANvidia Corporation	3.7%	3.3%	312,348	+23.2%	$62.5M
IVVIshares Tr	3.1%	3.3%	70,677	-2.5%	$52.9M
IDEVIshares Tr	3.0%	3.0%	559,664	+7.0%	$49.8M
MSFTMicrosoft Corp	2.9%	3.2%	129,694	+10.2%	$48.4M
SCHXSchwab Strategic Tr	2.1%	2.2%	1,198,819	-2.0%	$35.3M
AVGOBroadcom Inc	2.1%	2.3%	91,244	+2.5%	$34.5M
GOOGLAlphabet Inc	2.0%	1.9%	92,090	+5.5%	$32.9M
SPLGSpdr Series Trust	1.6%	1.3%	306,583	+24.0%	$26.9M
VCRBVanguard Malvern Fds	1.6%	1.7%	342,833	+3.0%	$26.5M
VOOVanguard Index Fds	1.6%	1.6%	38,432	+0.4%	$26.4M
AMZNAmazon Com Inc	1.4%	1.6%	102,124	+0.8%	$24.3M
IWBIshares Tr	1.4%	1.5%	58,420	-0.9%	$23.9M
VTIVanguard Index Fds	1.4%	1.4%	62,271	-2.6%	$23.0M
ACWXIshares Tr	1.4%	1.4%	298,550	-1.2%	$22.7M
FBNDFidelity Merrimack Str Tr	1.2%	1.1%	434,951	+17.7%	$19.8M
JPMJpmorgan Chase & Co	1.1%	1.2%	57,277	-3.3%	$18.7M
AGGIshares Tr	1.1%	1.2%	188,336	+2.4%	$18.6M
ABBVAbbvie Inc	1.1%	0.9%	72,568	+3.2%	$18.3M
BACBank of Amer Corp	1.0%	1.0%	304,350	+9.0%	$17.3M
JNJJohnson & Johnson	1.0%	0.8%	64,694	+23.0%	$16.4M
CMICummins Inc	0.8%	1.0%	19,987	-19.2%	$14.3M
BRK-BBerkshire Hathaway Inc Del	0.8%	0.8%	28,285	+8.1%	$14.2M
XOMExxon Mobil Corp	0.8%	0.9%	101,688	+5.3%	$13.9M
AMGNAmgen Inc	0.8%	0.8%	36,800	+3.8%	$13.3M
METAMeta Platforms Inc	0.8%	0.9%	23,262	+16.0%	$13.1M
WMBWilliams Cos	0.8%	0.8%	171,662	-5.2%	$12.8M
AMATApplied Matls Inc	0.8%	0.8%	17,509	-40.9%	$12.7M
BAIBlackrock ETF Trust	0.8%	0.6%	239,665	+0.4%	$12.6M
HGERHarbor ETF Trust	0.7%	—	426,514	—	$12.5M
HDHome Depot Inc	0.7%	0.9%	35,291	-10.8%	$12.4M
RXORxo Inc	0.7%	—	444,337	—	$12.3M
LLYEli Lilly & Co	0.7%	0.6%	9,903	-1.3%	$11.9M
LECOLincoln Elec Hldgs Inc	0.7%	0.7%	42,972	-3.6%	$11.4M
LRCXLam Research Corp	0.7%	—	26,149	—	$11.3M
XLKSelect Sector Spdr Tr	0.6%	0.7%	56,926	-15.9%	$10.8M
AVEMAmerican Centy ETF Tr	0.6%	0.6%	111,548	+5.2%	$10.8M
ETNEaton Corp PLC	0.6%	0.7%	24,488	-13.3%	$10.4M
SOSouthern Co	0.6%	0.6%	108,936	+4.3%	$10.4M
MUMicron Technology Inc	0.6%	—	8,935	—	$10.3M
TXNTexas Instrs Inc	0.6%	—	33,364	—	$9.9M
VUGVanguard Index Fds	0.6%	0.6%	115,092	+2.3%	$9.9M
DGDollar Gen Corp	0.6%	—	84,213	—	$9.7M
DYNFBlackrock ETF Trust	0.6%	0.5%	136,543	+1.5%	$9.3M
ELVElevance Health Inc Formerly	0.6%	—	23,901	—	$9.2M
BINCBlackrock ETF Trust II	0.5%	0.6%	173,437	+4.5%	$9.1M
VTVVanguard Index Fds	0.5%	0.5%	41,432	+2.4%	$9.0M
MOAltria Group Inc	0.5%	0.7%	125,034	-22.9%	$9.0M
VVisa Inc	0.5%	0.6%	26,168	-16.7%	$9.0M

What Cornerstone Wealth Group, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

SPLG Spdr Series Trust+24.0% shares
NVDA Nvidia Corporation+23.2% shares
JNJ Johnson & Johnson+23.0% shares
FBND Fidelity Merrimack Str Tr+17.7% shares
META Meta Platforms Inc+16.0% shares
MSFT Microsoft Corp+10.2% shares
BAC Bank of Amer Corp+9.0% shares
BRK-B Berkshire Hathaway Inc Del+8.1% shares

Reduced

AMAT Applied Matls Inc-40.9% shares
MO Altria Group Inc-22.9% shares
CMI Cummins Inc-19.2% shares
V Visa Inc-16.7% shares
XLK Select Sector Spdr Tr-15.9% shares
ETN Eaton Corp PLC-13.3% shares
HD Home Depot Inc-10.8% shares
WMB Williams Cos-5.2% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +18.9% /yr; S&P 500 +20.1%
3 years: +21.0% /yr; S&P 500 +20.4%
5 years: +8.8% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$1.7B	496
Q1 2026	$1.6B	441
Q4 2025	$1.5B	389
Q3 2025	$1.5B	350
Q2 2025	$1.3B	322
Q1 2025	$1.2B	287
Q4 2024	$1.2B	272
Q3 2024	$1.2B	264
Q2 2024	$1.1B	248
Q1 2024	$1.1B	244
Q4 2023	$698.1M	145
Q3 2023	$563.7M	146

Questions about Cornerstone Wealth Group, LLC's portfolio

What stocks does Cornerstone Wealth Group, LLC own?

Cornerstone Wealth Group, LLC's latest 13F, for Q2 2026 and filed Jul 27, 2026, lists 496 positions worth $1.7B. The largest are State Str Spdr S&p 500 ETF T (SPY) at 5.4%, Apple Inc (AAPL) at 4.9%, Nvidia Corporation (NVDA) at 3.7%, Ishares Tr (IVV) at 3.1% and Ishares Tr (IDEV) at 3.0%.

What did Cornerstone Wealth Group, LLC buy last quarter?

In Q2 2026, Cornerstone Wealth Group, LLC added Spdr Series Trust (SPLG) (+24.0% shares), Nvidia Corporation (NVDA) (+23.2% shares) and Johnson & Johnson (JNJ) (+23.0% shares), compared with its Q1 2026 filing.

What did Cornerstone Wealth Group, LLC sell last quarter?

In Q2 2026, Cornerstone Wealth Group, LLC cut from its top 50 Mcdonalds Corp (MCD), cut from its top 50 Honeywell Intl. Inc (HON), cut from its top 50 Chevron Corporation (CVX), cut from its top 50 Pepsico Inc (PEP), cut from its top 50 Walmart Inc (WMT), Applied Matls Inc (AMAT) (-40.9% shares), Altria Group Inc (MO) (-22.9% shares) and Cummins Inc (CMI) (-19.2% shares), compared with its Q1 2026 filing.

How has Cornerstone Wealth Group, LLC's portfolio performed?

A portfolio copying Cornerstone Wealth Group, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +21.0% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +18.9% against +20.1%. Over 5 years: +8.8% a year against +11.6%.

When is Cornerstone Wealth Group, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Cornerstone Wealth Group, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Cornerstone Wealth Group, LLC manage?

Cornerstone Wealth Group, LLC reported $2.5B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $1.7B.