Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Cornerstone Wealth

Latest statistics and disclosures from Cornerstone Wealth's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002135644

Tip: Access up to 7 years of quarterly data

Positions held by Cornerstone Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Cornerstone Wealth

Cornerstone Wealth holds 96 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Calamos Etf Tr Autocallable Inc (CAIE)	10.5	$19M	694k	26.94	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	6.7	$12M	204k	58.73	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	4.6	$8.2M	182k	45.24	View chart
Innovator Etfs Trust GRWT100 PWR BF (NJAN)	4.4	$7.8M	137k	56.97	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	4.4	$7.8M	119k	65.51	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	4.3	$7.7M	28k	279.00	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	3.5	$6.3M	141k	44.55	View chart
Innovator Etfs Trust Growth 100 Pwr B (NMAR)	3.2	$5.7M	181k	31.19	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	3.0	$5.4M	129k	42.01	View chart
Innovator Etfs Trust Innovator Gw 100 (NFEB)	3.0	$5.3M	182k	29.28	View chart
Calamos Etf Tr Nasdaq Autocalll (CAIQ)	3.0	$5.3M	201k	26.36	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	2.9	$5.1M	111k	45.85	View chart
Innovator Etfs Trust Intrnl Dev Jan (IJAN)	2.7	$4.7M	128k	37.12	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	2.4	$4.3M	93k	46.63	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	2.1	$3.8M	60k	63.61	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	1.8	$3.2M	62k	50.93	View chart
Wal-Mart Stores (WMT)	1.7	$3.1M	24k	127.59	View chart
Fidelity Covington Trust Enhanced Mid (FMDE)	1.6	$2.9M	76k	37.99	View chart
Innovator Etfs Trust Index Autocallab (ACII)	1.6	$2.8M	108k	25.78	View chart
Innovator Etfs Trust Intl Developed (IAUG)	1.5	$2.6M	89k	29.36	View chart
Apple (AAPL)	1.3	$2.3M	8.4k	270.71	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	1.1	$2.0M	42k	48.31	View chart
Innovator Etfs Trust Us Small Cap Pwr (KAUG)	1.1	$2.0M	72k	27.95	View chart
Innovator Etfs Trust Emerging Mkt Pwr (EOCT)	1.1	$2.0M	59k	33.53	View chart
Innovator Etfs Trust Emrgng Mkt Jan (EJAN)	1.1	$2.0M	56k	35.47	View chart
Ishares Msci Emrg Chn (EMXC)	1.0	$1.8M	20k	89.62	View chart
Ishares Tr Eafe Grwth Etf (EFG)	1.0	$1.7M	15k	117.28	View chart
Janus Detroit Str Tr Henderson Mtg (JMBS)	0.8	$1.5M	33k	45.53	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.8	$1.5M	33k	44.98	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.8	$1.4M	25k	55.73	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NOCT)	0.8	$1.4M	23k	60.23	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.8	$1.4M	1.9k	714.96	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.8	$1.3M	32k	42.19	View chart
Innovator Etfs Trust Intl Developed P (IFEB)	0.7	$1.3M	42k	30.55	View chart
NVIDIA Corporation (NVDA)	0.7	$1.2M	5.8k	213.17	View chart
Innovator Etfs Trust Intrnl Dev July (IJUL)	0.6	$1.2M	33k	34.63	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.6	$1.1M	28k	41.42	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KJUL)	0.6	$1.1M	34k	33.31	View chart
Innovator Etfs Trust Growth 100 Pwr B (NAUG)	0.6	$1.1M	37k	30.78	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.6	$1.1M	22k	47.82	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NJUL)	0.6	$988k	13k	75.62	View chart
Uscf Etf Tr Summerhaven K1 (SDCI)	0.5	$950k	34k	28.13	View chart
First Tr Exchange-traded Vest Laddered (ACYN)	0.5	$875k	42k	20.75	View chart
Innovator Etfs Trust Innovator Gw 100 (NJUN)	0.5	$873k	27k	32.62	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KJAN)	0.5	$859k	20k	43.86	View chart
Innovator Etfs Trust GRWT100 PWR BF (NAPR)	0.5	$842k	15k	57.71	View chart
Home Depot (HD)	0.4	$794k	2.4k	329.06	View chart
Innovator Etfs Trust Us Sm Cap Buffer (KFEB)	0.4	$766k	26k	29.64	View chart
Innovator Etfs Trust Growth 100 Power (NSEP)	0.4	$752k	25k	30.39	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.4	$720k	11k	67.15	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.4	$691k	16k	43.05	View chart
Innovator Etfs Trust International Dv (IOCT)	0.4	$636k	18k	35.97	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.3	$617k	5.0k	123.59	View chart
Eli Lilly & Co. (LLY)	0.3	$590k	675.00	874.00	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.3	$556k	2.6k	215.31	View chart
Microsoft Corporation (MSFT)	0.3	$547k	1.3k	429.25	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$519k	1.2k	421.91	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$515k	17k	31.31	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KOCT)	0.3	$472k	13k	35.72	View chart
First Horizon National Corporation (FHN)	0.2	$439k	18k	24.65	View chart
Forward Air Corp (FWRD)	0.2	$428k	19k	22.41	View chart
Bank of America Corporation (BAC)	0.2	$422k	8.0k	52.66	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJAN)	0.2	$406k	9.2k	43.93	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.2	$402k	9.3k	43.05	View chart
Bluerock Pvt Real Estate (BPRE)	0.2	$386k	24k	16.28	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.2	$385k	7.5k	51.17	View chart
Global X Fds Us Pfd Etf (PFFD)	0.2	$384k	20k	19.00	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV)	0.2	$376k	6.6k	56.69	View chart
Innovator Etfs Trust Innovator Inter (ISEP)	0.2	$373k	11k	33.60	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$370k	5.1k	72.11	View chart
Merck & Co (MRK)	0.2	$332k	3.0k	110.05	View chart
Church & Dwight (CHD)	0.2	$311k	3.2k	97.08	View chart
Spdr Series Trust State Street Spd (FLRN)	0.2	$303k	9.8k	30.82	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.2	$300k	6.7k	44.67	View chart
Innovator Etfs Trust Us Eqty Bufr Feb (BFEB)	0.2	$300k	5.9k	50.88	View chart
Johnson & Johnson (JNJ)	0.2	$294k	1.3k	227.79	View chart
Innovator Etfs Trust Us Sml Cp Pwr Et (KAPR)	0.2	$287k	7.5k	38.16	View chart
Innovator Etfs Trust Innovator Intl D (IJUN)	0.2	$287k	9.5k	30.28	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$285k	820.00	347.50	View chart
Innovator Etfs Trust Emrgng Mkt July (EJUL)	0.2	$280k	9.1k	30.80	View chart
Innovator Etfs Trust Innovator Us Sma (KJUN)	0.2	$276k	9.5k	29.07	View chart
Innovator Etfs Trust Innovator Intl D (IMAR)	0.2	$276k	9.3k	29.71	View chart
Lowe's Companies (LOW)	0.2	$270k	1.1k	240.32	View chart
American Electric Power Company (AEP)	0.1	$266k	2.0k	135.62	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$251k	3.2k	79.36	View chart
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC)	0.1	$234k	4.4k	52.79	View chart
Spdr Series Trust State Street Spd (RWR)	0.1	$234k	2.1k	109.03	View chart
Innovator Etfs Trust Intrnl Dev Aprl (IAPR)	0.1	$233k	7.2k	32.47	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$231k	7.4k	31.29	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QDEC)	0.1	$229k	6.7k	34.03	View chart
Regions Financial Corporation (RF)	0.1	$217k	7.6k	28.33	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GNOV)	0.1	$216k	5.3k	40.80	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$215k	4.3k	50.37	View chart
Procter & Gamble Company (PG)	0.1	$207k	1.4k	149.13	View chart
Abbvie (ABBV)	0.1	$205k	1.0k	197.70	View chart
Flowers Foods (FLO)	0.1	$158k	18k	8.93	View chart

Past Filings by Cornerstone Wealth

SEC 13F filings are viewable for Cornerstone Wealth going back to 2026

Cornerstone Wealth 2026 Q1 filed May 19, 2026

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z