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Cornerstone Wealth Management

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

Top 5 stock holdings are AAPL, BBUS, SPMD, IVV, SPYM, and represent 17.69% of Cornerstone Wealth Management's stock portfolio.
Added to shares of these 10 stocks: BSCS (+$14M), FENI (+$12M), IWM (+$9.1M), NFLX, XLK, IYW, AAPL, LMT, BIV, MSFT.
Started 46 new stock positions in VCR, SCHX, GCOW, CGGO, SABR, CGNG, Marsh & McLennan Companies, VV, LRCX, IVE.
Reduced shares in these 10 stocks: BSCP (-$13M), RODM (-$11M), CALF (-$7.4M), BIDD, BBUS, VIOO, BSMP, VTI, INDA, .
Sold out of its positions in OKLO, AN, CSL, CARR, KOF, CMCSA, DLR, Dragonfly Energy Holdings, FMB, LMBS.
Cornerstone Wealth Management was a net buyer of stock by $86M.
Cornerstone Wealth Management has $1.9B in assets under management (AUM), dropping by 6.18%.
Central Index Key (CIK): 0001674117

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Portfolio Holdings for Cornerstone Wealth Management

Cornerstone Wealth Management holds 690 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Cornerstone Wealth Management has 690 total positions. Only the first 250 positions are shown.

Sign up to view all of the Cornerstone Wealth Management Dec. 31, 2025 positions
Download the Cornerstone Wealth Management December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	4.8	$93M	+2%	342k	271.86	View chart
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)	4.3	$83M		670k	123.31	View chart
Spdr Series Trust State Street Spd (SPMD)	3.4	$65M		1.1M	57.91	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.7	$52M		75k	684.94	View chart
Spdr Series Trust State Street Spd (SPYM)	2.5	$48M	+3%	602k	80.22	View chart
NVIDIA Corporation (NVDA)	2.5	$47M		254k	186.50	View chart
Microsoft Corporation (MSFT)	1.9	$36M	+5%	74k	483.62	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.3	$25M		41k	614.31	View chart
Pimco Etf Tr Active Bd Etf (BOND)	1.3	$24M	+6%	263k	93.08	View chart
Ishares Tr Msci Usa Min Vol (USMV)	1.2	$24M	+2%	254k	94.16	View chart
Amazon (AMZN)	1.1	$22M		95k	230.82	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.1	$21M		96k	219.78	View chart
Wal-Mart Stores (WMT)	1.1	$20M	+2%	183k	111.41	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.0	$19M		29k	681.91	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	1.0	$19M	+8%	188k	100.34	View chart
Spdr Series Trust State Street Spd (SPYG)	0.9	$18M	+7%	170k	106.70	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.9	$18M	-4%	54k	335.27	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.9	$17M	-2%	229k	75.44	View chart
Procter & Gamble Company (PG)	0.8	$15M	+2%	108k	143.31	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.8	$15M	+3%	778k	19.74	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.8	$15M	+3370%	717k	20.60	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.7	$14M	+10%	305k	46.92	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.7	$14M	+2%	709k	19.57	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$13M		43k	313.00	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.7	$13M	+8%	28k	480.57	View chart
Spdr Series Trust State Street Spd (SPIB)	0.7	$13M	+16%	391k	33.81	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.7	$13M	+8%	289k	44.41	View chart
International Business Machines (IBM)	0.6	$12M	-3%	42k	296.21	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	0.6	$12M	+3605%	335k	36.58	View chart
Johnson & Johnson (JNJ)	0.6	$12M	+5%	59k	206.95	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.6	$12M	+2%	162k	74.07	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.6	$12M	+20%	153k	77.88	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.6	$12M	+13%	257k	46.04	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.6	$12M	+2%	169k	69.47	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.6	$12M		110k	104.04	View chart
Ishares Tr Core Div Grwth (DGRO)	0.6	$12M		165k	69.42	View chart
Vanguard Index Fds Value Etf (VTV)	0.6	$11M	+6%	60k	190.99	View chart
Invesco Exchange Traded Fd T Large Cap Growth (PWB)	0.6	$11M	+12%	90k	127.11	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.6	$11M	+401%	46k	246.16	View chart
Exxon Mobil Corporation (XOM)	0.6	$11M	+10%	93k	120.34	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.6	$11M	+14%	171k	63.18	View chart
Vanguard Index Fds Growth Etf (VUG)	0.6	$11M	-4%	22k	487.86	View chart
Pacer Fds Tr Us Small Cap Cas (CALF)	0.5	$10M	-41%	229k	44.37	View chart
Spdr Series Trust State Street Spd (SPAB)	0.5	$9.9M	+16%	384k	25.75	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.5	$9.8M	+3%	195k	50.50	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.5	$9.6M	+13%	86k	111.78	View chart
Raytheon Technologies Corp (RTX)	0.5	$9.4M	-6%	52k	183.40	View chart
Coca-Cola Company (KO)	0.5	$9.4M	+2%	135k	69.91	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$9.3M		30k	313.80	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.5	$9.1M	+11%	25k	360.13	View chart
Ssga Active Etf Tr State Street Dou (TOTL)	0.5	$9.0M	+18%	223k	40.25	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.5	$9.0M		35k	252.92	View chart
Blackstone Group Inc Com Cl A (BX)	0.5	$8.9M		58k	154.14	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.5	$8.9M	+6%	153k	58.12	View chart
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE)	0.5	$8.7M	+6%	109k	80.28	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.4	$8.6M	+3%	103k	83.75	View chart
Tesla Motors (TSLA)	0.4	$8.4M	-4%	19k	449.72	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.4	$8.4M	+13%	82k	102.42	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.4	$8.2M		109k	75.05	View chart
Pacer Fds Tr Us Lrg Cp Cash (COWG)	0.4	$8.0M	+6%	228k	35.21	View chart
Meta Platforms Cl A (META)	0.4	$8.0M	+5%	12k	660.11	View chart
Spdr Series Trust State Street Spd (SDY)	0.4	$7.6M	-6%	55k	139.16	View chart
JPMorgan Chase & Co. (JPM)	0.4	$7.6M		24k	322.22	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.4	$7.5M	-5%	35k	211.79	View chart
Emerson Electric (EMR)	0.4	$7.4M		56k	132.72	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$7.4M	+6%	15k	502.65	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.4	$7.3M		142k	51.60	View chart
J P Morgan Exchange Traded F Internl Gwt (JIG)	0.4	$7.0M	+15%	96k	73.34	View chart
Parker-Hannifin Corporation (PH)	0.4	$7.0M	-5%	7.9k	878.94	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.4	$6.9M		83k	82.32	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$6.7M	+3%	17k	396.31	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	0.3	$6.5M	+8%	222k	29.55	View chart
Franklin Templeton Etf Tr Us Lrg Cp Mltfct (FLQL)	0.3	$6.5M		93k	69.33	View chart
Broadcom (AVGO)	0.3	$6.4M	+9%	19k	346.10	View chart
AFLAC Incorporated (AFL)	0.3	$6.4M		58k	110.27	View chart
Lowe's Companies (LOW)	0.3	$6.4M		26k	241.16	View chart
Ishares Silver Tr Ishares (SLV)	0.3	$6.4M	-3%	99k	64.42	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.3	$6.0M		66k	91.45	View chart
Dover Corporation (DOV)	0.3	$5.9M		30k	195.24	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$5.8M		88k	66.00	View chart
Eli Lilly & Co. (LLY)	0.3	$5.7M		5.3k	1074.76	View chart
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ)	0.3	$5.7M	-5%	124k	45.89	View chart
Spdr Series Trust State Street Spd (SPSM)	0.3	$5.6M		119k	46.86	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.3	$5.6M	+88%	39k	143.97	View chart
Consolidated Edison (ED)	0.3	$5.5M	+4%	55k	99.32	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ)	0.3	$5.5M	+2%	156k	35.15	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.3	$5.2M		57k	91.40	View chart
Nordson Corporation (NDSN)	0.3	$5.1M	+4%	21k	240.43	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$5.1M		20k	257.95	View chart
Costco Wholesale Corporation (COST)	0.3	$5.1M	+18%	5.9k	862.37	View chart
W.W. Grainger (GWW)	0.3	$5.1M	+2%	5.0k	1008.99	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.3	$4.9M	+4%	42k	119.32	View chart
Spdr Series Trust State Street Spd (SPTI)	0.2	$4.7M	+16%	163k	28.84	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.2	$4.7M	-5%	106k	44.32	View chart
Linde SHS (LIN)	0.2	$4.6M	+4%	11k	426.40	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$4.6M	+131%	23k	199.68	View chart
Chevron Corporation (CVX)	0.2	$4.6M	+18%	30k	152.41	View chart
Visa Com Cl A (V)	0.2	$4.5M	-2%	13k	350.71	View chart
Mfs Active Exchange Traded F Growth Etf (MFSG)	0.2	$4.4M	-3%	157k	28.30	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$4.4M		22k	198.62	View chart
American States Water Company (AWR)	0.2	$4.4M	+5%	60k	72.48	View chart
J P Morgan Exchange Traded F Mortgage Backed (JMTG)	0.2	$4.3M	+5%	85k	51.06	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$4.3M		15k	290.22	View chart
Ge Aerospace Com New (GE)	0.2	$4.2M	+16%	14k	308.03	View chart
At&t (T)	0.2	$4.2M	+3%	171k	24.84	View chart
Lpl Financial Holdings (LPLA)	0.2	$4.2M	+3%	12k	357.16	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$4.2M	-7%	6.7k	627.14	View chart
Lockheed Martin Corporation (LMT)	0.2	$4.1M	+114%	8.5k	483.70	View chart
First Tr Exchange-traded SHS (FVD)	0.2	$4.1M	-3%	89k	46.08	View chart
Invesco Exchange Traded Fd T Buyback Achiev (PKW)	0.2	$4.0M	+41%	30k	134.32	View chart
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF)	0.2	$3.9M	+13%	60k	65.55	View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)	0.2	$3.9M		81k	47.93	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.2	$3.8M	+2%	76k	50.59	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.2	$3.8M	-4%	69k	54.77	View chart
Netflix (NFLX)	0.2	$3.8M	+1096%	40k	93.76	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.2	$3.7M	+10%	79k	46.81	View chart
Home Depot (HD)	0.2	$3.7M	+73%	11k	344.11	View chart
Spdr Series Trust State Street Spd (SPYV)	0.2	$3.7M		65k	56.81	View chart
Cisco Systems (CSCO)	0.2	$3.7M	+4%	48k	77.03	View chart
Victory Portfolios Ii Shares Free Cash (VFLO)	0.2	$3.6M		92k	39.38	View chart
Vanguard World Health Car Etf (VHT)	0.2	$3.6M	+41%	13k	287.84	View chart
Bank of America Corporation (BAC)	0.2	$3.5M		64k	55.00	View chart
McDonald's Corporation (MCD)	0.2	$3.5M	+12%	11k	305.62	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.2	$3.4M		11k	302.11	View chart
Boeing Company (BA)	0.2	$3.4M	+17%	16k	217.12	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.2	$3.4M		56k	59.93	View chart
Altria (MO)	0.2	$3.3M	+5%	58k	57.66	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$3.3M	+2%	53k	62.47	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$3.3M	-2%	66k	50.29	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.2	$3.3M	+24%	33k	98.32	View chart
Vaneck Etf Trust Intrmdt Muni Etf (ITM)	0.2	$3.2M		68k	47.16	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.2	$3.2M	+3%	53k	60.17	View chart
Ishares Tr Core Msci Total (IXUS)	0.2	$3.2M		37k	84.64	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$3.1M		26k	120.18	View chart
Abbvie (ABBV)	0.2	$3.1M		14k	228.49	View chart
Oracle Corporation (ORCL)	0.2	$3.0M	+28%	16k	194.91	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$3.0M	+12%	56k	53.76	View chart
Advanced Micro Devices (AMD)	0.2	$3.0M	+2%	14k	214.16	View chart
Omega Healthcare Investors (OHI)	0.2	$3.0M	+5%	67k	44.34	View chart
Caterpillar (CAT)	0.2	$2.9M	+15%	5.1k	572.90	View chart
Ameren Corporation (AEE)	0.1	$2.9M	+19%	29k	99.86	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$2.9M		9.4k	303.90	View chart
salesforce (CRM)	0.1	$2.8M	+137%	11k	264.92	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$2.8M		5.9k	473.30	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.1	$2.8M	+69%	62k	44.47	View chart
Us Bancorp Del Com New (USB)	0.1	$2.7M	+6%	51k	53.36	View chart
Mastercard Incorporated Cl A (MA)	0.1	$2.7M		4.8k	570.85	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$2.7M		25k	107.11	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$2.7M	+5%	26k	103.56	View chart
Pfizer (PFE)	0.1	$2.6M	+7%	106k	24.90	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.1	$2.6M		20k	128.83	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$2.6M	-3%	28k	92.51	View chart
Spdr Series Trust State Street Spd (XAR)	0.1	$2.5M	+12%	11k	241.24	View chart
General Dynamics Corporation (GD)	0.1	$2.5M	+6%	7.5k	336.68	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$2.5M	+84%	32k	78.81	View chart
Philip Morris International (PM)	0.1	$2.5M		15k	160.40	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$2.5M		75k	32.62	View chart
Walt Disney Company (DIS)	0.1	$2.4M	+4%	21k	113.77	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.1	$2.4M	-3%	16k	155.12	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$2.4M	-4%	20k	123.26	View chart
First Tr Exchange Traded Nasdq Cln Edge (GRID)	0.1	$2.4M	+5%	16k	153.02	View chart
Merck & Co (MRK)	0.1	$2.4M		23k	105.26	View chart
Morgan Stanley Etf Trust Eaton Vance Tota (EVTR)	0.1	$2.3M	+4%	46k	51.50	View chart
Vanguard World Financials Etf (VFH)	0.1	$2.3M	+102%	18k	133.49	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.1	$2.3M	+13%	25k	92.80	View chart
Tyson Foods Cl A (TSN)	0.1	$2.3M	+7%	39k	58.62	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.1	$2.2M	+6%	99k	22.64	View chart
Ishares Tr Esg Optimized (SUSA)	0.1	$2.2M		16k	139.34	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.1	$2.2M		14k	160.97	View chart
Nextera Energy (NEE)	0.1	$2.2M	+21%	28k	80.28	View chart
Spdr Series Trust State Street Spd (TFI)	0.1	$2.2M		48k	45.71	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.1	$2.2M		18k	120.96	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.1	$2.2M	+87%	50k	43.64	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	0.1	$2.1M	+10%	340k	6.30	View chart
Abbott Laboratories (ABT)	0.1	$2.1M		17k	125.29	View chart
Pepsi (PEP)	0.1	$2.1M	+7%	15k	143.52	View chart
Cummins (CMI)	0.1	$2.1M		4.1k	510.48	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$2.1M	-8%	2.8k	753.72	View chart
Palantir Technologies Cl A (PLTR)	0.1	$2.1M		12k	177.75	View chart
Ge Vernova (GEV)	0.1	$2.1M	+5%	3.2k	653.58	View chart
Sprott Asset Management Physical Gold An (CEF)	0.1	$2.1M		45k	45.80	View chart
Ishares Tr Ibonds 2026 Term (IBHF)	0.1	$2.1M	+24%	89k	23.08	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$2.0M		21k	96.27	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.1	$2.0M	+8%	19k	108.64	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.1	$2.0M	+106%	44k	44.71	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.1	$2.0M	+8%	58k	34.26	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.1	$1.9M		40k	49.15	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.1	$1.9M		47k	41.36	View chart
Neuberger Next Generation Common Stock (NBXG)	0.1	$1.9M	+3%	135k	14.44	View chart
Vaneck Etf Trust Uranium And Nucl (NLR)	0.1	$1.9M	+22%	15k	124.20	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.1	$1.9M	+27%	20k	93.97	View chart
Duke Energy Corp Com New (DUK)	0.1	$1.9M	+6%	16k	117.21	View chart
Equifax (EFX)	0.1	$1.9M		8.6k	216.98	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$1.9M	+5%	8.6k	214.69	View chart
Bristol Myers Squibb (BMY)	0.1	$1.8M	+5%	34k	53.94	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$1.8M	-3%	10k	177.37	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$1.8M	+33%	5.5k	323.02	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.1	$1.8M	+74%	64k	27.38	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.1	$1.7M	+16%	36k	47.79	View chart
Verizon Communications (VZ)	0.1	$1.7M	+2%	42k	40.73	View chart
Bk Nova Cad (BNS)	0.1	$1.7M	+6%	23k	73.69	View chart
United Parcel Service CL B (UPS)	0.1	$1.7M	+5%	17k	99.19	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.1	$1.7M		44k	38.32	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.1	$1.7M	-17%	32k	52.41	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$1.6M	+11%	55k	29.61	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$1.6M	+3%	18k	89.46	View chart
Hartford Fds Exchange Traded Mun Oportunite (HMOP)	0.1	$1.6M	+8%	41k	39.11	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Muni (BSMR)	0.1	$1.6M	+3%	68k	23.67	View chart
Wells Fargo & Company (WFC)	0.1	$1.6M		17k	93.20	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.1	$1.6M	+8%	54k	29.37	View chart
Deere & Company (DE)	0.1	$1.6M		3.3k	465.53	View chart
ConocoPhillips (COP)	0.1	$1.5M	+9%	16k	93.61	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$1.5M	+4%	8.4k	181.22	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.1	$1.5M		40k	37.87	View chart
Touchstone Etf Trust Ultra Short Incm (TUSI)	0.1	$1.5M	+33%	59k	25.34	View chart
Enbridge (ENB)	0.1	$1.5M	-2%	31k	47.83	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.1	$1.5M	+13%	15k	96.84	View chart
3M Company (MMM)	0.1	$1.5M		9.2k	160.09	View chart
Pacer Fds Tr Aristotle Pacifi (FLRT)	0.1	$1.5M	-6%	31k	47.14	View chart
Micron Technology (MU)	0.1	$1.5M	-8%	5.1k	285.39	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$1.4M	-13%	16k	88.49	View chart
Spdr Series Trust State Street Spd (SPTL)	0.1	$1.4M	-3%	55k	26.47	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$1.4M	+131%	29k	49.90	View chart
Dell Technologies CL C (DELL)	0.1	$1.4M	+4%	11k	125.88	View chart
Wp Carey (WPC)	0.1	$1.4M	-2%	22k	64.36	View chart
Oneok (OKE)	0.1	$1.4M	+2%	19k	73.50	View chart
American Express Company (AXP)	0.1	$1.4M	-3%	3.8k	369.97	View chart
Medtronic SHS (MDT)	0.1	$1.4M	+2%	15k	96.06	View chart
Chubb (CB)	0.1	$1.4M	+7%	4.5k	312.14	View chart
Blackstone Secd Lending Common Stock (BXSL)	0.1	$1.4M		53k	26.33	View chart
First Tr Exchange Traded Nasdaq Buywrite (FTQI)	0.1	$1.4M	+26%	67k	20.82	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.1	$1.4M	+9%	22k	62.15	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	0.1	$1.4M	+16%	19k	70.99	View chart
Graniteshares Etf Tr Hips Us High Inc (HIPS)	0.1	$1.4M	-4%	118k	11.68	View chart
Honeywell International (HON)	0.1	$1.4M	+149%	7.0k	195.08	View chart
Sabra Health Care REIT (SBRA)	0.1	$1.4M	+81%	72k	18.94	View chart
Invesco Exch Trd Slf Idx Bulshs 2028 Muni (BSMS)	0.1	$1.4M	+383%	58k	23.50	View chart
J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE)	0.1	$1.4M		27k	50.07	View chart
Qualcomm (QCOM)	0.1	$1.3M	+2%	7.9k	171.05	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.1	$1.3M		4.9k	269.18	View chart
Intel Corporation (INTC)	0.1	$1.3M	-4%	36k	36.90	View chart
Vanguard World Energy Etf (VDE)	0.1	$1.3M	+29%	10k	125.92	View chart
Managed Portfolio Series Kensington Hedge (KHPI)	0.1	$1.3M	+40%	51k	25.66	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$1.3M	-9%	13k	101.98	View chart
Fidelity Covington Trust Enhanced Mid (FMDE)	0.1	$1.3M	+2%	36k	36.38	View chart
General Mills (GIS)	0.1	$1.3M	+9%	28k	46.50	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$1.3M		2.9k	444.56	View chart
Spdr Series Trust State Street Spd (QUS)	0.1	$1.3M	-3%	7.4k	174.18	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$1.3M	+6%	6.7k	191.56	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.1	$1.3M	+9%	18k	71.45	View chart

Past Filings by Cornerstone Wealth Management

SEC 13F filings are viewable for Cornerstone Wealth Management going back to 2016

Cornerstone Wealth Management 2025 Q4 filed Feb. 5, 2026
Cornerstone Wealth Management 2025 Q3 filed Nov. 4, 2025
Cornerstone Wealth Management 2025 Q2 filed Aug. 12, 2025
Cornerstone Wealth Management 2025 Q1 filed April 18, 2025
Cornerstone Wealth Management 2024 Q4 filed Jan. 21, 2025
Cornerstone Wealth Management 2024 Q3 filed Oct. 16, 2024
Cornerstone Wealth Management 2024 Q2 filed July 16, 2024
Cornerstone Wealth Management 2024 Q1 filed April 19, 2024
Cornerstone Wealth Management 2023 Q4 filed Jan. 10, 2024
Cornerstone Wealth Management 2023 Q3 filed Nov. 7, 2023
Cornerstone Wealth Management 2023 Q2 filed July 14, 2023
Cornerstone Wealth Management 2023 Q1 filed May 15, 2023
Cornerstone Wealth Management 2022 Q3 filed Oct. 14, 2022
Cornerstone Wealth Management 2022 Q2 filed Aug. 4, 2022
Cornerstone Wealth Management 2022 Q1 filed April 21, 2022
Cornerstone Wealth Management 2021 Q4 filed Feb. 14, 2022

View all past filings

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