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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, SPYM, IVV, and represent 16.24% of Cornerstone Wealth Management's stock portfolio.
Added to shares of these 10 stocks: VUG (+$9.6M), FLOT (+$7.5M), FAD (+$6.2M), VO, SPIB, JQUA, DIA, PVAL, SPYG, PWB.
Started 68 new stock positions in PGR, NVO, VV, PSCT, IBHG, GNRC, WDC, CLOI, MELI, AN.
Reduced shares in these 10 stocks: JIVE, FIXD, VIG, Honeywell International, IWM, BBUS, JEPQ, FSCO, JPST, INTC.
Sold out of its positions in ALB, LNT, AAL, BSX, CTRA, CTAS, CLF, DOW, FSK, FPE.
Cornerstone Wealth Management was a net buyer of stock by $126M.
Cornerstone Wealth Management has $2.3B in assets under management (AUM), dropping by 16.40%.
Central Index Key (CIK): 0001674117

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Portfolio Holdings for Cornerstone Wealth Management

Cornerstone Wealth Management holds 745 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Cornerstone Wealth Management has 745 total positions. Only the first 250 positions are shown.

Sign up to view all of the Cornerstone Wealth Management June 30, 2026 positions
Download the Cornerstone Wealth Management June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	4.4	$101M		350k	289.36	View chart
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)	3.8	$89M		662k	134.72	View chart
Spdr Series Trust St Str P400mid (SPMD)	3.2	$75M		1.1M	67.56	View chart
Spdr Series Trust St Str P500etf (SPYM)	2.5	$58M	+5%	665k	87.88	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.3	$54M		72k	748.89	View chart
NVIDIA Corporation (NVDA)	2.3	$53M		263k	200.09	View chart
Microsoft Corporation (MSFT)	1.3	$31M	+5%	83k	373.02	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.3	$30M	-2%	41k	736.39	View chart
Pimco Etf Tr Active Bd Etf (BOND)	1.2	$29M	+9%	309k	92.21	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	1.1	$26M	+14%	220k	118.99	View chart
Ishares Tr Msci Usa Min Etf (USMV)	1.1	$25M		254k	96.46	View chart
Amazon (AMZN)	1.0	$24M		101k	238.34	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.9	$22M	+16%	400k	54.03	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.9	$21M		29k	746.77	View chart
Wal-Mart Stores (WMT)	0.9	$21M	+3%	187k	113.26	View chart
Invesco Exchange Traded Fd T Larg Cap Gro Etf (PWB)	0.9	$21M	+18%	124k	168.46	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.9	$20M	+7%	199k	100.81	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.9	$20M	+18%	397k	50.39	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.9	$20M	+20%	38k	522.39	View chart
Spdr Series Trust St Inter Bd Etf (SPIB)	0.8	$20M	+24%	585k	33.46	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.8	$19M		51k	370.04	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.8	$19M	-2%	219k	85.49	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.8	$19M	+23%	257k	72.28	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.8	$19M	-8%	78k	236.62	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.8	$18M	+2%	27k	655.88	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.8	$18M	+5%	867k	20.36	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.7	$17M	+3%	882k	19.61	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$17M	+6%	46k	357.37	View chart
Procter & Gamble Company (PG)	0.7	$16M		110k	146.64	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.7	$16M	+22%	125k	128.08	View chart
Johnson & Johnson (JNJ)	0.7	$16M		62k	253.97	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	0.7	$16M		389k	40.13	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.7	$15M		777k	19.52	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.6	$14M		178k	81.06	View chart
Spdr Series Trust St Str Aggre Etf (SPAB)	0.6	$14M	+23%	558k	25.52	View chart
Vanguard Index Fds Value Etf (VTV)	0.6	$14M	+3%	64k	217.93	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.6	$14M	+8%	181k	76.70	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.6	$14M	+13%	300k	45.49	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.6	$13M		148k	90.10	View chart
Ssga Active Etf Tr St Str Total Etf (TOTL)	0.6	$13M	+25%	335k	39.47	View chart
Ishares Tr Core Div Grwth (DGRO)	0.6	$13M	+4%	174k	75.79	View chart
Pacer Fds Tr Us Sm Cap Ca Etf (CALF)	0.6	$13M	+5%	260k	50.61	View chart
International Business Machines (IBM)	0.6	$13M	+5%	46k	281.21	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.6	$13M	-10%	43k	300.45	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.5	$13M		108k	117.02	View chart
J P Morgan Exchange Traded F Internl Gwt (JIG)	0.5	$12M	+22%	141k	87.18	View chart
Exxon Mobil Corporation (XOM)	0.5	$12M		90k	136.72	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.5	$12M		164k	73.41	View chart
Vanguard Index Fds Growth Etf (VUG)	0.5	$12M	+507%	134k	86.14	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$12M	+4%	33k	353.33	View chart
Coca-Cola Company (KO)	0.5	$11M		141k	81.27	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.5	$11M		38k	302.97	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.5	$11M	+5%	210k	50.65	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.5	$11M	+6%	93k	112.88	View chart
Raytheon Technologies Corp (RTX)	0.4	$10M	+4%	55k	189.73	View chart
Caterpillar (CAT)	0.4	$10M		9.4k	1064.89	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	0.4	$9.8M	+52%	192k	50.95	View chart
Advanced Micro Devices (AMD)	0.4	$9.7M	+4%	17k	580.91	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.4	$9.1M	+2%	110k	82.65	View chart
Pacer Fds Tr Us Lrg Cp Cash (COWG)	0.4	$9.0M	-5%	223k	40.15	View chart
Blackstone Group Inc Com Cl A (BX)	0.4	$8.8M		75k	117.67	View chart
JPMorgan Chase & Co. (JPM)	0.4	$8.7M	-2%	27k	327.34	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.4	$8.7M		36k	242.99	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$8.6M	+6%	17k	500.38	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.4	$8.5M	-14%	139k	61.46	View chart
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE)	0.4	$8.5M	-17%	92k	91.95	View chart
Emerson Electric (EMR)	0.4	$8.4M		59k	143.15	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.4	$8.3M		55k	152.18	View chart
Capital Group Intl Focus Eqt Shs Creat Unit (CGXU)	0.4	$8.3M	+2%	240k	34.62	View chart
Broadcom (AVGO)	0.4	$8.2M	+8%	22k	377.76	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.3	$8.0M		142k	56.52	View chart
Tesla Motors (TSLA)	0.3	$7.9M		19k	420.60	View chart
Parker-Hannifin Corporation (PH)	0.3	$7.7M	+4%	7.9k	978.06	View chart
Meta Platforms Cl A (META)	0.3	$7.5M	+3%	13k	563.30	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.3	$7.5M	NEW	147k	51.05	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$7.2M		20k	368.38	View chart
AFLAC Incorporated (AFL)	0.3	$7.2M		62k	117.25	View chart
Capital Group Dividend Value Shs Creat Unit (CGDV)	0.3	$7.2M	+24%	146k	49.28	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.3	$7.2M	+3%	38k	190.52	View chart
W.W. Grainger (GWW)	0.3	$7.1M		5.3k	1360.42	View chart
Dover Corporation (DOV)	0.3	$7.0M		31k	224.28	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.3	$7.0M		79k	89.20	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.3	$7.0M	+2%	44k	161.54	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	0.3	$6.9M		120k	57.67	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$6.9M	+2%	89k	77.11	View chart
Lowe's Companies (LOW)	0.3	$6.8M	+12%	31k	220.49	View chart
Spdr Series Trust St Inter Etf (SPTI)	0.3	$6.8M	+23%	241k	28.39	View chart
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ)	0.3	$6.8M		123k	55.77	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ)	0.3	$6.8M		155k	43.71	View chart
Nordson Corporation (NDSN)	0.3	$6.7M		22k	301.69	View chart
Eli Lilly & Co. (LLY)	0.3	$6.6M	+6%	5.5k	1199.51	View chart
Consolidated Edison (ED)	0.3	$6.6M	+2%	60k	110.63	View chart
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF)	0.3	$6.4M	+20%	85k	75.64	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$6.2M		21k	303.12	View chart
First Tr Exchange-traded A Com Shs (FAD)	0.3	$6.2M	NEW	31k	199.97	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.3	$6.1M		66k	93.38	View chart
Linde SHS (LIN)	0.3	$6.0M		12k	518.95	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.3	$6.0M	+2%	24k	252.23	View chart
Micron Technology (MU)	0.3	$6.0M	-9%	5.2k	1154.39	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.2	$5.7M	+14%	43k	133.25	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.2	$5.7M	-3%	55k	103.22	View chart
Ge Aerospace Com New (GE)	0.2	$5.6M	+7%	15k	373.73	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.2	$5.6M	+17%	109k	51.78	View chart
American States Water Company (AWR)	0.2	$5.5M	+2%	67k	82.63	View chart
Costco Wholesale Corporation (COST)	0.2	$5.4M		5.8k	935.47	View chart
Chevron Corporation (CVX)	0.2	$5.4M	-3%	32k	165.76	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.2	$5.3M	+7%	11k	477.56	View chart
Cisco Systems (CSCO)	0.2	$5.1M	-4%	44k	117.46	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$5.1M	+317%	63k	80.57	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$5.0M	+4%	7.3k	686.83	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$5.0M	+3%	23k	219.43	View chart
Lockheed Martin Corporation (LMT)	0.2	$4.9M	+8%	9.6k	509.47	View chart
Invesco Exchange Traded Fd T Buyback Achiev (PKW)	0.2	$4.7M	+2%	33k	141.66	View chart
Victory Portfolios Ii Shs Fr Ca Fl Etf (VFLO)	0.2	$4.6M		101k	45.75	View chart
Ishares Silver Tr Ishares (SLV)	0.2	$4.5M	-5%	85k	53.47	View chart
Dell Technologies CL C (DELL)	0.2	$4.5M	-10%	10k	431.45	View chart
J P Morgan Exchange Traded F Mortgage Backed (JMTG)	0.2	$4.4M		87k	50.68	View chart
Visa Com Cl A (V)	0.2	$4.4M		13k	343.07	View chart
Altria (MO)	0.2	$4.4M		61k	71.95	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.2	$4.2M	+2%	12k	365.70	View chart
Vanguard World Health Car Etf (VHT)	0.2	$4.2M	+4%	14k	299.01	View chart
Ge Vernova (GEV)	0.2	$4.1M	+2%	3.5k	1174.82	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$4.0M		57k	71.25	View chart
Mfs Active Exchange Traded F Growth Etf (MFSG)	0.2	$4.0M	-13%	133k	30.27	View chart
First Tr Exchange-traded SHS (FVD)	0.2	$4.0M	-3%	83k	48.18	View chart
Boeing Company (BA)	0.2	$4.0M	+12%	19k	216.47	View chart
Home Depot (HD)	0.2	$3.9M		11k	352.68	View chart
Marvell Technology (MRVL)	0.2	$3.9M	-9%	13k	297.89	View chart
Capital Group Growth Etf Shs Creat Unit (CGGR)	0.2	$3.9M	+10%	82k	47.20	View chart
Vaneck Etf Trust Intrmdt Muni Etf (ITM)	0.2	$3.8M	+17%	82k	46.99	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$3.8M		26k	148.31	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$3.8M	+3%	63k	59.69	View chart
Spdr Series Trust St Str P500val (SPYV)	0.2	$3.7M	-4%	62k	60.79	View chart
Bank of America Corporation (BAC)	0.2	$3.7M		65k	56.98	View chart
Abbvie (ABBV)	0.2	$3.7M	-3%	15k	251.64	View chart
Franklin Templeton Etf Tr Us Lrg Cp Mltfct (FLQL)	0.2	$3.7M	+2%	47k	78.28	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	0.2	$3.7M	+5%	19k	191.76	View chart
Ishares Tr Core Msci Total (IXUS)	0.2	$3.6M		38k	95.44	View chart
Spdr Series Trust St Str Sp Aero (XAR)	0.2	$3.6M	+11%	13k	283.80	View chart
Ab Active Etfs Disruptors Etf (FWD)	0.2	$3.6M	+34%	24k	148.12	View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)	0.2	$3.6M	-5%	73k	48.49	View chart
At&t (T)	0.2	$3.5M	-3%	170k	20.70	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.1	$3.5M	+19%	35k	98.59	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.1	$3.4M	+2%	64k	53.61	View chart
Omega Healthcare Investors (OHI)	0.1	$3.4M	+4%	71k	47.68	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$3.4M	+13%	43k	77.91	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$3.3M		66k	50.58	View chart
Us Bancorp Com New (USB)	0.1	$3.3M	+4%	55k	60.40	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$3.3M	-2%	53k	62.20	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.1	$3.3M		55k	59.73	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$3.2M	+298%	26k	124.17	View chart
Netflix (NFLX)	0.1	$3.2M		45k	71.40	View chart
Managed Portfolio Ser Kens He Prem Etf (KHPI)	0.1	$3.1M	+3%	121k	25.82	View chart
Ameren Corporation (AEE)	0.1	$3.1M		27k	113.04	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$3.0M	+8%	29k	103.96	View chart
Cummins (CMI)	0.1	$3.0M	+3%	4.3k	713.20	View chart
McDonald's Corporation (MCD)	0.1	$3.0M	-2%	11k	270.32	View chart
Lpl Financial Holdings (LPLA)	0.1	$3.0M	-10%	11k	281.69	View chart
Applied Materials (AMAT)	0.1	$3.0M	+8%	4.1k	722.93	View chart
Capital Grp Fixed Incm Etf T Mun Inm Etf (CGMU)	0.1	$3.0M	+41%	109k	27.47	View chart
Merck & Co (MRK)	0.1	$2.9M		22k	128.50	View chart
General Dynamics Corporation (GD)	0.1	$2.9M	+4%	8.1k	354.25	View chart
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)	0.1	$2.8M	+14%	75k	36.53	View chart
Philip Morris International (PM)	0.1	$2.7M		15k	180.91	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$2.7M	+15%	6.9k	393.96	View chart
Nextera Energy (NEE)	0.1	$2.7M	+4%	31k	87.77	View chart
Pfizer (PFE)	0.1	$2.7M	+2%	112k	24.08	View chart
Intel Corporation (INTC)	0.1	$2.7M	-25%	19k	139.63	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$2.7M		24k	110.32	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$2.6M	-26%	52k	50.57	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$2.6M	+5%	11k	242.42	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.1	$2.6M	+12%	45k	58.92	View chart
Ishares Tr Esg Msci Kld Etf (DSI)	0.1	$2.6M		18k	142.39	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$2.6M		76k	33.84	View chart
Morgan Stanley Etf Trust Eato Vanc Bd Etf (EVTR)	0.1	$2.6M		51k	50.71	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$2.5M		19k	137.53	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$2.5M	+91%	16k	158.03	View chart
Mastercard Incorporated Cl A (MA)	0.1	$2.5M		4.9k	513.56	View chart
Deere & Company (DE)	0.1	$2.5M		4.0k	634.36	View chart
Oracle Corporation (ORCL)	0.1	$2.5M	+3%	17k	146.55	View chart
Pepsi (PEP)	0.1	$2.5M	+13%	19k	135.40	View chart
Touchstone Etf Trust Dynamic Intl Etf (TDI)	0.1	$2.5M	+11%	55k	44.92	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.1	$2.4M	+2%	46k	53.11	View chart
Chubb (CB)	0.1	$2.4M		7.1k	340.73	View chart
Palo Alto Networks (PANW)	0.1	$2.4M	+3%	7.1k	341.02	View chart
Citigroup Com New (C)	0.1	$2.4M	-19%	17k	139.96	View chart
Duke Energy Corp Com New (DUK)	0.1	$2.4M	+15%	19k	126.58	View chart
Vaneck Etf Trust Urani Nucle Etf (NLR)	0.1	$2.4M	+10%	21k	115.98	View chart
Verizon Communications (VZ)	0.1	$2.4M		56k	42.34	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$2.4M	+702%	20k	119.52	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$2.4M	+9%	22k	107.62	View chart
Vanguard World Financials Etf (VFH)	0.1	$2.4M	+2%	18k	131.60	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$2.3M	-5%	3.1k	763.14	View chart
Neuberger Next Generation Common Stock (NBXG)	0.1	$2.3M	+3%	141k	16.54	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$2.3M	-10%	25k	93.92	View chart
Tyson Foods Cl A (TSN)	0.1	$2.3M	+4%	41k	57.25	View chart
Ishares Tr Esg Optimized (SUSA)	0.1	$2.3M		15k	154.30	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.1	$2.2M		17k	132.24	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.1	$2.2M	+6%	20k	109.52	View chart
Korea Com New (KF)	0.1	$2.2M		30k	75.21	View chart
Spdr Series Trust St Str Nuvee Etf (TFI)	0.1	$2.2M		48k	45.80	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.1	$2.2M	+13%	1.1k	1989.93	View chart
Ishares Tr Ibon 2026 Te Etf (IBHF)	0.1	$2.2M		95k	22.65	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$2.1M	+7%	40k	54.02	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.1	$2.1M	+3%	95k	22.29	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.1	$2.1M	NEW	12k	170.86	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.1	$2.1M	-3%	45k	46.92	View chart
Bk Nova Cad (BNS)	0.1	$2.1M		24k	86.84	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.1	$2.1M	+16%	11k	185.23	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$2.0M	+4%	9.2k	221.21	View chart
Walt Disney Company (DIS)	0.1	$2.0M		21k	96.25	View chart
Bristol Myers Squibb (BMY)	0.1	$2.0M		35k	57.62	View chart
Goldman Sachs (GS)	0.1	$2.0M		2.0k	1011.58	View chart
Clear Secure Com Cl A (YOU)	0.1	$2.0M		36k	55.73	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.1	$2.0M	+15%	22k	89.85	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$2.0M		57k	34.81	View chart
First Tr Exchange Traded Nasdaq Buywrite (FTQI)	0.1	$2.0M	+14%	88k	22.09	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.1	$1.9M	+2%	45k	43.14	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.1	$1.9M	+3%	17k	114.88	View chart
Palantir Technologies Cl A (PLTR)	0.1	$1.9M	+14%	16k	116.67	View chart
Invesco Db Us Dlr Index Tr Bullish Fd (UUP)	0.1	$1.9M	+8%	67k	28.41	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.1	$1.9M	-4%	38k	50.50	View chart
Sabra Health Care REIT (SBRA)	0.1	$1.9M	+15%	96k	19.51	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$1.9M		9.4k	197.60	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.1	$1.8M	-8%	18k	103.05	View chart
Abbott Laboratories (ABT)	0.1	$1.8M	+10%	20k	90.74	View chart
United Parcel Svcs CL B (UPS)	0.1	$1.8M		17k	107.50	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$1.8M	+10%	15k	124.76	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.1	$1.8M	+2%	42k	43.50	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$1.8M	+30%	57k	31.71	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Muni (BSMR)	0.1	$1.8M	+6%	76k	23.64	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	0.1	$1.8M	+9%	24k	73.80	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.1	$1.8M		61k	29.24	View chart
Vanguard World Energy Etf (VDE)	0.1	$1.8M		12k	150.13	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$1.8M		18k	96.58	View chart
Union Pacific Corporation (UNP)	0.1	$1.8M		6.5k	272.01	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	0.1	$1.8M	+690%	22k	79.41	View chart
O'reilly Automotive (ORLY)	0.1	$1.8M	+44%	19k	92.09	View chart
Cheniere Energy Com New (LNG)	0.1	$1.7M	+57%	7.3k	239.01	View chart
Vaneck Etf Trust Real Assets Etf (RAAX)	0.1	$1.7M	+6%	44k	39.67	View chart
Enbridge (ENB)	0.1	$1.7M		32k	54.21	View chart
Sprott Asset Management Physical Gold An (CEF)	0.1	$1.7M		42k	40.23	View chart
Touchstone Etf Trust Ultra Short Incm (TUSI)	0.1	$1.7M	+11%	67k	25.26	View chart
General Mills (GIS)	0.1	$1.7M	+45%	48k	34.80	View chart
First Tr Exchange Traded Buywrit Incm Etf (FTHI)	0.1	$1.7M	+16%	70k	23.85	View chart
Hartford Fds Exchange Traded Mun Oportunite (HMOP)	0.1	$1.7M		43k	39.14	View chart
Eaton Corp SHS (ETN)	0.1	$1.7M	+23%	3.9k	426.08	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.1	$1.6M	+51%	2.3k	703.41	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$1.6M	+538%	20k	82.62	View chart
Pimco Etf Tr Muni Income Opp (MINO)	0.1	$1.6M	+155%	35k	45.76	View chart

Past Filings by Cornerstone Wealth Management

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

Cornerstone Wealth Management 2026 Q2 filed July 22, 2026
Cornerstone Wealth Management 2026 Q1 filed April 24, 2026
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

View all past filings

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