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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 16.43% of Cornerstone Wealth Management's stock portfolio.
Added to shares of these 10 stocks: PVAL (+$5.8M), CAT, CGDV, SPHQ, SPIB, JQUA, SPYM, SPDW, SPYG, BSCS.
Started 54 new stock positions in IGV, IEP, DBA, SHYM, AAL, MISL, PFLD, JEPI, ECL, CRNC.
Reduced shares in these 10 stocks: FLQL, VIG, FIXD, IVV, XLI, VTI, SLV, XOM, MUB, LYV.
Sold out of its positions in Advantage Solutions, BUD, AstraZeneca, BITW, INMU, BHR, CCL, LEU, CRVO, NFTY.
Cornerstone Wealth Management was a net buyer of stock by $104M.
Cornerstone Wealth Management has $2.0B in assets under management (AUM), dropping by 3.99%.
Central Index Key (CIK): 0001674117

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Portfolio Holdings for Cornerstone Wealth Management

Cornerstone Wealth Management holds 712 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Cornerstone Wealth Management has 712 total positions. Only the first 250 positions are shown.

Sign up to view all of the Cornerstone Wealth Management March 31, 2026 positions
Download the Cornerstone Wealth Management March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	4.4	$87M		344k	253.79	View chart
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)	3.9	$79M		673k	117.18	View chart
Spdr Series Trust State Street Spd (SPMD)	3.3	$66M		1.1M	59.22	View chart
Spdr Series Trust State Street Spd (SPYM)	2.4	$48M	+4%	631k	76.54	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.4	$48M	-2%	73k	653.21	View chart
NVIDIA Corporation (NVDA)	2.3	$46M	+4%	266k	174.40	View chart
Microsoft Corporation (MSFT)	1.4	$29M	+5%	78k	370.17	View chart
Pimco Etf Tr Active Bd Etf (BOND)	1.3	$26M	+7%	282k	92.28	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.2	$24M		42k	577.18	View chart
Ishares Tr Msci Usa Min Vol (USMV)	1.2	$24M		256k	92.74	View chart
Wal-Mart Stores (WMT)	1.1	$23M		181k	124.28	View chart
Amazon (AMZN)	1.0	$21M	+5%	100k	208.27	View chart
Spdr Series Trust State Street Spd (SPYG)	0.9	$19M	+12%	192k	97.91	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.9	$19M		184k	100.57	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.9	$18M		28k	650.34	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.9	$18M	-11%	85k	215.06	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.9	$17M		225k	77.11	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.8	$17M	+14%	820k	20.42	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.8	$17M	-3%	52k	320.81	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.8	$17M	+9%	850k	19.62	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.8	$16M	+12%	344k	47.53	View chart
Spdr Series Trust State Street Spd (SPIB)	0.8	$16M	+20%	470k	33.54	View chart
Procter & Gamble Company (PG)	0.8	$16M		109k	144.44	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.8	$15M	+16%	336k	45.65	View chart
Exxon Mobil Corporation (XOM)	0.8	$15M	-3%	89k	169.66	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.8	$15M	+8%	772k	19.53	View chart
Johnson & Johnson (JNJ)	0.8	$15M	+4%	62k	244.44	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.7	$15M	+14%	32k	463.20	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	0.7	$14M	+13%	382k	37.20	View chart
Invesco Exchange Traded Fd T Large Cap Growth (PWB)	0.7	$13M	+17%	105k	125.93	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.6	$13M	+9%	168k	77.18	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.6	$13M	+21%	208k	61.32	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$13M		43k	287.56	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.6	$12M	+5%	178k	68.28	View chart
Vanguard Index Fds Value Etf (VTV)	0.6	$12M	+3%	62k	196.20	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.6	$12M		164k	73.64	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.6	$12M	+2%	263k	45.62	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.6	$12M	+5%	48k	248.00	View chart
Ishares Tr Core Div Grwth (DGRO)	0.6	$12M		167k	70.18	View chart
Spdr Series Trust State Street Spd (SPAB)	0.6	$12M	+18%	453k	25.62	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.6	$11M	+18%	102k	111.18	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.6	$11M	+34%	147k	75.19	View chart
Pacer Fds Tr Us Small Cap Cas (CALF)	0.6	$11M	+6%	245k	44.87	View chart
Ssga Active Etf Tr State Street Dou (TOTL)	0.5	$11M	+20%	268k	39.73	View chart
International Business Machines (IBM)	0.5	$11M	+4%	44k	242.39	View chart
Coca-Cola Company (KO)	0.5	$11M	+3%	139k	76.05	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.5	$11M		110k	95.48	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.5	$10M	+5%	27k	383.39	View chart
Raytheon Technologies Corp (RTX)	0.5	$10M	+2%	53k	192.90	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.5	$9.9M		198k	49.99	View chart
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE)	0.5	$9.6M	+3%	112k	85.64	View chart
Vanguard Index Fds Growth Etf (VUG)	0.5	$9.6M		22k	436.78	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.5	$9.0M	+6%	88k	103.37	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.4	$9.0M	+5%	161k	55.52	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.4	$8.9M	+6%	38k	237.62	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$8.9M	+5%	31k	286.86	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.4	$8.9M	+3%	107k	82.75	View chart
J P Morgan Exchange Traded F Internl Gwt (JIG)	0.4	$8.5M	+19%	115k	74.24	View chart
Blackstone Group Inc Com Cl A (BX)	0.4	$8.5M	+27%	74k	114.99	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$8.5M	+15%	20k	430.29	View chart
JPMorgan Chase & Co. (JPM)	0.4	$8.1M	+16%	27k	294.16	View chart
Pacer Fds Tr Us Lrg Cp Cash (COWG)	0.4	$8.0M	+3%	236k	33.74	View chart
Spdr Series Trust State Street Spd (SDY)	0.4	$7.9M		54k	145.94	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.4	$7.7M		36k	217.25	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$7.7M	+9%	16k	479.20	View chart
Emerson Electric (EMR)	0.4	$7.6M	+3%	58k	131.02	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.4	$7.5M		143k	52.54	View chart
Meta Platforms Cl A (META)	0.4	$7.4M	+7%	13k	572.15	View chart
Chevron Corporation (CVX)	0.3	$7.0M	+11%	34k	206.90	View chart
Tesla Motors (TSLA)	0.3	$6.9M		19k	371.75	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	0.3	$6.9M	+5%	233k	29.49	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.3	$6.8M	-3%	80k	84.84	View chart
Parker-Hannifin Corporation (PH)	0.3	$6.7M	-4%	7.5k	895.24	View chart
Caterpillar (CAT)	0.3	$6.7M	+84%	9.5k	708.47	View chart
AFLAC Incorporated (AFL)	0.3	$6.6M	+4%	61k	109.71	View chart
Consolidated Edison (ED)	0.3	$6.6M	+5%	58k	113.18	View chart
Lowe's Companies (LOW)	0.3	$6.5M	+4%	28k	236.28	View chart
Dover Corporation (DOV)	0.3	$6.5M	+2%	31k	208.45	View chart
Broadcom (AVGO)	0.3	$6.2M	+7%	20k	309.52	View chart
Ishares Silver Tr Ishares (SLV)	0.3	$6.1M	-8%	90k	68.14	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$5.9M		87k	67.53	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	0.3	$5.8M	NEW	126k	46.40	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.3	$5.8M		66k	88.46	View chart
Nordson Corporation (NDSN)	0.3	$5.8M	+2%	22k	266.06	View chart
Spdr Series Trust State Street Spd (SPSM)	0.3	$5.8M		119k	48.32	View chart
Costco Wholesale Corporation (COST)	0.3	$5.7M	-2%	5.8k	996.45	View chart
W.W. Grainger (GWW)	0.3	$5.7M	+3%	5.2k	1090.89	View chart
Linde SHS (LIN)	0.3	$5.7M	+6%	12k	495.78	View chart
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ)	0.3	$5.7M		124k	45.87	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ)	0.3	$5.6M		158k	35.37	View chart
Spdr Series Trust State Street Spd (SPTI)	0.3	$5.6M	+19%	194k	28.66	View chart
Lockheed Martin Corporation (LMT)	0.3	$5.3M	+3%	8.8k	604.43	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$5.3M	+3%	20k	261.92	View chart
At&t (T)	0.3	$5.1M	+2%	176k	28.99	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.2	$5.0M	+136%	117k	42.54	View chart
American States Water Company (AWR)	0.2	$4.9M	+7%	65k	75.62	View chart
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF)	0.2	$4.9M	+17%	70k	69.90	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.2	$4.8M		57k	84.91	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.2	$4.8M	-6%	36k	132.90	View chart
Eli Lilly & Co. (LLY)	0.2	$4.8M	-2%	5.2k	919.71	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.2	$4.8M	+2%	43k	112.11	View chart
J P Morgan Exchange Traded F Mortgage Backed (JMTG)	0.2	$4.4M	+2%	86k	51.00	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$4.3M	+3%	15k	287.19	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	0.2	$4.3M	+16%	92k	46.91	View chart
Invesco Exchange Traded Fd T Buyback Achiev (PKW)	0.2	$4.2M	+8%	32k	131.25	View chart
Netflix (NFLX)	0.2	$4.2M	+9%	44k	96.15	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$4.2M		22k	191.81	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$4.2M		23k	181.42	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$4.2M	+4%	7.0k	597.59	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.2	$4.1M	+11%	37k	110.78	View chart
First Tr Exchange-traded SHS (FVD)	0.2	$4.1M	-2%	87k	47.03	View chart
Altria (MO)	0.2	$4.0M	+5%	61k	65.99	View chart
Victory Portfolios Ii Shares Free Cash (VFLO)	0.2	$4.0M	+9%	101k	39.48	View chart
Ge Aerospace Com New (GE)	0.2	$4.0M		14k	283.77	View chart
Mfs Active Exchange Traded F Growth Etf (MFSG)	0.2	$3.9M	-2%	154k	25.59	View chart
Visa Com Cl A (V)	0.2	$3.8M		13k	302.25	View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)	0.2	$3.7M	-3%	78k	47.54	View chart
Vanguard World Health Car Etf (VHT)	0.2	$3.7M	+7%	14k	272.33	View chart
Spdr Series Trust State Street Spd (SPYV)	0.2	$3.7M		65k	56.58	View chart
Home Depot (HD)	0.2	$3.7M	+3%	11k	328.90	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.2	$3.6M	-6%	71k	50.61	View chart
McDonald's Corporation (MCD)	0.2	$3.6M		12k	310.79	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$3.6M	+4%	56k	64.08	View chart
Lpl Financial Holdings (LPLA)	0.2	$3.6M		12k	300.83	View chart
Cisco Systems (CSCO)	0.2	$3.6M	-3%	46k	77.59	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.2	$3.5M	+10%	10k	337.96	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.2	$3.4M		11k	302.25	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.2	$3.4M	+2%	54k	62.56	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$3.3M		67k	49.89	View chart
Ishares Tr Core Msci Total (IXUS)	0.2	$3.3M		38k	86.64	View chart
Abbvie (ABBV)	0.2	$3.3M	+10%	15k	217.49	View chart
Boeing Company (BA)	0.2	$3.3M	+6%	17k	199.04	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.2	$3.3M	-2%	55k	59.78	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$3.3M	+8%	61k	54.05	View chart
Advanced Micro Devices (AMD)	0.2	$3.2M	+14%	16k	203.43	View chart
Vaneck Etf Trust Intrmdt Muni Etf (ITM)	0.2	$3.2M	+2%	70k	46.43	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$3.2M		26k	124.31	View chart
Bank of America Corporation (BAC)	0.2	$3.1M		64k	48.75	View chart
Franklin Templeton Etf Tr Us Lrg Cp Mltfct (FLQL)	0.2	$3.1M	-51%	46k	67.64	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.2	$3.1M	-9%	62k	49.37	View chart
Pfizer (PFE)	0.2	$3.1M	+2%	109k	28.08	View chart
Ameren Corporation (AEE)	0.2	$3.0M	-4%	28k	109.92	View chart
Omega Healthcare Investors (OHI)	0.1	$3.0M		68k	43.82	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.1	$3.0M	+19%	74k	40.19	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$3.0M	+19%	38k	78.41	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	0.1	$3.0M	+15%	18k	163.58	View chart
Ge Vernova (GEV)	0.1	$3.0M	+6%	3.4k	873.02	View chart
Spdr Series Trust State Street Spd (XAR)	0.1	$2.9M	+9%	12k	253.98	View chart
Managed Portfolio Series Kensington Hedge (KHPI)	0.1	$2.8M	+130%	117k	24.21	View chart
Verizon Communications (VZ)	0.1	$2.8M	+34%	57k	50.20	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.1	$2.8M		45k	61.26	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$2.8M	+10%	6.5k	426.40	View chart
Nextera Energy (NEE)	0.1	$2.8M	+7%	30k	92.88	View chart
Us Bancorp Com New (USB)	0.1	$2.7M		52k	52.01	View chart
Merck & Co (MRK)	0.1	$2.7M	-2%	22k	120.29	View chart
General Dynamics Corporation (GD)	0.1	$2.6M	+2%	7.7k	343.20	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$2.6M	+4%	27k	96.70	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$2.6M		28k	92.76	View chart
Morgan Stanley Etf Trust Eaton Vance Tota (EVTR)	0.1	$2.6M	+11%	51k	50.75	View chart
Pepsi (PEP)	0.1	$2.5M	+10%	16k	155.29	View chart
Philip Morris International (PM)	0.1	$2.5M		15k	165.34	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.1	$2.5M	+17%	30k	84.52	View chart
Vaneck Etf Trust Uranium And Nucl (NLR)	0.1	$2.5M	+22%	19k	133.19	View chart
Tyson Foods Cl A (TSN)	0.1	$2.5M		39k	64.07	View chart
Mastercard Incorporated Cl A (MA)	0.1	$2.5M	+3%	4.9k	499.66	View chart
Oracle Corporation (ORCL)	0.1	$2.4M	+6%	17k	147.11	View chart
Citigroup Com New (C)	0.1	$2.4M	+104%	21k	113.41	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$2.4M	+14%	24k	97.23	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.1	$2.3M	-49%	53k	43.59	View chart
Chubb (CB)	0.1	$2.3M	+58%	7.1k	325.91	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.1	$2.3M	-8%	19k	121.19	View chart
Deere & Company (DE)	0.1	$2.2M	+18%	4.0k	563.24	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$2.2M	+18%	10k	218.74	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.1	$2.2M	+14%	66k	33.77	View chart
Cummins (CMI)	0.1	$2.2M		4.1k	538.05	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$2.2M		75k	29.13	View chart
Spdr Series Trust State Street Spd (TFI)	0.1	$2.2M		48k	45.34	View chart
Duke Energy Corp Com New (DUK)	0.1	$2.2M	+3%	17k	130.94	View chart
Ishares Tr Ibonds 2026 Term (IBHF)	0.1	$2.1M	+4%	94k	22.95	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$2.1M	-20%	20k	106.15	View chart
Vanguard World Financials Etf (VFH)	0.1	$2.1M		18k	120.81	View chart
Palantir Technologies Cl A (PLTR)	0.1	$2.1M	+21%	14k	146.28	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.1	$2.1M	+19%	77k	27.15	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$2.1M	-5%	18k	113.11	View chart
salesforce (CRM)	0.1	$2.1M	+5%	11k	186.67	View chart
Bristol Myers Squibb (BMY)	0.1	$2.1M		34k	60.65	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.1	$2.1M	-7%	92k	22.34	View chart
Touchstone Etf Trust Dynamic Internat (TDI)	0.1	$2.0M	+423%	49k	41.24	View chart
Walt Disney Company (DIS)	0.1	$2.0M		21k	96.38	View chart
Sprott Asset Management Physical Gold An (CEF)	0.1	$2.0M	-6%	42k	47.72	View chart
Vanguard World Energy Etf (VDE)	0.1	$2.0M	+11%	12k	173.03	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.1	$2.0M	+8%	39k	50.81	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.1	$2.0M	+3%	19k	103.13	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.1	$2.0M		47k	42.49	View chart
Ishares Tr Esg Optimized (SUSA)	0.1	$2.0M	-7%	15k	132.10	View chart
Ab Active Etfs Disruptors Etf (FWD)	0.1	$2.0M	NEW	18k	108.56	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$1.9M	+27%	37k	52.78	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.1	$1.9M	-2%	20k	99.86	View chart
Micron Technology (MU)	0.1	$1.9M	+11%	5.7k	337.86	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.1	$1.9M	-4%	17k	112.27	View chart
Dell Technologies CL C (DELL)	0.1	$1.9M	+3%	12k	164.13	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.1	$1.9M		39k	48.71	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$1.9M	+9%	6.0k	313.82	View chart
Abbott Laboratories (ABT)	0.1	$1.9M	+7%	18k	102.67	View chart
ConocoPhillips (COP)	0.1	$1.9M	-13%	14k	132.00	View chart
Oneok (OKE)	0.1	$1.9M	+6%	21k	90.39	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.1	$1.8M		41k	43.66	View chart
Neuberger Next Generation Common Stock (NBXG)	0.1	$1.8M		137k	12.87	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$1.8M	-7%	9.5k	184.28	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$1.7M	-10%	2.5k	697.86	View chart
Clear Secure Com Cl A (YOU)	0.1	$1.7M		36k	48.41	View chart
Invesco Db Us Dlr Index Tr Bullish Fd (UUP)	0.1	$1.7M	NEW	62k	27.78	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.1	$1.7M		43k	39.43	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.1	$1.7M	+10%	59k	28.72	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$1.7M		56k	30.50	View chart
Enbridge (ENB)	0.1	$1.7M		31k	54.14	View chart
Vaneck Etf Trust Real Assets Etf (RAAX)	0.1	$1.7M	+20%	42k	40.71	View chart
General Motors Company (GM)	0.1	$1.7M	+218%	23k	74.50	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Muni (BSMR)	0.1	$1.7M	+4%	71k	23.65	View chart
Hartford Fds Exchange Traded Mun Oportunite (HMOP)	0.1	$1.7M	+4%	43k	38.74	View chart
United Parcel Svcs CL B (UPS)	0.1	$1.7M		17k	98.38	View chart
Bk Nova Cad (BNS)	0.1	$1.7M	+4%	24k	69.31	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$1.7M	+4%	8.8k	189.59	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$1.6M		18k	90.53	View chart
Honeywell International (HON)	0.1	$1.6M	+3%	7.3k	226.03	View chart
Goldman Sachs (GS)	0.1	$1.6M	+35%	1.9k	845.79	View chart
FedEx Corporation (FDX)	0.1	$1.6M	+73%	4.6k	356.22	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.1	$1.6M	-4%	31k	52.19	View chart
Sabra Health Care REIT (SBRA)	0.1	$1.6M	+14%	83k	19.23	View chart
Union Pacific Corporation (UNP)	0.1	$1.6M	+19%	6.5k	242.64	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.1	$1.6M	-37%	9.7k	161.73	View chart
Equifax (EFX)	0.1	$1.5M		8.6k	180.07	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	0.1	$1.5M	+12%	22k	70.36	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	0.1	$1.5M	-11%	302k	5.10	View chart
First Tr Exchange Traded Nasdaq Buywrite (FTQI)	0.1	$1.5M	+15%	77k	19.92	View chart
Target Corporation (TGT)	0.1	$1.5M		13k	121.20	View chart
Touchstone Etf Trust Ultra Short Incm (TUSI)	0.1	$1.5M		60k	25.32	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.1	$1.5M	+5%	16k	93.66	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$1.5M	+2%	13k	110.47	View chart
Invesco Exch Trd Slf Idx Bulshs 2028 Muni (BSMS)	0.1	$1.4M	+5%	61k	23.40	View chart
Marvell Technology (MRVL)	0.1	$1.4M	+95%	15k	99.05	View chart
Northrop Grumman Corporation (NOC)	0.1	$1.4M	+5%	2.1k	682.15	View chart
Pacer Fds Tr Aristotle Pacifi (FLRT)	0.1	$1.4M		31k	46.31	View chart
Wp Carey (WPC)	0.1	$1.4M	-5%	21k	67.96	View chart
J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE)	0.1	$1.4M		27k	52.43	View chart
First Tr Exchange Traded Buywrit Incm Etf (FTHI)	0.1	$1.4M	+29%	60k	22.95	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$1.4M	+8%	7.2k	191.93	View chart
Spdr Series Trust State Street Spd (SPTL)	0.1	$1.4M	-3%	53k	26.30	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$1.4M	-5%	16k	88.70	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$1.4M		5.5k	250.58	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 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
Cornerstone Wealth Management 2022 Q1 filed April 21, 2022

View all past filings

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