Cornerstone Wealth Group, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$1.56B
Q ending 2026-03-31
Prior quarter
$1.46B
Q ending 2025-12-31
Change
+6.6% QoQ · +29.0% YoY
Positions
447
reported holdings
Largest positions
Top 100 of 447 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| State Str Spdr S&P 500 Etf T | SPY | Shares | $87.0M | 124K |
| Apple Inc | AAPL | Shares | $73.8M | 277K |
| Ishares Tr | IVV | Shares | $51.2M | 72K |
| Nvidia Corporation | NVDA | Shares | $50.7M | 254K |
| Microsoft Corp | MSFT | Shares | $49.9M | 118K |
| Ishares Tr | IDEV | Shares | $45.9M | 523K |
| Broadcom Inc | AVGO | Shares | $35.8M | 89K |
| Schwab Strategic Tr | SCHX | Shares | $34.0M | 1.2M |
| Alphabet Inc | GOOGL | Shares | $29.0M | 87K |
| Vanguard Malvern Fds | VCRB | Shares | $25.8M | 333K |
| Amazon Com Inc | AMZN | Shares | $25.3M | 101K |
| Vanguard Index Fds | VOO | Shares | $24.8M | 38K |
| Ishares Tr | IWB | Shares | $22.7M | 59K |
| Vanguard Index Fds | VTI | Shares | $22.2M | 64K |
| Ishares Tr | ACWX | Shares | $22.0M | 302K |
| Spdr Series Trust | SPYM | Shares | $20.5M | 247K |
| Jpmorgan Chase & Co | JPM | Shares | $18.5M | 59K |
| Ishares Tr | AGG | Shares | $18.3M | 184K |
| Fidelity Merrimack Str Tr | FBND | Shares | $17.0M | 370K |
| Cummins Inc | CMI | Shares | $15.8M | 25K |
| Bank America Corp | BAC | Shares | $14.9M | 279K |
| Abbvie Inc | ABBV | Shares | $14.4M | 70K |
| Exxon Mobil Corp | XOM | Shares | $14.3M | 97K |
| Home Depot Inc | HD | Shares | $13.6M | 40K |
| Meta Platforms Inc | META | Shares | $13.4M | 20K |
| Williams Cos Inc | WMB | Shares | $12.8M | 181K |
| Mcdonalds Corp | MCD | Shares | $12.3M | 41K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $12.3M | 26K |
| Amgen Inc | AMGN | Shares | $12.2M | 35K |
| Johnson & Johnson | JNJ | Shares | $11.9M | 53K |
| Applied Matls Inc | AMAT | Shares | $11.7M | 30K |
| Lincoln Elec Hldgs Inc | LECO | Shares | $11.6M | 45K |
| Eaton Corp Plc | Shares | $11.6M | 28K | |
| Honeywell Intl Inc | HONGBP | Shares | $10.7M | 48K |
| Altria Group Inc | MO | Shares | $10.5M | 162K |
| Select Sector Spdr Tr | XLK | Shares | $10.5M | 68K |
| Chevron Corporation | CVX | Shares | $9.9M | 53K |
| Visa Inc | V | Shares | $9.7M | 31K |
| Blackrock Etf Trust | BAI | Shares | $9.6M | 239K |
| Southern Co | SO | Shares | $9.6M | 104K |
| American Centy Etf Tr | AVEM | Shares | $9.3M | 106K |
| Vanguard Index Fds | VUG | Shares | $9.2M | 113K |
| Eli Lilly & Co | LLY | Shares | $9.1M | 10K |
| Pepsico Inc | PEP | Shares | $9.0M | 58K |
| Blackrock Etf Trust Ii | BINC | Shares | $8.7M | 166K |
| Walmart Inc | WMT | Shares | $8.6M | 67K |
| Blackrock Etf Trust | DYNF | Shares | $8.5M | 134K |
| Uber Technologies Inc | UBER | Shares | $8.4M | 109K |
| Prudential Finl Inc | PRU | Shares | $8.3M | 86K |
| Vanguard Index Fds | VTV | Shares | $8.2M | 40K |
| Citigroup Inc | C | Shares | $8.1M | 62K |
| Spdr Series Trust | SPYV | Shares | $8.1M | 138K |
| Procter & Gamble Co | PG | Shares | $8.1M | 57K |
| Lam Research Corp | LRCX | Shares | $7.8M | 30K |
| Dollar Gen Corp | DG | Shares | $7.8M | 63K |
| Ishares Inc | IEMG | Shares | $7.8M | 102K |
| Alphabet Inc | GOOG | Shares | $7.8M | 24K |
| Lowes Cos Inc | LOW | Shares | $7.6M | 30K |
| Victory Portfolios Ii | VFLO | Shares | $7.2M | 173K |
| Janus Detroit Str Tr | JMBS | Shares | $7.2M | 158K |
| Janus Detroit Str Tr | JSI | Shares | $7.2M | 139K |
| At&T Inc | T | Shares | $7.1M | 274K |
| Select Sector Spdr Tr | XLI | Shares | $6.9M | 40K |
| Caterpillar Inc | CAT | Shares | $6.9M | 9K |
| Blackrock Inc | BLK | Shares | $6.7M | 6K |
| Truist Finl Corp | TFC | Shares | $6.7M | 132K |
| Costco Wholesale Corporation | COST | Shares | $6.7M | 7K |
| Nextera Energy Inc | NEE | Shares | $6.5M | 72K |
| Goldman Sachs Group Inc | GS | Shares | $6.4M | 7K |
| Automatic Data Processing In | ADP | Shares | $6.4M | 32K |
| Wisdomtree Tr | DEM | Shares | $6.4M | 122K |
| Ishares Tr | IJR | Shares | $6.2M | 46K |
| Thornburg Etf Tr | TPLS | Shares | $5.8M | 231K |
| Philip Morris Intl Inc | PM | Shares | $5.8M | 38K |
| Blackrock Etf Trust | BALI | Shares | $5.8M | 178K |
| Ishares Tr | IWR | Shares | $5.8M | 55K |
| Calamos Etf Tr | CAIE | Shares | $5.7M | 215K |
| Qualcomm Inc | QCOM | Shares | $5.7M | 42K |
| Texas Instrs Inc | TXN | Shares | $5.7M | 24K |
| Simon Ppty Group Inc New | SPG | Shares | $5.7M | 28K |
| Conocophillips | COP | Shares | $5.6M | 47K |
| Palo Alto Networks Inc | PANW | Shares | $5.4M | 31K |
| S&P Global Inc | SPGI | Shares | $5.4M | 12K |
| Rxo Inc | RXO | Shares | $5.4M | 275K |
| Firstenergy Corp | FE | Shares | $5.1M | 106K |
| Steel Dynamics Inc | STLD | Shares | $5.1M | 23K |
| Norwood Financial Corp | NWFL | Shares | $5.0M | 167K |
| T-Mobile Us Inc | TMUS | Shares | $5.0M | 25K |
| International Business Machs | IBM | Shares | $4.9M | 19K |
| Select Sector Spdr Tr | XLV | Shares | $4.9M | 34K |
| Servicenow Inc | NOW | Shares | $4.8M | 48K |
| Tesla Inc | TSLA | Shares | $4.6M | 12K |
| Danaher Corp Del | DHR | Shares | $4.6M | 24K |
| Novartis Ag | NVS | Shares | $4.6M | 31K |
| Apple Inc | AAPL | Put | $4.5M | 17K |
| Cme Group Inc | CME | Shares | $4.5M | 16K |
| Invesco Exchange Traded Fd T | XLG | Shares | $4.5M | 75K |
| Vaneck Etf Trust | CLOI | Shares | $4.3M | 81K |
| Republic Svcs Inc | RSG | Shares | $4.2M | 21K |
| Blackstone Inc | BX | Shares | $4.2M | 32K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.