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Filers›Family Office›Cornerstone Wealth Group, LLC
DOSSIER · 13F-HR · Q1 2026

Cornerstone Wealth Group, LLC

Cornerstone Wealth's family office based in New York, NY — $1.6B in tracked AUM across 452 positions as of Q1 2026.

CW
Cornerstone Wealth·New York, NY·Family Office
CIK 0001774879 · last filed Mar 31, 2026
Total AUM
$1.6B
▼ 4.0%
vs prior
Holdings
452
—
positions
Whale Score
54
54
tracked
Activity
—
no data
changes this Q
Top sector
Financials
4% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Cornerstone Wealth Group, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SPY
STATE STR SPDR S&P 500 ETF T
$88M125K5.6%
02
AAPL
APPLE INC
$78M294K5.0%
03
NVDA
NVIDIA CORPORATION
$51M257K3.3%
04
IVV
ISHARES TR
$51M72K3.3%
05
MSFT
MICROSOFT CORP
$50M119K3.2%
06
IDEV
ISHARES TR
$46M523K2.9%
07
AVGO
BROADCOM INC
$36M89K2.3%
08
SCHX
SCHWAB STRATEGIC TR
$34M1.2M2.2%
09
GOOGL
ALPHABET INC
$29M87K1.9%
10
VCRB
VANGUARD MALVERN FDS
$26M333K1.7%

Filing history

Filing history loading…
AI Agent · grounded in Cornerstone
haiku-4-5 · 452 positions indexed
Sector mix
  • Financials4%
  • Health Care18%
  • Cons. Disc.12%
  • Industrials37%
  • Energy29%
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