13F Insight
DOSSIER · 13F-HR · Q2 2026

Cornerstone Wealth Group, LLC

$1.7B in tracked AUM across 512 positions as of Q2 2026.

CW
CIK 0001774879 · last filed Jun 30, 2026
Total AUM
$1.7B
as of Q2 2026
Holdings
512
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Cornerstone Wealth Group, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SPY
STATE STR SPDR S&P 500 ETF T
$92M124K5.5%02
AAPL
APPLE INC
$85M294K5.0%03
NVDA
NVIDIA CORPORATION
$64M320K3.8%04
IVV
ISHARES TR
$53M71K3.1%05
IDEV
ISHARES TR
$50M560K3.0%06
MSFT
MICROSOFT CORP
$49M131K2.9%07
SCHX
SCHWAB STRATEGIC TR
$35M1.2M2.1%08
AVGO
BROADCOM INC
$34M91K2.0%09
GOOGL
ALPHABET INC
$33M92K1.9%10
SPYM
SPDR SERIES TRUST
$27M307K1.6%

Filing history

2026Q2Jun 30
$1.7B▲ 8.3%
512 positionsView →2026Q1Mar 31
$1.6B▲ 6.6%
452 positionsView →2025Q4Dec 31
$1.5B▼ 1.2%
393 positionsView →2025Q3Sep 30
$1.5B▲ 11.1%
355 positionsView →2025Q2Jun 30
$1.3B▲ 10.3%
331 positionsLocked2025Q1Mar 31
$1.2B▼ 1.4%
292 positionsLocked2024Q4Dec 31
$1.2B▲ 1.3%
279 positionsLocked2024Q3Sep 30
$1.2B▲ 7.6%
271 positionsLocked2024Q2Jun 30
$1.1B▲ 3.4%
252 positionsLocked2024Q1Mar 31
$1.1B▲ 55.8%
246 positionsLocked2023Q4Dec 31
$698M▲ 23.8%
145 positionsLocked2023Q3Sep 30
$564M▲ 2.2%
146 positionsLocked
Showing 12 of 30