DOSSIER · 13F-HR · Q2 2026

Cornerstone Wealth, LLC/TN

$198M in tracked AUM across 102 positions as of Q2 2026.

CW
CIK 0002135644 · last filed Jun 30, 2026
Total AUM
$198M
as of Q2 2026
Holdings
102
positions
Whale Score
53
53
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Cornerstone Wealth, LLC/TN 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
CAIE
CALAMOS ETF TR
$19M713K9.8%
02
IWY
ISHARES TR
$12M42K6.2%
03
FDVV
FIDELITY COVINGTON TRUST
$9M149K4.7%
04
POCT
INNOVATOR ETFS TRUST
$9M184K4.3%
05
PJUL
INNOVATOR ETFS TRUST
$9M175K4.3%
06
NJAN
INNOVATOR ETFS TRUST
$8M138K4.1%
07
CAIQ
CALAMOS ETF TR
$7M281K3.7%
08
DYNF
BLACKROCK ETF TRUST
$7M101K3.5%
09
JQUA
J P MORGAN EXCHANGE TRADED F
$6M88K3.2%
10
ACII
INNOVATOR ETFS TRUST
$6M233K3.0%

Filing history

2026Q2Jun 30
$198M 11.3%
102 positionsView →
2026Q1Mar 31
$178M
96 positionsView →