DOSSIER · 13F-HR · Q1 2026

Cornerstone Wealth, LLC/TN

$178M in tracked AUM across 96 positions as of Q1 2026.

CW
CIK 0002135644 · last filed Mar 31, 2026
Total AUM
$178M
as of Q1 2026
Holdings
96
positions
Whale Score
52
52
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Cornerstone Wealth, LLC/TN 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
CAIE
CALAMOS ETF TR
$19M694K10.5%
02
FDVV
FIDELITY COVINGTON TRUST
$12M204K6.7%
03
POCT
INNOVATOR ETFS TRUST
$8M182K4.6%
04
NJAN
INNOVATOR ETFS TRUST
$8M137K4.4%
05
JQUA
J P MORGAN EXCHANGE TRADED F
$8M119K4.4%
06
IWY
ISHARES TR
$8M28K4.3%
07
PAUG
INNOVATOR ETFS TRUST
$6M141K3.5%
08
NMAR
INNOVATOR ETFS TRUST
$6M181K3.2%
09
PFEB
INNOVATOR ETFS TRUST
$5M129K3.0%
10
NFEB
INNOVATOR ETFS TRUST
$5M182K3.0%

Filing history

2026Q1Mar 31
$178M
96 positionsView →