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

Cornerstone Wealth Management, LLC

$2.3B in tracked AUM across 745 positions as of Q2 2026.

CW
CIK 0001674117 · last filed Jun 30, 2026
Total AUM
$2.3B
as of Q2 2026
Holdings
745
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Cornerstone Wealth Management, 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
AAPL
APPLE INC
$101M350K4.4%02
BBUS
J P MORGAN EXCHANGE TRADED F
$89M662K3.8%03
SPMD
SPDR SERIES TRUST
$75M1.1M3.2%04
SPYM
SPDR SERIES TRUST
$58M665K2.5%05
IVV
ISHARES TR
$54M72K2.3%06
NVDA
NVIDIA CORPORATION
$53M263K2.3%07
MSFT
MICROSOFT CORP
$31M83K1.3%08
QQQ
INVESCO QQQ TR
$30M40K1.3%09
BOND
PIMCO ETF TR
$29M309K1.2%10
SPYG
SPDR SERIES TRUST
$26M220K1.1%

Filing history

2026Q2Jun 30
$2.3B▲ 21.0%
745 positionsView →2025Q4Dec 31
$1.9B▲ 6.2%
690 positionsView →2025Q3Sep 30
$1.8B▲ 9.9%
679 positionsView →2025Q2Jun 30
$1.6B▲ 11.5%
649 positionsLocked2025Q1Mar 31
$1.5B▼ 0.3%
606 positionsLocked2024Q4Dec 31
$1.5B▲ 4.3%
580 positionsLocked2024Q3Sep 30
$1.4B▲ 9.3%
566 positionsLocked2024Q2Jun 30
$1.3B▲ 5.2%
556 positionsLocked2024Q1Mar 31
$1.2B▲ 6.2%
535 positionsLocked2023Q4Dec 31
$1.2B▲ 9.8%
520 positionsLocked2023Q3Sep 30
$1.1B▼ 5.4%
524 positionsLocked2023Q2Jun 30
$1.1B▲ 10.0%
502 positionsLocked
Showing 12 of 37