Funds › Cornerstone Wealth Group, LLC
Cornerstone Wealth Group, LLC
13F for Q3 2026, filed Nov 2, 2026. 519 positions worth $1.8B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q3 2026
filed Nov 2, 2026
Reported value
$1.8B
+$78.3M (4.6%) vs Q2 2026
Positions
519
496 in Q2 2026
Top 10 share
32.3%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | 289,600 | $96.4M | 5.5% | +0.8% | 13F ↗ |
| 2 | SPY State Street SPDR S&P 500 ETF Trust · Trust units | 124,671 | $95.1M | 5.4% | +1.8% | 13F ↗ |
| 3 | NVDA NVIDIA Corporation | 312,055 | $71.3M | 4.0% | -0.1% | 13F ↗ |
| 4 | MSFT Microsoft Corporation | 132,416 | $67.9M | 3.8% | +2.1% | 13F ↗ |
| 5 | iShares Tr Core S&P500 Etf | 70,243 | $53.8M | 3.0% | -0.6% | 13F ↗ |
| 6 | iShares Tr Core Msci Intl | 587,963 | $52.6M | 3.0% | +5.1% | 13F ↗ |
| 7 | Schwab Strategic Tr Us Lrg Cap Etf | 1.18M | $35.3M | 2.0% | -1.9% | 13F ↗ |
| 8 | GOOGL Alphabet Inc. Class A | 95,541 | $32.9M | 1.9% | +3.7% | 13F ↗ |
| 9 | Spdr Series Trust St Str P500ETF | 360,616 | $32.4M | 1.8% | +17.6% | 13F ↗ |
| 10 | AVGO Broadcom Inc. | 91,794 | $32.2M | 1.8% | +0.6% | 13F ↗ |
| 11 | Vanguard Index Fds S&P 500 Etf Shs | 38,346 | $26.9M | 1.5% | -0.2% | 13F ↗ |
| 12 | AMZN Amazon.com, Inc. | 105,733 | $26.3M | 1.5% | +3.5% | 13F ↗ |
| 13 | Vanguard Malvern Fds Core Bd Etf | 354,725 | $26.1M | 1.5% | +3.5% | 13F ↗ |
| 14 | Vanguard Index Fds Mrngstr Ttl Stk | 61,769 | $23.1M | 1.3% | -0.8% | 13F ↗ |
| 15 | iShares Tr Rus 1000 Etf | 54,917 | $22.9M | 1.3% | -6.0% | 13F ↗ |
| 16 | iShares Tr Msci Acwi Ex Us | 297,760 | $22.5M | 1.3% | -0.3% | 13F ↗ |
| 17 | Fidelity Merrimack Str Tr Total Bd Etf | 455,262 | $19.7M | 1.1% | +4.7% | 13F ↗ |
| 18 | JPM JPMorgan Chase & Co. | 58,215 | $19.3M | 1.1% | +1.6% | 13F ↗ |
| 19 | ABBV AbbVie Inc. | 73,182 | $19.1M | 1.1% | +0.8% | 13F ↗ |
| 20 | iShares Tr Core Us Aggbd Et | 195,133 | $18.4M | 1.0% | +3.6% | 13F ↗ |
| 21 | JNJ Johnson & Johnson | 65,287 | $17.3M | 1.0% | +0.9% | 13F ↗ |
| 22 | META Meta Platforms, Inc. | 23,736 | $17.2M | 1.0% | +2.0% | 13F ↗ |
| 23 | XOM ExxonMobil Holdings Corporation | 103,224 | $16.8M | 1.0% | New | 13F ↗ |
| 24 | BAC Bank of America Corporation | 304,072 | $16.6M | 0.9% | -0.1% | 13F ↗ |
| 25 | AMGN Amgen Inc. | 37,605 | $15.9M | 0.9% | +2.2% | 13F ↗ |
| 26 | Harbor ETF Trust Comm All Wea Etf | 434,243 | $15.3M | 0.9% | +1.8% | 13F ↗ |
| 27 | BRK-B Berkshire Hathaway Inc. Class B | 28,470 | $14.2M | 0.8% | +0.7% | 13F ↗ |
| 28 | CAT Caterpillar, Inc. | 16,078 | $13.0M | 0.7% | +96.4% | 13F ↗ |
| 29 | BLK BlackRock, Inc. | 11,209 | $11.9M | 0.7% | +26.6% | 13F ↗ |
| 30 | WMB Williams Companies, Inc. | 174,314 | $11.8M | 0.7% | +1.5% | 13F ↗ |
| 31 | BlackRock ETF Trust Isha I In Te Etf | 248,940 | $11.7M | 0.7% | +3.9% | 13F ↗ |
| 32 | LLY Eli Lilly and Company | 10,113 | $11.7M | 0.7% | +2.1% | 13F ↗ |
| 33 | Select Sector Spdr Tr St Str Techn Etf | 58,894 | $11.5M | 0.7% | +3.5% | 13F ↗ |
| 34 | LECO Lincoln Electric Holdings, Inc. | 42,848 | $11.3M | 0.6% | -0.3% | 13F ↗ |
| 35 | American Centy ETF Tr Avantis Emgmkt | 119,355 | $11.2M | 0.6% | +7.0% | 13F ↗ |
| 36 | Vanguard Index Fds Mrngstr Grwt Etf | 121,729 | $11.0M | 0.6% | +5.8% | 13F ↗ |
| 37 | ETN Eaton Corporation, PLC | 25,008 | $10.7M | 0.6% | +2.1% | 13F ↗ |
| 38 | CMI Cummins Inc. · Equities | 20,741 | $10.7M | 0.6% | +3.8% | 13F ↗ |
| 39 | GOOG Alphabet Inc. Class C | 30,180 | $10.3M | 0.6% | +22.4% | 13F ↗ |
| 40 | DG Dollar General Corporation | 85,086 | $10.2M | 0.6% | +1.0% | 13F ↗ |
| 41 | BlackRock ETF Trust Ishares Us Equit | 145,312 | $10.1M | 0.6% | +6.4% | 13F ↗ |
| 42 | MU Micron Technology, Inc. | 9,286 | $9.9M | 0.6% | +3.9% | 13F ↗ |
| 43 | AMD Advanced Micro Devices, Inc. | 16,069 | $9.8M | 0.6% | +38.2% | 13F ↗ |
| 44 | TXN Texas Instruments Incorporated | 34,742 | $9.7M | 0.6% | +4.1% | 13F ↗ |
| 45 | Victory Portfolios II Etf | 189,284 | $9.7M | 0.5% | +5.3% | 13F ↗ |
| 46 | Vanguard Index Fds Mrngstr Val Etf | 44,297 | $9.6M | 0.5% | +6.9% | 13F ↗ |
| 47 | V Visa Inc. | 26,536 | $9.5M | 0.5% | +1.4% | 13F ↗ |
| 48 | ELV Elevance Health, Inc. | 24,377 | $9.5M | 0.5% | +2.0% | 13F ↗ |
| 49 | SO Southern Company | 113,337 | $9.4M | 0.5% | +4.0% | 13F ↗ |
| 50 | Spdr Series Trust St Str P500VAL | 151,632 | $9.3M | 0.5% | +6.2% | 13F ↗ |
Showing the top 50 of 519 positions. Premium lists every position, plus puts and calls.
Changes since Q2 2026
64 new, 296 added to, 112 trimmed, 41 exited, 47 unchanged. By estimated dollars.
New positions (64)
| XOM ExxonMobil Holdings Corporation | 103,224 | New | $16.8M |
| Invesco Exch Traded Fd Tr II Nasdaq 100 Etf | 27,036 | New | $8.2M |
| Select Sector Spdr Tr St Str Discr Etf | 37,074 | New | $4.0M |
| Select Sector Spdr Tr St Str Svc Etf | 35,693 | New | $4.0M |
| ETF Ser Solutions Aptus Laddered | 99,370 | New | $2.6M |
| iShares Tr U.S. Bas Mtl Etf | 10,578 | New | $1.9M |
| BAFN BayFirst Financial Corp. | 142,850 | New | $972.8K |
| ETF Ser Solutions Aptus July Deep | 28,342 | New | $745.7K |
| FLEX Flex Ltd. | 6,387 | New | $702.5K |
| ARM Arm Holdings plc | 2,339 | New | $677.5K |
Added to (296)
| CAT Caterpillar, Inc. | 16,078 | +96.4% | $6.4M |
| Spdr Series Trust St Str P500ETF | 360,616 | +17.6% | $4.9M |
| WM Waste Management, Inc. | 19,560 | +1164% | $3.7M |
| AMD Advanced Micro Devices, Inc. | 16,069 | +38.2% | $2.7M |
| BX Blackstone Inc. | 59,153 | +68.3% | $2.7M |
| LIN Linde plc | 14,934 | +60.3% | $2.7M |
| iShares Tr Core Msci Intl | 587,963 | +5.1% | $2.5M |
| BLK BlackRock, Inc. | 11,209 | +26.6% | $2.5M |
| VZ Verizon Communications Inc. | 71,642 | +261% | $2.4M |
| CSCO Cisco Systems, Inc. | 36,864 | +119% | $2.2M |
Trimmed (112)
| PEP PepsiCo, Inc. | 8,200 | -84.5% | -$5.7M |
| HD Home Depot, Inc. | 15,897 | -55.0% | -$5.5M |
| IBM International Business Machines Corporation | 6,820 | -78.0% | -$5.3M |
| HON Honeywell International Inc. | 1,319 | -94.8% | -$5.1M |
| HONA Honeywell Aerospace Inc. | 1,485 | -94.1% | -$3.7M |
| Select Sector Spdr Tr Etf | 28,360 | -28.8% | -$1.9M |
| WDC Western Digital Corporation | 1,386 | -71.4% | -$1.6M |
| iShares Tr Rus 1000 Etf | 54,917 | -6.0% | -$1.5M |
| Schwab Strategic Tr Us Lrg Cap Etf | 1.18M | -1.9% | -$673.9K |
| TXG 10x Genomics, Inc. | 10,408 | -29.5% | -$392.6K |
Exited (41)
| Exxon Mobil Corp | 101,688 | Exited | -$13.9M |
| Select Sector Spdr Tr St Str Care Etf | 40,928 | Exited | -$6.5M |
| Select Sector Spdr Tr St Str Energ Etf | 70,810 | Exited | -$3.8M |
| iShares Tr Msci Usa Min Etf | 31,966 | Exited | -$3.1M |
| Select Sector Spdr Tr St Str Util Etf | 65,340 | Exited | -$3.0M |
| DKS Dick's Sporting Goods Inc | 9,435 | Exited | -$2.1M |
| BWIN The Baldwin Insurance Group, Inc. | 16,709 | Exited | -$444.1K |
| Innovator Etfs Trust Intl Dev Pwr Buf | 11,390 | Exited | -$418.3K |
| APP AppLovin Corporation | 725 | Exited | -$373.7K |
| Legg Mason ETF Invt Franklin Intl Lw | 8,798 | Exited | -$357.1K |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 2, 2026 | 13F-HR | 528 | $1.8B | Current | SEC ↗ |
| Q2 2026 | Jul 27, 2026 | 13F-HR | 504 | $1.7B | Current | SEC ↗ |
| Q1 2026 | Apr 22, 2026 | 13F-HR | 447 | $1.6B | Current | SEC ↗ |
| Q4 2025 | Jan 26, 2026 | 13F-HR | 390 | $1.5B | Current | SEC ↗ |
| Q3 2025 | Oct 30, 2025 | 13F-HR | 351 | $1.5B | Current | SEC ↗ |
| Q2 2025 | Jul 28, 2025 | 13F-HR | 324 | $1.3B | Current | SEC ↗ |
| Q1 2025 | Apr 23, 2025 | 13F-HR | 288 | $1.2B | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer