Cornerstone Wealth Management, LLC
CIK 1674117
13F filing for Q2 2026・No. 1,500
- Holdings
- US$2.33B
- Quarter change
- +US$327.82M
- Entries
- 745
- Net bought (estimate)
- +US$105.96M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 68
- Sold out 35
- Cut 233
- Added 398
- Corporate actions 2
- Unchanged 45
Largest holdings
744 stocks worth US$2.33B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| AAPLAppleCOM | Added | 350,341 | US$101.37M | 4.36% |
| J P MORGAN EXCHANGE TRADED FBETABUILDRS US | Cut | 662,346 | US$89.23M | 3.83% |
| SPDR SERIES TRUSTST STR P400MID | Cut | 1,107,956 | US$74.85M | 3.22% |
| SPDR SERIES TRUSTST STR P500ETF | Added | 664,572 | US$58.4M | 2.51% |
| IVVISHARES TRCORE S&P500 ETF | Cut | 72,034 | US$53.95M | 2.32% |
| NVDANvidiaCOM | Cut | 263,411 | US$52.71M | 2.27% |
| MSFTMicrosoftCOM | Added | 82,562 | US$30.8M | 1.32% |
| QQQInvesco QQQUNIT SER 1 | Cut | 40,458 | US$29.79M | 1.28% |
| PIMCO ETF TRACTIVE BD ETF | Added | 309,271 | US$28.52M | 1.23% |
| SPDR SERIES TRUSTST STR P500GRW | Added | 219,731 | US$26.15M | 1.12% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 22, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.