Cornerstone Wealth Group, LLC
CIK 1774879
13F filing for Q2 2026・No. 1,834
- Holdings
- US$1.69B
- Quarter change
- +US$129.27M
- Entries
- 512
- Net bought (estimate)
- +US$73.22M
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 74
- Sold out 19
- Cut 120
- Added 258
- Corporate actions 2
- Unchanged 44
Largest holdings
496 stocks worth US$1.68B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| SPYSTATE STR SPDR S&P 500 ETF TTR UNIT | Cut | 122,433 | US$91.43M | 5.44% |
| AAPLAppleCOM | Added | 287,341 | US$83.15M | 4.95% |
| NVDANvidiaCOM | Added | 312,348 | US$62.5M | 3.72% |
| IVVISHARES TRCORE S&P500 ETF | Cut | 70,677 | US$52.93M | 3.15% |
| ISHARES TRCORE MSCI INTL | Added | 559,664 | US$49.82M | 2.96% |
| MSFTMicrosoftCOM | Added | 129,694 | US$48.38M | 2.88% |
| SCHWAB STRATEGIC TRUS LRG CAP ETF | Cut | 1,198,819 | US$35.28M | 2.10% |
| AVGOBroadcomCOM | Added | 91,244 | US$34.47M | 2.05% |
| GOOGLAlphabetCAP STK CL A | Added | 92,090 | US$32.91M | 1.96% |
| SPDR SERIES TRUSTST STR P500ETF | Added | 306,583 | US$26.94M | 1.60% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 27, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.