CORNERSTONE WEALTH GROUP, LLC

Filed: 7/28/2025ACC: 0001214659-25-010940

📋 What this filing means

CORNERSTONE WEALTH GROUP, LLC filed this quarterly 13F‑HR report disclosing 322 equity positions with a total reported market value of $1.33B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

322

Positions

$1.33B

Total AUM (reported)

12.47M

Total Shares

Allocation by class

COM$661.90M49.6%

TR UNIT$81.53M6.1%

CORE US AGGBD ET$55.15M4.1%

CORE S&P500 ETF$47.19M3.5%

US LRG CAP ETF$32.53M2.4%

RUS 1000 ETF$22.03M1.7%

CORE BD ETF$21.62M1.6%

Portfolio Concentration

Top 3$236.80M17.8%

4–10$240.01M18.0%

11–25$235.79M17.7%

Rest$620.79M46.6%

Top 3 weight

17.8%

Top 10 weight

35.8%

Voting Authority Distribution

Total shares with voting rights: 12.47M

Sole

Full voting authority

27.03K

% of voting shares0.2%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

12.44M

% of voting shares99.8%

Investment Discretion (by position count)

Sole322

Shared0

Other0

Dominant voting typeNone · 99.8% of voting shares

Institutional Holdings322

Rows:

NVIDIA CORPORATION

SOLE

COM

Shares1.06M

TypeSH

Market value$100.12M

7.51%

Sole

181.00

Shared

0.00

None

1.06M

SPDR S&P 500 ETF TR

SOLE

TR UNIT

Shares131.95K

TypeSH

Market value$81.53M

6.11%

Sole

930.00

Shared

0.00

None

131.02K

ISHARES TR

SOLE

CORE US AGGBD ET

Shares555.98K

TypeSH

Market value$55.15M

4.14%

Sole

3.11K

Shared

0.00

None

552.87K

ISHARES TR

SOLE

CORE S&P500 ETF

Shares76.01K

TypeSH

Market value$47.19M

3.54%

Sole

126.00

Shared

0.00

None

75.88K

APPLE INC

SOLE

COM

Shares241.91K

TypeSH

Market value$46.02M

3.45%

Sole

597.00

Shared

0.00

None

241.32K

MICROSOFT CORP

SOLE

COM

Shares90.70K

TypeSH

Market value$45.12M

3.38%

Sole

1.31K

Shared

0.00

None

89.39K

SCHWAB STRATEGIC TR

SOLE

US LRG CAP ETF

Shares1.33M

TypeSH

Market value$32.53M

2.44%

Sole

0.00

Shared

0.00

None

1.33M

BROADCOM INC

SOLE

COM

Shares92.49K

TypeSH

Market value$25.50M

1.91%

Sole

214.00

Shared

0.00

None

92.28K

ISHARES TR

SOLE

RUS 1000 ETF

Shares64.88K

TypeSH

Market value$22.03M

1.65%

Sole

170.00

Shared

0.00

None

64.71K

VANGUARD MALVERN FDS

SOLE

CORE BD ETF

Shares278.67K

TypeSH

Market value$21.62M

1.62%

Sole

80.00

Shared

0.00

None

278.59K

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares37.73K

TypeSH

Market value$21.43M

1.61%

Sole

0.00

Shared

0.00

None

37.73K

ISHARES TR

SOLE

CORE MSCI INTL

Shares277.64K

TypeSH

Market value$21.11M

1.58%

Sole

1.65K

Shared

0.00

None

275.99K

ISHARES TR

SOLE

MSCI ACWI EX US

Shares318.29K

TypeSH

Market value$19.40M

1.45%

Sole

1.44K

Shared

0.00

None

316.85K

VANGUARD INDEX FDS

SOLE

TOTAL STK MKT

Shares62.06K

TypeSH

Market value$18.86M

1.41%

Sole

1.00

Shared

0.00

None

62.05K

AMAZON COM INC

SOLE

COM

Shares85.81K

TypeSH

Market value$18.83M

1.41%

Sole

94.00

Shared

0.00

None

85.71K

JPMORGAN CHASE & CO.

SOLE

COM

Shares61.56K

TypeSH

Market value$17.85M

1.34%

Sole

318.00

Shared

0.00

None

61.25K

ALPHABET INC

SOLE

CAP STK CL A

Shares94.62K

TypeSH

Market value$16.68M

1.25%

Sole

131.00

Shared

0.00

None

94.49K

META PLATFORMS INC

SOLE

CL A

Shares19K

TypeSH

Market value$14.02M

1.05%

Sole

24.00

Shared

0.00

None

18.97K

FIDELITY MERRIMACK STR TR

SOLE

TOTAL BD ETF

Shares301.40K

TypeSH

Market value$13.79M

1.03%

Sole

709.00

Shared

0.00

None

300.69K

BANK AMERICA CORP

SOLE

COM

Shares277.33K

TypeSH

Market value$13.12M

0.98%

Sole

540.00

Shared

0.00

None

276.79K

INVESCO EXCHANGE TRADED FD T

SOLE

S&P500 EQL WGT

Shares71.70K

TypeSH

Market value$13.03M

0.98%

Sole

73.00

Shared

0.00

None

71.63K

ABBVIE INC

SOLE

COM

Shares67.30K

TypeSH

Market value$12.49M

0.94%

Sole

91.00

Shared

0.00

None

67.21K

HOME DEPOT INC

SOLE

COM

Shares32.38K

TypeSH

Market value$11.87M

0.89%

Sole

81.00

Shared

0.00

None

32.30K

LEGG MASON ETF INVT

SOLE

FRANKLIN INTL LW

Shares363.92K

TypeSH

Market value$11.85M

0.89%

Sole

559.00

Shared

0.00

None

363.37K

CUMMINS INC

SOLE

COM

Shares35.01K

TypeSH

Market value$11.47M

0.86%

Sole

105.00

Shared

0.00

None

34.91K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
NVIDIA CORPORATIONSOLE	COM	1.06M	SH	$100.12M 7.51%	181.00	1.06M
SPDR S&P 500 ETF TRSOLE	TR UNIT	131.95K	SH	$81.53M 6.11%	930.00	131.02K
ISHARES TRSOLE	CORE US AGGBD ET	555.98K	SH	$55.15M 4.14%	3.11K	552.87K
ISHARES TRSOLE	CORE S&P500 ETF	76.01K	SH	$47.19M 3.54%	126.00	75.88K
APPLE INCSOLE	COM	241.91K	SH	$46.02M 3.45%	597.00	241.32K
MICROSOFT CORPSOLE	COM	90.70K	SH	$45.12M 3.38%	1.31K	89.39K
SCHWAB STRATEGIC TRSOLE	US LRG CAP ETF	1.33M	SH	$32.53M 2.44%	0.00	1.33M
BROADCOM INCSOLE	COM	92.49K	SH	$25.50M 1.91%	214.00	92.28K
ISHARES TRSOLE	RUS 1000 ETF	64.88K	SH	$22.03M 1.65%	170.00	64.71K
VANGUARD MALVERN FDSSOLE	CORE BD ETF	278.67K	SH	$21.62M 1.62%	80.00	278.59K
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	37.73K	SH	$21.43M 1.61%	0.00	37.73K
ISHARES TRSOLE	CORE MSCI INTL	277.64K	SH	$21.11M 1.58%	1.65K	275.99K
ISHARES TRSOLE	MSCI ACWI EX US	318.29K	SH	$19.40M 1.45%	1.44K	316.85K
VANGUARD INDEX FDSSOLE	TOTAL STK MKT	62.06K	SH	$18.86M 1.41%	1.00	62.05K
AMAZON COM INCSOLE	COM	85.81K	SH	$18.83M 1.41%	94.00	85.71K
JPMORGAN CHASE & CO.SOLE	COM	61.56K	SH	$17.85M 1.34%	318.00	61.25K
ALPHABET INCSOLE	CAP STK CL A	94.62K	SH	$16.68M 1.25%	131.00	94.49K
META PLATFORMS INCSOLE	CL A	19K	SH	$14.02M 1.05%	24.00	18.97K
FIDELITY MERRIMACK STR TRSOLE	TOTAL BD ETF	301.40K	SH	$13.79M 1.03%	709.00	300.69K
BANK AMERICA CORPSOLE	COM	277.33K	SH	$13.12M 0.98%	540.00	276.79K
INVESCO EXCHANGE TRADED FD TSOLE	S&P500 EQL WGT	71.70K	SH	$13.03M 0.98%	73.00	71.63K
ABBVIE INCSOLE	COM	67.30K	SH	$12.49M 0.94%	91.00	67.21K
HOME DEPOT INCSOLE	COM	32.38K	SH	$11.87M 0.89%	81.00	32.30K
LEGG MASON ETF INVTSOLE	FRANKLIN INTL LW	363.92K	SH	$11.85M 0.89%	559.00	363.37K
CUMMINS INCSOLE	COM	35.01K	SH	$11.47M 0.86%	105.00	34.91K

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