Filed: 7/27/2026ACC: 0001214659-26-009059
📋 What this filing means
CORNERSTONE WEALTH GROUP, LLC filed this quarterly 13F‑HR report disclosing 496 equity positions with a total reported market value of $1.69B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
496
Positions
$1.69B
Total AUM (reported)
15.18M
Total Shares
Allocation by class
COM$804.56M47.7%
TR UNIT$92.40M5.5%
CORE S&P500 ETF$52.93M3.1%
CORE MSCI INTL$49.82M3.0%
US LRG CAP ETF$35.28M2.1%
CAP STK CL A$32.91M1.9%
COM NEW$31.31M1.9%
Portfolio Concentration
Top 3$241.47M14.3%
4–10$281.13M16.7%
11–25$298.42M17.7%
Rest$866.92M51.4%
Top 3 weight
14.3%
Top 10 weight
31.0%
Voting Authority Distribution
Total shares with voting rights: 15.18M
Sole
Full voting authority
108.51K
shares
% of voting shares0.7%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
15.08M
shares
% of voting shares99.3%
Investment Discretion (by position count)
Sole496
Shared0
Other0
Dominant voting typeNone · 99.3% of voting shares
Institutional Holdings496
Rows:
STATE STR SPDR S&P 500 ETF T
SOLEShares123.73K
TypeSH
Market value$92.40M
5.47%
Sole
778.00
Shared
0.00
None
122.95K
APPLE INC
SOLEShares294.14K
TypeSH
Market value$85.11M
5.04%
Sole
1.18K
Shared
0.00
None
292.96K
NVIDIA CORPORATION
SOLEShares319.65K
TypeSH
Market value$63.96M
3.79%
Sole
27.28K
Shared
0.00
None
292.37K
ISHARES TR
SOLEShares70.68K
TypeSH
Market value$52.93M
3.14%
Sole
66.00
Shared
0.00
None
70.61K
ISHARES TR
SOLEShares559.66K
TypeSH
Market value$49.82M
2.95%
Sole
1.69K
Shared
0.00
None
557.98K
MICROSOFT CORP
SOLEShares130.79K
TypeSH
Market value$48.79M
2.89%
Sole
4.25K
Shared
0.00
None
126.55K
SCHWAB STRATEGIC TR
SOLEShares1.20M
TypeSH
Market value$35.28M
2.09%
Sole
0.00
Shared
0.00
None
1.20M
BROADCOM INC
SOLEShares91.24K
TypeSH
Market value$34.47M
2.04%
Sole
345.00
Shared
0.00
None
90.90K
ALPHABET INC
SOLEShares92.09K
TypeSH
Market value$32.91M
1.95%
Sole
350.00
Shared
0.00
None
91.74K
SPDR SERIES TRUST
SOLEShares306.58K
TypeSH
Market value$26.94M
1.60%
Sole
496.00
Shared
0.00
None
306.09K
VANGUARD MALVERN FDS
SOLEShares342.83K
TypeSH
Market value$26.48M
1.57%
Sole
246.00
Shared
0.00
None
342.59K
VANGUARD INDEX FDS
SOLEShares38.43K
TypeSH
Market value$26.40M
1.56%
Sole
0.00
Shared
0.00
None
38.43K
AMAZON COM INC
SOLEShares102.12K
TypeSH
Market value$24.34M
1.44%
Sole
526.00
Shared
0.00
None
101.60K
ISHARES TR
SOLEShares58.42K
TypeSH
Market value$23.92M
1.42%
Sole
151.00
Shared
0.00
None
58.27K
VANGUARD INDEX FDS
SOLEShares62.27K
TypeSH
Market value$23.04M
1.37%
Sole
2.00
Shared
0.00
None
62.27K
ISHARES TR
SOLEShares298.55K
TypeSH
Market value$22.72M
1.35%
Sole
1.36K
Shared
0.00
None
297.19K
FIDELITY MERRIMACK STR TR
SOLEShares434.95K
TypeSH
Market value$19.79M
1.17%
Sole
1.37K
Shared
0.00
None
433.58K
JPMORGAN CHASE & CO
SOLEShares57.28K
TypeSH
Market value$18.75M
1.11%
Sole
362.00
Shared
0.00
None
56.91K
ISHARES TR
SOLEShares188.34K
TypeSH
Market value$18.64M
1.10%
Sole
1.41K
Shared
0.00
None
186.93K
ABBVIE INC
SOLEShares72.57K
TypeSH
Market value$18.26M
1.08%
Sole
153.00
Shared
0.00
None
72.42K
BANK OF AMER CORP
SOLEShares304.35K
TypeSH
Market value$17.34M
1.03%
Sole
1.02K
Shared
0.00
None
303.33K
JOHNSON & JOHNSON
SOLEShares64.69K
TypeSH
Market value$16.43M
0.97%
Sole
178.00
Shared
0.00
None
64.52K
CUMMINS INC
SOLEShares19.99K
TypeSH
Market value$14.25M
0.84%
Sole
82.00
Shared
0.00
None
19.91K
BERKSHIRE HATHAWAY INC DEL
SOLEShares28.29K
TypeSH
Market value$14.15M
0.84%
Sole
209.00
Shared
0.00
None
28.08K
EXXON MOBIL CORP
SOLEShares101.69K
TypeSH
Market value$13.90M
0.82%
Sole
499.00
Shared
0.00
None
101.19K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 123.73K | SH | $92.40M 5.47% | 778.00 | 0.00 | 122.95K |
APPLE INCSOLE | COM | 294.14K | SH | $85.11M 5.04% | 1.18K | 0.00 | 292.96K |
NVIDIA CORPORATIONSOLE | COM | 319.65K | SH | $63.96M 3.79% | 27.28K | 0.00 | 292.37K |
ISHARES TRSOLE | CORE S&P500 ETF | 70.68K | SH | $52.93M 3.14% | 66.00 | 0.00 | 70.61K |
ISHARES TRSOLE | CORE MSCI INTL | 559.66K | SH | $49.82M 2.95% | 1.69K | 0.00 | 557.98K |
MICROSOFT CORPSOLE | COM | 130.79K | SH | $48.79M 2.89% | 4.25K | 0.00 | 126.55K |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 1.20M | SH | $35.28M 2.09% | 0.00 | 0.00 | 1.20M |
BROADCOM INCSOLE | COM | 91.24K | SH | $34.47M 2.04% | 345.00 | 0.00 | 90.90K |
ALPHABET INCSOLE | CAP STK CL A | 92.09K | SH | $32.91M 1.95% | 350.00 | 0.00 | 91.74K |
SPDR SERIES TRUSTSOLE | ST STR P500ETF | 306.58K | SH | $26.94M 1.60% | 496.00 | 0.00 | 306.09K |
VANGUARD MALVERN FDSSOLE | CORE BD ETF | 342.83K | SH | $26.48M 1.57% | 246.00 | 0.00 | 342.59K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 38.43K | SH | $26.40M 1.56% | 0.00 | 0.00 | 38.43K |
AMAZON COM INCSOLE | COM | 102.12K | SH | $24.34M 1.44% | 526.00 | 0.00 | 101.60K |
ISHARES TRSOLE | RUS 1000 ETF | 58.42K | SH | $23.92M 1.42% | 151.00 | 0.00 | 58.27K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 62.27K | SH | $23.04M 1.37% | 2.00 | 0.00 | 62.27K |
ISHARES TRSOLE | MSCI ACWI EX US | 298.55K | SH | $22.72M 1.35% | 1.36K | 0.00 | 297.19K |
FIDELITY MERRIMACK STR TRSOLE | TOTAL BD ETF | 434.95K | SH | $19.79M 1.17% | 1.37K | 0.00 | 433.58K |
JPMORGAN CHASE & COSOLE | COM | 57.28K | SH | $18.75M 1.11% | 362.00 | 0.00 | 56.91K |
ISHARES TRSOLE | CORE US AGGBD ET | 188.34K | SH | $18.64M 1.10% | 1.41K | 0.00 | 186.93K |
ABBVIE INCSOLE | COM | 72.57K | SH | $18.26M 1.08% | 153.00 | 0.00 | 72.42K |
BANK OF AMER CORPSOLE | COM | 304.35K | SH | $17.34M 1.03% | 1.02K | 0.00 | 303.33K |
JOHNSON & JOHNSONSOLE | COM | 64.69K | SH | $16.43M 0.97% | 178.00 | 0.00 | 64.52K |
CUMMINS INCSOLE | COM | 19.99K | SH | $14.25M 0.84% | 82.00 | 0.00 | 19.91K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 28.29K | SH | $14.15M 0.84% | 209.00 | 0.00 | 28.08K |
EXXON MOBIL CORPSOLE | COM | 101.69K | SH | $13.90M 0.82% | 499.00 | 0.00 | 101.19K |
Page 1 of 20
…