CORNERSTONE WEALTH MANAGEMENT, LLC

Filed: 8/12/2025ACC: 0001085146-25-004917

📋 What this filing means

CORNERSTONE WEALTH MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 649 equity positions with a total reported market value of $1.65B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

649

Positions

$1.65B

Total AUM (reported)

22.66M

Total Shares

Allocation by class

COM$495.90M30.1%

BETABUILDRS US$76.97M4.7%

PORTFOLIO S&P400$58.34M3.5%

CORE S&P500 ETF$46.83M2.8%

PORTFOLIO S&P500$39.98M2.4%

MSCI USA MIN VOL$23.80M1.4%

ACTIVE BD ETF$22.00M1.3%

Portfolio Concentration

Top 3$206.05M12.5%

4–10$227.23M13.8%

11–25$233.89M14.2%

Rest$979.96M59.5%

Top 3 weight

12.5%

Top 10 weight

26.3%

Voting Authority Distribution

Total shares with voting rights: 22.66M

Sole

Full voting authority

1.52M

% of voting shares6.7%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

21.15M

% of voting shares93.3%

Investment Discretion (by position count)

Sole649

Shared0

Other0

Dominant voting typeNone · 93.3% of voting shares

Institutional Holdings649

Rows:

J P MORGAN EXCHANGE TRADED F

SOLE

BETABUILDRS US

Shares687.69K

TypeSH

Market value$76.97M

4.67%

Sole

81.67K

Shared

0.00

None

606.02K

APPLE INC

SOLE

COM

Shares344.81K

TypeSH

Market value$70.74M

4.29%

Sole

10.16K

Shared

0.00

None

334.65K

SPDR SERIES TRUST

SOLE

PORTFOLIO S&P400

Shares1.07M

TypeSH

Market value$58.34M

3.54%

Sole

96.47K

Shared

0.00

None

976.31K

ISHARES TR

SOLE

CORE S&P500 ETF

Shares75.42K

TypeSH

Market value$46.83M

2.84%

Sole

5.35K

Shared

0.00

None

70.07K

SPDR SERIES TRUST

SOLE

PORTFOLIO S&P500

Shares549.97K

TypeSH

Market value$39.98M

2.43%

Sole

12.70K

Shared

0.00

None

537.27K

NVIDIA CORPORATION

SOLE

COM

Shares247.05K

TypeSH

Market value$39.03M

2.37%

Sole

18.66K

Shared

0.00

None

228.38K

MICROSOFT CORP

SOLE

COM

Shares68.05K

TypeSH

Market value$33.85M

2.05%

Sole

3.44K

Shared

0.00

None

64.61K

ISHARES TR

SOLE

MSCI USA MIN VOL

Shares253.54K

TypeSH

Market value$23.80M

1.44%

Sole

24.05K

Shared

0.00

None

229.49K

PIMCO ETF TR

SOLE

ACTIVE BD ETF

Shares238.71K

TypeSH

Market value$22.00M

1.34%

Sole

12.26K

Shared

0.00

None

226.45K

INVESCO QQQ TR

SOLE

UNIT SER 1

Shares39.41K

TypeSH

Market value$21.74M

1.32%

Sole

2.64K

Shared

0.00

None

36.77K

AMAZON COM INC

SOLE

COM

Shares91.06K

TypeSH

Market value$19.98M

1.21%

Sole

6.23K

Shared

0.00

None

84.83K

VANGUARD SPECIALIZED FUNDS

SOLE

DIV APP ETF

Shares96.45K

TypeSH

Market value$19.74M

1.20%

Sole

9.76K

Shared

0.00

None

86.69K

WALMART INC

SOLE

COM

Shares176.08K

TypeSH

Market value$17.22M

1.05%

Sole

15.13K

Shared

0.00

None

160.95K

VANGUARD INDEX FDS

SOLE

TOTAL STK MKT

Shares56.22K

TypeSH

Market value$17.09M

1.04%

Sole

3.58K

Shared

0.00

None

52.64K

SPDR S&P 500 ETF TR

SOLE

TR UNIT

Shares27.22K

TypeSH

Market value$16.82M

1.02%

Sole

1.20K

Shared

0.00

None

26.02K

PIMCO ETF TR

SOLE

ENHAN SHRT MA AC

Shares166.71K

TypeSH

Market value$16.76M

1.02%

Sole

29.59K

Shared

0.00

None

137.12K

PROCTER AND GAMBLE CO

SOLE

COM

Shares101.73K

TypeSH

Market value$16.21M

0.98%

Sole

2.45K

Shared

0.00

None

99.28K

VANGUARD STAR FDS

SOLE

VG TL INTL STK F

Shares233.29K

TypeSH

Market value$16.12M

0.98%

Sole

17.89K

Shared

0.00

None

215.40K

SPDR SERIES TRUST

SOLE

PRTFLO S&P500 GW

Shares159.33K

TypeSH

Market value$15.19M

0.92%

Sole

8.64K

Shared

0.00

None

150.68K

PACER FDS TR

SOLE

US SMALL CAP CAS

Shares367.02K

TypeSH

Market value$14.61M

0.89%

Sole

41.96K

Shared

0.00

None

325.06K

INVESCO EXCH TRD SLF IDX FD

SOLE

BULSHS 2027 CB

Shares711.26K

TypeSH

Market value$13.98M

0.85%

Sole

42.77K

Shared

0.00

None

668.49K

INVESCO EXCH TRD SLF IDX FD

SOLE

BULSHS 2025 CB

Shares642.20K

TypeSH

Market value$13.28M

0.81%

Sole

45.06K

Shared

0.00

None

597.14K

INVESCO EXCH TRD SLF IDX FD

SOLE

BULSHS 2026 CB

Shares655.57K

TypeSH

Market value$12.80M

0.78%

Sole

45.56K

Shared

0.00

None

610K

INTERNATIONAL BUSINESS MACHS

SOLE

COM

Shares42.06K

TypeSH

Market value$12.40M

0.75%

Sole

1.74K

Shared

0.00

None

40.32K

VANGUARD BD INDEX FDS

SOLE

TOTAL BND MRKT

Shares159.12K

TypeSH

Market value$11.72M

0.71%

Sole

1.17K

Shared

0.00

None

157.95K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
J P MORGAN EXCHANGE TRADED FSOLE	BETABUILDRS US	687.69K	SH	$76.97M 4.67%	81.67K	606.02K
APPLE INCSOLE	COM	344.81K	SH	$70.74M 4.29%	10.16K	334.65K
SPDR SERIES TRUSTSOLE	PORTFOLIO S&P400	1.07M	SH	$58.34M 3.54%	96.47K	976.31K
ISHARES TRSOLE	CORE S&P500 ETF	75.42K	SH	$46.83M 2.84%	5.35K	70.07K
SPDR SERIES TRUSTSOLE	PORTFOLIO S&P500	549.97K	SH	$39.98M 2.43%	12.70K	537.27K
NVIDIA CORPORATIONSOLE	COM	247.05K	SH	$39.03M 2.37%	18.66K	228.38K
MICROSOFT CORPSOLE	COM	68.05K	SH	$33.85M 2.05%	3.44K	64.61K
ISHARES TRSOLE	MSCI USA MIN VOL	253.54K	SH	$23.80M 1.44%	24.05K	229.49K
PIMCO ETF TRSOLE	ACTIVE BD ETF	238.71K	SH	$22.00M 1.34%	12.26K	226.45K
INVESCO QQQ TRSOLE	UNIT SER 1	39.41K	SH	$21.74M 1.32%	2.64K	36.77K
AMAZON COM INCSOLE	COM	91.06K	SH	$19.98M 1.21%	6.23K	84.83K
VANGUARD SPECIALIZED FUNDSSOLE	DIV APP ETF	96.45K	SH	$19.74M 1.20%	9.76K	86.69K
WALMART INCSOLE	COM	176.08K	SH	$17.22M 1.05%	15.13K	160.95K
VANGUARD INDEX FDSSOLE	TOTAL STK MKT	56.22K	SH	$17.09M 1.04%	3.58K	52.64K
SPDR S&P 500 ETF TRSOLE	TR UNIT	27.22K	SH	$16.82M 1.02%	1.20K	26.02K
PIMCO ETF TRSOLE	ENHAN SHRT MA AC	166.71K	SH	$16.76M 1.02%	29.59K	137.12K
PROCTER AND GAMBLE COSOLE	COM	101.73K	SH	$16.21M 0.98%	2.45K	99.28K
VANGUARD STAR FDSSOLE	VG TL INTL STK F	233.29K	SH	$16.12M 0.98%	17.89K	215.40K
SPDR SERIES TRUSTSOLE	PRTFLO S&P500 GW	159.33K	SH	$15.19M 0.92%	8.64K	150.68K
PACER FDS TRSOLE	US SMALL CAP CAS	367.02K	SH	$14.61M 0.89%	41.96K	325.06K
INVESCO EXCH TRD SLF IDX FDSOLE	BULSHS 2027 CB	711.26K	SH	$13.98M 0.85%	42.77K	668.49K
INVESCO EXCH TRD SLF IDX FDSOLE	BULSHS 2025 CB	642.20K	SH	$13.28M 0.81%	45.06K	597.14K
INVESCO EXCH TRD SLF IDX FDSOLE	BULSHS 2026 CB	655.57K	SH	$12.80M 0.78%	45.56K	610K
INTERNATIONAL BUSINESS MACHSSOLE	COM	42.06K	SH	$12.40M 0.75%	1.74K	40.32K
VANGUARD BD INDEX FDSSOLE	TOTAL BND MRKT	159.12K	SH	$11.72M 0.71%	1.17K	157.95K

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