Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Cornerstone Wealth Group, LLC (CIK 1774879) reported $1.56B across 430 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPY ($87.7M, 5.63%), AAPL ($78.3M, 5.02%), NVDA ($51.3M, 3.29%), IVV ($51.2M, 3.29%), MSFT ($50.4M, 3.23%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $87.7M | 5.63% | 124,527 | Trimmed |
| 2 | AAPL | APPLE INC | $78.3M | 5.02% | 294,261 | Added |
| 3 | NVDA | NVIDIA CORPORATION | $51.3M | 3.29% | 256,811 | Added |
| 4 | IVV | ISHARES TR | $51.2M | 3.29% | 72,460 | Trimmed |
| 5 | MSFT | MICROSOFT CORP | $50.4M | 3.23% | 118,797 | Added |
| 6 | IDEV | ISHARES TR | $45.9M | 2.94% | 523,253 | Added |
| 7 | AVGO | BROADCOM INC | $35.8M | 2.30% | 89,006 | Trimmed |
| 8 | SCHX | SCHWAB STRATEGIC TR | $34.0M | 2.18% | 1.2M | Trimmed |
| 9 | GOOGL | ALPHABET INC | $29.0M | 1.86% | 87,322 | Trimmed |
| 10 | VCRB | VANGUARD MALVERN FDS | $25.8M | 1.66% | 332,723 | Added |
| 11 | AMZN | AMAZON COM INC | $25.3M | 1.62% | 101,266 | Added |
| 12 | VOO | VANGUARD INDEX FDS | $24.8M | 1.59% | 38,283 | Added |
| 13 | IWB | ISHARES TR | $22.7M | 1.46% | 58,955 | Trimmed |
| 14 | VTI | VANGUARD INDEX FDS | $22.2M | 1.43% | 63,926 | Added |
| 15 | ACWX | ISHARES TR | $22.0M | 1.41% | 302,240 | Trimmed |
| 16 | SPLG | SPDR SERIES TRUST | $20.5M | 1.31% | 247,200 | Added |
| 17 | JPM | JPMORGAN CHASE & CO | $18.5M | 1.19% | 59,213 | Trimmed |
| 18 | AGG | ISHARES TR | $18.3M | 1.17% | 183,945 | Added |
| 19 | FBND | FIDELITY MERRIMACK STR TR | $17.0M | 1.09% | 369,509 | Added |
| 20 | CMI | CUMMINS INC | $15.8M | 1.01% | 24,741 | Trimmed |
| 21 | BAC | BANK AMERICA CORP | $14.9M | 0.96% | 279,178 | Trimmed |
| 22 | ABBV | ABBVIE INC | $14.4M | 0.93% | 70,337 | Added |
| 23 | XOM | EXXON MOBIL CORP | $14.3M | 0.92% | 96,572 | Trimmed |
| 24 | HD | HOME DEPOT INC | $13.6M | 0.87% | 39,570 | Added |
| 25 | META | META PLATFORMS INC | $13.4M | 0.86% | 20,052 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31