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 Management, LLC (CIK 1674117) reported $2.00B across 707 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($87.3M, 4.37%), BBUS ($78.9M, 3.95%), SPMD ($66.1M, 3.31%), SPLG ($48.3M, 2.42%), IVV ($47.8M, 2.39%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $87.3M | 4.37% | 343,985 | Added |
| 2 | BBUS | J P MORGAN EXCHANGE TRADED F | $78.9M | 3.95% | 673,279 | Added |
| 3 | SPMD | SPDR SERIES TRUST | $66.1M | 3.31% | 1.1M | Added |
| 4 | SPLG | SPDR SERIES TRUST | $48.3M | 2.42% | 631,003 | Added |
| 5 | IVV | ISHARES TR | $47.8M | 2.39% | 73,210 | Trimmed |
| 6 | NVDA | NVIDIA CORPORATION | $46.3M | 2.32% | 265,552 | Added |
| 7 | MSFT | MICROSOFT CORP | $29.0M | 1.45% | 78,292 | Added |
| 8 | BOND | PIMCO ETF TR | $26.0M | 1.30% | 281,894 | Added |
| 9 | QQQ | INVESCO QQQ TR | $24.0M | 1.20% | 41,583 | Added |
| 10 | USMV | ISHARES TR | $23.7M | 1.19% | 256,054 | Added |
| 11 | WMT | WALMART INC | $22.5M | 1.12% | 180,723 | Trimmed |
| 12 | AMZN | AMAZON COM INC | $20.9M | 1.05% | 100,438 | Added |
| 13 | SPYG | SPDR SERIES TRUST | $18.8M | 0.94% | 191,802 | Added |
| 14 | MINT | PIMCO ETF TR | $18.5M | 0.93% | 184,207 | Trimmed |
| 15 | VIG | VANGUARD SPECIALIZED FUNDS | $18.3M | 0.92% | 85,149 | Trimmed |
| 16 | SPY | STATE STR SPDR S&P 500 ETF T | $18.4M | 0.92% | 28,351 | Trimmed |
| 17 | VXUS | VANGUARD STAR FDS | $17.4M | 0.87% | 225,266 | Trimmed |
| 18 | VTI | VANGUARD INDEX FDS | $16.7M | 0.84% | 52,139 | Trimmed |
| 19 | BSCS | INVESCO EXCH TRD SLF IDX FD | $16.8M | 0.84% | 820,301 | Added |
| 20 | BSCR | INVESCO EXCH TRD SLF IDX FD | $16.7M | 0.83% | 850,379 | Added |
| 21 | PRF | INVESCO EXCHANGE TRADED FD T | $16.3M | 0.82% | 343,934 | Added |
| 22 | SPIB | SPDR SERIES TRUST | $15.7M | 0.79% | 469,532 | Added |
| 23 | PG | PROCTER & GAMBLE CO | $15.7M | 0.78% | 108,645 | Added |
| 24 | SPDW | SPDR INDEX SHS FDS | $15.3M | 0.77% | 336,054 | Added |
| 25 | XOM | EXXON MOBIL CORP | $15.1M | 0.76% | 89,195 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31