Cornerstone Wealth Group, LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on January 26, 2026, for the 2025 Q4 period, Cornerstone Wealth Group, LLC held in its portfolio 373 assets valued at $1,462,799,832 (i.e. $1.46B).

The most valuable assets in the portfolio included: SPDR S&P 500 ETF TR ($91.10M), APPLE INC ($73.32M), and ISHARES TR ($50.47M).

The chart below shows the top 10 valuable assets, and the table below shows the top 373 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.
Data Source: SEC.
Top Valuable Stocks in Cornerstone Wealth Group, LLC Portfolio
SPDR S&P 500 ETF TR
APPLE INC
ISHARES TR
MICROSOFT CORP
NVIDIA CORPORATION
ISHARES TR
SCHWAB STRATEGIC TR
BROADCOM INC
ALPHABET INC
SPDR SERIES TRUST
Cornerstone Wealth Group, LLC - Stock Holdings in 13F Filings (SEC)
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Name of Issuer No. of Shares Value ($) Class
SPDR S&P 500 ETF TR 133588 91096079 TR UNIT
APPLE INC 285452 73322263 COM
ISHARES TR 73685 50470129 CORE S&P500 ETF
MICROSOFT CORP 98751 47758005 COM
NVIDIA CORPORATION 232964 43447865 COM
ISHARES TR 438916 36201811 CORE MSCI INTL
SCHWAB STRATEGIC TR 1271769 34223291 US LRG CAP ETF
BROADCOM INC 91031 31505670 COM
ALPHABET INC 96758 30285119 CAP STK CL A
SPDR SERIES TRUST 316604 25553842 STATE STREET SPD
VANGUARD INDEX FDS 37947 23797655 S&P 500 ETF SHS
VANGUARD MALVERN FDS 302577 23569244 CORE BD ETF
ISHARES TR 61980 23145847 RUS 1000 ETF
AMAZON COM INC 93394 21557102 COM
ISHARES TR 306733 20590993 MSCI ACWI EX US
JPMORGAN CHASE & CO. 62043 19991648 COM
VANGUARD INDEX FDS 58644 19661676 TOTAL STK MKT
CUMMINS INC 34669 17696555 COM
ISHARES TR 173673 17346426 CORE US AGGBD ET
ABBVIE INC 69619 15907246 COM
BANK AMERICA CORP 282472 15535984 COM
FIDELITY MERRIMACK STR TR 330234 15203987 TOTAL BD ETF
ELI LILLY & CO 13113 14092371 COM
META PLATFORMS INC 20944 13824833 CL A
ISHARES INC 204580 13751877 CORE MSCI EMKT
HOME DEPOT INC 39025 13428637 COM
DOLLAR GEN CORP NEW 97904 12998685 COM
LEGG MASON ETF INVT 352981 12996752 FRANKLIN INTL LW
EXXON MOBIL CORP 104082 12525217 COM
BLACKSTONE INC 80823 12458127 COM
BERKSHIRE HATHAWAY INC DEL 24374 12251480 CL B NEW
ABBOTT LABS 96096 12039901 COM
AMGEN INC 34755 11375580 COM
WILLIAMS COS INC 179065 10763596 COM
LINCOLN ELEC HLDGS INC 44587 10684829 COM
SELECT SECTOR SPDR TR 73531 10586219 STATE STREET TEC
APPLIED MATLS INC 40051 10292614 COM
VISA INC 29049 10187864 COM CL A
JOHNSON & JOHNSON 45054 9323904 COM
DOMINOS PIZZA INC 21716 9051515 COM
EATON CORP PLC 27834 8865529 SHS
ALTRIA GROUP INC 153130 8829487 COM
PROCTER AND GAMBLE CO 61129 8760443 COM
ISHARES TR 35529 8745780 RUSSELL 2000 ETF
CHEVRON CORP NEW 57151 8710411 COM
SOUTHERN CO 95956 8367367 COM
PEPSICO INC 57358 8232073 COM
VANGUARD INDEX FDS 16779 8185889 GROWTH ETF
PRUDENTIAL FINL INC 71844 8109739 COM
WISDOMTREE TR 171208 7997126 EMER MKT HIGH FD
AUTOMATIC DATA PROCESSING IN 30870 7940755 COM
MCDONALDS CORP 25848 7899848 COM
BLACKROCK ETF TRUST 129753 7890299 ISHARES US EQUIT
WALMART INC 70436 7847232 COM
QUALCOMM INC 44355 7586898 COM
GOLDMAN SACHS GROUP INC 8620 7576678 COM
LOWES COS INC 30634 7387745 COM
INNOVATOR ETFS TRUST 170380 7323548 US EQTY PWR BUF
BLACKROCK ETF TRUST 219589 7312329 ISHARES A I INNO
UBER TECHNOLOGIES INC 87234 7127852 COM
SELECT SECTOR SPDR TR 45770 7099818 STATE STREET IND
TRUIST FINL CORP 141802 6978056 COM
ALPHABET INC 21453 6732012 CAP STK CL C
JANUS DETROIT STR TR 145261 6636993 HENDERSON MTG
BLACKROCK INC 6157 6590483 COM
SELECT SECTOR SPDR TR 57973 6572781 STATE STREET CON
JANUS DETROIT STR TR 125436 6530200 HENDERSON SECURI
S&P GLOBAL INC 12419 6489893 COM
CITIGROUP INC 55433 6468425 COM NEW
AT&T INC 256698 6376375 COM
VANGUARD WORLD FD 32658 6323654 COMM SRVC ETF
INVESCO QQQ TR 9975 6127495 UNIT SER 1
J P MORGAN EXCHANGE TRADED F 105949 6064542 EQUITY PREMIUM
ISHARES TR 50035 6013173 CORE S&P SCP ETF
PHILIP MORRIS INTL INC 37025 5938732 COM
CONOCOPHILLIPS 61946 5798799 COM
ISHARES TR 59818 5758653 RUS MID CAP ETF
BLACKROCK ETF TRUST II 104350 5506559 ISHARES FLEXIBLE
LAM RESEARCH CORP 32011 5479702 COM NEW
COSTCO WHSL CORP NEW 6247 5386942 COM
HONEYWELL INTL INC 27328 5331481 COM
TESLA INC 11776 5295807 COM
PALO ALTO NETWORKS INC 28705 5287465 COM
CATERPILLAR INC 9159 5247043 COM
ISHARES TR 10746 5086194 RUS 1000 GRW ETF
SIMON PPTY GROUP INC NEW 27470 5084990 COM
INTUIT 7643 5063156 COM
DANAHER CORPORATION 21355 4888523 COM
STEEL DYNAMICS INC 28421 4815911 COM
NORWOOD FINANCIAL CORP 171051 4797981 COM
FIRSTENERGY CORP 106549 4770211 COM
NOVARTIS AG 33253 4584550 SPONSORED ADR
SELECT SECTOR SPDR TR 83353 4565254 STATE STREET FIN
SERVICENOW INC 28065 4299342 COM
THORNBURG ETF TR 164034 4176316 CORE PLUS BD ETF
CME GROUP INC 15272 4170375 COM
REPUBLIC SVCS INC 19015 4029874 COM
VANECK ETF TRUST 76211 4024727 CLO ETF
ORACLE CORP 20545 4004467 COM
T-MOBILE US INC 19126 3883259 COM
GENUINE PARTS CO 29946 3682151 COM
MASTERCARD INCORPORATED 6102 3483503 CL A
SCHWAB STRATEGIC TR 122145 3478703 US SML CAP ETF
RXO INC 275066 3476834 COMMON STOCK
ISHARES TR 51395 3066753 SELECT US REIT
ADVANCED MICRO DEVICES INC 13558 2903597 COM
JANUS DETROIT STR TR 54472 2755205 HENDRSON AAA CL
ISHARES TR 18482 2748155 CORE S&P TTL STK
ALLSTATE CORP 13040 2714283 COM
DUKE ENERGY CORP NEW 22787 2670813 COM NEW
AIRBNB INC 19671 2669685 COM CL A
INVESCO EXCHANGE TRADED FD T 13255 2539045 S&P500 EQL WGT
MERCK & CO INC 22341 2351624 COM
DOUBLELINE ETF TRUST 47804 2216387 OPPORTUNISTIC CO
NEXTERA ENERGY INC 24597 1974662 COM
INTERNATIONAL BUSINESS MACHS 6286 1861861 COM
THORNBURG ETF TR 70760 1810049 MULTI SECTOR BD
COCA COLA CO 24190 1691092 COM
GE AEROSPACE 5299 1632338 COM NEW
ISHARES TR 16502 1588767 JPMORGAN USD EMG
NUSHARES ETF TR 61536 1544248 NUVEEN MUNICIPAL
ISHARES TR 12301 1516162 S&P 500 GRWT ETF
SCHWAB STRATEGIC TR 49799 1497445 US MID-CAP ETF
NETFLIX INC 15785 1480017 COM
AB ACTIVE ETFS INC 57786 1456788 TAX AWARE SHRT
INNOVATOR ETFS TRUST 33118 1432354 US EQTY PWR BF
VANGUARD INDEX FDS 5300 1367043 SMALL CP ETF
SCHWAB STRATEGIC TR 41782 1362914 US LCAP GR ETF
VANGUARD SCOTTSDALE FDS 15656 1311201 INT-TERM CORP
VANGUARD WHITEHALL FDS 8945 1283825 HIGH DIV YLD
INNOVATOR ETFS TRUST 24847 1261306 US EQTY BUFR JUL
RTX CORPORATION 6829 1252349 COM
PALANTIR TECHNOLOGIES INC 7029 1249477 CL A
THE CIGNA GROUP 4516 1242805 COM
DEERE & CO 2592 1206917 COM
UNITEDHEALTH GROUP INC 3650 1204964 COM
ACCENTURE PLC IRELAND 4465 1197875 SHS CLASS A
HARTFORD FDS EXCHANGE TRADED 30330 1186189 MUN OPORTUNITE
INNOVATOR ETFS TRUST 30117 1183245 US EQTY ULTRA B
CISCO SYS INC 14872 1145602 COM
SPDR GOLD TR 2847 1128407 GOLD SHS
VANGUARD INDEX FDS 3693 1071746 MID CAP ETF
MICRON TECHNOLOGY INC 3540 1010209 COM
DOMINION ENERGY INC 16841 986724 COM
ISHARES TR 14820 978139 CORE S&P MCP ETF
AMERICAN EXPRESS CO 2638 975769 COM
ISHARES TR 4875 973353 U.S. TECH ETF
SEAGATE TECHNOLOGY HLDNGS PL 3523 970314 ORD SHS
DISNEY WALT CO 8489 965754 COM
PROFESIONALLY MANAGED PORTFO 14547 952974 AKRE FOCUS ETF
J P MORGAN EXCHANGE TRADED F 18681 945072 ULTRA SHRT ETF
LOCKHEED MARTIN CORP 1942 939319 COM
ISHARES TR 6614 933500 SELECT DIVID ETF
MORGAN STANLEY 5238 929899 COM NEW
INNOVATOR ETFS TRUST 22560 882547 US EQT PWR BUF
INNOVATOR ETFS TRUST 32223 881927 EQUITY DEFINED P
ENBRIDGE INC 18326 876533 COM
NU HLDGS LTD 51724 865860 ORD SHS CL A
VANECK ETF TRUST 29478 865622 FALLEN ANGEL HG
GE VERNOVA INC 1322 864212 COM
SALESFORCE INC 3251 861272 COM
AMPHENOL CORP NEW 6369 860726 CL A
ISHARES TR 21548 850069 INTL SEL DIV ETF
TJX COS INC NEW 5400 829503 COM
VANECK ETF TRUST 8002 828736 MRNGSTR WDE MOAT
WELLS FARGO CO NEW 8881 827697 COM
COLGATE PALMOLIVE CO 10390 821020 COM
CENCORA INC 2396 809224 COM
ISHARES TR 11015 764661 CORE DIV GRWTH
PACER FDS TR 25329 754830 SWAN SOS MODERAT
STRYKER CORPORATION 2118 744405 COM
VERIZON COMMUNICATIONS INC 18225 742299 COM
BOOKING HOLDINGS INC 138 737584 COM
BRISTOL-MYERS SQUIBB CO 13225 713341 COM
INNOVATOR ETFS TRUST 34262 708312 EQUITY DUAL DIRE
UNITED RENTALS INC 873 706865 COM
PHILLIPS 66 5172 667444 COM
TAIWAN SEMICONDUCTOR MFG LTD 2159 655987 SPONSORED ADS
ADOBE INC 1864 652501 COM
MAPLEBEAR INC 14309 643619 COM
UNION PAC CORP 2634 609250 COM
TEXAS INSTRS INC 3463 600881 COM
MCKESSON CORP 706 579514 COM
ISHARES TR 10503 574620 MSCI EMG MKT ETF
CONSTELLATION ENERGY CORP 1613 569986 COM
INNOVATOR ETFS TRUST 15428 567521 US EQT ULTRA BFR
THERMO FISHER SCIENTIFIC INC 971 562516 COM
ISHARES TR 2661 559719 RUS 1000 VAL ETF
HCI GROUP INC 2887 553409 COM
INTEL CORP 14957 551903 COM
ARISTA NETWORKS INC 4176 547123 COM SHS
INTUITIVE SURGICAL INC 962 544980 COM NEW
MONSTER BEVERAGE CORP NEW 7057 541058 COM
ROCKWELL AUTOMATION INC 1335 519280 COM
CAPITAL ONE FINL CORP 2142 519227 COM
PFIZER INC 20491 510227 COM
ISHARES TR 4860 505658 MORNINGSTAR GRWT
OMEGA HEALTHCARE INVS INC 11340 502816 COM
HORACE MANN EDUCATORS CORP N 10791 498328 COM
AUTOZONE INC 146 495286 COM
ISHARES SILVER TR 7637 491958 ISHARES
EXPEDIA GROUP INC 1720 487211 COM NEW
MEDTRONIC PLC 5068 486853 SHS
ISHARES TR 4072 485993 3 7 YR TREAS BD
SCHWAB STRATEGIC TR 17713 485860 US DIVIDEND EQ
GEN DIGITAL INC 17868 485818 COM
INVESCO EXCHANGE TRADED FD T 8130 481946 S&P 500 TOP 50
INNOVATOR ETFS TRUST 17955 481901 EQUITY DEFND 1YR
SCHWAB STRATEGIC TR 14643 479567 EMRG MKTEQ ETF
STARBUCKS CORP 5634 474435 COM
COMCAST CORP NEW 15708 469500 CL A
OREILLY AUTOMOTIVE INC 5066 462071 COM
GENERAL DYNAMICS CORP 1346 452989 COM
ASML HOLDING N V 402 430248 N Y REGISTRY SHS
BOSTON SCIENTIFIC CORP 4511 430107 COM
PARKER-HANNIFIN CORP 485 426726 COM
AUTODESK INC 1439 425845 COM
SCHWAB CHARLES CORP 4163 415939 COM
SCHWAB STRATEGIC TR 17030 409409 INTL EQTY ETF
RAYMOND JAMES FINL INC 2548 409103 COM
CVS HEALTH CORP 5117 406076 COM
INNOVATOR ETFS TRUST 10094 402952 US EQT ULTRA BF
THE BALDWIN INSURANCE GRP IN 16719 401758 COM CL A
INNOVATOR ETFS TRUST 10542 401182 US EQTY ULTRA BU
DIMENSIONAL ETF TRUST 10065 398473 US CORE EQUITY 2
YUM BRANDS INC 2611 394943 COM
INNOVATOR ETFS TRUST 11390 393411 INTL DEV PWR BUF
UNILEVER PLC 6013 393250 SPON ADR NEW
KLA CORP 322 391179 COM NEW
HCA HEALTHCARE INC 836 390140 COM
DELTA AIR LINES INC DEL 5603 388850 COM NEW
CARNIVAL CORP 12501 381783 UNIT 99/99/9999
AFLAC INC 3454 380849 COM
NASDAQ INC 3891 377932 COM
GILEAD SCIENCES INC 3076 377530 COM
INNOVATOR ETFS TRUST 13650 373464 EQUITY 1YR JANUA
BLACKROCK ETF TRUST 11663 369484 ISHARES US LARG
ISHARES TR 1828 363161 MSCI USA QLT FCT
MONDELEZ INTL INC 6710 361187 CL A
NUCOR CORP 2209 360235 COM
M & T BK CORP 1775 357720 COM
VANGUARD WORLD FD 465 350279 INF TECH ETF
APPLOVIN CORP 510 343906 COM CL A
VALLEY NATL BANCORP 29193 340974 COM
AON PLC 962 339391 SHS CL A
FISERV INC 5020 337171 COM
THORNBURG ETF TR 10747 336912 INTL EQUITY ETF
TE CONNECTIVITY PLC 1477 336103 ORD SHS
BOEING CO 1544 335253 COM
SPDR S&P MIDCAP 400 ETF TR 554 334217 UTSER1 S&PDCRP
SHERWIN WILLIAMS CO 1031 334003 COM
CROWN HLDGS INC 3243 333944 COM
IRON MTN INC DEL 4014 332978 COM
FIDELITY COMWLTH TR 3640 332715 NASDAQ COMPSIT
ZOOM COMMUNICATIONS INC 3846 331871 CL A
ULTA BEAUTY INC 544 329240 COM
LINDE PLC 769 327883 SHS
KIMBERLY-CLARK CORP 3208 323613 COM
ZIMMER BIOMET HOLDINGS INC 3582 322093 COM
PULTE GROUP INC 2717 318644 COM
L3HARRIS TECHNOLOGIES INC 1073 314936 COM
GENPACT LIMITED 6631 310198 SHS
BARCLAYS PLC 12076 307334 ADR
WELLTOWER INC 1632 302942 COM
CLEAN HARBORS INC 1290 302479 COM
FIDELITY COVINGTON TRUST 1344 301966 MSCI INFO TECH I
ANALOG DEVICES INC 1108 300494 COM
SHOPIFY INC 1853 298210 CL A SUB VTG SHS
INNOVATOR ETFS TRUST 7173 297106 US SML CP PWR B
ISHARES TR 2419 294123 CORE HIGH DV ETF
GRAYSCALE BITCOIN TRUST ETF 4246 290257 SHS REP COM UT
ECOLAB INC 1088 285659 COM
VANGUARD SPECIALIZED FUNDS 1293 284176 DIV APP ETF
NORTHROP GRUMMAN CORP 496 282580 COM
BANK NEW YORK MELLON CORP 2424 281450 COM
WARNER BROS DISCOVERY INC 9738 280651 COM SER A
VANGUARD TAX-MANAGED FDS 4481 279921 VAN FTSE DEV MKT
CASEYS GEN STORES INC 504 278566 COM
FREEPORT-MCMORAN INC 5433 275949 CL B
CORTEVA INC 4105 275132 COM
PROGRESSIVE CORP 1208 275065 COM
UNITED PARCEL SERVICE INC 2734 271172 CL B
RALPH LAUREN CORP 761 269097 CL A
ISHARES TR 2478 265405 NATIONAL MUN ETF
BLOOM ENERGY CORP 3038 263972 COM CL A
WW GRAINGER INC 260 262733 COM
HOWMET AEROSPACE INC 1280 262362 COM
UNITED AIRLS HLDGS INC 2340 261628 COM
DUPONT DE NEMOURS INC 6505 261507 COM
AMERIPRISE FINL INC 532 260792 COM
ZOETIS INC 2048 257692 CL A
JOHNSON CTLS INTL PLC 2135 255660 SHS
NISOURCE INC 6104 254903 COM
CIRRUS LOGIC INC 2148 254538 COM
EPAM SYS INC 1233 252617 COM
WESTERN DIGITAL CORP 1466 252489 COM
CSX CORP 6920 250865 COM
CARRIER GLOBAL CORPORATION 4745 250721 COM
COGNIZANT TECHNOLOGY SOLUTIO 3019 250591 CL A
TRAVEL PLUS LEISURE CO 3547 250170 COM
RBB FD INC 5013 250048 US TREAS 3 MNTH
WASTE MGMT INC DEL 1137 249849 COM
CADENCE DESIGN SYSTEM INC 799 249662 COM
ILLUMINA INC 1895 248528 COM
FOX CORP 3393 247927 CL A COM
ILLINOIS TOOL WKS INC 1005 247578 COM
VANGUARD WHITEHALL FDS 2750 247500 INTL HIGH ETF
3M CO 1544 247242 COM
UNIVERSAL HLTH SVCS INC 1131 246581 CL B
TRANE TECHNOLOGIES PLC 632 246091 SHS
EMERSON ELEC CO 1847 245176 COM
CHUBB LIMITED 783 244392 COM
INGREDION INC 2216 244336 COM
NEWMONT CORP 2434 243084 COM
TERADYNE INC 1252 242338 COM
LENNAR CORP 2348 241336 CL A
NUVEEN NASDAQ 100 DYNAMIC OV 8453 241080 COM SHS
STATE STR CORP 1868 240991 COM
FEDEX CORP 832 240476 COM
CONSOLIDATED EDISON INC 2415 239903 COM
TARGET CORP 2446 239122 COM
FIRST TR EXCHNG TRADED FD VI 4610 238568 FT VEST US EQT
FIDELITY COVINGTON TRUST 3091 233615 QLTY FCTOR ETF
SYSCO CORP 3168 233436 COM
KILROY RLTY CORP 6246 233413 COM
TYSON FOODS INC 3967 232561 CL A
METLIFE INC 2931 231376 COM
NIKE INC 3625 230940 CL B
MOODYS CORP 451 230325 COM
DTE ENERGY CO 1785 230282 COM
VANGUARD WELLINGTON FD 2249 228442 SHORT TRM TAX EX
GENERAL MTRS CO 2794 227226 COM
ISHARES TR 748 225260 ISHARES SEMICDTR
CHENIERE ENERGY INC 1150 223587 COM NEW
10X GENOMICS INC 13696 223382 CL A COM
MOTOROLA SOLUTIONS INC 576 220841 COM NEW
CROWDSTRIKE HLDGS INC 469 219879 CL A
SSGA ACTIVE ETF TR 6970 219213 STATE STREET MUL
ENTERGY CORP NEW 2370 219015 COM
EVERSOURCE ENERGY 3234 217721 COM
BOYD GAMING CORP 2547 217106 COM
CAPITAL GROUP DIVIDEND VALUE 4962 216522 SHS CREATION UNI
PROLOGIS INC. 1679 214396 COM
MARSH & MCLENNAN COS INC 1149 213151 COM
ISHARES TR 2505 212518 U.S. PHARMA ETF
ALLISON TRANSMISSION HLDGS I 2163 211806 COM
PAYPAL HLDGS INC 3618 211246 COM
ISHARES TR 1255 210709 CORE S&P US GWT
CURTISS WRIGHT CORP 381 210034 COM
KINDER MORGAN INC DEL 7638 209958 COM
VERTEX PHARMACEUTICALS INC 463 209862 COM
TAKE-TWO INTERACTIVE SOFTWAR 819 209591 COM
HUNT J B TRANS SVCS INC 1074 208678 COM
US BANCORP DEL 3894 207762 COM NEW
REGENERON PHARMACEUTICALS 268 206889 COM
INVESCO EXCH TRADED FD TR II 1732 206650 S&P 500 MOMNTM
ESSEX PPTY TR INC 790 206633 COM
AGILENT TECHNOLOGIES INC 1514 206063 COM
WILLIAMS SONOMA INC 1149 205212 COM
ISHARES TR 1213 204718 ISHARES BIOTECH
SYNCHRONY FINANCIAL 2436 203271 COM
FIDELITY COVINGTON TRUST 4082 201995 STOCK FOR INFL
ROYAL CARIBBEAN GROUP 724 201963 COM
ETF SER SOLUTIONS 7875 201206 APTUS OCT BUFF E
HEICO CORP NEW 620 200626 COM
FORD MTR CO 15152 198797 COM
KENVUE INC 10204 176017 COM
DREAM FINDERS HOMES INC 10004 171068 COM CL A
BLACKROCK CORPOR HI YLD FD I 19214 171005 COM
GENWORTH FINL INC 15709 141852 COM SHS
BANCO SANTANDER SA 11919 139810 ADR
BLACKROCK FLOATING RATE INCO 10984 129392 COM
EATON VANCE LIMITED DURATION 12460 123479 COM