Cornerstone Wealth Management, LLC

Est. AUM

$2.00B

13F long equity, this entity only

Positions

712

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	APPLE INC	COM	$87.3M	343985	4.37%	SOLE
2	J P MORGAN EXCHANGE TRADED F	BETABUILDRS US	$78.9M	673279	3.95%	SOLE
3	SPDR SERIES TRUST	STATE STREET SPD	$66.1M	1116124	3.31%	SOLE
4	SPDR SERIES TRUST	STATE STREET SPD	$48.3M	631003	2.42%	SOLE
5	ISHARES TR	CORE S&P500 ETF	$47.8M	73210	2.39%	SOLE
6	NVIDIA CORPORATION	COM	$46.3M	265552	2.32%	SOLE
7	MICROSOFT CORP	COM	$29.0M	78292	1.45%	SOLE
8	PIMCO ETF TR	ACTIVE BD ETF	$26.0M	281894	1.30%	SOLE
9	INVESCO QQQ TR	UNIT SER 1	$24.0M	41583	1.20%	SOLE
10	ISHARES TR	MSCI USA MIN VOL	$23.7M	256054	1.19%	SOLE
11	WALMART INC	COM	$22.5M	180723	1.12%	SOLE
12	AMAZON COM INC	COM	$20.9M	100438	1.05%	SOLE
13	SPDR SERIES TRUST	STATE STREET SPD	$18.8M	191802	0.94%	SOLE
14	PIMCO ETF TR	ENHAN SHRT MA AC	$18.5M	184207	0.93%	SOLE
15	STATE STR SPDR S&P 500 ETF T	TR UNIT	$18.4M	28351	0.92%	SOLE
16	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$18.3M	85149	0.92%	SOLE
17	VANGUARD STAR FDS	VG TL INTL STK F	$17.4M	225266	0.87%	SOLE
18	INVESCO EXCH TRD SLF IDX FD	INVSCO BLSH 28	$16.8M	820301	0.84%	SOLE
19	VANGUARD INDEX FDS	TOTAL STK MKT	$16.7M	52139	0.84%	SOLE
20	INVESCO EXCH TRD SLF IDX FD	BULSHS 2027 CB	$16.7M	850379	0.83%	SOLE
21	INVESCO EXCHANGE TRADED FD T	RAFI US 1000 ETF	$16.3M	343934	0.82%	SOLE
22	SPDR SERIES TRUST	STATE STREET SPD	$15.7M	469532	0.79%	SOLE
23	PROCTER & GAMBLE CO	COM	$15.7M	108645	0.78%	SOLE
24	SPDR INDEX SHS FDS	STATE STREET SPD	$15.3M	336054	0.77%	SOLE
25	EXXON MOBIL CORP	COM	$15.1M	89195	0.76%	SOLE
26	INVESCO EXCH TRD SLF IDX FD	BULSHS 2026 CB	$15.1M	771743	0.75%	SOLE
27	JOHNSON & JOHNSON	COM	$15.1M	61619	0.75%	SOLE
28	STATE STR SPDR DOW JONES IND	UT SER 1	$14.6M	31488	0.73%	SOLE
29	FIDELITY COVINGTON TRUST	ENHANCED INTL	$14.2M	381859	0.71%	SOLE
30	INVESCO EXCHANGE TRADED FD T	LARGE CAP GROWTH	$13.3M	105264	0.66%	SOLE
31	VANGUARD BD INDEX FDS	INTERMED TERM	$12.9M	167562	0.65%	SOLE
32	J P MORGAN EXCHANGE TRADED F	US QUALTY FCTR	$12.8M	208127	0.64%	SOLE
33	ALPHABET INC	CAP STK CL A	$12.5M	43320	0.62%	SOLE
34	FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$12.2M	178393	0.61%	SOLE
35	VANGUARD INDEX FDS	VALUE ETF	$12.2M	61925	0.61%	SOLE
36	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$12.1M	163953	0.60%	SOLE
37	FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$12.0M	263290	0.60%	SOLE
38	ISHARES TR	RUSSELL 2000 ETF	$12.0M	48358	0.60%	SOLE
39	ISHARES TR	CORE DIV GRWTH	$11.7M	166711	0.59%	SOLE
40	SPDR SERIES TRUST	STATE STREET SPD	$11.6M	453166	0.58%	SOLE
41	AMERICAN CENTY ETF TR	US EQT ETF	$11.4M	102182	0.57%	SOLE
42	INVESCO EXCHANGE TRADED FD T	S&P500 QUALITY	$11.0M	146912	0.55%	SOLE
43	PACER FDS TR	US SMALL CAP CAS	$11.0M	245146	0.55%	SOLE
44	SSGA ACTIVE ETF TR	STATE STREET DOU	$10.6M	267823	0.53%	SOLE
45	INTERNATIONAL BUSINESS MACHS	COM	$10.5M	43474	0.53%	SOLE
46	COCA COLA CO	COM	$10.5M	138526	0.53%	SOLE
47	ISHARES TR	MORNINGSTAR GRWT	$10.5M	109694	0.52%	SOLE
48	VANECK ETF TRUST	SEMICONDUCTR ETF	$10.2M	26713	0.51%	SOLE
49	RTX CORPORATION	COM	$10.1M	52596	0.51%	SOLE
50	J P MORGAN EXCHANGE TRADED F	MUNICIPAL ETF	$9.9M	197857	0.49%	SOLE

1–50 of 712

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.