Cornerstone Wealth Group, LLC

Est. AUM

$1.55B

13F long equity, this entity only

Positions

447

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	STATE STR SPDR S&P 500 ETF T	TR UNIT	$87.0M	123527	5.59%	SOLE
2	APPLE INC	COM	$73.8M	277261	4.75%	SOLE
3	ISHARES TR	CORE S&P500 ETF	$51.2M	72460	3.30%	SOLE
4	NVIDIA CORPORATION	COM	$50.7M	253511	3.26%	SOLE
5	MICROSOFT CORP	COM	$49.9M	117697	3.21%	SOLE
6	ISHARES TR	CORE MSCI INTL	$45.9M	523253	2.95%	SOLE
7	BROADCOM INC	COM	$35.8M	89006	2.30%	SOLE
8	SCHWAB STRATEGIC TR	US LRG CAP ETF	$34.0M	1222961	2.19%	SOLE
9	ALPHABET INC	CAP STK CL A	$29.0M	87322	1.87%	SOLE
10	VANGUARD MALVERN FDS	CORE BD ETF	$25.8M	332723	1.66%	SOLE
11	AMAZON COM INC	COM	$25.3M	101266	1.63%	SOLE
12	VANGUARD INDEX FDS	S&P 500 ETF SHS	$24.8M	38283	1.59%	SOLE
13	ISHARES TR	RUS 1000 ETF	$22.8M	58955	1.46%	SOLE
14	VANGUARD INDEX FDS	TOTAL STK MKT	$22.2M	63926	1.43%	SOLE
15	ISHARES TR	MSCI ACWI EX US	$22.0M	302240	1.41%	SOLE
16	SPDR SERIES TRUST	STATE STREET SPD	$20.5M	247200	1.32%	SOLE
17	JPMORGAN CHASE & CO	COM	$18.5M	59213	1.19%	SOLE
18	ISHARES TR	CORE US AGGBD ET	$18.3M	183945	1.18%	SOLE
19	FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$17.0M	369509	1.09%	SOLE
20	CUMMINS INC	COM	$15.8M	24741	1.02%	SOLE
21	BANK AMERICA CORP	COM	$14.9M	279178	0.96%	SOLE
22	ABBVIE INC	COM	$14.4M	70337	0.93%	SOLE
23	EXXON MOBIL CORP	COM	$14.3M	96572	0.92%	SOLE
24	HOME DEPOT INC	COM	$13.6M	39570	0.88%	SOLE
25	META PLATFORMS INC	CL A	$13.4M	20052	0.86%	SOLE
26	WILLIAMS COS INC	COM	$12.8M	181125	0.82%	SOLE
27	MCDONALDS CORP	COM	$12.3M	40693	0.79%	SOLE
28	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$12.3M	26157	0.79%	SOLE
29	AMGEN INC	COM	$12.2M	35448	0.79%	SOLE
30	JOHNSON & JOHNSON	COM	$11.9M	52581	0.76%	SOLE
31	APPLIED MATLS INC	COM	$11.7M	29610	0.75%	SOLE
32	LINCOLN ELEC HLDGS INC	COM	$11.6M	44558	0.75%	SOLE
33	EATON CORP PLC	SHS	$11.6M	28251	0.74%	SOLE
34	HONEYWELL INTL INC	COM	$10.7M	48342	0.69%	SOLE
35	ALTRIA GROUP INC	COM	$10.5M	162195	0.67%	SOLE
36	SELECT SECTOR SPDR TR	STATE STREET TEC	$10.5M	67658	0.67%	SOLE
37	CHEVRON CORPORATION	COM	$9.9M	53148	0.64%	SOLE
38	VISA INC	COM CL A	$9.7M	31421	0.63%	SOLE
39	BLACKROCK ETF TRUST	ISHARES A I INNO	$9.6M	238727	0.62%	SOLE
40	SOUTHERN CO	COM	$9.6M	104443	0.62%	SOLE
41	AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$9.3M	106066	0.60%	SOLE
42	VANGUARD INDEX FDS	GROWTH ETF	$9.2M	112511	0.59%	SOLE
43	ELI LILLY & CO	COM	$9.1M	10034	0.58%	SOLE
44	PEPSICO INC	COM	$9.0M	58338	0.58%	SOLE
45	BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$8.7M	165907	0.56%	SOLE
46	WALMART INC	COM	$8.6M	66675	0.56%	SOLE
47	BLACKROCK ETF TRUST	ISHARES US EQUIT	$8.5M	134483	0.55%	SOLE
48	UBER TECHNOLOGIES INC	COM	$8.4M	108961	0.54%	SOLE
49	PRUDENTIAL FINL INC	COM	$8.3M	86476	0.54%	SOLE
50	VANGUARD INDEX FDS	VALUE ETF	$8.2M	40469	0.53%	SOLE

1–50 of 447

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