Cornerstone Wealth, LLC/TN

Est. AUM

$177.7M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	CALAMOS ETF TR	AUTOCALLABLE INC	$18.7M	693536	10.51%	SOLE
2	FIDELITY COVINGTON TRUST	HIGH DIVID ETF	$12.0M	203646	6.73%	SOLE
3	INNOVATOR ETFS TRUST	US EQTY PWR BUF	$8.2M	181597	4.62%	SOLE
4	J P MORGAN EXCHANGE TRADED F	US QUALTY FCTR	$7.8M	118802	4.38%	SOLE
5	INNOVATOR ETFS TRUST	GRWT100 PWR BF	$7.8M	136628	4.38%	SOLE
6	ISHARES TR	RUS TP200 GR ETF	$7.7M	27574	4.33%	SOLE
7	INNOVATOR ETFS TRUST	US EQTY PWR BF	$6.3M	141024	3.54%	SOLE
8	INNOVATOR ETFS TRUST	GROWTH 100 PWR B	$5.7M	181340	3.18%	SOLE
9	INNOVATOR ETFS TRUST	US EQTY PWR BUF	$5.4M	128563	3.04%	SOLE
10	INNOVATOR ETFS TRUST	INNOVATOR GW 100	$5.3M	181685	2.99%	SOLE
11	CALAMOS ETF TR	NASDAQ AUTOCALLL	$5.3M	201439	2.99%	SOLE
12	FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$5.1M	111058	2.87%	SOLE
13	INNOVATOR ETFS TRUST	INTRNL DEV JAN	$4.7M	127879	2.67%	SOLE
14	INNOVATOR ETFS TRUST	US EQTY PWR BUF	$4.3M	93238	2.45%	SOLE
15	BLACKROCK ETF TRUST	ISHARES US EQUIT	$3.8M	60003	2.15%	SOLE
16	SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$3.2M	62404	1.79%	SOLE
17	WALMART INC	COM	$3.1M	24137	1.73%	SOLE
18	FIDELITY COVINGTON TRUST	ENHANCED MID	$2.9M	76070	1.63%	SOLE
19	INNOVATOR ETFS TRUST	INDEX AUTOCALLAB	$2.8M	107945	1.57%	SOLE
20	INNOVATOR ETFS TRUST	INTL DEVELOPED	$2.6M	88934	1.47%	SOLE
21	APPLE INC	COM	$2.3M	8351	1.27%	SOLE
22	INNOVATOR ETFS TRUST	US EQTY PWR BUF	$2.0M	41602	1.13%	SOLE
23	INNOVATOR ETFS TRUST	US SMALL CAP PWR	$2.0M	71900	1.13%	SOLE
24	INNOVATOR ETFS TRUST	EMERGING MKT PWR	$2.0M	59440	1.12%	SOLE
25	INNOVATOR ETFS TRUST	EMRGNG MKT JAN	$2.0M	55672	1.11%	SOLE
26	ISHARES INC	MSCI EMRG CHN	$1.8M	20131	1.02%	SOLE
27	ISHARES TR	EAFE GRWTH ETF	$1.7M	14847	0.98%	SOLE
28	JANUS DETROIT STR TR	HENDERSON MTG	$1.5M	32718	0.84%	SOLE
29	INNOVATOR ETFS TRUST	US EQTY PWR BUF	$1.5M	32954	0.83%	SOLE
30	GLOBAL X FDS	US INFR DEV ETF	$1.4M	25296	0.79%	SOLE
31	INNOVATOR ETFS TRUST	GRWT100 PWR BUF	$1.4M	23385	0.79%	SOLE
32	ISHARES TR	CORE S&P500 ETF	$1.4M	1904	0.77%	SOLE
33	FIRST TR EXCHANGE TRADED FD	SMID RISNG ETF	$1.3M	31919	0.76%	SOLE
34	INNOVATOR ETFS TRUST	INTL DEVELOPED P	$1.3M	42157	0.72%	SOLE
35	NVIDIA CORPORATION	COM	$1.2M	5846	0.70%	SOLE
36	INNOVATOR ETFS TRUST	INTRNL DEV JULY	$1.1M	33209	0.65%	SOLE
37	INNOVATOR ETFS TRUST	US EQT PWR BUF	$1.1M	27641	0.64%	SOLE
38	INNOVATOR ETFS TRUST	US SML CP PWR B	$1.1M	34276	0.64%	SOLE
39	INNOVATOR ETFS TRUST	GROWTH 100 PWR B	$1.1M	37021	0.64%	SOLE
40	INNOVATOR ETFS TRUST	US EQTY PWR BUF	$1.1M	22248	0.60%	SOLE
41	INNOVATOR ETFS TRUST	GRWT100 PWR BUF	$988K	13065	0.56%	SOLE
42	USCF ETF TR	SUMMERHAVEN K1	$950K	33768	0.53%	SOLE
43	FIRST TR EXCHANGE-TRADED FD	VEST LADDERED	$875K	42145	0.49%	SOLE
44	INNOVATOR ETFS TRUST	INNOVATOR GW 100	$872K	26746	0.49%	SOLE
45	INNOVATOR ETFS TRUST	US SML CP PWR B	$859K	19589	0.48%	SOLE
46	INNOVATOR ETFS TRUST	GRWT100 PWR BF	$842K	14590	0.47%	SOLE
47	HOME DEPOT INC	COM	$794K	2413	0.45%	SOLE
48	INNOVATOR ETFS TRUST	US SM CAP BUFFER	$766K	25848	0.43%	SOLE
49	INNOVATOR ETFS TRUST	GROWTH 100 POWER	$752K	24735	0.42%	SOLE
50	FIRST TR EXCHANGE-TRADED FD	NASDAQ CYB ETF	$720K	10722	0.41%	SOLE

1–50 of 96

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