Cornerstone Wealth Group, LLC holds a diversified book of 496 stocks worth $1.7B as of Q2 2026 (disclosed Jul 27, 2026, a ~45-day 13F lag). This quarter they opened Harbor Commodity All Weather and trimmed SS SPDR S&P 500 ETF Trust-US. Their largest long position is SS SPDR S&P 500 ETF Trust-US at 5% of the equity book. They also disclosed $7.0M in put options (a bearish bet) and $527K in call options (bullish), shown separately below and excluded from the equity book. Cloning the disclosed picks since 2024 would be +24% (+12.9%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show Cornerstone Wealth Group, LLC's latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Cornerstone Wealth Group, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
57% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Cornerstone Wealth Group, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 79 / 80 | $628.5B |
| WELLS FARGO & COMPANY/MN | 79 / 80 | $188.9B |
| ROYAL BANK OF CANADA | 79 / 80 | $177.1B |
| ENVESTNET ASSET MANAGEMENT INC | 79 / 80 | $114.9B |
| FIFTH THIRD BANCORP | 79 / 80 | $26.8B |
| OSAIC HOLDINGS, INC. | 79 / 80 | $20.1B |
| NewEdge Advisors, LLC | 79 / 80 | $10.3B |
| Steward Partners Investment Advisory, LLC | 79 / 80 | $7.7B |
Ranked by how many of Cornerstone Wealth Group, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | State STR SPDR S&P 500 ETF T TR UNIT | $91.4M | 122.4K | 5.4% | ▼−0.9% Reduced · −1K sh | |
| 2 | Apple Inc COM | $83.1M | 287.3K | 4.9% | ▲+3.6% Added · +10K sh | |
| 3 | Nvidia Corporation COM | $62.5M | 312.3K | 3.7% | ▲+23% Added · +59K sh | |
| 4 | Ishares TR CORE S&P500 ETF | $52.9M | 70.7K | 3.1% | ▼−2.5% Reduced · −2K sh | |
| 5 | Ishares TR CORE MSCI INTL | $49.8M | 559.7K | 3.0% | ▲+7.0% Added · +36K sh | |
| 6 | Microsoft Corp COM | $48.4M | 129.7K | 2.9% | ▲+10% Added · +12K sh | |
| 7 | Schwab Strategic TR US LRG CAP ETF | $35.3M | 1.20M | 2.1% | ▼−2.0% Reduced · −24K sh | |
| 8 | Broadcom Inc COM | $34.5M | 91.2K | 2.1% | ▲+2.5% Added · +2K sh | |
| 9 | Alphabet Inc CAP STK CL A | $32.9M | 92.1K | 2.0% | ▲+5.5% Added · +5K sh | |
| 10 | SPDR Series Trust ST STR P500ETF | $26.9M | 306.6K | 1.6% | ▲+24% Added · +59K sh | |
| 11 | Vanguard Malvern FDS CORE BD ETF | $26.5M | 342.8K | 1.6% | ▲+3.0% Added · +10K sh | |
| 12 | Vanguard Index FDS S&P 500 ETF SHS | $26.4M | 38.4K | 1.6% | ▲+0.4% Added · +149 sh | |
| 13 | Amazon Com Inc COM | $24.3M | 102.1K | 1.4% | ▲+0.8% Added · +858 sh | |
| 14 | Ishares TR RUS 1000 ETF | $23.9M | 58.4K | 1.4% | ▼−0.9% Reduced · −535 sh | |
| 15 | Vanguard Index FDS TOTAL STK MKT | $23.0M | 62.3K | 1.4% | ▼−2.6% Reduced · −2K sh | |
| 16 | Ishares TR MSCI ACWI EX US | $22.7M | 298.6K | 1.4% | ▼−1.2% Reduced · −4K sh | |
| 17 | Fidelity Merrimack STR TR TOTAL BD ETF | $19.8M | 435.0K | 1.2% | ▲+18% Added · +65K sh | |
| 18 | JPMorgan Chase & Co COM | $18.7M | 57.3K | 1.1% | ▼−3.3% Reduced · −2K sh | |
| 19 | Ishares TR CORE US AGGBD ET | $18.6M | 188.3K | 1.1% | ▲+2.4% Added · +4K sh | |
| 20 | Abbvie Inc COM | $18.3M | 72.6K | 1.1% | ▲+3.2% Added · +2K sh | |
| 21 | Bank Of Amer Corp COM | $17.3M | 304.4K | 1.0% | ▲+9.0% Added · +25K sh | |
| 22 | Johnson & Johnson COM | $16.4M | 64.7K | 1.0% | ▲+23% Added · +12K sh | |
| 23 | Cummins Inc COM | $14.3M | 20.0K | 0.8% | ▼−19% Reduced · −5K sh | |
| 24 | Berkshire Hathaway Inc Del CL B NEW | $14.2M | 28.3K | 0.8% | ▲+8.1% Added · +2K sh | |
| 25 | Exxon Mobil Corp COM | $13.9M | 101.7K | 0.8% | ▲+5.3% Added · +5K sh | |
| 26 | Amgen Inc COM | $13.3M | 36.8K | 0.8% | ▲+3.8% Added · +1K sh | |
| 27 | Meta Platforms Inc CL A | $13.1M | 23.3K | 0.8% | ▲+16% Added · +3K sh | |
| 28 | Williams Cos Inc COM | $12.8M | 171.7K | 0.8% | ▼−5.2% Reduced · −9K sh | |
| 29 | Applied Matls Inc COM | $12.7M | 17.5K | 0.8% | ▼−41% Reduced · −12K sh | |
| 30 | BlackRock ETF Trust ISHA I IN TE ETF | $12.6M | 239.7K | 0.8% | ▲+0.4% Added · +938 sh | |
| 31 | Harbor ETF Trust COMM ALL WEA ETF | $12.5M | 426.5K | 0.7% | ▲New New position | |
| 32 | Home Depot Inc COM | $12.4M | 35.3K | 0.7% | ▼−11% Reduced · −4K sh | |
| 33 | Rxo Inc COMMON STOCK | $12.3M | 444.3K | 0.7% | ▲+61% Added · +169K sh | |
| 34 | Eli Lilly & Co COM | $11.9M | 9.9K | 0.7% | ▼−1.3% Reduced · −131 sh | |
| 35 | Lincoln Elec Hldgs Inc COM | $11.4M | 43.0K | 0.7% | ▼−3.5% Reduced · −2K sh | |
| 36 | Lam Research Corp COM NEW | $11.3M | 26.1K | 0.7% | ▼−14% Reduced · −4K sh | |
| 37 | Select Sector SPDR TR ST STR TECHN ETF | $10.8M | 56.9K | 0.6% | ▼−16% Reduced · −11K sh | |
| 38 | American Centy ETF TR AVANTIS EMGMKT | $10.8M | 111.5K | 0.6% | ▲+5.2% Added · +5K sh | |
| 39 | Eaton Corp PLC SHS | $10.4M | 24.5K | 0.6% | ▼−13% Reduced · −4K sh | |
| 40 | Southern Co COM | $10.4M | 108.9K | 0.6% | ▲+4.3% Added · +4K sh | |
| 41 | Micron Technology Inc COM | $10.3M | 8.9K | 0.6% | ▲+130% Added · +5K sh | |
| 42 | Texas Instrs Inc COM | $9.9M | 33.4K | 0.6% | ▲+37% Added · +9K sh | |
| 43 | Vanguard Index FDS GROWTH ETF | $9.9M | 115.1K | 0.6% | ▲+2.3% Added · +3K sh | |
| 44 | Dollar Gen Corp COM | $9.7M | 84.2K | 0.6% | ▲+34% Added · +21K sh | |
| 45 | BlackRock ETF Trust ISHARES US EQUIT | $9.3M | 136.5K | 0.6% | ▲+1.5% Added · +2K sh | |
| 46 | Elevance Health Inc Formerly COM | $9.2M | 23.9K | 0.6% | ▲28× Added · +23K sh | |
| 47 | BlackRock ETF Trust II ISHA FLEX IN ETF | $9.1M | 173.4K | 0.5% | ▲+4.5% Added · +8K sh | |
| 48 | Vanguard Index FDS VALUE ETF | $9.0M | 41.4K | 0.5% | ▲+2.4% Added · +963 sh | |
| 49 | Altria Group Inc COM | $9.0M | 125.0K | 0.5% | ▼−23% Reduced · −37K sh | |
| 50 | Visa Inc COM CL A | $9.0M | 26.2K | 0.5% | ▼−17% Reduced · −5K sh |
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| PUT · bearish | LAM RESEARCH CORPLRCX | $2.3M | 5K |
| PUT · bearish | APPLE INCAAPL | $2.0M | 7K |
| PUT · bearish | NVIDIA CORPNVDA | $1.5M | 7K |
| PUT · bearish | SS SPDR S&P 500 ETF TRUST-USSPY | $821K | 1K |
| PUT · bearish | MICROSOFT CORPMSFT | $410K | 1K |
| CALL · bullish | SERVICENOW INCNOW | $377K | 4K |
| CALL · bullish | SS SPDR S&P 500 ETF TRUST-USSPY | $149K | 200 |
| PUT · bearish | SPACE EXPLORATION TECHN CORP | $51K | 300 |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 27, 2026 | 512 | $1.7B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 22, 2026 | 452 | $1.6B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 26, 2026 | 393 | $1.5B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 30, 2025 | 355 | $1.5B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 28, 2025 | 331 | $1.3B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 23, 2025 | 292 | $1.2B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 22, 2025 | 279 | $1.2B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 25, 2024 | 271 | $1.2B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.