Cornerstone Wealth Group, LLC holds a diversified book of 496 reported positions worth $1.7B as of Q2 2026 (disclosed Jul 27, 2026, a ~27-day 13F lag). This quarter Honeywell Aerospace Inc first appears in 13F filings (one of 2 new listings in the book), a listing rather than a purchase; 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 reported non-option 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 non-option book. Cloning the disclosed picks since 2024 would be +28% (+14.1%/yr). That is a simulation of the disclosed long book, not audited returns.
Cornerstone Wealth Group, LLC is a wealth platform: this book aggregates client accounts across many advisers.
Growth of $10,000 cloning Cornerstone Wealth Group, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~27 days for the latest filing, with 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.
58% mapped to company sectors
+4 sectors below the cut, 5% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Cornerstone Wealth Group, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Innovator Capital Management, LLC | 8 / 80 | $2.9B |
| Donor Advised Charitable Giving, Inc. | 8 / 80 | $4.4B |
| Swiss Re Ltd | 39 / 80 | $1.0B |
| Prospect Hill Management, LLC | 8 / 80 | $240.9M |
| Trans-Canada Capital Inc. | 8 / 80 | $1.6B |
| Outlook Capital Management, LLC | 14 / 80 | $268.2M |
| Draper Asset Management, LLC | 8 / 80 | $170.5M |
| Ardent Capital Management, Inc. | 24 / 80 | $207.3M |
Ranked by the share of each fund's own book sitting in the names it shares with Cornerstone Wealth Group, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position'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 |
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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-CL ASPCX | $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 non-option book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 27, 2026 | 27d | 512 | $1.7B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 22, 2026 | 22d | 452 | $1.6B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 26, 2026 | 26d | 393 | $1.5B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 30, 2025 | 30d | 355 | $1.5B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 28, 2025 | 28d | 331 | $1.3B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 23, 2025 | 23d | 292 | $1.2B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 22, 2025 | 22d | 279 | $1.2B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 25, 2024 | 25d | 271 | $1.2B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.