Arkolith/Funds/Cornerstone Wealth, LLC

Cornerstone Wealth, LLC

CIK 2135644
Holdings as of Mar 31, 2026·disclosed May 19, 2026·~49-day 13F lag·13F-HR
Active Filer

Cornerstone Wealth, LLC holds a concentrated book of 49 stocks worth $177.7M as of Q1 2026 (disclosed May 19, 2026, a ~45-day 13F lag). Their largest long position is INNOVATOR ETFS TRUST at 32% of the equity book.

Build

Build on this 13F portfolio

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

Build

Ask your agent what Cornerstone Wealth, LLC owns

This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/funds/2135644/holdings"
Ask your agent
Use Arkolith to show Cornerstone Wealth, LLC/TN's latest
holdings, largest changes, and filing provenance.
First tracked quarter for this filer — quarter-over-quarter changes (opened / added / trimmed / sold) appear once the next 13F is filed and there is a prior book to compare.

Concentration

Top-heavy: concentrated book

Top 5 holdings
66%
Top 10 holdings
82%
Top 20 holdings
93%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

3% mapped to company sectors

ETF / fund or unclassified
97%
Consumer Discretionary
2%
Health Care
1%
Industrials
0%
Materials
0%
Consumer Staples
0%

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.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

96 positions
#SecurityValueShares% PortLast moveHistory
1Calamos ETF TR
AUTOCALLABLE INC
$18.7M693.5K
10.5%
New
New position
2Fidelity Covington Trust
HIGH DIVID ETF
$12.0M203.6K
6.7%
New
New position
3Innovator Etfs Trust
US EQTY PWR BUF
$8.2M181.6K
4.6%
New
New position
4Innovator Etfs Trust
GRWT100 PWR BF
$7.8M136.6K
4.4%
New
New position
5J P Morgan Exchange Traded F
US QUALTY FCTR
$7.8M118.8K
4.4%
New
New position
6Ishares TR
RUS TP200 GR ETF
$7.7M27.6K
4.3%
New
New position
7Innovator Etfs Trust
US EQTY PWR BF
$6.3M141.0K
3.5%
New
New position
8Innovator Etfs Trust
GROWTH 100 PWR B
$5.7M181.3K
3.2%
New
New position
9Innovator Etfs Trust
US EQTY PWR BUF
$5.4M128.6K
3.0%
New
New position
10Innovator Etfs Trust
INNOVATOR GW 100
$5.3M181.7K
3.0%
New
New position
11Calamos ETF TR
NASDAQ AUTOCALLL
$5.3M201.4K
3.0%
New
New position
12Fidelity Merrimack STR TR
TOTAL BD ETF
$5.1M111.1K
2.9%
New
New position
13Innovator Etfs Trust
INTRNL DEV JAN
$4.7M127.9K
2.7%
New
New position
14Innovator Etfs Trust
US EQTY PWR BUF
$4.3M93.2K
2.4%
New
New position
15BlackRock ETF Trust
ISHARES US EQUIT
$3.8M60.0K
2.1%
New
New position
16Schwab Strategic TR
FUNDAMENTAL INTL
$3.2M62.4K
1.8%
New
New position
17Walmart Inc
COM
$3.1M24.1K
1.7%
New
New position
18Fidelity Covington Trust
ENHANCED MID
$2.9M76.1K
1.6%
New
New position
19Innovator Etfs Trust
INDEX AUTOCALLAB
$2.8M107.9K
1.6%
New
New position
20Innovator Etfs Trust
INTL DEVELOPED
$2.6M88.9K
1.5%
New
New position
21Apple Inc
COM
$2.3M8.4K
1.3%
New
New position
22Innovator Etfs Trust
US EQTY PWR BUF
$2.0M41.6K
1.1%
New
New position
23Innovator Etfs Trust
US SMALL CAP PWR
$2.0M71.9K
1.1%
New
New position
24Innovator Etfs Trust
EMERGING MKT PWR
$2.0M59.4K
1.1%
New
New position
25Innovator Etfs Trust
EMRGNG MKT JAN
$2.0M55.7K
1.1%
New
New position
26Ishares Inc
MSCI EMRG CHN
$1.8M20.1K
1.0%
New
New position
27Ishares TR
EAFE GRWTH ETF
$1.7M14.8K
1.0%
New
New position
28Janus Detroit STR TR
HENDERSON MTG
$1.5M32.7K
0.8%
New
New position
29Innovator Etfs Trust
US EQTY PWR BUF
$1.5M33.0K
0.8%
New
New position
30Global X FDS
US INFR DEV ETF
$1.4M25.3K
0.8%
New
New position
31Innovator Etfs Trust
GRWT100 PWR BUF
$1.4M23.4K
0.8%
New
New position
32Ishares TR
CORE S&P500 ETF
$1.4M1.9K
0.8%
New
New position
33First TR Exchange Traded FD
SMID RISNG ETF
$1.3M31.9K
0.8%
New
New position
34Innovator Etfs Trust
INTL DEVELOPED P
$1.3M42.2K
0.7%
New
New position
35Nvidia Corporation
COM
$1.2M5.8K
0.7%
New
New position
36Innovator Etfs Trust
INTRNL DEV JULY
$1.2M33.2K
0.6%
New
New position
37Innovator Etfs Trust
US EQT PWR BUF
$1.1M27.6K
0.6%
New
New position
38Innovator Etfs Trust
US SML CP PWR B
$1.1M34.3K
0.6%
New
New position
39Innovator Etfs Trust
GROWTH 100 PWR B
$1.1M37.0K
0.6%
New
New position
40Innovator Etfs Trust
US EQTY PWR BUF
$1.1M22.2K
0.6%
New
New position
41Innovator Etfs Trust
GRWT100 PWR BUF
$988K13.1K
0.6%
New
New position
42Uscf ETF TR
SUMMERHAVEN K1
$950K33.8K
0.5%
New
New position
43First TR Exchange-Traded FD
VEST LADDERED
$875K42.1K
0.5%
New
New position
44Innovator Etfs Trust
INNOVATOR GW 100
$872K26.7K
0.5%
New
New position
45Innovator Etfs Trust
US SML CP PWR B
$859K19.6K
0.5%
New
New position
46Innovator Etfs Trust
GRWT100 PWR BF
$842K14.6K
0.5%
New
New position
47Home Depot Inc
COM
$794K2.4K
0.4%
New
New position
48Innovator Etfs Trust
US SM CAP BUFFER
$766K25.8K
0.4%
New
New position
49Innovator Etfs Trust
GROWTH 100 POWER
$752K24.7K
0.4%
New
New position
50First TR Exchange-Traded FD
NASDAQ CYB ETF
$720K10.7K
0.4%
New
New position
Showing 50 of 96 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 19, 202696$177.7M13F-HR

Data source

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.