Cornerstone Wealth, LLC holds a diversified book of 102 stocks worth $197.7M as of Q2 2026 (disclosed Jul 29, 2026, a ~29-day 13F lag). This quarter they opened Fidelity Enhanced Intl ETF and trimmed Fidelity High Dividend ETF. Their largest long position is Calamos Autocallable Inc ETF at 10% of the equity book. Cloning the disclosed picks since 2026 would be +3%. That is a simulation of the disclosed long book, not audited returns.
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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.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2135644/holdings"
Use Arkolith to show Cornerstone Wealth, LLC/TN's latest holdings, largest changes, and filing provenance.
The reported book (valued from quarter-end) returned +9.2%, a 6.0-point gap that is the cost of the ~29-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Cornerstone Wealth, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~29 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.
6% 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, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| IFP Advisors, Inc | 80 / 80 | $708.1M |
| COMMONWEALTH EQUITY SERVICES, LLC | 79 / 80 | $11.8B |
| HARBOUR INVESTMENTS, INC. | 79 / 80 | $902.3M |
| OSAIC HOLDINGS, INC. | 77 / 80 | $10.3B |
| Cetera Investment Advisers | 76 / 80 | $12.9B |
| Kestra Advisory Services, LLC | 76 / 80 | $5.0B |
| ENVESTNET ASSET MANAGEMENT INC | 74 / 80 | $52.1B |
| LPL Financial LLC | 74 / 80 | $43.6B |
Ranked by how many of Cornerstone Wealth, 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 | Calamos ETF TR AUTOC INCOM ETF | $19.4M | 713.4K | 9.8% | ▲+2.9% Added · +20K sh | |
| 2 | Ishares TR RUS TP200 GR ETF | $12.2M | 42.2K | 6.2% | ▲+53% Added · +15K sh | |
| 3 | Fidelity Covington Trust HIGH DIVID ETF | $9.3M | 148.7K | 4.7% | ▼−27% Reduced · −55K sh | |
| 4 | Innovator Etfs Trust US EQTY PWR BUF | $8.6M | 183.7K | 4.3% | ▲+1.1% Added · +2K sh | |
| 5 | Innovator Etfs Trust US EQTY PWR BUF | $8.6M | 174.6K | 4.3% | ▲+685% Added · +152K sh | |
| 6 | Innovator Etfs Trust GRWT100 PWR BF | $8.1M | 138.0K | 4.1% | ▲+1.0% Added · +1K sh | |
| 7 | Calamos ETF TR NASDAQ AUTOCALLL | $7.3M | 280.6K | 3.7% | ▲+39% Added · +79K sh | |
| 8 | BlackRock ETF Trust ISHARES US EQUIT | $6.9M | 101.4K | 3.5% | ▲+69% Added · +41K sh | |
| 9 | J P Morgan Exchange Traded F US QUALTY FCTR | $6.4M | 88.3K | 3.2% | ▼−26% Reduced · −31K sh | |
| 10 | Innovator Etfs Trust INDE AUT INC ETF | $6.0M | 233.3K | 3.0% | ▲+116% Added · +125K sh | |
| 11 | Innovator Etfs Trust GROWTH 100 PWR B | $5.9M | 182.3K | 3.0% | ▲+0.6% Added · +1K sh | |
| 12 | Innovator Etfs Trust US EQTY PWR BUF | $5.6M | 130.1K | 2.9% | ▲+1.1% Added · +1K sh | |
| 13 | Innovator Etfs Trust INNOVATOR GW 100 | $5.5M | 182.7K | 2.8% | ▲+0.6% Added · +1K sh | |
| 14 | Innovator Etfs Trust INTRNL DEV JAN | $4.9M | 129.2K | 2.5% | ▲+1.0% Added · +1K sh | |
| 15 | Schwab Strategic TR FUNDAMENTAL INTL | $4.7M | 88.1K | 2.4% | ▲+41% Added · +26K sh | |
| 16 | Fidelity Merrimack STR TR TOTAL BD ETF | $4.6M | 101.5K | 2.3% | ▼−8.6% Reduced · −10K sh | |
| 17 | Innovator Etfs Trust US EQTY PWR BUF | $4.5M | 93.0K | 2.3% | ▼−0.3% Reduced · −275 sh | |
| 18 | Innovator Etfs Trust INTRNL DEV JULY | $4.4M | 122.9K | 2.2% | ▲+270% Added · +90K sh | |
| 19 | Innovator Etfs Trust US SML CP PWR B | $3.8M | 111.1K | 1.9% | ▲+224% Added · +77K sh | |
| 20 | Fidelity Covington Trust ENH MID COR ETF | $3.4M | 83.9K | 1.7% | ▲+10% Added · +8K sh | |
| 21 | Innovator Etfs Trust GRWT100 PWR BUF | $3.4M | 44.2K | 1.7% | ▲+239% Added · +31K sh | |
| 22 | Apple Inc COM | $2.8M | 8.4K | 1.4% | ▲+0.9% Added · +72 sh | |
| 23 | First TR Exchange-Traded FD VEST LADDERED | $2.7M | 132.1K | 1.4% | ▲+213% Added · +90K sh | |
| 24 | Innovator Etfs Trust US EQTY PWR BUF | $2.1M | 42.6K | 1.1% | ▲+2.3% Added · +973 sh | |
| 25 | Innovator Etfs Trust EMRGNG MKT JAN | $2.0M | 56.9K | 1.0% | ▲+2.2% Added · +1K sh | |
| 26 | Innovator Etfs Trust EMERGING MKT PWR | $2.0M | 59.3K | 1.0% | ▼−0.2% Reduced · −140 sh | |
| 27 | Ishares Inc MSCI EMRG CHN | $1.9M | 19.7K | 0.9% | ▼−2.1% Reduced · −433 sh | |
| 28 | Fidelity Covington Trust ENHANCED INTL | $1.7M | 41.7K | 0.9% | ▲New New position | |
| 29 | Janus Detroit STR TR HENDERSON MTG | $1.5M | 32.9K | 0.7% | ▲+0.7% Added · +230 sh | |
| 30 | Innovator Etfs Trust GRWT100 PWR BUF | $1.5M | 23.4K | 0.7% | —Held | |
| 31 | Ishares TR CORE S&P500 ETF | $1.5M | 1.9K | 0.7% | ▲+1.3% Added · +25 sh | |
| 32 | First TR Exchange Traded FD SMID RISNG ETF | $1.4M | 32.8K | 0.7% | ▲+2.6% Added · +838 sh | |
| 33 | Innovator Etfs Trust INTL DEVELOPED P | $1.3M | 42.8K | 0.7% | ▲+1.4% Added · +600 sh | |
| 34 | Nvidia Corporation COM | $1.3M | 5.9K | 0.6% | ▲+0.9% Added · +51 sh | |
| 35 | Innovator Etfs Trust US EQT PWR BUF | $1.2M | 27.8K | 0.6% | ▲+0.7% Added · +197 sh | |
| 36 | Innovator Etfs Trust GRWT100 PWR BF | $1.0M | 17.7K | 0.5% | ▲+21% Added · +3K sh | |
| 37 | Global X FDS US INFR DEV ETF | $1.0M | 17.9K | 0.5% | ▼−29% Reduced · −7K sh | |
| 38 | Innovator Etfs Trust US SML CP PWR B | $938K | 20.5K | 0.5% | ▲+4.7% Added · +928 sh | |
| 39 | First TR Exchange-Traded FD NASDAQ CYB ETF | $898K | 9.6K | 0.5% | ▼−10% Reduced · −1K sh | |
| 40 | Innovator Etfs Trust GROW 100 PWR BUF | $870K | 29.6K | 0.4% | ▲New New position | |
| 41 | Ishares TR U.S. TECH ETF | $831K | 3.3K | 0.4% | ▲+30% Added · +766 sh | |
| 42 | Home Depot Inc COM | $820K | 2.4K | 0.4% | ▼−0.4% Reduced · −10 sh | |
| 43 | Innovator Etfs Trust US SM CAP BUFFER | $818K | 26.3K | 0.4% | ▲+1.9% Added · +500 sh | |
| 44 | Innovator Etfs Trust US EQTY PWR BUF | $791K | 19.0K | 0.4% | ▲New New position | |
| 45 | Eli Lilly & Co COM | $781K | 675 | 0.4% | —Held | |
| 46 | Innovator Etfs Trust US EQTY PWR BUF | $761K | 17.5K | 0.4% | ▲+8.9% Added · +1K sh | |
| 47 | Innovator Etfs Trust INNOVATOR GW 100 | $734K | 22.6K | 0.4% | ▼−16% Reduced · −4K sh | |
| 48 | Innovator Etfs Trust INTERNATIONAL DV | $658K | 17.7K | 0.3% | —Held | |
| 49 | Uscf ETF TR SUMMERHAVEN K1 | $652K | 23.0K | 0.3% | ▼−32% Reduced · −11K sh | |
| 50 | First TR Exchange Traded FD RBA INDL ETF | $607K | 4.9K | 0.3% | ▼−1.3% Reduced · −66 sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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.