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Holders — by stockHoldings — by fund

Cornerstone Wealth Management, LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1674117

$2.33B

disclosed book value

745

positions

4.4%

largest position share

Positions, as of 2026-06-30

top 100 of 745 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1AAPLAPPLE INC350,341$101.4M4.4%
2BBUSJ P MORGAN EXCHANGE TRADED F662,346$89.2M3.8%
3SPMDSPDR SERIES TRUST1.1M$74.9M3.2%
4SPYMSPDR SERIES TRUST664,572$58.4M2.5%
5IVVISHARES TR72,034$53.9M2.3%
6NVDANVIDIA CORPORATION263,411$52.7M2.3%
7MSFTMICROSOFT CORP82,562$30.8M1.3%
8QQQINVESCO QQQ TR40,458$29.8M1.3%
9BONDPIMCO ETF TR309,271$28.5M1.2%
10SPYGSPDR SERIES TRUST219,731$26.1M1.1%
11USMVISHARES TR253,692$24.5M1.1%
12AMZNAMAZON COM INC101,228$24.1M1%
13PRFINVESCO EXCHANGE TRADED FD T399,520$21.6M0.9%
14SPYSTATE STR SPDR S&P 500 ETF T28,653$21.4M0.9%
15WMTWALMART INC186,618$21.1M0.9%
16PWBINVESCO EXCHANGE TRADED FD T124,307$20.9M0.9%
17MINTPIMCO ETF TR198,858$20.0M0.9%
18SPDWSPDR INDEX SHS FDS396,951$20.0M0.9%
19DIASTATE STR SPDR DOW JONES IND38,053$19.9M0.9%
20SPIBSPDR SERIES TRUST584,745$19.6M0.8%
21VTIVANGUARD INDEX FDS51,439$19.0M0.8%
22VXUSVANGUARD STAR FDS219,368$18.8M0.8%
23JQUAJ P MORGAN EXCHANGE TRADED F257,203$18.6M0.8%
24VIGVANGUARD SPECIALIZED FUNDS78,197$18.5M0.8%
25SMHVANECK ETF TRUST27,370$18.0M0.8%
26BSCSINVESCO EXCH TRD SLF IDX FD866,541$17.6M0.8%
27BSCRINVESCO EXCH TRD SLF IDX FD881,984$17.3M0.7%
28GOOGLALPHABET INC46,311$16.6M0.7%
29PGPROCTER & GAMBLE CO109,823$16.1M0.7%
30AVUSAMERICAN CENTY ETF TR125,250$16.0M0.7%
31JNJJOHNSON & JOHNSON62,151$15.8M0.7%
32FENIFIDELITY COVINGTON TRUST389,091$15.6M0.7%
33BSCQINVESCO EXCH TRD SLF IDX FD776,783$15.2M0.7%
34RDVYFIRST TR EXCHANGE TRADED FD177,837$14.4M0.6%
35SPABSPDR SERIES TRUST557,829$14.2M0.6%
36VTVVANGUARD INDEX FDS63,893$13.9M0.6%
37BIVVANGUARD BD INDEX FDS181,259$13.9M0.6%
38FBNDFIDELITY MERRIMACK STR TR299,451$13.6M0.6%
39SPHQINVESCO EXCHANGE TRADED FD T148,333$13.4M0.6%
40TOTLSSGA ACTIVE ETF TR335,057$13.2M0.6%
41DGROISHARES TR173,693$13.2M0.6%
42CALFPACER FDS TR259,602$13.1M0.6%
43IBMINTERNATIONAL BUSINESS MACHS46,058$13.0M0.6%
44IWMISHARES TR43,060$12.9M0.6%
45ILCGISHARES TR107,876$12.6M0.5%
46J P MORGAN EXCHANGE TRADED F141,126$12.3M0.5%
47EXMOCEXXON MOBIL CORP89,611$12.3M0.5%
48BNDVANGUARD BD INDEX FDS164,403$12.1M0.5%
49VUGVANGUARD INDEX FDS133,697$11.5M0.5%
50GOOGALPHABET INC32,506$11.5M0.5%
51KOCOCA COLA CO140,475$11.4M0.5%
52QQQMINVESCO EXCH TRADED FD TR II37,625$11.4M0.5%
53JMUBJ P MORGAN EXCHANGE TRADED F209,551$10.6M0.5%
54XMHQINVESCO EXCHANGE TRADED FD T93,077$10.5M0.5%
55RTXRTX CORPORATION54,941$10.4M0.4%
56CATCATERPILLAR INC9,379$10.0M0.4%
57PVALPUTNAM ETF TRUST191,886$9.8M0.4%
58AMDADVANCED MICRO DEVICES INC16,653$9.7M0.4%
59VCITVANGUARD SCOTTSDALE FDS110,024$9.1M0.4%
60COWGPACER FDS TR222,996$9.0M0.4%
61BXBLACKSTONE INC75,133$8.8M0.4%
62JPMJPMORGAN CHASE & CO26,626$8.7M0.4%
63VBRVANGUARD INDEX FDS35,671$8.7M0.4%
64BRK/BBERKSHIRE HATHAWAY INC DEL17,128$8.6M0.4%
65JEPQJ P MORGAN EXCHANGE TRADED F138,516$8.5M0.4%
66JIVEJ P MORGAN EXCHANGE TRADED F92,398$8.5M0.4%
67EMREMERSON ELEC CO58,833$8.4M0.4%
68SDYSPDR SERIES TRUST54,868$8.3M0.4%
69CGXUCAPITAL GROUP INTL FOCUS EQT240,118$8.3M0.4%
70AVGOBROADCOM INC21,640$8.2M0.4%
71DONWISDOMTREE TR142,402$8.0M0.3%
72TSLATESLA INC18,732$7.9M0.3%
73PHPARKER-HANNIFIN CORP7,865$7.7M0.3%
74METAMETA PLATFORMS INC13,353$7.5M0.3%
75FLOTISHARES TR146,696$7.5M0.3%
76GLDSPDR GOLD TR19,639$7.2M0.3%
77AFLAFLAC INC61,542$7.2M0.3%
78CGDVCAPITAL GROUP DIVIDEND VALUE146,405$7.2M0.3%
79XLKSELECT SECTOR SPDR TR37,552$7.2M0.3%
80GWWWW GRAINGER INC5,253$7.1M0.3%
81DOVDOVER CORP31,406$7.0M0.3%
82AVDEAMERICAN CENTY ETF TR78,847$7.0M0.3%
83SPMOINVESCO EXCH TRADED FD TR II43,530$7.0M0.3%
84SPSMSPDR SERIES TRUST120,105$6.9M0.3%
85IJHISHARES TR89,209$6.9M0.3%
86LOWLOWES COS INC31,048$6.8M0.3%
87SPTISPDR SERIES TRUST240,904$6.8M0.3%
88PRFZINVESCO EXCHANGE TRADED FD T122,475$6.8M0.3%
89INVESCO EXCH TRADED FD TR II154,725$6.8M0.3%
90NDSNNORDSON CORP22,144$6.7M0.3%
91LLYELI LILLY & CO5,542$6.6M0.3%
92EDCONSOLIDATED EDISON INC59,870$6.6M0.3%
93PXFINVESCO EXCH TRADED FD TR II84,622$6.4M0.3%
94VBVANGUARD INDEX FDS20,611$6.2M0.3%
95FIRST TR EXCHANGE-TRADED ALP31,136$6.2M0.3%
96VIGIVANGUARD WHITEHALL FDS65,659$6.1M0.3%
97LINDE PLC11,648$6.0M0.3%
98IYWISHARES TR23,870$6.0M0.3%
99MUMICRON TECHNOLOGY INC5,192$6.0M0.3%
100AIRRFIRST TR EXCHANGE TRADED FD42,947$5.7M0.2%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

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