Top 50 Cornerstone Wealth Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 5.61% | 123.5K | $87.0M | -7.53%(-10.06K) | $435.76(+70.35%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.76% | 277.3K | $73.8M | +2.82%(+7.61K) | $151.14(+97.74%) | 2026-03-31 | |
| IVV | ISHARES TR | 3.31% | 72.5K | $51.2M | -1.66%(-1.23K) | $390.23(+91.10%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 3.27% | 253.5K | $50.7M | +8.82%(+20.55K) | $75.22(+200.23%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.22% | 117.7K | $49.9M | +19.19%(+18.95K) | $344.57(+17.60%) | 2026-03-31 | |
| IDEV | ISHARES TR | 2.96% | 523.3K | $45.9M | +19.21%(+84.34K) | $69.96(+27.98%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 2.31% | 89.0K | $35.8M | -2.22%(-2.02K) | $72.72(+473.14%) | 2026-03-31 | |
| SCHX | SCHWAB STRATEGIC TR | 2.19% | 1.22M | $34.0M | -3.84%(-48.81K) | $19.75(+47.71%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 1.87% | 87.3K | $29.0M | -9.75%(-9.44K) | $140.95(+185.66%) | 2026-03-31 | |
| VCRB | VANGUARD MALVERN FDS | 1.67% | 332.7K | $25.8M | +9.96%(+30.15K) | $76.82(+0.20%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.62% | +50.58% |
| Top 20 Holdings Unweighted | +14.59% | +50.48% |
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