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Cornerstone Wealth Group, LLC

Portfolio Manager
Cornerstone Wealth Group, LLC
Performance
-6.03% (2026 Q1)
AUM (13F)
$1.56B
# of Holdings
441
Performance Rank
Allocation (Top 20)
44.53%

Cornerstone Wealth Group, LLC Holdings Map

Top 50 Cornerstone Wealth Group, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SPY
STATE STR SPDR S&P 500 ETF T
5.61%123.5K$87.0M
-7.53%(-10.06K)
2025-Q1: 134.8K shares2025-Q2: 131.9K shares2025-Q3: 138.2K shares2025-Q4: 133.6K shares2026-Q1: 123.5K shares
$435.76(+70.35%)
2026-03-31
AAPL
APPLE INC
4.76%277.3K$73.8M
+2.82%(+7.61K)
2025-Q1: 219.6K shares2025-Q2: 223.6K shares2025-Q3: 232.4K shares2025-Q4: 269.7K shares2026-Q1: 277.3K shares
$151.14(+97.74%)
2026-03-31
IVV
ISHARES TR
3.31%72.5K$51.2M
-1.66%(-1.23K)
2025-Q1: 78.4K shares2025-Q2: 76.0K shares2025-Q3: 74.0K shares2025-Q4: 73.7K shares2026-Q1: 72.5K shares
$390.23(+91.10%)
2026-03-31
NVDA
NVIDIA CORPORATION
3.27%253.5K$50.7M
+8.82%(+20.55K)
2025-Q1: 678.1K shares2025-Q2: 631.6K shares2025-Q3: 632.6K shares2025-Q4: 233.0K shares2026-Q1: 253.5K shares
$75.22(+200.23%)
2026-03-31
MSFT
MICROSOFT CORP
3.22%117.7K$49.9M
+19.19%(+18.95K)
2025-Q1: 72.1K shares2025-Q2: 90.7K shares2025-Q3: 92.4K shares2025-Q4: 98.8K shares2026-Q1: 117.7K shares
$344.57(+17.60%)
2026-03-31
IDEV
ISHARES TR
2.96%523.3K$45.9M
+19.21%(+84.34K)
2025-Q1: 240.3K shares2025-Q2: 277.6K shares2025-Q3: 316.6K shares2025-Q4: 438.9K shares2026-Q1: 523.3K shares
$69.96(+27.98%)
2026-03-31
AVGO
BROADCOM INC
2.31%89.0K$35.8M
-2.22%(-2.02K)
2025-Q1: 86.6K shares2025-Q2: 92.5K shares2025-Q3: 91.9K shares2025-Q4: 91.0K shares2026-Q1: 89.0K shares
$72.72(+473.14%)
2026-03-31
SCHX
SCHWAB STRATEGIC TR
2.19%1.22M$34.0M
-3.84%(-48.81K)
2025-Q1: 1.36M shares2025-Q2: 1.33M shares2025-Q3: 1.32M shares2025-Q4: 1.27M shares2026-Q1: 1.22M shares
$19.75(+47.71%)
2026-03-31
GOOGL
ALPHABET INC
1.87%87.3K$29.0M
-9.75%(-9.44K)
2025-Q1: 80.0K shares2025-Q2: 94.6K shares2025-Q3: 95.9K shares2025-Q4: 96.8K shares2026-Q1: 87.3K shares
$140.95(+185.66%)
2026-03-31
VCRB
VANGUARD MALVERN FDS
1.67%332.7K$25.8M
+9.96%(+30.15K)
2025-Q1: 277.3K shares2025-Q2: 278.7K shares2025-Q3: 286.4K shares2025-Q4: 302.6K shares2026-Q1: 332.7K shares
$76.82(+0.20%)
2026-03-31

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