StockDriftsStockDriftsTop 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 | 5.44% | 122.4K | $91.4M | -0.89%(-1.09K) | $435.76(+77.93%) | 2026-06-30 | |
| AAPL | APPLE INC | 4.95% | 287.3K | $83.1M | +3.64%(+10.08K) | $155.24(+96.71%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.72% | 312.3K | $62.5M | +23.21%(+58.84K) | $95.45(+136.84%) | 2026-06-30 | |
| IVV | ISHARES TR | 3.15% | 70.7K | $52.9M | -2.46%(-1.78K) | $390.23(+99.61%) | 2026-06-30 | |
| IDEV | ISHARES TR | 2.96% | 559.7K | $49.8M | +6.96%(+36.41K) | $70.94(+31.66%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.88% | 129.7K | $48.4M | +10.19%(+12.00K) | $346.55(+40.26%) | 2026-06-30 | |
| SCHX | SCHWAB STRATEGIC TR | 2.1% | 1.20M | $35.3M | -1.97%(-24.14K) | $19.75(+54.50%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 2.05% | 91.2K | $34.5M | +2.51%(+2.24K) | $79.17(+397.36%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 1.96% | 92.1K | $32.9M | +5.46%(+4.77K) | $149.73(+130.23%) | 2026-06-30 | |
| SPYM | SPDR SERIES TRUST | 1.6% | 306.6K | $26.9M | +24.02%(+59.38K) | $71.53(+27.58%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +18.77% | +67.54% | +7.89% | +46.21% |
| Top 20 Holdings Unweighted | +18.82% | +67.74% | +7.29% | +42.16% |
Cornerstone Wealth Group, LLC reports $1.69B in US-listed equity holdings across 496 positions in its most recent 13F filing. Its largest disclosed positions are SPY (5.4%), AAPL (5.0%) and NVDA (3.7%). The top 20 holdings account for 44.05% of reported assets. Its disclosed equity book has returned +67.54% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Cornerstone Wealth Group, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1774879). View Cornerstone Wealth Group, LLC’s 13F filings on SEC