StockDriftsStockDriftsTop 50 Cornerstone Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 4.36% | 350.3K | $101.4M | +1.85%(+6.36K) | $66.13(+363.74%) | 2026-06-30 | |
| BBUS | J P MORGAN EXCHANGE TRADED F | 3.83% | 662.3K | $89.2M | -1.62%(-10.93K) | $85.87(+62.53%) | 2026-06-30 | |
| SPMD | SPDR SERIES TRUST | 3.22% | 1.11M | $74.9M | -0.73%(-8.17K) | $48.69(+40.22%) | 2026-06-30 | |
| SPYM | SPDR SERIES TRUST | 2.51% | 664.6K | $58.4M | +5.32%(+33.57K) | $51.13(+78.04%) | 2026-06-30 | |
| IVV | ISHARES TR | 2.32% | 72.0K | $53.9M | -1.61%(-1.18K) | $166.91(+365.73%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.27% | 263.4K | $52.7M | -0.81%(-2.14K) | $46.02(+379.07%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 1.32% | 82.6K | $30.8M | +5.45%(+4.27K) | $226.69(+121.79%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 1.28% | 40.5K | $29.8M | -2.71%(-1.12K) | $246.06(+192.94%) | 2026-06-30 | |
| BOND | PIMCO ETF TR | 1.23% | 309.3K | $28.5M | +9.71%(+27.38K) | $95.97(-5.61%) | 2026-06-30 | |
| SPYG | SPDR SERIES TRUST | 1.12% | 219.7K | $26.1M | +14.56%(+27.93K) | $74.21(+65.46%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.81% | +59.37% | +8.20% | +48.28% |
| Top 20 Holdings Unweighted | +15.95% | +55.88% | +7.31% | +42.33% |
Cornerstone Wealth Management, LLC reports $2.33B in US-listed equity holdings across 744 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (4.4%), BBUS (3.8%) and SPMD (3.2%). The top 20 holdings account for 32.62% of reported assets. Its disclosed equity book has returned +59.37% 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 Management, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1674117). View Cornerstone Wealth Management, LLC’s 13F filings on SEC