StockDrifts LogoStockDrifts

Cornerstone Wealth Management, LLC

Portfolio Manager
Cornerstone Wealth Management, LLC
Performance
-4.39% (2026 Q1)
AUM (13F)
$2.00B
# of Holdings
711
Performance Rank
Allocation (Top 20)
33.16%

Cornerstone Wealth Management, LLC Holdings Map

Top 50 Cornerstone Wealth Management, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AAPL
APPLE INC
4.37%344.0K$87.3M
+0.58%(+1.99K)
2025-Q1: 342.4K shares2025-Q2: 344.8K shares2025-Q3: 333.9K shares2025-Q4: 342.0K shares2026-Q1: 344.0K shares
$62.40(+378.96%)
2026-03-31
BBUS
J P MORGAN EXCHANGE TRADED F
3.95%673.3K$78.9M
+0.45%(+3.04K)
2025-Q1: 723.6K shares2025-Q2: 687.7K shares2025-Q3: 680.4K shares2025-Q4: 670.2K shares2026-Q1: 673.3K shares
$85.87(+55.65%)
2026-03-31
SPMD
SPDR SERIES TRUST
3.31%1.12M$66.1M
+0.10%(+1.09K)
2025-Q1: 1.04M shares2025-Q2: 1.07M shares2025-Q3: 1.10M shares2025-Q4: 1.12M shares2026-Q1: 1.12M shares
$48.69(+31.70%)
2026-03-31
SPYM
SPDR SERIES TRUST
2.42%631.0K$48.3M
+4.79%(+28.84K)
2025-Q1: 548.4K shares2025-Q2: 550.0K shares2025-Q3: 579.4K shares2025-Q4: 602.2K shares2026-Q1: 631.0K shares
$49.54(+76.37%)
2026-03-31
IVV
ISHARES TR
2.39%73.2K$47.8M
-2.76%(-2.08K)
2025-Q1: 78.0K shares2025-Q2: 75.4K shares2025-Q3: 75.3K shares2025-Q4: 75.3K shares2026-Q1: 73.2K shares
$166.91(+346.79%)
2026-03-31
NVDA
NVIDIA CORPORATION
2.32%265.6K$46.3M
+4.52%(+11.50K)
2025-Q1: 242.8K shares2025-Q2: 247.0K shares2025-Q3: 251.0K shares2025-Q4: 254.1K shares2026-Q1: 265.6K shares
$46.02(+390.74%)
2026-03-31
MSFT
MICROSOFT CORP
1.45%78.3K$29.0M
+5.57%(+4.13K)
2025-Q1: 65.3K shares2025-Q2: 68.0K shares2025-Q3: 70.0K shares2025-Q4: 74.2K shares2026-Q1: 78.3K shares
$219.09(+84.95%)
2026-03-31
BOND
PIMCO ETF TR
1.3%281.9K$26.0M
+7.32%(+19.23K)
2025-Q1: 160.9K shares2025-Q2: 238.7K shares2025-Q3: 246.1K shares2025-Q4: 262.7K shares2026-Q1: 281.9K shares
$96.34(-4.73%)
2026-03-31
QQQ
INVESCO QQQ TR
1.2%41.6K$24.0M
+1.38%(+565)
2025-Q1: 36.0K shares2025-Q2: 39.4K shares2025-Q3: 41.1K shares2025-Q4: 41.0K shares2026-Q1: 41.6K shares
$246.06(+190.46%)
2026-03-31
USMV
ISHARES TR
1.19%256.1K$23.7M
+0.90%(+2.29K)
2025-Q1: 257.1K shares2025-Q2: 253.5K shares2025-Q3: 248.7K shares2025-Q4: 253.8K shares2026-Q1: 256.1K shares
$65.63(+43.69%)
2026-03-31

Unlock alerts, watchlists & AI chat

Sign up free to track Cornerstone Wealth Management, LLC, compare funds side by side, and get alerts the moment positions change.

More 13F analyses

View all