Latest Cornerstone Wealth Management, LLC Stock Portfolio

Cornerstone Wealth Management, LLC Performance:

2026 Q1: -1.34%YTD: -1.34%2025: 12.99%

Performance for 2026 Q1 is -1.34%, and YTD is -1.34%, and 2025 is 12.99%.

About Cornerstone Wealth Management, LLC and 13F Hedge Fund Stock Holdings

Cornerstone Wealth Management, LLC is a hedge fund based in St. Peters, MO. On 2026-04-24, the fund reported it's updated stock portfolio. In the 13F Holdings report, Cornerstone Wealth Management, LLC reported an equity portfolio of $2 Billions as of 31 Mar, 2026.

The top stock holdings of Cornerstone Wealth Management, LLC are AAPL, BBAX, BIL. The fund has invested 4.4% of it's portfolio in APPLE INC and 4% of portfolio in J P MORGAN EXCHANGE TRADED F.

The fund managers got completely rid off LIVE NATION ENTERTAINMENT IN (LYV), ISHARES TR (BGRN) and SCHWAB STRATEGIC TR (FNDA) stocks. They significantly reduced their stock positions in FRANKLIN TEMPLETON ETF TR (BUYZ), FIRST TR EXCHNG TRADED FD VI (AFLG) and LYONDELLBASELL INDUSTRIES NV (LYB). Cornerstone Wealth Management, LLC opened new stock positions in PUTNAM ETF TRUST (PFUT), AB ACTIVE ETFS INC and INVESCO DB US DLR INDEX TR (UDN). The fund showed a lot of confidence in some stocks as they added substantially to TOUCHSTONE ETF TRUST, INVESCO CURRENCYSHARES SWISS (FXF) and SERVICENOW INC (NOW).

Cornerstone Wealth Management, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Cornerstone Wealth Management, LLC made a return of -1.34% in the last quarter. In trailing 12 months, it's portfolio return was 14.56%.

Performance
S&P 500

New Buys

Ticker	$ Bought
putnam etf trust	5,846,580
ab active etfs inc	1,966,450
invesco db us dlr index tr	1,712,400
ishares tr	808,749
litman gregory fds tr	784,844
usa rare earth inc	765,988
diodes inc	758,368
global x fds	671,952

New stocks bought by Cornerstone Wealth Management, LLC

Additions

Ticker	% Inc.
touchstone etf trust	423
invesco currencyshares swiss	353
servicenow inc	246
general mtrs co	218
travelers companies inc	188
alps etf tr	182
palo alto networks inc	159
global x fds	156

Additions to existing portfolio by Cornerstone Wealth Management, LLC

Reductions

Ticker	% Reduced
franklin templeton etf tr	-51.01
first tr exchng traded fd vi	-49.68
select sector spdr tr	-37.52
ishares tr	-33.24
ishares tr	-30.18
intel corp	-27.2
vanguard world fd	-24.65
kkr & co inc	-21.76

Cornerstone Wealth Management, LLC reduced stake in above stock

Sold off

None of the stocks were completely sold off by Cornerstone Wealth Management, LLC

Sector Distribution

Cornerstone Wealth Management, LLC has about 65% of it's holdings in Others sector.

Sector	%
Others	65
Technology	10.9
Industrials	4.6
Consumer Defensive	3.7
Financial Services	3.2
Utilities	2.6
Consumer Cyclical	2.6
Communication Services	2.2
Healthcare	2.1
Energy	2

Market Cap. Distribution

Cornerstone Wealth Management, LLC has about 32.6% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	65
MEGA-CAP	21.6
LARGE-CAP	11
MID-CAP	2.1

Stocks belong to which Index?

About 33.2% of the stocks held by Cornerstone Wealth Management, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	66.8
S&P 500	31.1
RUSSELL 2000	2.1

Top 5 Winners (%)		%
LYB	lyondellbasell industries nv	68.4 %
OXY	occidental pete corp	57.2 %
GLW	corning inc	55.1 %
VRT	vertiv holdings co	53.9 %
OLPX	olaplex hldgs inc	51.5 %

Top 5 Winners ($)		$
XOM	exxon mobil corp	4.5 M
WMT	walmart inc	2.3 M
JNJ	johnson & johnson	2.3 M
CVX	chevron corporation	1.7 M
BIL	spdr series trust	1.5 M

Top 5 Losers (%)		%
	stubhub hldgs inc	-52.5 %
NUVB	nuvation bio inc	-52.0 %
HOOD	robinhood mkts inc	-36.9 %
CLF	cleveland-cliffs inc new	-36.4 %
BBAI	bigbear ai hldgs inc	-34.8 %

Top 5 Losers ($)		$
MSFT	microsoft corp	-8.6 M
AAPL	apple inc	-6.2 M
BBAX	j p morgan exchange traded f	-4.1 M
NVDA	nvidia corporation	-3.1 M
BX	blackstone inc	-2.6 M

Cornerstone Wealth Management, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Cornerstone Wealth Management, LLC

Cornerstone Wealth Management, LLC has 707 stocks in it's portfolio. About 23.9% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. XOM was the most profitable stock for Cornerstone Wealth Management, LLC last quarter.

Last Reported on: 24 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	4.37	343,985	87,299,900	added	0.58

AAXJ	ishares tr	0.11	18,584	2,252,160	reduced	-8.27

AAXJ	ishares tr	0.11	10,217	2,234,890	added	18.43

AAXJ	ishares tr	0.11	20,107	2,134,360	reduced	-20.13

AAXJ	ishares tr	0.10	14,916	1,970,340	reduced	-7.16

AAXJ	ishares tr	0.06	21,444	1,144,060	reduced	-4.02

AAXJ	ishares tr	0.04	16,905	719,458	added	70.09

AAXJ	ishares tr	0.02	5,614	417,385	reduced	-33.24

ABBV	abbvie inc	0.16	15,104	3,284,960	added	10.97

ABM	abm inds inc	0.02	11,265	433,948	added	0.37

ABT	abbott laboratories	0.09	18,285	1,877,270	added	7.81

ACES	alps etf tr	0.07	25,335	1,333,620	added	182

ACWF	ishares tr	0.58	166,711	11,699,700	added	0.99

ACWF	ishares tr	0.10	46,465	1,974,510	reduced	-1.3

ACWV	ishares inc	0.02	4,688	477,141	reduced	-2.86

ADI	analog devices inc	0.04	2,402	764,067	added	1.39

ADP	automatic data processing in	0.03	2,676	543,668	added	10.49

AEE	ameren corp	0.15	27,646	3,038,800	reduced	-4.24

AEMB	american centy etf tr	0.57	102,182	11,360,600	added	18.91

AEMB	american centy etf tr	0.34	80,406	6,821,610	reduced	-3.59