Grufity logo
Grufity logo

Latest Cornerstone Wealth Group, LLC Stock Portfolio

$1.69Billion | No. of Holdings #496

Cornerstone Wealth Group, LLC Performance

2026 Q2+5.11%
YTD+5.61%
2025+15.13%

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

On 2026-07-27, the fund reported it's updated stock portfolio. In the 13F Holdings report, Cornerstone Wealth Group, LLC reported an equity portfolio of $1.7 Billions as of 30 Jun, 2026. <br><br> The top stock holdings of Cornerstone Wealth Group, LLC are SPY, AAPL, NVDA. The fund has invested 5.4% of it's portfolio in STATE STR SPDR S&P 500 ETF T and 4.9% of portfolio in APPLE INC. <br><br> The fund managers got completely rid off HONEYWELL INTL INC (HON), GENUINE PARTS CO (GPC) and ISHARES TR (AAXJ) stocks. They significantly reduced their stock positions in MEDTRONIC PLC (MDT), BOSTON SCIENTIFIC CORP (BSX) and DANAHER CORP DEL (DHR). Cornerstone Wealth Group, LLC opened new stock positions in HARBOR ETF TRUST (HAPY), HONEYWELL INTL INC (HON) and HONEYWELL AEROSPACE INC. The fund showed a lot of confidence in some stocks as they added substantially to ELEVANCE HEALTH INC FORMERLY (ANTX), LINDE PLC (LIN) and ISHARES TR (AMPS).
Cornerstone Wealth Group, LLC Equity Portfolio Value
Last Reported on: 27 Jul, 2026
$1.69Billion
  as of Jul 27, 2026

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

Our best estimate is that Cornerstone Wealth Group, LLC made a return of 5.11% in the last quarter. In trailing 12 months, it's portfolio return was 15.72%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
harbor etf trust12,513,900
honeywell intl inc5,661,310
honeywell aerospace inc5,582,050
ishares tr3,083,470
dicks sporting goods inc2,140,050
space exploration techn corp1,340,740
marvell technology inc603,858
parsons corp del431,798
New stocks bought by Cornerstone Wealth Group, LLC

Additions

Ticker% Inc.
elevance health inc formerly2,715
linde plc815
ishares tr400
thermo fisher scientific inc349
rtx corporation331
ishares tr311
western digital corp228
amphenol corp222
Additions to existing portfolio by Cornerstone Wealth Group, LLC

Reductions

Ticker% Reduced
medtronic plc-92.62
boston scientific corp-92.14
danaher corp del-91.66
ishares tr-90.02
s&p global inc-89.42
intuit-85.45
airbnb inc-73.46
janus detroit str tr-71.91
Cornerstone Wealth Group, LLC reduced stake in above stock

Sold off

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

Sector Distribution

Cornerstone Wealth Group, LLC has about 45.3% of it's holdings in Others sector.

  • Others
  • Technology
  • Financial Services
  • Healthcare
  • Industrials
  • Consumer Cyclical
  • Communication Services
  • Consumer Defensive
  • Energy
  • Utilities
Sector%
Others45.3
Technology20.1
Financial Services6.3
Healthcare5.4
Industrials5.2
Consumer Cyclical4.6
Communication Services4.1
Consumer Defensive3.2
Energy2.5
Utilities1.9

Market Cap. Distribution

Cornerstone Wealth Group, LLC has about 53.1% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED45.3
MEGA-CAP36
LARGE-CAP17.1

Stocks belong to which Index?

About 51.4% of the stocks held by Cornerstone Wealth Group, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
Index%
S&P 50051.4
Others47.9
Top 5 Winners (%)%
BKNG
booking holdings inc
1447.7 %
sandisk corp
95.9 %
DELL
dell technologies inc
92.1 %
INTC
intel corp
89.6 %
MU
micron technology inc
78.0 %
Top 5 Winners ($)$
BKNG
booking holdings inc
11.8 M
AMAT
applied matls inc
7.7 M
AAPL
apple inc
6.5 M
SPY
state str spdr s&p 500 etf t
5.3 M
LRCX
lam research corp
4.9 M
Top 5 Losers (%)%
AMPS
ishares tr
-69.7 %
IJR
ishares tr
-63.5 %
GAMB
gambling com group limited
-48.8 %
ACN
accenture plc ireland
-31.4 %
FIVE
five below inc
-23.8 %
Top 5 Losers ($)$
MSFT
microsoft corp
-6.3 M
IJR
ishares tr
-4.4 M
META
meta platforms inc
-2.3 M
AVGO
broadcom inc
-2.2 M
T
at&t inc
-1.6 M

Cornerstone Wealth Group, LLC Holdings Map

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

Current Stock Holdings of Cornerstone Wealth Group, LLC

Cornerstone Wealth Group, LLC has 496 stocks in it's portfolio. About 30.7% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. BKNG was the most profitable stock for Cornerstone Wealth Group, LLC last quarter.

$1.68BTotal Value
493Positions
27 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of Cornerstone Wealth Group, LLC, last reported on 27 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Cornerstone Wealth Group, LLC's holding in Ishares Tr over time
1.35%298,550
$22.72M
1.35%
decreased 1.22 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Cornerstone Wealth Group, LLC's holding in Ishares Tr over time
0.12%50,705
$2.10M
0.12%
increased 6.83 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Cornerstone Wealth Group, LLC's holding in Ishares Tr over time
0.02%2,948
$346.2K
0.02%
decreased 17.1 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Cornerstone Wealth Group, LLC's holding in Ishares Tr over time
0.02%2,796
$276.9K
0.02%
decreased 1.79 percentreduced
ACIO
Etf Ser Solutions

Etf Ser Solutions

ACIO
Cornerstone Wealth Group, LLC's holding in Etf Ser Solutions over time
0.01%2,300
$218.6K
0.01%
new position
ACWF
Ishares Tr

Ishares Tr

ACWF
Cornerstone Wealth Group, LLC's holding in Ishares Tr over time
0.05%10,285
$779.5K
0.05%
increased 0.19 percentadded
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Cornerstone Wealth Group, LLC's holding in American Centy Etf Tr over time
0.64%111,548
$10.76M
0.64%
increased 5.17 percentadded
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Cornerstone Wealth Group, LLC's holding in Vaneck Etf Trust over time
0.05%7,834
$814.5K
0.05%
decreased 2.14 percentreduced