Latest Cornerstone Wealth Group, LLC Stock Portfolio

Cornerstone Wealth Group, LLC Performance:

2025 Q4: -0.1%YTD: 12.19%2024: 14.13%

Performance for 2025 Q4 is -0.1%, and YTD is 12.19%, and 2024 is 14.13%.

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

In it's latest 13F Holdings report, Cornerstone Wealth Group, LLC reported an equity portfolio of $1.5 Billions as of 31 Dec, 2025.

The top stock holdings of Cornerstone Wealth Group, LLC are SPY, AAPL, IJR. The fund has invested 6.2% of it's portfolio in SPDR S&P 500 ETF TR and 5% of portfolio in APPLE INC.

The fund managers got completely rid off ISHARES TR (IJR), SELECT SECTOR SPDR TR (XLB) and FIDELITY NATL INFORMATION SV (FIS) stocks. They significantly reduced their stock positions in M & T BK CORP (MTB), ACCENTURE PLC IRELAND (ACN) and INVESCO EXCHANGE TRADED FD T (CSD). Cornerstone Wealth Group, LLC opened new stock positions in BLACKROCK ETF TRUST (BECO), VANGUARD WORLD FD (VAW) and SELECT SECTOR SPDR TR (XLB). The fund showed a lot of confidence in some stocks as they added substantially to S&P GLOBAL INC (SPGI), NETFLIX INC (NFLX) and INTUIT (INTU).

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

Our best estimate is that Cornerstone Wealth Group, LLC made a return of -0.1% in the last quarter. In trailing 12 months, it's portfolio return was 12.19%.

Performance
S&P 500

New Buys

Ticker	$ Bought
blackrock etf trust	7,312,330
vanguard world fd	6,323,650
select sector spdr tr	5,921,590
profesionally managed portfo	952,974
innovator etfs trust	501,455
innovator etfs trust	458,240
innovator etfs trust	401,182
innovator etfs trust	393,411

New stocks bought by Cornerstone Wealth Group, LLC

Additions

Ticker	% Inc.
s&p global inc	2,052
netflix inc	866
intuit	701
lam research corp	648
ishares tr	466
servicenow inc	416
united rentals inc	132
spdr series trust	132

Additions to existing portfolio by Cornerstone Wealth Group, LLC

Reductions

Ticker	% Reduced
m & t bk corp	-94.05
accenture plc ireland	-87.77
invesco exchange traded fd t	-82.99
ishares tr	-68.93
nvidia corporation	-63.17
ishares tr	-48.21
innovator etfs trust	-43.86
innovator etfs trust	-36.32

Cornerstone Wealth Group, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
ishares tr	-7,575,260
select sector spdr tr	-4,937,410
fidelity natl information sv	-3,285,680
conagra brands inc	-205,474
unilever plc	-394,757
ishares tr	-316,271
general mls inc	-250,358
the trade desk inc	-231,045

Cornerstone Wealth Group, LLC got rid off the above stocks

Sector Distribution

Cornerstone Wealth Group, LLC has about 44.1% of it's holdings in Others sector.

Sector	%
Others	44.1
Technology	18
Financial Services	8.1
Healthcare	5.5
Consumer Cyclical	5.4
Industrials	5
Communication Services	4.4
Consumer Defensive	4.3
Energy	2.7
Utilities	1.4

Market Cap. Distribution

Cornerstone Wealth Group, LLC has about 55.2% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	44.1
MEGA-CAP	30.6
LARGE-CAP	24.6

Stocks belong to which Index?

About 53.7% of the stocks held by Cornerstone Wealth Group, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	53.7
Others	45.9

Top 5 Winners (%)		%
MU	micron technology inc	61.7 %
SLV	ishares silver tr	41.7 %
LLY	eli lilly & co	40.1 %
AMD	advanced micro devices inc	31.4 %
GOOG	alphabet inc	28.6 %

Top 5 Winners ($)		$
GOOG	alphabet inc	6.7 M
AAPL	apple inc	4.3 M
LLY	eli lilly & co	4.0 M
CMI	cummins inc	3.1 M
DG	dollar gen corp new	2.9 M

Top 5 Losers (%)		%
NFLX	netflix inc	-86.7 %
NOW	servicenow inc	-74.9 %
DD	dupont de nemours inc	-45.6 %
XLB	select sector spdr tr	-42.1 %
	fiserv inc	-41.2 %

Top 5 Losers ($)		$
NOW	servicenow inc	-12.8 M
NFLX	netflix inc	-9.6 M
XLB	select sector spdr tr	-7.7 M
MSFT	microsoft corp	-3.3 M
HD	home depot inc	-2.2 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 389 stocks in it's portfolio. About 31.6% of the portfolio is in top 10 stocks. NOW proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for Cornerstone Wealth Group, LLC last quarter.

Last Reported on: 26 Jan, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
A	agilent technologies inc	0.01	1,514	206,063	new

AAPL	apple inc	5.01	269,652	73,307,700	added	16.04

AAXJ	ishares tr	1.41	306,733	20,591,000	reduced	-1.72

AAXJ	ishares tr	0.11	16,502	1,588,770	added	2.73

AAXJ	ishares tr	0.06	21,548	850,069	added	8.09

AAXJ	ishares tr	0.03	4,072	485,993	reduced	-19.01

AAXJ	ishares tr	0.02	2,478	265,405	reduced	-5.78

AAXJ	ishares tr	0.01	2,505	212,518	new

AAXJ	ishares tr	0.00	0.00	0.00	sold off	-100

ABBV	abbvie inc	1.09	69,619	15,907,200	added	3.01

ABC	cencora inc	0.06	2,396	809,224	added	0.55

ABNB	airbnb inc	0.18	19,671	2,669,680	added	2.53

ABT	abbott labs	0.82	96,096	12,039,900	added	40.03

ACN	accenture plc ireland	0.08	4,465	1,197,880	reduced	-87.77

ACWF	ishares tr	0.05	11,015	764,661	added	9.09

ADBE	adobe inc	0.04	1,864	652,501	added	19.64

ADI	analog devices inc	0.02	1,108	300,494	added	11.02

ADP	automatic data processing in	0.54	30,870	7,940,760	added	2.19

ADSK	autodesk inc	0.03	1,439	425,845	added	34.24

AFK	vaneck etf trust	0.06	29,478	865,622	added	0.21