Latest Cornerstone Wealth Group, LLC Stock Portfolio

Cornerstone Wealth Group, LLC Performance:

2026 Q1: 0.48%YTD: 0.48%2025: 15.13%

Performance for 2026 Q1 is 0.48%, and YTD is 0.48%, and 2025 is 15.13%.

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

On 2026-04-22, the fund reported it's updated stock portfolio. In the 13F Holdings report, Cornerstone Wealth Group, LLC reported an equity portfolio of $1.6 Billions as of 31 Mar, 2026.

The top stock holdings of Cornerstone Wealth Group, LLC are SPY, AAPL, IJR. The fund has invested 5.6% of it's portfolio in STATE STR SPDR S&P 500 ETF T and 4.7% of portfolio in APPLE INC.

The fund managers got completely rid off DOMINOS PIZZA INC (DPZ), VANGUARD WORLD FD (VAW) and SELECT SECTOR SPDR TR (XLB) stocks. They significantly reduced their stock positions in LEGG MASON ETF INVT (INFR), SPDR SERIES TRUST (BIL) and ISHARES TR (IJR). Cornerstone Wealth Group, LLC opened new stock positions in AMERICAN CENTY ETF TR (AEMB), VANGUARD INDEX FDS (VB) and VICTORY PORTFOLIOS II (MDCP). The fund showed a lot of confidence in some stocks as they added substantially to BOOKING HOLDINGS INC (BKNG), BLACKROCK ETF TRUST (BECO) and BOSTON SCIENTIFIC CORP (BSX).

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

Our best estimate is that Cornerstone Wealth Group, LLC made a return of 0.48% in the last quarter. In trailing 12 months, it's portfolio return was 19.37%.

Performance
S&P 500

New Buys

Ticker	$ Bought
american centy etf tr	9,333,840
vanguard index fds	8,213,900
victory portfolios ii	7,231,980
calamos etf tr	5,718,170
select sector spdr tr	4,892,490
select sector spdr tr	3,848,700
select sector spdr tr	2,811,530
etf ser solutions	2,150,850

New stocks bought by Cornerstone Wealth Group, LLC

Additions

Ticker	% Inc.
booking holdings inc	3,000
blackrock etf trust	1,427
boston scientific corp	1,323
invesco exchange traded fd t	823
ishares tr	791
medtronic plc	782
vanguard world fd	733
texas instrs inc	604

Additions to existing portfolio by Cornerstone Wealth Group, LLC

Reductions

Ticker	% Reduced
legg mason etf invt	-96.97
spdr series trust	-96.53
ishares tr	-91.09
j p morgan exchange traded f	-86.63
ishares tr	-80.98
j p morgan exchange traded f	-64.32
abbott laboratories	-62.14
blackstone inc	-59.92

Cornerstone Wealth Group, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
select sector spdr tr	-4,565,250
select sector spdr tr	-5,921,590
vanguard world fd	-6,323,650
dominos pizza inc	-9,051,520
blackrock corpor hi yld fd i	-171,005
profesionally managed portfo	-952,974
eaton vance limited duration	-123,479
blackrock floating rate inco	-129,392

Cornerstone Wealth Group, LLC got rid off the above stocks

Sector Distribution

Cornerstone Wealth Group, LLC has about 44.6% of it's holdings in Others sector.

Sector	%
Others	44.6
Technology	18.8
Financial Services	7.1
Industrials	5.4
Consumer Cyclical	5.1
Healthcare	4.9
Communication Services	4.3
Consumer Defensive	3.9
Energy	2.9
Utilities	1.8

Market Cap. Distribution

Cornerstone Wealth Group, LLC has about 54.7% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	44.6
MEGA-CAP	35.4
LARGE-CAP	19.3

Stocks belong to which Index?

About 53% of the stocks held by Cornerstone Wealth Group, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	53
Others	46.5

Top 5 Winners (%)		%
BE	bloom energy corp	148.8 %
WDC	western digital corp	121.8 %
STX	seagate technology hldngs pl	102.8 %
TER	teradyne inc	93.4 %
INTC	intel corp	73.6 %

Top 5 Winners ($)		$
AVGO	broadcom inc	5.0 M
AMAT	applied matls inc	4.8 M
CMI	cummins inc	3.8 M
NVDA	nvidia corporation	3.3 M
SPY	state str spdr s&p 500 etf t	2.8 M

Top 5 Losers (%)		%
BKNG	booking holdings inc	-93.3 %
VAW	vanguard world fd	-78.3 %
VB	vanguard index fds	-74.1 %
VB	vanguard index fds	-64.1 %
INTU	intuit	-37.1 %

Top 5 Losers ($)		$
VB	vanguard index fds	-26.3 M
BKNG	booking holdings inc	-11.4 M
MSFT	microsoft corp	-6.4 M
ABT	abbott laboratories	-2.2 M
INTU	intuit	-2.1 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 441 stocks in it's portfolio. About 31% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. AVGO was the most profitable stock for Cornerstone Wealth Group, LLC last quarter.

Last Reported on: 22 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
A	agilent technologies inc	0.01	1,739	212,343	added	14.86

AAPL	apple inc	4.74	277,261	73,798,400	added	2.82

AAXJ	ishares tr	1.41	302,240	21,991,000	reduced	-1.46

AAXJ	ishares tr	0.13	47,465	2,072,320	added	120

AAXJ	ishares tr	0.11	18,040	1,734,190	added	9.32

AAXJ	ishares tr	0.03	3,556	421,493	reduced	-12.67

AAXJ	ishares tr	0.02	2,847	246,114	added	13.65

AAXJ	ishares tr	0.01	1,744	207,218	new

AAXJ	ishares tr	0.00	0.00	0.00	sold off	-100

ABBV	abbvie inc	0.93	70,337	14,427,500	added	1.03

ABC	cencora inc	0.05	2,434	760,256	added	1.59

ABNB	airbnb inc	0.19	20,823	2,970,410	added	5.86

ABT	abbott laboratories	0.22	36,386	3,373,750	reduced	-62.14

ACN	accenture plc ireland	0.05	4,145	805,936	reduced	-7.17

ACWF	ishares tr	0.05	10,265	746,881	reduced	-6.81

ADBE	adobe inc	0.03	1,783	440,719	reduced	-4.35

ADI	analog devices inc	0.03	1,235	463,487	added	11.46

ADP	automatic data processing in	0.41	31,604	6,411,450	added	2.38

ADSK	autodesk inc	0.02	1,160	284,775	reduced	-19.39

AEMB	american centy etf tr	0.60	106,066	9,333,840	new