Cornerstone Wealth Group, LLC: 13F holdings
CIK 17748792026Q2
| Positions | 496 |
|---|
| Reported value | $1.7bn |
|---|
| Filed | 2026-07-27 |
|---|
Change since last quarter
| Positions | 496 (+55 vs prior quarter) |
|---|
| Reported value | $1.7bn (+7.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SPY STATE STR SPDR S&P 500 ETF T | 122,433 | $91.4m | 5.4% |
| AAPL APPLE INC | 287,341 | $83.1m | 4.9% |
| NVDA NVIDIA CORPORATION | 312,348 | $62.5m | 3.7% |
| IVV ISHARES TR | 70,677 | $52.9m | 3.1% |
| VGK ISHARES TR | 559,664 | $49.8m | 3.0% |
| MSFT MICROSOFT CORP | 129,694 | $48.4m | 2.9% |
| SCHX SCHWAB STRATEGIC TR | 1,198,819 | $35.3m | 2.1% |
| AVGO BROADCOM INC | 91,244 | $34.5m | 2.0% |
| GOOGL ALPHABET INC | 92,090 | $32.9m | 1.9% |
| SPYM SPDR SERIES TRUST | 306,583 | $26.9m | 1.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1774879")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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