Cornerstone Wealth Group, LLC - Portfolio Stock Holdings
Cornerstone Wealth Group, LLC disclosed 511 stock positions in a recent SEC 13F filing. $1,678,801,450 of stock holdings were filed, with the largest holdings including SPY, AAPL, and NVDA. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $2,487,042,824 and has 50 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
511Est. Stock Holding Value:
$1,678,801,450Top Stock Holdings By Sector
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Portfolio Stock Holdings - Cornerstone Wealth Group, LLC
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Portfolio Options Holdings - Cornerstone Wealth Group, LLC
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