Cornerstone Wealth Group, LLC - Portfolio Stock Holdings
Cornerstone Wealth Group, LLC disclosed 465 stock positions in a recent SEC 13F filing. $1,447,922,175 of stock holdings were filed, with the largest holdings including SPY, AAPL, and IVV. This filing represented positions held on March 31, 2026, and was filed on April 22, 2026.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:
March 31, 2026No. of Stocks:
465Est. Stock Holding Value:
$1,447,922,175Top 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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