Cornerstone Wealth Management, LLC - Portfolio Stock Holdings
Cornerstone Wealth Management, LLC disclosed 741 stock positions in a recent SEC 13F filing. $1,973,770,514 of stock holdings were filed, with the largest holdings including AAPL, BBUS, and SPMD. This filing represented positions held on March 31, 2026, and was filed on April 23, 2026.We estimate the fund has a total AUM of $4,934,013,239 and has 103 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:
741Est. Stock Holding Value:
$1,973,770,514Top Stock Holdings By Sector
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Portfolio Stock Holdings - Cornerstone Wealth Management, LLC
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Portfolio Options Holdings - Cornerstone Wealth Management, LLC
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