Cornerstone Wealth Management, LLC - Portfolio Stock Holdings
Cornerstone Wealth Management, LLC disclosed 784 stock positions in a recent SEC 13F filing. $2,382,809,044 of stock holdings were filed, with the largest holdings including AAPL, BBUS, and SPMD. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.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:
Sept. 30, 2026No. of Stocks:
784Est. Stock Holding Value:
$2,382,809,044Top 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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