Cornerstone Wealth Management, LLC
714 holdingsFiling period: 2026-03-31Current AUM: $2.23Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 344.0K | $87.3M | $106.3M | 4.77% | +2.0K | 2026-03-31 |
| 2 | BBUS | J P MORGAN EXCHANGE TRADED F | 673.3K | $78.9M | $90.6M | 4.07% | +3.0K | 2026-03-31 |
| 3 | SPMD | SPDR SERIES TRUST | 1.12M | $66.1M | $73.6M | 3.31% | +1.1K | 2026-03-31 |
| 4 | SPYM | SPDR SERIES TRUST | 631.0K | $48.3M | $55.5M | 2.49% | +28.8K | 2026-03-31 |
| 5 | IVV | ISHARES TR | 73.2K | $47.8M | $54.9M | 2.47% | -2,075 | 2026-03-31 |
| 6 | NVDA | NVIDIA CORPORATION | 265.6K | $46.3M | $53.3M | 2.39% | +11.5K | 2026-03-31 |
| 7 | MSFT | MICROSOFT CORP | 78.3K | $29.0M | $36.4M | 1.63% | +4.1K | 2026-03-31 |
| 8 | BOND | PIMCO ETF TR | 281.9K | $26.0M | $25.5M | 1.15% | +19.2K | 2026-03-31 |
| 9 | QQQ | INVESCO QQQ TR | 41.6K | $24.0M | $28.6M | 1.28% | +565 | 2026-03-31 |
| 10 | USMV | ISHARES TR | 256.1K | $23.7M | $25.1M | 1.13% | +2.3K | 2026-03-31 |
| 11 | WMT | WALMART INC | 180.7K | $22.5M | $20.1M | 0.90% | -2,511 | 2026-03-31 |
| 12 | AMZN | AMAZON COM INC | 100.4K | $20.9M | $27.3M | 1.22% | +5.7K | 2026-03-31 |
| 13 | SPYG | SPDR SERIES TRUST | 191.8K | $18.8M | $22.5M | 1.01% | +21.7K | 2026-03-31 |
| 14 | MINT | PIMCO ETF TR | 184.2K | $18.5M | $18.6M | 0.83% | -3,288 | 2026-03-31 |
| 15 | SPY | STATE STR SPDR S&P 500 ETF T | 28.4K | $18.4M | $21.2M | 0.95% | -136 | 2026-03-31 |
| 16 | VIG | VANGUARD SPECIALIZED FUNDS | 85.1K | $18.3M | $20.4M | 0.91% | -10,878 | 2026-03-31 |
| 17 | VXUS | VANGUARD STAR FDS | 225.3K | $17.4M | $19.1M | 0.86% | -3,911 | 2026-03-31 |
| 18 | BSCS | INVESCO EXCH TRD SLF IDX FD | 820.3K | $16.8M | $16.7M | 0.75% | +103.2K | 2026-03-31 |
| 19 | VTI | VANGUARD INDEX FDS | 52.1K | $16.7M | $19.2M | 0.86% | -1,926 | 2026-03-31 |
| 20 | BSCR | INVESCO EXCH TRD SLF IDX FD | 850.4K | $16.7M | $16.7M | 0.75% | +72.5K | 2026-03-31 |
| 21 | PRF | INVESCO EXCHANGE TRADED FD T | 343.9K | $16.3M | $18.8M | 0.85% | +39.4K | 2026-03-31 |
| 22 | SPIB | SPDR SERIES TRUST | 469.5K | $15.7M | $15.6M | 0.70% | +78.9K | 2026-03-31 |
| 23 | PG | PROCTER & GAMBLE CO | 108.6K | $15.7M | $15.7M | 0.70% | +876 | 2026-03-31 |
| 24 | SPDW | SPDR INDEX SHS FDS | 336.1K | $15.3M | $16.8M | 0.76% | +46.8K | 2026-03-31 |
| 25 | XOM | EXXON MOBIL CORP | 89.2K | $15.1M | $13.9M | 0.62% | -3,380 | 2026-03-31 |
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