Cornerstone Wealth Group, LLC
499 holdingsFiling period: 2026-06-30Current AUM: $1.73Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | 123.7K | $92.4M | $93.7M | 5.41% | -794 | 2026-06-30 |
| 2 | AAPL | APPLE INC | 294.1K | $85.1M | $97.5M | 5.63% | -120 | 2026-06-30 |
| 3 | NVDA | NVIDIA CORPORATION | 319.6K | $64.0M | $67.8M | 3.92% | +62.8K | 2026-06-30 |
| 4 | IVV | ISHARES TR | 70.7K | $52.9M | $53.6M | 3.10% | -1,783 | 2026-06-30 |
| 5 | IDEV | ISHARES TR | 559.7K | $49.8M | $50.8M | 2.94% | +36.4K | 2026-06-30 |
| 6 | MSFT | MICROSOFT CORP | 130.8K | $48.8M | $65.0M | 3.75% | +12.0K | 2026-06-30 |
| 7 | SCHX | SCHWAB STRATEGIC TR | 1.20M | $35.3M | $35.8M | 2.07% | -24,142 | 2026-06-30 |
| 8 | AVGO | BROADCOM INC | 91.2K | $34.5M | $31.0M | 1.79% | +2.2K | 2026-06-30 |
| 9 | GOOGL | ALPHABET INC | 92.1K | $32.9M | $31.8M | 1.83% | +4.8K | 2026-06-30 |
| 10 | SPYM | SPDR SERIES TRUST | 306.6K | $26.9M | $27.3M | 1.57% | +59.4K | 2026-06-30 |
| 11 | VCRB | VANGUARD MALVERN FDS | 342.8K | $26.5M | $25.6M | 1.48% | +10.1K | 2026-06-30 |
| 12 | VOO | VANGUARD INDEX FDS | 38.4K | $26.4M | $26.8M | 1.54% | +149 | 2026-06-30 |
| 13 | AMZN | AMAZON COM INC | 102.1K | $24.3M | $25.4M | 1.46% | +858 | 2026-06-30 |
| 14 | IWB | ISHARES TR | 58.4K | $23.9M | $24.1M | 1.39% | -535 | 2026-06-30 |
| 15 | VTI | VANGUARD INDEX FDS | 62.3K | $23.0M | $23.2M | 1.34% | -1,655 | 2026-06-30 |
| 16 | ACWX | ISHARES TR | 298.6K | $22.7M | $22.7M | 1.31% | -3,690 | 2026-06-30 |
| 17 | FBND | FIDELITY MERRIMACK STR TR | 435.0K | $19.8M | $19.2M | 1.11% | +65.4K | 2026-06-30 |
| 18 | JPM | JPMORGAN CHASE & CO | 57.3K | $18.7M | $20.2M | 1.17% | -1,936 | 2026-06-30 |
| 19 | AGG | ISHARES TR | 188.3K | $18.6M | $18.1M | 1.04% | +4.4K | 2026-06-30 |
| 20 | ABBV | ABBVIE INC | 72.6K | $18.3M | $19.1M | 1.10% | +2.2K | 2026-06-30 |
| 21 | BAC | BANK OF AMER CORP | 304.4K | $17.3M | $18.1M | 1.05% | +25.2K | 2026-06-30 |
| 22 | JNJ | JOHNSON & JOHNSON | 64.7K | $16.4M | $17.3M | 1.00% | +12.1K | 2026-06-30 |
| 23 | CMI | CUMMINS INC | 20.0K | $14.3M | $10.8M | 0.62% | -4,754 | 2026-06-30 |
| 24 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 28.3K | $14.2M | $14.2M | 0.82% | +2.1K | 2026-06-30 |
| 25 | XOM | EXXON MOBIL CORP | 101.7K | $13.9M | $17.2M | 0.99% | +5.1K | 2026-06-30 |
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