Cornerstone Wealth Group, LLC
499 holdingsFiling period: 2026-06-30Current AUM: $1.76Bestimated 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 | $95.2M | 5.42% | -794 | 2026-06-30 |
| 2 | AAPL | Apple Inc | 294.1K | $85.1M | $99.9M | 5.69% | -120 | 2026-06-30 |
| 3 | NVDA | NVIDIA Corporation | 319.6K | $64.0M | $69.2M | 3.94% | +62.8K | 2026-06-30 |
| 4 | IVV | iShares TR | 70.7K | $52.9M | $54.6M | 3.11% | -1,783 | 2026-06-30 |
| 5 | IDEV | iShares TR | 559.7K | $49.8M | $50.2M | 2.86% | +36.4K | 2026-06-30 |
| 6 | MSFT | Microsoft Corp | 130.8K | $48.8M | $69.6M | 3.96% | +12.0K | 2026-06-30 |
| 7 | SCHX | Schwab Strategic TR | 1.20M | $35.3M | $36.2M | 2.06% | -24,142 | 2026-06-30 |
| 8 | AVGO | Broadcom Inc | 91.2K | $34.5M | $30.5M | 1.74% | +2.2K | 2026-06-30 |
| 9 | GOOGL | Alphabet Inc | 92.1K | $32.9M | $31.3M | 1.79% | +4.8K | 2026-06-30 |
| 10 | SPYM | Spdr Series Trust | 306.6K | $26.9M | $27.8M | 1.58% | +59.4K | 2026-06-30 |
| 11 | VCRB | Vanguard Malvern Fds | 342.8K | $26.5M | $25.4M | 1.45% | +10.1K | 2026-06-30 |
| 12 | VOO | Vanguard Index Fds | 38.4K | $26.4M | $27.2M | 1.55% | +149 | 2026-06-30 |
| 13 | AMZN | Amazon.com Inc | 102.1K | $24.3M | $26.8M | 1.53% | +858 | 2026-06-30 |
| 14 | IWB | iShares TR | 58.4K | $23.9M | $24.5M | 1.40% | -535 | 2026-06-30 |
| 15 | VTI | Vanguard Index Fds | 62.3K | $23.0M | $23.5M | 1.34% | -1,655 | 2026-06-30 |
| 16 | ACWX | iShares TR | 298.6K | $22.7M | $22.2M | 1.27% | -3,690 | 2026-06-30 |
| 17 | FBND | Fidelity Merrimack Str TR | 435.0K | $19.8M | $19.0M | 1.08% | +65.4K | 2026-06-30 |
| 18 | JPM | JPMorgan Chase & Co | 57.3K | $18.7M | $19.2M | 1.09% | -1,936 | 2026-06-30 |
| 19 | AGG | iShares TR | 188.3K | $18.6M | $17.9M | 1.02% | +4.4K | 2026-06-30 |
| 20 | ABBV | Abbvie Inc | 72.6K | $18.3M | $21.0M | 1.20% | +2.2K | 2026-06-30 |
| 21 | BAC | Bank of Amer Corp | 304.4K | $17.3M | $15.4M | 0.88% | +25.2K | 2026-06-30 |
| 22 | JNJ | Johnson & Johnson | 64.7K | $16.4M | $16.8M | 0.96% | +12.1K | 2026-06-30 |
| 23 | CMI | Cummins Inc | 20.0K | $14.3M | $10.7M | 0.61% | -4,754 | 2026-06-30 |
| 24 | BRK-B | Berkshire Hathaway Inc Del | 28.3K | $14.2M | $14.2M | 0.81% | +2.1K | 2026-06-30 |
| 25 | XOM | Exxon Mobil Corp | 101.7K | $13.9M | $18.1M | 1.03% | +5.1K | 2026-06-30 |
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