Cornerstone Wealth Group, LLC
443 holdingsFiling period: 2026-03-31Current AUM: $1.77Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | 124.5K | $87.7M | $100.7M | 5.68% | -9,061 | 2026-03-31 |
| 2 | AAPL | APPLE INC | 294.3K | $78.3M | $95.3M | 5.38% | +8.8K | 2026-03-31 |
| 3 | NVDA | NVIDIA CORPORATION | 256.8K | $51.3M | $59.1M | 3.33% | +23.8K | 2026-03-31 |
| 4 | IVV | ISHARES TR | 72.5K | $51.2M | $58.9M | 3.32% | -1,225 | 2026-03-31 |
| 5 | MSFT | MICROSOFT CORP | 118.8K | $50.4M | $63.3M | 3.57% | +20.0K | 2026-03-31 |
| 6 | IDEV | ISHARES TR | 523.3K | $45.9M | $49.7M | 2.80% | +84.3K | 2026-03-31 |
| 7 | AVGO | BROADCOM INC | 89.0K | $35.8M | $45.0M | 2.54% | -2,025 | 2026-03-31 |
| 8 | SCHX | SCHWAB STRATEGIC TR | 1.22M | $34.0M | $39.0M | 2.20% | -48,808 | 2026-03-31 |
| 9 | GOOGL | ALPHABET INC | 87.3K | $29.0M | $35.9M | 2.03% | -9,436 | 2026-03-31 |
| 10 | VCRB | VANGUARD MALVERN FDS | 332.7K | $25.8M | $25.3M | 1.43% | +30.1K | 2026-03-31 |
| 11 | AMZN | AMAZON COM INC | 101.3K | $25.3M | $33.0M | 1.86% | +7.9K | 2026-03-31 |
| 12 | VOO | VANGUARD INDEX FDS | 38.3K | $24.8M | $28.5M | 1.61% | +336 | 2026-03-31 |
| 13 | IWB | ISHARES TR | 59.0K | $22.7M | $26.1M | 1.47% | -3,025 | 2026-03-31 |
| 14 | VTI | VANGUARD INDEX FDS | 63.9K | $22.2M | $25.5M | 1.44% | +5.3K | 2026-03-31 |
| 15 | ACWX | ISHARES TR | 302.2K | $22.0M | $24.2M | 1.36% | -4,493 | 2026-03-31 |
| 16 | SPYM | SPDR SERIES TRUST | 247.2K | $20.5M | $23.5M | 1.33% | +53.0K | 2026-03-31 |
| 17 | JPM | JPMORGAN CHASE & CO | 59.2K | $18.5M | $22.2M | 1.25% | -2,830 | 2026-03-31 |
| 18 | AGG | ISHARES TR | 183.9K | $18.3M | $17.9M | 1.01% | +10.3K | 2026-03-31 |
| 19 | FBND | FIDELITY MERRIMACK STR TR | 369.5K | $17.0M | $16.6M | 0.94% | +39.3K | 2026-03-31 |
| 20 | CMI | CUMMINS INC | 24.7K | $15.8M | $18.6M | 1.05% | -9,928 | 2026-03-31 |
| 21 | BAC | BANK AMERICA CORP | 279.2K | $14.9M | $19.0M | 1.07% | -3,294 | 2026-03-31 |
| 22 | ABBV | ABBVIE INC | 70.3K | $14.4M | $16.6M | 0.94% | +718 | 2026-03-31 |
| 23 | XOM | EXXON MOBIL CORP | 96.6K | $14.3M | $13.1M | 0.74% | -7,510 | 2026-03-31 |
| 24 | XOM | EXXON MOBIL CORP | 96.6K | $14.3M | $13.1M | 0.74% | -7,510 | 2026-03-31 |
| 25 | HD | HOME DEPOT INC | 39.6K | $13.6M | $13.7M | 0.77% | +545 | 2026-03-31 |
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