Cornerstone Wealth Group, LLC Top Holdings and 13F Report (2026) About Cornerstone Wealth Group, LLCInvestment ActivityCornerstone Wealth Group, LLC has $1.56 billion in total holdings as of March 31, 2026.Cornerstone Wealth Group, LLC owns shares of 441 different stocks, but just 84 companies or ETFs make up 80% of its holdings.Approximately 12.63% of the portfolio was purchased this quarter.About 9.56% of the portfolio was sold this quarter.This quarter, Cornerstone Wealth Group, LLC has purchased 389 new stocks and bought additional shares in 194 stocks.Cornerstone Wealth Group, LLC sold shares of 143 stocks and completely divested from 25 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $87,676,889Apple $78,323,318NVIDIA $51,331,308iShares Core S&P 500 ETF $51,246,085Microsoft $50,388,872 Largest New Holdings this Quarter 025072604 - Avantis Emerging Markets Equity ETF $9,333,837 Holding922908744 - Vanguard Value ETF $8,213,897 Holding92647X830 - VictoryShares Free Cash Flow ETF $7,231,985 Holding12811T571 - CALAMOS ETF TR $5,718,166 Holding81369Y209 - Health Care Select Sector SPDR Fund $4,892,491 Holding Largest Purchases this Quarter Avantis Emerging Markets Equity ETF 106,066 shares (about $9.33M)Microsoft 20,046 shares (about $8.50M)Vanguard Value ETF 40,469 shares (about $8.21M)Vanguard Growth ETF 95,732 shares (about $7.80M)iShares Core MSCI International Developed Markets ETF 84,337 shares (about $7.39M) Largest Sales this Quarter Franklin International Low Volatility High Dividend Index ETF 342,292 shares (about $13.82M)iShares Russell 2000 ETF 28,772 shares (about $7.90M)iShares Core MSCI Emerging Markets ETF 102,667 shares (about $7.85M)SPDR S&P 500 ETF Trust 9,061 shares (about $6.38M)Cummins 9,928 shares (about $6.34M) Sector Allocation Over TimeMap of 500 Largest Holdings ofCornerstone Wealth Group, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$87,676,889$6,379,663 â–¼-6.8%124,5275.6%FinanceAAPLApple$78,323,318$2,344,688 â–²3.1%294,2615.0%Computer and TechnologyNVDANVIDIA$51,331,308$4,766,531 â–²10.2%256,8113.3%Computer and TechnologyIVViShares Core S&P 500 ETF$51,246,085$866,360 â–¼-1.7%72,4603.3%ETFMSFTMicrosoft$50,388,872$8,502,701 â–²20.3%118,7973.2%Computer and TechnologyIDEViShares Core MSCI International Developed Markets ETF$45,878,819$7,394,668 â–²19.2%523,2532.9%ETFAVGOBroadcom$35,795,434$814,392 â–¼-2.2%89,0062.3%Computer and TechnologySCHXSchwab US Large-Cap ETF$33,973,857$1,355,886 â–¼-3.8%1,222,9612.2%ETFGOOGLAlphabet$29,016,099$3,135,475 â–¼-9.8%87,3221.9%Computer and TechnologyVANGUARD MALVERN FDS$25,827,162$2,340,041 â–²10.0%332,7231.7%CORE BD ETFAMZNAmazon.com$25,307,360$1,967,289 â–²8.4%101,2661.6%Retail/WholesaleVOOVanguard S&P 500 ETF$24,778,396$217,474 â–²0.9%38,2831.6%ETFIWBiShares Russell 1000 ETF$22,749,724$1,167,296 â–¼-4.9%58,9551.5%ETFVTIVanguard Total Stock Market ETF$22,235,847$1,837,277 â–²9.0%63,9261.4%ETFACWXiShares MSCI ACWI ex U.S. ETF$21,990,990$326,911 â–¼-1.5%302,2401.4%ManufacturingSPLGSPDR Portfolio S&P 500 ETF$20,485,456$4,393,849 â–²27.3%247,2001.3%ETFJPMJPMorgan Chase & Co.$18,533,724$885,793 â–¼-4.6%59,2131.2%FinanceAGGiShares Core U.S. Aggregate Bond ETF$18,296,974$1,021,754 â–²5.9%183,9451.2%FinanceFBNDFidelity Total Bond ETF$16,964,173$1,803,117 â–²11.9%369,5091.1%ETFCMICummins$15,809,404$6,343,954 â–¼-28.6%24,7411.0%Auto/Tires/TrucksBACBank of America$14,930,445$176,163 â–¼-1.2%279,1781.0%FinanceABBVAbbVie$14,427,500$147,276 â–²1.0%70,3370.9%MedicalXOMExxonMobil$14,327,414$1,114,183 â–¼-7.2%96,5720.9%EnergyHDHome Depot$13,608,957$187,437 â–²1.4%39,5700.9%Retail/WholesaleMETAMeta Platforms$13,411,620$596,607 â–¼-4.3%20,0520.9%Computer and TechnologyWMBWilliams Companies$12,756,608$145,086 â–²1.2%181,1250.8%EnergyMCDMcDonald's$12,282,746$4,480,804 â–²57.4%40,6930.8%Retail/WholesaleBRK.BBerkshire Hathaway$12,254,558$835,336 â–²7.3%26,1570.8%FinanceAMGNAmgen$12,224,694$238,990 â–²2.0%35,4480.8%MedicalJNJJohnson & Johnson$11,891,649$1,702,296 â–²16.7%52,5810.8%MedicalAMATApplied Materials$11,676,061$4,117,182 â–¼-26.1%29,6100.7%Computer and TechnologyLECOLincoln Electric$11,595,774$7,547 â–¼-0.1%44,5580.7%IndustrialsETNEaton$11,574,524$170,846 â–²1.5%28,2510.7%IndustrialsHONHoneywell International$10,742,533$4,669,720 â–²76.9%48,3420.7%Multi-Sector ConglomeratesMOAltria Group$10,485,893$586,051 â–²5.9%162,1950.7%Consumer StaplesXLKTechnology Select Sector SPDR Fund$10,466,025$908,495 â–¼-8.0%67,6580.7%ETFCVXChevron$9,884,389$744,472 â–¼-7.0%53,1480.6%EnergyVVisa$9,738,546$735,172 â–²8.2%31,4210.6%Business ServicesBLACKROCK ETF TRUST$9,642,201$772,985 â–²8.7%238,7270.6%ISHARES A I INNOSOSouthern$9,600,383$780,124 â–²8.8%104,4430.6%UtilitiesLAM RESEARCH CORP$9,580,759$1,310,178 â–²15.8%37,0820.6%COM NEWAVEMAvantis Emerging Markets Equity ETF$9,333,837$9,333,837 â–²New Holding106,0660.6%ETFVUGVanguard Growth ETF$9,169,609$7,802,126 â–²570.5%112,5110.6%ETFLLYEli Lilly and Company$9,061,001$2,780,429 â–¼-23.5%10,0340.6%MedicalPEPPepsiCo$9,037,742$151,822 â–²1.7%58,3380.6%Consumer StaplesBINCiShares Flexible Income Active ETF$8,698,480$3,227,425 â–²59.0%165,9070.6%ETFWALMART INC$8,641,110$487,427 â–¼-5.3%66,6750.6%COMDYNFiShares U.S. Equity Factor Rotation Active ETF$8,485,888$298,463 â–²3.6%134,4830.5%ETFUBERUber Technologies$8,418,321$1,678,627 â–²24.9%108,9610.5%Computer and TechnologyPRUPrudential Financial$8,340,601$1,411,255 â–²20.4%86,4760.5%FinanceVTVVanguard Value ETF$8,213,897$8,213,897 â–²New Holding40,4690.5%ETFCCitigroup$8,141,944$842,493 â–²11.5%61,8310.5%Financial ServicesSPYVSPDR Portfolio S&P 500 Value ETF$8,133,727$4,669,529 â–²134.8%138,1410.5%ETFPGProcter & Gamble$8,106,393$593,474 â–¼-6.8%56,9590.5%Consumer StaplesDGDollar General$7,821,080$4,329,848 â–¼-35.6%63,0170.5%Retail/WholesaleIEMGiShares Core MSCI Emerging Markets ETF$7,790,205$7,847,841 â–¼-50.2%101,9130.5%ETFGOOGAlphabet$7,780,241$690,681 â–²9.7%23,5430.5%Computer and TechnologyLOWLowe's Companies$7,637,874$57,020 â–¼-0.7%30,4070.5%Retail/WholesaleVFLOVictoryShares Free Cash Flow ETF$7,231,985$7,231,985 â–²New Holding173,0140.5%ETFJMBSJanus Henderson Mortgage-Backed Securities ETF$7,208,025$597,183 â–²9.0%158,3830.5%ETFJANUS DETROIT STR TR$7,198,330$688,195 â–²10.6%138,6960.5%HENDERSON SECURITAT&T$7,082,060$438,718 â–²6.6%273,6500.5%Computer and TechnologyXLIIndustrial Select Sector SPDR Fund$6,887,836$959,044 â–¼-12.2%40,1760.4%ETFCATCaterpillar$6,855,553$475,446 â–¼-6.5%8,5650.4%IndustrialsBLACKROCK INC$6,726,147$305,544 â–²4.8%6,4500.4%COMTFCTruist Financial$6,721,425$520,403 â–¼-7.2%131,6120.4%FinanceCOSTCostco Wholesale$6,659,307$376,164 â–²6.0%6,6210.4%Retail/WholesaleNEENextEra Energy$6,494,831$4,266,347 â–²191.4%71,6870.4%UtilitiesGSThe Goldman Sachs Group$6,424,065$1,563,161 â–¼-19.6%6,9330.4%FinanceADPAutomatic Data Processing$6,411,450$148,905 â–²2.4%31,6040.4%Computer and TechnologyDEMWisdomTree Emerging Markets High Dividend Fund$6,366,865$2,549,621 â–¼-28.6%122,2520.4%FinanceIJRiShares Core S&P Small-Cap ETF$6,207,876$550,857 â–¼-8.2%45,9570.4%ETFTHORNBURG ETF TR$5,843,993$1,688,196 â–²40.6%230,6690.4%CORE PLUS BD ETFPMPhilip Morris International$5,835,878$161,831 â–²2.9%38,0810.4%Consumer StaplesBLACKROCK ETF TRUST$5,765,020$5,387,723 â–²1,428.0%178,2080.4%ISHARES US LARGIWRiShares Russell Mid-Cap ETF$5,760,776$459,069 â–¼-7.4%55,4030.4%ETFCALAMOS ETF TR$5,718,166$5,718,166 â–²New Holding215,0490.4%AUTOCALLABLE INCQCOMQualcomm$5,706,924$305,822 â–¼-5.1%42,0990.4%Computer and TechnologyTXNTexas Instruments$5,684,806$4,877,420 â–²604.1%24,3830.4%Computer and TechnologySPGSimon Property Group$5,677,946$53,237 â–²0.9%27,7300.4%FinanceCOPConocoPhillips$5,646,305$1,803,292 â–¼-24.2%46,9510.4%EnergyPANWPalo Alto Networks$5,438,356$416,061 â–²8.3%31,0830.3%Computer and TechnologySPGIS&P Global$5,395,765$126,734 â–¼-2.3%12,1340.3%FinanceRXORXO$5,392,215$6,422 â–²0.1%275,3940.3%TransportationFEFirstEnergy$5,146,992$21,684 â–¼-0.4%106,1020.3%UtilitiesSTLDSteel Dynamics$5,120,820$1,137,838 â–¼-18.2%23,2540.3%Basic MaterialsNWFLNorwood Financial$5,030,867$134,873 â–¼-2.6%166,5850.3%FinanceTMUST-Mobile US$4,972,773$1,235,671 â–²33.1%25,4500.3%Computer and TechnologyIBMInternational Business Machines$4,894,516$3,287,300 â–²204.5%19,1430.3%Computer and TechnologyXLVHealth Care Select Sector SPDR Fund$4,892,491$4,892,491 â–²New Holding33,5290.3%ETFNOWServiceNow$4,828,913$2,018,506 â–²71.8%48,2220.3%Computer and TechnologyTSLATesla$4,644,230$93,897 â–²2.1%12,0190.3%Auto/Tires/TrucksDHRDanaher$4,616,310$461,845 â–²11.1%23,7290.3%MedicalNVSNovartis$4,614,530$305,850 â–¼-6.2%31,1860.3%MedicalCMECME Group$4,487,813$144,475 â–²3.3%15,7800.3%FinanceXLGInvesco S&P 500 Top 50 ETF$4,466,262$3,982,687 â–²823.6%75,0880.3%ETFCLOIVanEck CLO ETF$4,261,966$249,852 â–²6.2%80,9570.3%ETFRSGRepublic Services$4,232,591$328,884 â–²8.4%20,6170.3%Business ServicesBXBlackstone$4,162,117$6,223,643 â–¼-59.9%32,3900.3%FinanceQQQInvesco QQQ$4,132,575$2,294,372 â–¼-35.7%6,4140.3%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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