Cornerstone Wealth Management, LLC Top Holdings and 13F Report (2026) About Cornerstone Wealth Management, LLCInvestment ActivityCornerstone Wealth Management, LLC has $2.00 billion in total holdings as of March 31, 2026.Cornerstone Wealth Management, LLC owns shares of 712 different stocks, but just 167 companies or ETFs make up 80% of its holdings.Approximately 6.79% of the portfolio was purchased this quarter.About 1.60% of the portfolio was sold this quarter.This quarter, Cornerstone Wealth Management, LLC has purchased 690 new stocks and bought additional shares in 404 stocks.Cornerstone Wealth Management, LLC sold shares of 207 stocks and completely divested from 32 stocks this quarter.Largest Holdings Apple $87,299,860JPMorgan BetaBuilders U.S. Equity ETF $78,894,835SPDR Portfolio S&P 400 Mid Cap ETF $66,096,873SPDR Portfolio S&P 500 ETF $48,297,011iShares Core S&P 500 ETF $47,821,404 Largest New Holdings this Quarter 746729300 - Putnam Focused Large Cap Value ETF $5,846,583 Holding00039J509 - AB Disruptors ETF $1,966,454 Holding46141D203 - Invesco DB US Dollar Index Bullish Fund $1,712,398 Holding464287515 - iShares Expanded Tech-Software Sector ETF $808,749 Holding53700T827 - iMGP DBi Managed Futures Strategy ETF $784,844 Holding Largest Purchases this Quarter Putnam Focused Large Cap Value ETF 126,004 shares (about $5.85M)Caterpillar 4,335 shares (about $3.07M)Capital Group Dividend Value ETF 67,830 shares (about $2.89M)Invesco S&P 500 Quality ETF 37,545 shares (about $2.82M)SPDR Portfolio Intermediate Term Corporate Bond ETF 78,948 shares (about $2.65M) Largest Sales this Quarter Franklin U.S. Large Cap Multifactor Index ETF 47,459 shares (about $3.21M)Vanguard Dividend Appreciation ETF 10,878 shares (about $2.34M)First Trust TCW Opportunistic Fixed Income ETF 52,572 shares (about $2.29M)iShares Core S&P 500 ETF 2,075 shares (about $1.36M)Industrial Select Sector SPDR Fund 5,821 shares (about $941.41K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCornerstone Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$87,299,860$505,042 â–²0.6%343,9854.4%Computer and TechnologyBBUSJPMorgan BetaBuilders U.S. Equity ETF$78,894,835$355,758 â–²0.5%673,2793.9%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$66,096,873$64,313 â–²0.1%1,116,1243.3%ETFSPLGSPDR Portfolio S&P 500 ETF$48,297,011$2,207,186 â–²4.8%631,0032.4%ETFIVViShares Core S&P 500 ETF$47,821,404$1,355,408 â–¼-2.8%73,2102.4%ETFNVDANVIDIA$46,312,252$2,004,902 â–²4.5%265,5522.3%Computer and TechnologyMSFTMicrosoft$28,981,148$1,528,421 â–²5.6%78,2921.4%Computer and TechnologyPIMCO ETF TR$26,013,240$1,774,641 â–²7.3%281,8941.3%ACTIVE BD ETFQQQInvesco QQQ$24,000,936$326,108 â–²1.4%41,5831.2%FinanceUSMViShares MSCI USA Min Vol Factor ETF$23,746,505$212,561 â–²0.9%256,0541.2%ETFWALMART INC$22,460,296$312,068 â–¼-1.4%180,7231.1%COMAMZNAmazon.com$20,918,281$1,182,977 â–²6.0%100,4381.0%Retail/WholesaleSPYGSPDR Portfolio S&P 500 Growth ETF$18,779,292$2,123,859 â–²12.8%191,8020.9%ETFMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$18,525,913$330,678 â–¼-1.8%184,2070.9%ETFSPYSPDR S&P 500 ETF Trust$18,437,709$88,446 â–¼-0.5%28,3510.9%FinanceVIGVanguard Dividend Appreciation ETF$18,312,113$2,339,419 â–¼-11.3%85,1490.9%ETFVXUSVanguard Total International Stock ETF$17,370,232$301,577 â–¼-1.7%225,2660.9%ETFBSCSInvesco BulletShares 2028 Corporate Bond ETF$16,753,001$2,106,999 â–²14.4%820,3010.8%ETFVTIVanguard Total Stock Market ETF$16,726,836$617,885 â–¼-3.6%52,1390.8%ETFBSCRInvesco BulletShares 2027 Corporate Bond ETF$16,688,724$1,423,012 â–²9.3%850,3790.8%ETFPRFInvesco RAFI US 1000 ETF$16,347,167$1,874,629 â–²13.0%343,9340.8%ETFSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$15,748,098$2,647,915 â–²20.2%469,5320.8%ETFPGProcter & Gamble$15,692,627$126,529 â–²0.8%108,6450.8%Consumer StaplesSPDWSPDR Portfolio Developed World ex-US ETF$15,340,906$2,135,056 â–²16.2%336,0540.8%ETFXOMExxonMobil$15,132,813$573,450 â–¼-3.7%89,1950.8%EnergyBSCQInvesco BulletShares 2026 Corporate Bond ETF$15,072,147$1,232,617 â–²8.9%771,7430.8%ETFJNJJohnson & Johnson$15,062,187$651,679 â–²4.5%61,6190.8%MedicalDIASPDR Dow Jones Industrial Average ETF Trust$14,585,100$1,837,960 â–²14.4%31,4880.7%FinanceFIDELITY COVINGTON TRUST$14,205,168$1,727,421 â–²13.8%381,8590.7%ENHANCED INTLPWBInvesco Large Cap Growth ETF$13,255,941$1,952,174 â–²17.3%105,2640.7%ETFBIVVanguard Intermediate-Term Bond ETF$12,932,445$1,096,420 â–²9.3%167,5620.6%ETFJQUAJPMorgan U.S. Quality Factor ETF$12,762,355$2,250,936 â–²21.4%208,1270.6%ETFGOOGLAlphabet$12,457,058$230,047 â–²1.9%43,3200.6%Computer and TechnologyRDVYFirst Trust Rising Dividend Achievers ETF$12,180,689$673,856 â–²5.9%178,3930.6%ManufacturingVTVVanguard Value ETF$12,149,749$403,193 â–²3.4%61,9250.6%ETFBNDVanguard Total Bond Market ETF$12,073,519$166,721 â–²1.4%163,9530.6%ETFFBNDFidelity Total Bond ETF$12,011,307$289,687 â–²2.5%263,2900.6%ETFIWMiShares Russell 2000 ETF$11,992,728$590,237 â–²5.2%48,3580.6%FinanceDGROiShares Core Dividend Growth ETF$11,699,727$114,463 â–²1.0%166,7110.6%ETFSPABSPDR Portfolio Aggregate Bond ETF$11,610,102$1,785,405 â–²18.2%453,1660.6%ETFAVUSAvantis U.S. Equity ETF$11,360,601$1,807,010 â–²18.9%102,1820.6%ETFSPHQInvesco S&P 500 Quality ETF$11,046,291$2,823,003 â–²34.3%146,9120.6%ETFCALFPacer US Small Cap Cash Cows ETF$10,999,685$711,099 â–²6.9%245,1460.6%ETFTOTLSPDR Doubleline Total Return Tactical ETF$10,640,610$1,794,247 â–²20.3%267,8230.5%ETFIBMInternational Business Machines$10,537,739$458,363 â–²4.5%43,4740.5%Computer and TechnologyKOCocaCola$10,534,959$308,537 â–²3.0%138,5260.5%Consumer StaplesILCGiShares Morningstar Growth ETF$10,473,540$60,248 â–¼-0.6%109,6940.5%ETFSMHVanEck Semiconductor ETF$10,241,613$530,234 â–²5.5%26,7130.5%ManufacturingRTXRTX$10,145,816$211,419 â–²2.1%52,5960.5%AerospaceJMUBJPMorgan Municipal ETF$9,890,896$152,570 â–²1.6%197,8570.5%ETFJ P MORGAN EXCHANGE TRADED F$9,626,512$333,995 â–²3.6%112,4070.5%JPMORGAN INTL VLVUGVanguard Growth ETF$9,607,869$79,494 â–²0.8%21,9970.5%ETFXMHQInvesco S&P MidCap Quality ETF$9,040,804$547,962 â–²6.5%87,4610.5%ETFJEPQJPMorgan Nasdaq Equity Premium Income ETF$8,961,311$475,417 â–²5.6%161,4070.4%ETFQQQMInvesco NASDAQ 100 ETF$8,938,067$524,427 â–²6.2%37,6150.4%ETFGOOGAlphabet$8,910,224$447,792 â–²5.3%31,0610.4%Computer and TechnologyVCITVanguard Intermediate-Term Corporate Bond ETF$8,854,003$335,055 â–²3.9%106,9970.4%ETFJIGJPMorgan International Growth ETF$8,520,590$1,390,143 â–²19.5%114,7710.4%ETFBXBlackstone$8,480,132$1,817,984 â–²27.3%73,7470.4%FinanceGLDSPDR Gold Shares$8,455,207$1,139,839 â–²15.6%19,6500.4%FinanceJPMJPMorgan Chase & Co.$8,067,253$1,167,509 â–²16.9%27,4250.4%FinanceCOWGPacer US Large Cap Cash Cows Growth Leaders ETF$7,965,657$283,913 â–²3.7%236,0970.4%ETFSDYSPDR S&P Dividend ETF$7,886,900$133,827 â–¼-1.7%54,0420.4%ETFVBRVanguard Small-Cap Value ETF$7,744,058$98,197 â–²1.3%35,6460.4%ETFBRK.BBerkshire Hathaway$7,719,434$659,859 â–²9.3%16,1090.4%FinanceEMREmerson Electric$7,560,648$233,871 â–²3.2%57,7060.4%IndustrialsDONWisdomTree U.S. MidCap Dividend Fund$7,501,590$66,831 â–²0.9%142,7780.4%FinanceMETAMeta Platforms$7,408,792$514,937 â–²7.5%12,9490.4%Computer and TechnologyCVXChevron$6,950,062$740,504 â–²11.9%33,5910.3%EnergyTSLATesla$6,944,704$20,818 â–¼-0.3%18,6810.3%Auto/Tires/TrucksCGXUCapital Group International Focus Equity ETF$6,882,087$345,947 â–²5.3%233,3700.3%ETFAVDEAvantis International Equity ETF$6,821,607$253,670 â–¼-3.6%80,4060.3%ETFPHParker-Hannifin$6,735,781$350,934 â–¼-5.0%7,5240.3%IndustrialsCATCaterpillar$6,707,834$3,071,236 â–²84.5%9,4680.3%IndustrialsAFLAflac$6,633,340$270,543 â–²4.3%60,4630.3%FinanceEDConsolidated Edison$6,605,819$341,688 â–²5.5%58,3660.3%UtilitiesLOWLowe's Companies$6,499,441$256,367 â–²4.1%27,5070.3%Retail/WholesaleDOVDover$6,492,328$188,646 â–²3.0%31,1460.3%IndustrialsAVGOBroadcom$6,185,382$437,657 â–²7.6%19,9840.3%Computer and TechnologySLViShares Silver Trust$6,118,470$601,469 â–¼-9.0%89,7930.3%ETFIJHiShares Core S&P Mid-Cap ETF$5,886,753$23,433 â–¼-0.4%87,1720.3%ETFPVALPutnam Focused Large Cap Value ETF$5,846,583$5,846,583 â–²New Holding126,0040.3%ETFVIGIVanguard International Dividend Appreciation ETF$5,831,408$3,450 â–¼-0.1%65,9210.3%ETFNDSNNordson$5,825,631$156,177 â–²2.8%21,8960.3%IndustrialsSPSMSPDR Portfolio S&P 600 Small Cap ETF$5,764,156$11,404 â–²0.2%119,2910.3%ETFCOSTCostco Wholesale$5,740,522$126,549 â–¼-2.2%5,7610.3%Retail/WholesaleGWWW.W. Grainger$5,695,538$217,087 â–²4.0%5,2210.3%IndustrialsLINDE PLC$5,687,603$322,754 â–²6.0%11,4720.3%SHSPRFZInvesco RAFI US 1500 Small-Mid ETF$5,673,100$5,780 â–¼-0.1%123,6780.3%ManufacturingIDHQInvesco S&P International Developed Quality ETF$5,570,945$43,151 â–²0.8%157,5050.3%ETFSPTISPDR Portfolio Intermediate Term Treasury ETF$5,569,654$893,597 â–²19.1%194,3340.3%ETFLMTLockheed Martin$5,348,558$205,505 â–²4.0%8,8490.3%AerospaceVBVanguard Small-Cap ETF$5,348,043$191,460 â–²3.7%20,4190.3%ETFTAT&T$5,094,534$141,065 â–²2.8%175,7340.3%Computer and TechnologyCGDVCapital Group Dividend Value ETF$4,994,732$2,885,503 â–²136.8%117,4120.2%ETFAWRAmerican States Water$4,924,234$363,657 â–²8.0%65,1180.2%UtilitiesPXFInvesco RAFI Developed Markets ex-U.S. ETF$4,893,230$712,424 â–²17.0%70,0030.2%ETFONEQFidelity NASDAQ Composite Index ETF$4,827,370$16,048 â–¼-0.3%56,8530.2%ETFXLKTechnology Select Sector SPDR Fund$4,807,415$336,903 â–¼-6.5%36,1730.2%ETFLLYEli Lilly and Company$4,794,459$114,964 â–¼-2.3%5,2130.2%MedicalShowing largest 100 holdings. 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