13F filer

Cornerstone Wealth Group

As of Jun 30, 2026 Filed Jul 27, 2026 CIK 1774879 SEC filings ↗

13F Value

$1.69B

Positions

504

Top Position

SPY5.4%

Top 5

20.1%

Latest filing changes

vs Mar 31, 2026

1 NVDA NVIDIA +23.2%+$11.8M

2 ELV Elevance Health >999%+$8.9M

3 MU Micron Technology +129.9%+$5.8M

4 SPYM State Street(R) SPDR(R) Portfolio S&P 500(R) ETF +24.0%+$5.2M

5 BKNG Booking Holdings +639.2%+$4.9M

Holdings504

#
1	SPY State Str SPDR S&P 500 ETF T — Tr Unit	5.4%	$91.4M	-0.9%	122.4K	5.6%	ETF
2	AAPL Apple	4.9%	$83.1M	+3.6%	287.3K	4.7%	Common Stock
3	NVDA NVIDIA	3.7%	$62.5M	+23.2%	312.3K	3.3%	Common Stock
4	IVV iShares Core S&P 500 ETF	3.1%	$52.9M	-2.5%	70.7K	3.3%	ETF
5	IDEV iShares Core MSCI International Developed Markets ETF	3.0%	$49.8M	+7.0%	559.7K	2.9%	ETF
6	MSFT Microsoft	2.9%	$48.4M	+10.2%	129.7K	3.2%	Common Stock
7	SCHX Schwab U.S. Large-Cap ETF	2.1%	$35.3M	-2.0%	1.20M	2.2%	ETF
8	AVGO Broadcom	2.0%	$34.5M	+2.5%	91.2K	2.3%	Common Stock
9	GOOGL Alphabet Class A Filing details 02079K305 Jun 30, 2026 92,090 reported quantity $32,910,320 reported value	1.9%	$32.9M	+5.5%	92.1K	1.9%	Common Stock
10	SPYM State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	1.6%	$26.9M	+24.0%	306.6K	1.3%	ETF
11	VCRB Vanguard Core Bond ETF — ETF Shares	1.6%	$26.5M	+3.0%	342.8K	1.7%	ETF
12	VOO Vanguard 500 Index Fund — ETF Shares	1.6%	$26.4M	+0.4%	38.4K	1.6%	ETF
13	AMZN Amazon	1.4%	$24.3M	+0.8%	102.1K	1.6%	Common Stock
14	IWB iShares Russell 1000 ETF	1.4%	$23.9M	-0.9%	58.4K	1.5%	ETF
15	VTI Vanguard Morningstar Total Stock Market Index Fund — ETF Shares	1.4%	$23.0M	-2.6%	62.3K	1.4%	ETF
16	ACWX iShares MSCI ACWI ex U.S. ETF	1.3%	$22.7M	-1.2%	298.6K	1.4%	ETF
17	FBND Fidelity Total Bond ETF	1.2%	$19.8M	+17.7%	435.0K	1.1%	ETF
18	JPM JPMorgan Chase	1.1%	$18.7M	-3.3%	57.3K	1.2%	Common Stock
19	AGG iShares Core U.S. Aggregate Bond ETF	1.1%	$18.6M	+2.4%	188.3K	1.2%	ETF
20	ABBV AbbVie	1.1%	$18.3M	+3.2%	72.6K	0.9%	Common Stock

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing17

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.