Cornerstone Wealth Group, LLC Portfolio Holdings

Cornerstone Wealth Group, LLC

  • $1.42 Billion
  • Q3 2025

Cornerstone Wealth Group, LLC has filed its 13F form on October 30, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.42 Billion distributed in 355 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $118M, Spdr S&P 500 ETF Trust with a value of $92.1M, Apple Inc. with a value of $59.2M, Ishares Core U.S. Aggregate Bo with a value of $56M, and Ishares Core S&P 500 ETF with a value of $49.6M.

Examining the 13F form we can see an increase of $74.1M in the current position value, from $1.35B to 1.42B.

Below you can find more details about Cornerstone Wealth Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.42 Billion
ETFs: $570 Million
Technology: $327 Million
Financial Services: $122 Million
Consumer Cyclical: $73 Million
Healthcare: $70.2 Million
Industrials: $69.7 Million
Consumer Defensive: $59.3 Million
Communication Services: $57.7 Million
Other: $71 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$92.1 Million 6.47% of portfolio
138,230
Q3 2025 Added 4.76%
$0
$56 Million 3.94% of portfolio
558,965
Q3 2025 Added 0.54%
$0
$49.6 Million 3.48% of portfolio
74,047
Q3 2025 Reduced 2.58%
$0
$34.8 Million 2.44% of portfolio
1,319,775
Q3 2025 Reduced 0.85%
$0
$25.4 Million 1.78% of portfolio
316,587
Q3 2025 Added 14.03%
$0
$23.6 Million 1.66% of portfolio
38,613
Q3 2025 Added 2.35%
$0
$23.2 Million 1.63% of portfolio
63,390
Q3 2025 Reduced 2.3%
$0
$20.3 Million 1.43% of portfolio
312,087
Q3 2025 Reduced 1.95%
$0
$19.2 Million 1.35% of portfolio
58,594
Q3 2025 Reduced 5.58%
$0
$14.8 Million 1.04% of portfolio
77,947
Q3 2025 Added 8.71%
$0
$14.4 Million 1.01% of portfolio
312,111
Q3 2025 Added 3.55%
$0
$12.6 Million 0.89% of portfolio
161,452
Q3 2025 Added 27.83%
$0
$12.3 Million 0.86% of portfolio
352,748
Q3 2025 Reduced 3.07%
$0
$10.7 Million 0.76% of portfolio
38,131
Q3 2025 Reduced 2.02%
$0
$10.4 Million 0.73% of portfolio
194,296
Q3 2025 Added 5.02%
$0
$7.96 Million 0.56% of portfolio
173,047
Q3 2025 Added 1.52%
$0
$7.16 Million 0.5% of portfolio
46,411
Q3 2025 Added 48.16%
$0
$6.91 Million 0.49% of portfolio
14,405
Q3 2025 Added 5.23%
$0
$6.51 Million 0.46% of portfolio
109,918
Q3 2025 Added 6.57%
$0
$6.49 Million 0.46% of portfolio
67,208
Q3 2025 Reduced 4.31%
$0
$6.45 Million 0.45% of portfolio
54,289
Q3 2025 Reduced 1.42%
$0
$6.27 Million 0.44% of portfolio
137,261
Q3 2025 Added 3.91%
$0
$6.18 Million 0.43% of portfolio
10,299
Q3 2025 Added 123.45%
$0
$5.72 Million 0.4% of portfolio
100,182
Q3 2025 Added 1.14%
$0
$5.2 Million 0.37% of portfolio
35,684
Q3 2025 Reduced 2.21%
$0
$5.01 Million 0.35% of portfolio
10,699
Q3 2025 Added 2.3%
$0
$4.94 Million 0.35% of portfolio
55,265
Q3 2025 Reduced 2.39%
$0
$4.35 Million 0.31% of portfolio
155,857
Q3 2025 Reduced 7.97%
$0
$4.02 Million 0.28% of portfolio
65,201
Q3 2025 Reduced 11.52%
$0
$3.82 Million 0.27% of portfolio
72,007
Q3 2025 New
$0
$2.68 Million 0.19% of portfolio
52,699
Q3 2025 Reduced 58.26%
$0
$2.41 Million 0.17% of portfolio
23,096
Q3 2025 Added 29.35%
$0
$2.07 Million 0.15% of portfolio
38,490
Q3 2025 New
$0
$2.15 Million 0.15% of portfolio
46,263
Q3 2025 Added 0.85%
$0
$1.97 Million 0.14% of portfolio
35,553
Q3 2025 Added 42.91%
$0
$1.66 Million 0.12% of portfolio
56,170
Q3 2025 Reduced 3.5%
$0
$1.52 Million 0.11% of portfolio
6,276
Q3 2025 Reduced 2.17%
$0
$1.53 Million 0.11% of portfolio
12,658
Q3 2025 Added 7.19%
$0
$1.53 Million 0.11% of portfolio
16,064
Q3 2025 Added 0.46%
$0
$1.39 Million 0.1% of portfolio
32,834
Q3 2025 Added 4.54%
$0
$1.38 Million 0.1% of portfolio
16,436
Q3 2025 Reduced 1.45%
$0
$1.44 Million 0.1% of portfolio
5,677
Q3 2025 Reduced 1.85%
$0
$1.28 Million 0.09% of portfolio
32,902
Q3 2025 Added 1.79%
$0
$1.32 Million 0.09% of portfolio
30,056
Q1 2025 Reduced 8.13%
$0
$1.24 Million 0.09% of portfolio
31,293
Q3 2025 Reduced 2.19%
$0
$1.3 Million 0.09% of portfolio
40,698
Q3 2025 Added 1.21%
$0
$1.22 Million 0.09% of portfolio
4,148
Q3 2025 Reduced 2.38%
$0
$1.23 Million 0.09% of portfolio
24,847
Q1 2024 Reduced 8.62%
$0
$1.18 Million 0.08% of portfolio
28,758
Q3 2025 Reduced 0.54%

Summary

  • Portfolio
  • No. of Stocks 355
  • Current Value $1.42 Billion
  • Prior Value $1.35 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 30, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 41 stocks
  • Additional Purchases 181 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 101 stocks
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