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 Market Cap. of $300 Millions to $2 Billions
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