Cornerstone Wealth Group, LLC ETFs

Cornerstone Wealth Group, LLC

$1.35 Billion
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
VYM Vanguard Whitehall Fds (Vangua	$0	$1.02 Million 0.08% of portfolio	7,620	Q2 2025 Added 16.78%
IJH Ishares Core S&P Mid Cap ETF	$0	$980,000 0.07% of portfolio	15,811	Q2 2025 Reduced 10.55%
DVY Ishares Tr	$0	$967,000 0.07% of portfolio	7,286	Q2 2025 Reduced 2.44%
PAPR Innovator U.S. Equity Power Bu	$0	$841,000 0.06% of portfolio	22,560	Q2 2025 Reduced 12.64%
IYW Ishares Dj Us Tech ETF	$0	$798,000 0.06% of portfolio	4,606	Q2 2025 Added 2.24%
PSMR Pacer Fds Tr Swan Sos Moderate	$0	$720,000 0.05% of portfolio	25,329	Q3 2024 Reduced 0.15%
MOAT Vaneck Morningstar Wide Moat E	$0	$685,000 0.05% of portfolio	7,983	Q2 2025 Reduced 5.25%
XLP Consumer Staples Sector Spdr	$0	$673,000 0.05% of portfolio	8,858	Q2 2025 Reduced 90.98%
DGRO Ishares Core Dividend Growth E	$0	$645,000 0.05% of portfolio	10,097	Q2 2025 New
GLD Spdr Gold Trust	$106B	$637,000 0.05% of portfolio	2,092	Q2 2025 Reduced 1.6%
IEI Ishares Barclays 3 7 Yr Treas	$0	$632,000 0.05% of portfolio	5,313	Q2 2025 Reduced 12.72%
PJUL Innovator U.S. Equity Power Bu	$0	$631,000 0.05% of portfolio	14,412	Q2 2025 Reduced 0.87%
PMAY Innovator Etfs Tr S&P 500 Pwr	$0	$592,000 0.04% of portfolio	15,687	Q2 2025 Added 26.18%
UFEB Innovator U.S. Equity Ultra Bu	$0	$539,000 0.04% of portfolio	15,737	Q1 2025 New
SCHD Schwab Strategic Tr Us Dividen	$0	$482,000 0.04% of portfolio	18,205	Q2 2025 Reduced 59.24%
IWD Ishares Russell 1000 Val ETF	$0	$447,000 0.03% of portfolio	2,305	Q2 2025 Added 7.51%
SCHE Schwab Strategic Tr Us Emergin	$0	$438,000 0.03% of portfolio	14,550	Q2 2025 Added 0.32%
SCHF Schwab Strategic Tr Intl Eqty	$0	$438,000 0.03% of portfolio	19,822	Q2 2025 Reduced 8.54%
XLG Invesco Exchange Traded Fd Tr	$0	$423,000 0.03% of portfolio	8,130	Q1 2024 New
LQD Ishares Iboxx $ Investment Gra	$0	$387,000 0.03% of portfolio	3,539	Q2 2025 Reduced 15.31%
DFAC Dimensional ETF Tr U S Core Eq	$0	$360,000 0.03% of portfolio	10,065	Q2 2025 Reduced 83.49%
IDV Ishares Tr	$0	$349,000 0.03% of portfolio	10,121	Q2 2025 New
PJAN Innovator U.S. Equity Power Bu	$0	$347,000 0.03% of portfolio	7,879	Q1 2025 Added 28.89%
VGT Vanguard Information Technolog	$0	$340,000 0.03% of portfolio	513	Q1 2025 Reduced 1.54%
IGSB Ishares Trust Ishares 1 5 Year	$0	$333,000 0.02% of portfolio	6,324	Q2 2025 Reduced 8.37%
GBTC Grayscale Bitcoin Trust (Btc)	$66.3B	$321,000 0.02% of portfolio	3,786	Q2 2025 Reduced 2.57%
MDY Spdr S&P Midcap 400 ETF Trust	$0	$313,000 0.02% of portfolio	554	Q2 2025 Added 23.66%
QUAL Ishares Msci Usa Quality Facto	$0	$296,000 0.02% of portfolio	1,621	Q2 2025 Reduced 1.04%
UAUG Innovator U.S. Equity Ultra Bu	$0	$293,000 0.02% of portfolio	7,840	Q3 2024 New
MUB Ishares National Muni Bond ETF	$0	$290,000 0.02% of portfolio	2,777	Q2 2025 Reduced 84.15%
UDEC Innovator U.S. Equity Ultra Bu	$0	$286,000 0.02% of portfolio	7,857	Q1 2025 Added 17.5%
FTEC Fidelity Covington Tr Msci Inf	$0	$265,000 0.02% of portfolio	1,344	Q1 2025 Reduced 20.89%
VIG Vanguard Dividend Appreciation	$0	$264,000 0.02% of portfolio	1,451	Q2 2025 Reduced 5.04%
VEA Vanguard Ftse Developed Market	$0	$253,000 0.02% of portfolio	4,452	Q2 2025 New
HDV Ishares Core High Dividend ETF	$0	$246,000 0.02% of portfolio	2,104	Q2 2025 Added 0.38%
VDC Vanguard Consumer Staples ETF	$0	$236,000 0.02% of portfolio	1,081	Q1 2025 Reduced 2.35%
RLY Ssga Active ETF Tr	$0	$230,000 0.02% of portfolio	7,936	Q1 2025 Reduced 95.26%
XLC Select Sector Spdr Tr Communic	$0	$223,000 0.02% of portfolio	2,062	Q2 2025 Reduced 4.58%
DIA Spdr Dow Jones Industrial Average ETF Trust	$0	$221,000 0.02% of portfolio	503	Q2 2025 New
VYMI Vanguard Whitehall Fds Intl Hi	$0	$220,000 0.02% of portfolio	2,750	Q1 2025 New

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cornerstone Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cornerstone Wealth Group, LLC with notifications on news.