Cornerstone Wealth Management, LLC Portfolio Holdings

Cornerstone Wealth Management, LLC

  • $1.73 Billion
  • Q3 2025

Cornerstone Wealth Management, LLC has filed its 13F form on November 03, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.73 Billion distributed in 679 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $85M, J P Morgan Exchg Traded Fd with a value of $82.1M, Spdr Portfolio with a value of $62.7M, Ishares Core S&P 500 ETF with a value of $50.4M, and Nvidia Corp with a value of $46.8M.

Examining the 13F form we can see an increase of $141M in the current position value, from $1.59B to 1.73B.

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

Portfolio value $1.73 Billion
ETFs: $1.09 Billion
Technology: $222 Million
Financial Services: $82.9 Million
Industrials: $74.2 Million
Consumer Defensive: $65.5 Million
Consumer Cyclical: $51.3 Million
Communication Services: $41.3 Million
Healthcare: $35 Million
Other: $63.9 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$3.81 Million 0.22% of portfolio
80,132
Q3 2025 Reduced 3.66%
$0
$3.73 Million 0.22% of portfolio
73,495
Q3 2025 Added 15.42%
$30.1B
$3.82 Million 0.22% of portfolio
11,489
Q3 2025 Added 0.18%
$105B
$3.63 Million 0.21% of portfolio
54,965
Q3 2025 Added 0.71%
$340B
$3.55 Million 0.21% of portfolio
11,785
Q3 2025 Added 10.0%
$0
$3.43 Million 0.2% of portfolio
11,538
Q3 2025 Added 1.76%
$637B
$3.39 Million 0.2% of portfolio
12,064
Q3 2025 Added 3.46%
$0
$3.4 Million 0.2% of portfolio
67,949
Q3 2025 Added 1.57%
$0
$3.51 Million 0.2% of portfolio
63,413
Q3 2025 Reduced 0.83%
$0
$3.39 Million 0.2% of portfolio
56,547
Q3 2025 Reduced 5.37%
$0
$3.34 Million 0.19% of portfolio
71,392
Q3 2025 Added 1.68%
$0
$3.24 Million 0.19% of portfolio
52,906
Q3 2025 Added 1.97%
$430B
$3.34 Million 0.19% of portfolio
64,754
Q3 2025 Added 2.16%
$0
$3.19 Million 0.18% of portfolio
68,515
Q3 2025 Added 0.76%
$0
$3.09 Million 0.18% of portfolio
37,408
Q3 2025 Reduced 0.01%
$226B
$3.08 Million 0.18% of portfolio
10,130
Q3 2025 Reduced 1.89%
$398B
$3.13 Million 0.18% of portfolio
13,533
Q3 2025 Added 4.87%
$0
$3.11 Million 0.18% of portfolio
51,826
Q3 2025 Added 2.6%
$294B
$3.12 Million 0.18% of portfolio
45,578
Q3 2025 Added 5.24%
$116B
$2.86 Million 0.17% of portfolio
13,234
Q3 2025 Reduced 1.33%
$0
$2.96 Million 0.17% of portfolio
51,486
Q3 2025 Reduced 8.7%
$0
$2.73 Million 0.16% of portfolio
25,596
Q3 2025 Added 0.8%
$533B
$2.75 Million 0.16% of portfolio
4,831
Q3 2025 Reduced 3.94%
$0
$2.7 Million 0.16% of portfolio
28,800
Q3 2025 Reduced 1.35%
$0
$2.7 Million 0.16% of portfolio
49,806
Q3 2025 Added 8.96%
$0
$2.77 Million 0.16% of portfolio
5,917
Q3 2025 Reduced 0.62%
$10.3B
$2.7 Million 0.16% of portfolio
64,047
Q3 2025 Added 0.34%
$0
$2.77 Million 0.16% of portfolio
20,897
Q3 2025 Added 65.05%
$0
$2.56 Million 0.15% of portfolio
20,364
Q3 2025 Reduced 0.36%
$143B
$2.53 Million 0.15% of portfolio
99,379
Q3 2025 Added 2.89%
$27.2B
$2.53 Million 0.15% of portfolio
24,236
Q3 2025 Reduced 0.25%
$0
$2.59 Million 0.15% of portfolio
26,771
Q3 2025 Added 39.06%
$383B
$2.51 Million 0.15% of portfolio
6,186
Q3 2025 Reduced 2.57%
$1.51T
$2.61 Million 0.15% of portfolio
9,333
Q3 2025 Added 8.31%
$209B
$2.33 Million 0.14% of portfolio
20,372
Q3 2025 Added 0.22%
$0
$2.49 Million 0.14% of portfolio
16,139
Q3 2025 Reduced 1.88%
$0
$2.45 Million 0.14% of portfolio
20,300
Q3 2025 Added 0.01%
$0
$2.36 Million 0.14% of portfolio
73,818
Q3 2025 Added 2.67%
$96.8B
$2.38 Million 0.14% of portfolio
6,982
Q3 2025 Added 5.09%
$243B
$2.47 Million 0.14% of portfolio
15,241
Q3 2025 Added 0.06%
$0
$2.24 Million 0.13% of portfolio
14,838
Q3 2025 Added 19.44%
$0
$2.18 Million 0.13% of portfolio
9,290
Q3 2025 Added 123.16%
$222B
$2.23 Million 0.13% of portfolio
16,665
Q3 2025 Added 2.3%
$0
$2.2 Million 0.13% of portfolio
48,237
Q2 2025 Reduced 0.03%
$26B
$2.21 Million 0.13% of portfolio
8,625
Q2 2025 Reduced 1.52%
$0
$2.27 Million 0.13% of portfolio
3,042
Q3 2025 Reduced 7.26%
$0
$2.22 Million 0.13% of portfolio
9,172
Q3 2025 Reduced 0.15%
$383B
$2.21 Million 0.13% of portfolio
13,647
Q3 2025 Added 15.46%
$0
$2.19 Million 0.13% of portfolio
16,132
Q3 2025 Reduced 0.24%

Summary

  • Portfolio
  • No. of Stocks 679
  • Current Value $1.73 Billion
  • Prior Value $1.59 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 03, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 52 stocks
  • Additional Purchases 350 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 238 stocks
Track This Portfolio

Track Cornerstone Wealth Management, LLC Portfolio

Follow Cornerstone Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email