Cornerstone Wealth Group, LLC
•CIK: 1774879•Filing: Q4 2025
Cornerstone Wealth Group, LLC manages $1.5B across a diversified portfolio of 389 positions. The fund exhibits significant concentration in large-cap technology and index exposure, with top holdings including SPY at $91.1M and AAPL at $73.3M. Further notable allocations include IVV ($50.5M), MSFT ($47.8M), and NVDA ($43.4M). This structure suggests a core focus on established market leaders and broad market beta capture.
Total AUM
$1.5B
QoQ Performance
+2.9%
Positions
304
Top 10 Concentration
32.9%
Latest Filing
Q4 2025
Top Holdings Allocation
SPY
AAPL
SPY6.2%
AAPL5.0%
IVV3.5%
MSFT3.3%
NVDA3.0%
IDEV2.5%
SCHX2.3%
AVGO2.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other44.7%
Technology19.8%
ETF11.8%
Consumer6.3%
Financial6.1%
Healthcare5.2%
Consumer Staples1.3%
Energy1.3%
🚪 Exited Positionssold since Q3 2025
+149 more exited positions
Changes from Q3 2025
NEW4 new positions
↑137 increased
↓52 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023