Cornerstone Wealth Management, LLC
•CIK: 1674117•Filing: Q4 2025
**Cornerstone Wealth Management, LLC** manages $1.9B across a diversified portfolio of 690 positions. The firm maintains significant exposure to technology and market indices, highlighted by a $93.0M holding in AAPL and $35.9M in MSFT. Notable allocations include $82.6M in BBUS and $64.6M in SPMD, indicating a focus on established growth and sector leaders. This structure suggests a core strategy emphasizing large-cap technology exposure alongside broad market diversification.
Total AUM
$1.9B
QoQ Performance
+6.2%
Positions
433
Top 10 Concentration
30.5%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL4.8%
BBUS4.3%
SPMD3.4%
IVV2.7%
SPYM2.5%
NVDA2.5%
MSFT1.9%
NDQ1.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other68.5%
Technology14.6%
ETF4.6%
Consumer4.3%
Healthcare1.8%
Financial1.7%
Industrial1.5%
Consumer Staples0.9%
🚪 Exited Positionssold since Q3 2025
+474 more exited positions
Changes from Q3 2025
↑146 increased
↓52 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023