Cornerstone Wealth Group, LLC

CIK: 0001774879SEC EDGAR →

Portfolio Value

$1.5B

Holdings

389

As of

Q4 2025

New Positions

389

Closed Positions

Portfolio Value History

Top 10 Holdings

Rank	Stock	Shares	Value	% of Portfolio
1	SPY SPDR S&P 500 ETF TR	133,588	$91.1M	6.23%
2	AAPLPut APPLE INC	285,452	$73.3M	5.01%
3	IVV ISHARES TR	73,685	$50.5M	3.45%
4	MSFT MICROSOFT CORP	98,751	$47.8M	3.26%
5	NVDA NVIDIA CORPORATION	232,964	$43.4M	2.97%
6	IDEV ISHARES TR	438,916	$36.2M	2.47%
7	SCHX SCHWAB STRATEGIC TR	1,271,769	$34.2M	2.34%
8	AVGO BROADCOM INC	91,031	$31.5M	2.15%
9	GOOGL ALPHABET INC	96,758	$30.3M	2.07%
10	VOO VANGUARD INDEX FDS	37,947	$23.8M	1.63%

Quarterly Changes

Top Buys

SPYNEW

$91.1M

AAPLNEW

$73.3M

IVVNEW

$50.5M

MSFTNEW

$47.8M

NVDANEW

$43.4M

Top Sells

No sells this quarter

New Positions (389)

$91.1M · 134K shares

$73.3M · 285K shares

$50.5M · 74K shares

$47.8M · 99K shares

$43.4M · 233K shares

$36.2M · 439K shares

$34.2M · 1.3M shares

$31.5M · 91K shares

$30.3M · 97K shares

$23.8M · 38K shares

$23.6M · 303K shares

$23.1M · 62K shares

$21.6M · 93K shares

$20.6M · 307K shares

$20.0M · 62K shares

$19.7M · 59K shares

$17.7M · 35K shares

$17.3M · 174K shares

$15.9M · 70K shares

$15.6M · 194K shares

$15.5M · 282K shares

$15.2M · 330K shares

$14.1M · 13K shares

$13.8M · 21K shares

$13.8M · 205K shares

$13.4M · 39K shares

$13.0M · 98K shares

LVHI

$13.0M · 353K shares

XOM

$12.5M · 104K shares

$12.5M · 81K shares

$12.3M · 24K shares

$12.0M · 96K shares

$11.4M · 35K shares

$10.8M · 179K shares

$10.7M · 45K shares

$10.6M · 74K shares

$10.3M · 40K shares

$10.2M · 29K shares

JNJ

$9.3M · 45K shares

DPZ

$9.1M · 22K shares

ETN

$8.9M · 28K shares

$8.8M · 153K shares

$8.8M · 61K shares

IWM

$8.7M · 36K shares

CVX

$8.7M · 57K shares

$8.4M · 96K shares

$8.2M · 57K shares

$8.2M · 17K shares

$8.1M · 72K shares

$8.0M · 171K shares

$7.9M · 31K shares

$7.9M · 26K shares

$7.9M · 130K shares

$7.8M · 70K shares

$7.6M · 44K shares

$7.6M · 9K shares

$7.4M · 31K shares

$7.3M · 220K shares

$7.1M · 87K shares

$7.1M · 46K shares

$7.0M · 142K shares

$6.7M · 21K shares

$6.6M · 145K shares

$6.6M · 6K shares

$6.5M · 125K shares

$6.5M · 12K shares

$6.5M · 55K shares

$6.4M · 257K shares

$6.3M · 33K shares

$6.1M · 10K shares

$6.1M · 106K shares

$6.0M · 50K shares

$5.9M · 37K shares

$5.9M · 50K shares

$5.8M · 62K shares

$5.8M · 60K shares

$5.7M · 54K shares

$5.5M · 104K shares

$5.5M · 32K shares

$5.4M · 6K shares

$5.3M · 27K shares

$5.3M · 12K shares

$5.3M · 29K shares

$5.2M · 9K shares

$5.1M · 11K shares

$5.1M · 27K shares

$5.1M · 8K shares

$4.9M · 21K shares

$4.8M · 28K shares

$4.8M · 171K shares

$4.8M · 107K shares

$4.6M · 33K shares

$4.6M · 83K shares

$4.3M · 28K shares

$4.2M · 164K shares

$4.2M · 15K shares

$4.0M · 19K shares

$4.0M · 76K shares

$4.0M · 21K shares

$3.9M · 19K shares

$3.7M · 30K shares

$3.5M · 6K shares

$3.5M · 122K shares

$3.5M · 275K shares

$3.3M · 59K shares

$3.1M · 51K shares

$2.9M · 14K shares

$2.8M · 54K shares

$2.7M · 18K shares

$2.7M · 13K shares

$2.7M · 23K shares

$2.7M · 20K shares

$2.5M · 13K shares

$2.4M · 22K shares

$2.2M · 48K shares

$2.0M · 25K shares

$1.9M · 6K shares

$1.8M · 71K shares

$1.7M · 24K shares

$1.6M · 5K shares

$1.6M · 17K shares

$1.5M · 62K shares

$1.5M · 12K shares

$1.5M · 50K shares

$1.5M · 16K shares

$1.5M · 58K shares

$1.4M · 33K shares

$1.4M · 5K shares

$1.4M · 42K shares

$1.3M · 16K shares

$1.3M · 29K shares

$1.3M · 9K shares

$1.3M · 25K shares

$1.3M · 31K shares

$1.3M · 7K shares

$1.2M · 7K shares

$1.2M · 5K shares

$1.2M · 3K shares

$1.2M · 4K shares

$1.2M · 4K shares

$1.2M · 30K shares

$1.1M · 15K shares

$1.1M · 27K shares

$1.1M · 3K shares

$1.1M · 25K shares

$1.1M · 4K shares

$1.0M · 4K shares

$986K · 17K shares

$978K · 15K shares

$975K · 3K shares

$973K · 5K shares

$970K · 4K shares

$965K · 8K shares

$952K · 15K shares

$945K · 19K shares

$939K · 2K shares

$933K · 7K shares

$929K · 5K shares

$898K · 10K shares

$882K · 23K shares

$876K · 18K shares

$865K · 29K shares

$865K · 52K shares

$864K · 1K shares

$861K · 3K shares

$860K · 6K shares

$850K · 22K shares

$829K · 5K shares

$828K · 8K shares

$827K · 9K shares

$821K · 10K shares

$809K · 2K shares

$764K · 11K shares

$754K · 25K shares

$744K · 2K shares

$742K · 18K shares

$737K · 138 shares

$736K · 17K shares

$713K · 13K shares

$706K · 873 shares

$667K · 5K shares

$655K · 2K shares

$652K · 2K shares

$651K · 8K shares

$643K · 14K shares

$621K · 23K shares

$611K · 15K shares

$609K · 3K shares

$600K · 3K shares

$579K · 706 shares

$574K · 11K shares

$569K · 2K shares

$567K · 15K shares

$562K · 971 shares

$559K · 3K shares

$553K · 3K shares

$551K · 15K shares

$547K · 4K shares

$544K · 962 shares

$541K · 7K shares

$519K · 1K shares

$519K · 2K shares

$510K · 20K shares

$505K · 5K shares

$502K · 11K shares

$501K · 13K shares

$498K · 11K shares

$495K · 146 shares

$491K · 8K shares

$487K · 2K shares

$486K · 5K shares

$485K · 18K shares

$485K · 4K shares

$485K · 18K shares

$481K · 8K shares

$481K · 18K shares

$479K · 15K shares

$475K · 11K shares

$474K · 6K shares

$469K · 16K shares

$462K · 5K shares

$458K · 21K shares

$452K · 1K shares

ASML

$430K · 402 shares

BSX

$430K · 5K shares

$426K · 485 shares

$425K · 1K shares

$415K · 4K shares

$409K · 3K shares

$409K · 17K shares

$406K · 5K shares

$402K · 10K shares

$401K · 11K shares

$401K · 17K shares

$398K · 10K shares

$394K · 3K shares

$393K · 6K shares

$393K · 11K shares

$391K · 322 shares

$390K · 836 shares

$388K · 6K shares

$381K · 13K shares

$380K · 3K shares

$377K · 4K shares

$377K · 3K shares

$373K · 14K shares

$370K · 9K shares

$369K · 12K shares

$363K · 2K shares

$361K · 7K shares

$360K · 2K shares

$357K · 2K shares

$355K · 8K shares

$350K · 465 shares

$343K · 510 shares

$340K · 29K shares

$339K · 962 shares

$338K · 7K shares

$337K · 5K shares

$336K · 1K shares

$336K · 11K shares

$335K · 2K shares

$334K · 1K shares

$334K · 554 shares

$333K · 3K shares

$332K · 4K shares

$332K · 4K shares

$331K · 4K shares

$329K · 544 shares

$327K · 769 shares

$323K · 3K shares

$322K · 4K shares

$318K · 3K shares

$314K · 1K shares

$311K · 8K shares

$310K · 7K shares

$307K · 12K shares

$302K · 2K shares

$302K · 1K shares

$301K · 1K shares

$300K · 1K shares

$298K · 2K shares

$297K · 7K shares

$294K · 2K shares

$290K · 4K shares

$285K · 1K shares

$284K · 1K shares

$282K · 496 shares

$281K · 2K shares

$280K · 10K shares

$279K · 4K shares

$278K · 504 shares

$275K · 1K shares

$275K · 5K shares

$275K · 4K shares

$271K · 3K shares

$269K · 761 shares

MUB

$265K · 2K shares

$263K · 3K shares

GWW

$262K · 260 shares

HWM

$262K · 1K shares

$261K · 7K shares

$261K · 2K shares

$260K · 9K shares

$260K · 532 shares

$257K · 2K shares

$255K · 2K shares

$254K · 2K shares

$254K · 6K shares

$252K · 1K shares

$252K · 1K shares

$250K · 4K shares

$250K · 3K shares

$250K · 5K shares

$250K · 5K shares

$250K · 7K shares

$250K · 13K shares

$249K · 1K shares

$249K · 799 shares

$248K · 2K shares

$247K · 3K shares

$247K · 2K shares

$247K · 1K shares

$247K · 3K shares

$246K · 632 shares

UHS

$246K · 1K shares

EMR

$245K · 2K shares

INGR

$244K · 2K shares

$244K · 783 shares

$243K · 2K shares

$242K · 1K shares

$241K · 8K shares

$241K · 2K shares

$240K · 832 shares

$240K · 2K shares

$239K · 2K shares

$239K · 2K shares

$238K · 5K shares

$233K · 6K shares

$233K · 3K shares

$233K · 3K shares

$232K · 4K shares

$231K · 3K shares

$230K · 2K shares

$230K · 4K shares

$230K · 451 shares

$228K · 2K shares

$227K · 3K shares

$225K · 748 shares

$223K · 14K shares

$223K · 1K shares

$220K · 576 shares

$219K · 469 shares

$219K · 7K shares

$219K · 2K shares

$217K · 3K shares

$217K · 3K shares

$216K · 5K shares

$214K · 2K shares

$213K · 1K shares

$212K · 3K shares

$211K · 2K shares

$211K · 4K shares

$210K · 1K shares

$210K · 381 shares

$209K · 463 shares

$209K · 819 shares

$209K · 8K shares

$208K · 1K shares

$207K · 4K shares

$206K · 268 shares

$206K · 2K shares

$206K · 2K shares

$206K · 790 shares

$205K · 1K shares

$204K · 1K shares

$203K · 2K shares

$201K · 724 shares

$201K · 8K shares

$201K · 4K shares

$200K · 620 shares

$198K · 15K shares

$176K · 10K shares

$171K · 10K shares

$171K · 19K shares

$141K · 16K shares

$139K · 12K shares

$129K · 11K shares

$123K · 12K shares

Sector Breakdown

Sector	# Holdings	Value	%
Financial Services	152	$712.3M	48.7%
Technology	49	$267.3M	18.3%
Consumer Cyclical	33	$80.4M	5.5%
Healthcare	27	$79.9M	5.5%
Industrials	39	$76.8M	5.3%
Communication Services	11	$64.8M	4.4%
Consumer Defensive	17	$57.3M	3.9%
Unknown	25	$48.7M	3.3%
Energy	8	$39.8M	2.7%
Utilities	12	$21.4M	1.5%
Basic Materials	9	$7.2M	0.5%
Real Estate	7	$6.9M	0.5%