Cornerstone Wealth, LLC/TN
CIK: 2135644SEC EDGAR →
Portfolio Value
$154.6B
Holdings
96
As of
Q1 2026
New Positions
96
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | CALAMOS ETF TR | 693,536 | $18.7B | 12.08% |
| 2 | FIDELITY COVINGTON TRUST | 203,646 | $12.0B | 7.73% |
| 3 | INNOVATOR ETFS TRUST | 181,597 | $8.2B | 5.31% |
| 4 | INNOVATOR ETFS TRUST | 136,628 | $7.8B | 5.03% |
| 5 | J P MORGAN EXCHANGE TRADED F | 118,802 | $7.8B | 5.03% |
| 6 | INNOVATOR ETFS TRUST | 141,024 | $6.3B | 4.06% |
| 7 | INNOVATOR ETFS TRUST | 181,340 | $5.7B | 3.66% |
| 8 | INNOVATOR ETFS TRUST | 128,563 | $5.4B | 3.49% |
| 9 | INNOVATOR ETFS TRUST | 181,685 | $5.3B | 3.44% |
| 10 | CALAMOS ETF TR | 201,439 | $5.3B | 3.43% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 54 | $112.6B | 72.8% |
| Unknown | 25 | $40.8B | 26.4% |
| Consumer Defensive | 4 | $471.7M | 0.3% |
| Industrials | 1 | $427.9M | 0.3% |
| Technology | 4 | $390.4M | 0.3% |
| Healthcare | 4 | $1.4M | 0.0% |
| Consumer Cyclical | 2 | $1.1M | 0.0% |
| Communication Services | 1 | $285K | 0.0% |
| Utilities | 1 | $266K | 0.0% |