Cornerstone Wealth Management, LLC
CIK: 0001674117SEC EDGAR →
Portfolio Value
$1.9B
Holdings
690
As of
Q4 2025
New Positions
690
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | APPLE INC | 341,995 | $93.0M | 4.84% |
| 2 | J P MORGAN EXCHANGE TRADED F | 670,243 | $82.6M | 4.30% |
| 3 | SPDR SERIES TRUST | 1,115,038 | $64.6M | 3.36% |
| 4 | ISHARES TR | 75,285 | $51.6M | 2.68% |
| 5 | SPDR SERIES TRUST | 602,166 | $48.3M | 2.51% |
| 6 | NVIDIA CORPORATION | 254,056 | $47.4M | 2.46% |
| 7 | MICROSOFT CORP | 74,163 | $35.9M | 1.87% |
| 8 | INVESCO QQQ TR | 41,018 | $25.2M | 1.31% |
| 9 | PIMCO ETF TR | 262,663 | $24.4M | 1.27% |
| 10 | ISHARES TR | 253,762 | $23.9M | 1.24% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (690)
$93.0M · 342K shares
$82.6M · 670K shares
$64.6M · 1.1M shares
$51.6M · 75K shares
$48.3M · 602K shares
$47.4M · 254K shares
$35.9M · 74K shares
$25.2M · 41K shares
$24.4M · 263K shares
$23.9M · 254K shares
$21.9M · 95K shares
$21.1M · 96K shares
$20.4M · 183K shares
$19.4M · 28K shares
$18.8M · 187K shares
$18.1M · 170K shares
$18.1M · 54K shares
$17.3M · 229K shares
$15.4M · 108K shares
$15.4M · 778K shares
$14.8M · 717K shares
$14.3M · 304K shares
$13.9M · 709K shares
$13.3M · 43K shares
$13.2M · 28K shares
$13.2M · 391K shares
$12.8M · 289K shares
$12.3M · 42K shares
$12.3M · 335K shares
$12.2M · 59K shares
$12.0M · 162K shares
$11.9M · 153K shares
$11.8M · 257K shares
$11.7M · 169K shares
$11.5M · 110K shares
$11.5M · 165K shares
$11.4M · 60K shares
$11.4M · 90K shares
$11.3M · 46K shares
$11.1M · 93K shares
$10.8M · 171K shares
$10.6M · 22K shares
$10.2M · 229K shares
$9.9M · 383K shares
$9.8M · 195K shares
$9.6M · 86K shares
$9.4M · 52K shares
$9.4M · 134K shares
$9.3M · 30K shares
$9.1M · 25K shares
$9.0M · 223K shares
$9.0M · 35K shares
$8.9M · 58K shares
$8.9M · 153K shares
$8.7M · 109K shares
$8.6M · 103K shares
$8.4M · 19K shares
$8.4M · 82K shares
$8.2M · 109K shares
$8.0M · 228K shares
$8.0M · 12K shares
$7.6M · 55K shares
$7.6M · 23K shares
$7.5M · 35K shares
$7.4M · 56K shares
$7.4M · 15K shares
$7.3M · 142K shares
$7.0M · 96K shares
$7.0M · 8K shares
$6.9M · 83K shares
$6.7M · 17K shares
$6.5M · 222K shares
$6.5M · 93K shares
$6.4M · 19K shares
$6.4M · 58K shares
$6.4M · 26K shares
$6.4M · 99K shares
$6.0M · 66K shares
$5.9M · 30K shares
$5.8M · 88K shares
$5.7M · 5K shares
$5.7M · 124K shares
$5.6M · 119K shares
$5.6M · 39K shares
$5.5M · 55K shares
$5.5M · 156K shares
$5.2M · 57K shares
$5.1M · 21K shares
$5.1M · 20K shares
$5.1M · 6K shares
$5.1M · 5K shares
$4.9M · 41K shares
$4.7M · 163K shares
$4.7M · 106K shares
$4.6M · 11K shares
$4.6M · 23K shares
$4.6M · 30K shares
$4.5M · 13K shares
$4.4M · 157K shares
$4.4M · 22K shares
$4.4M · 60K shares
$4.3M · 85K shares
$4.3M · 15K shares
$4.2M · 14K shares
$4.2M · 171K shares
$4.2M · 12K shares
$4.2M · 7K shares
$4.1M · 9K shares
$4.1M · 89K shares
$4.0M · 30K shares
$3.9M · 60K shares
$3.9M · 81K shares
$3.8M · 76K shares
$3.8M · 69K shares
$3.8M · 40K shares
$3.7M · 79K shares
$3.7M · 11K shares
$3.7M · 65K shares
$3.7M · 47K shares
$3.6M · 92K shares
$3.6M · 13K shares
$3.5M · 64K shares
$3.5M · 11K shares
$3.4M · 11K shares
$3.4M · 16K shares
$3.4M · 56K shares
$3.3M · 58K shares
$3.3M · 53K shares
$3.3M · 66K shares
$3.3M · 33K shares
$3.2M · 68K shares
$3.2M · 53K shares
$3.2M · 37K shares
$3.1M · 26K shares
$3.1M · 14K shares
$3.0M · 16K shares
$3.0M · 56K shares
$3.0M · 14K shares
$3.0M · 67K shares
$2.9M · 5K shares
$2.9M · 29K shares
$2.9M · 9K shares
$2.8M · 11K shares
$2.8M · 6K shares
$2.8M · 62K shares
$2.7M · 51K shares
$2.7M · 5K shares
$2.7M · 25K shares
$2.7M · 26K shares
$2.6M · 106K shares
$2.6M · 20K shares
$2.6M · 28K shares
$2.5M · 10K shares
$2.5M · 7K shares
$2.5M · 32K shares
$2.5M · 15K shares
$2.5M · 75K shares
$2.4M · 21K shares
$2.4M · 16K shares
$2.4M · 19K shares
$2.4M · 16K shares
$2.4M · 23K shares
$2.3M · 46K shares
$2.3M · 18K shares
$2.3M · 25K shares
$2.3M · 39K shares
$2.2M · 99K shares
$2.2M · 16K shares
$2.2M · 14K shares
$2.2M · 27K shares
$2.2M · 48K shares
$2.2M · 18K shares
$2.2M · 50K shares
$2.1M · 340K shares
$2.1M · 17K shares
$2.1M · 15K shares
$2.1M · 4K shares
$2.1M · 3K shares
$2.1M · 12K shares
$2.1M · 3K shares
$2.1M · 45K shares
$2.1M · 89K shares
$2.0M · 21K shares
$2.0M · 19K shares
$2.0M · 44K shares
$2.0M · 57K shares
$1.9M · 40K shares
$1.9M · 47K shares
$1.9M · 135K shares
$1.9M · 15K shares
$1.9M · 20K shares
$1.9M · 16K shares
$1.9M · 9K shares
$1.9M · 9K shares
$1.8M · 34K shares
$1.8M · 10K shares
$1.8M · 5K shares
$1.8M · 64K shares
$1.7M · 36K shares
$1.7M · 42K shares
$1.7M · 23K shares
$1.7M · 17K shares
$1.7M · 32K shares
$1.7M · 44K shares
$1.6M · 55K shares
$1.6M · 18K shares
$1.6M · 68K shares
$1.6M · 41K shares
$1.6M · 17K shares
$1.6M · 54K shares
$1.6M · 3K shares
$1.5M · 16K shares
$1.5M · 8K shares
$1.5M · 40K shares
$1.5M · 59K shares
$1.5M · 31K shares
$1.5M · 15K shares
$1.5M · 9K shares
$1.5M · 31K shares
$1.5M · 5K shares
$1.4M · 16K shares
$1.4M · 55K shares
$1.4M · 29K shares
$1.4M · 11K shares
$1.4M · 22K shares
$1.4M · 19K shares
$1.4M · 4K shares
$1.4M · 15K shares
$1.4M · 4K shares
$1.4M · 53K shares
$1.4M · 67K shares
$1.4M · 22K shares
$1.4M · 19K shares
$1.4M · 118K shares
$1.4M · 7K shares
$1.4M · 72K shares
$1.4M · 58K shares
$1.4M · 27K shares
$1.3M · 8K shares
$1.3M · 5K shares
$1.3M · 36K shares
$1.3M · 10K shares
$1.3M · 51K shares
$1.3M · 13K shares
$1.3M · 36K shares
$1.3M · 28K shares
$1.3M · 3K shares
$1.3M · 7K shares
$1.3M · 7K shares
$1.3M · 18K shares
$1.3M · 36K shares
$1.3M · 5K shares
$1.3M · 1K shares
$1.2M · 15K shares
$1.2M · 13K shares
$1.2M · 9K shares
$1.2M · 3K shares
$1.2M · 18K shares
$1.2M · 61K shares
$1.2M · 13K shares
$1.2M · 10K shares
$1.2M · 6K shares
$1.2M · 35K shares
$1.2M · 8K shares
$1.2M · 18K shares
$1.2M · 25K shares
$1.2M · 43K shares
$1.2M · 50K shares
$1.2M · 5K shares
$1.1M · 17K shares
$1.1M · 2K shares
$1.1M · 20K shares
$1.1M · 12K shares
$1.1M · 20K shares
$1.1M · 7K shares
$1.1M · 7K shares
$1.1M · 46K shares
$1.1M · 15K shares
$1.1M · 36K shares
$1.1M · 23K shares
$1.1M · 13K shares
$1.1M · 12K shares
$1.0M · 7K shares
$1.0M · 4K shares
$1.0M · 27K shares
$1.0M · 47K shares
$1.0M · 10K shares
$1.0M · 26K shares
$1.0M · 28K shares
$1.0M · 7K shares
$1.0M · 3K shares
$1.0M · 23K shares
$986K · 16K shares
$982K · 4K shares
$971K · 30K shares
$971K · 35K shares
$963K · 19K shares
$951K · 7K shares
$948K · 2K shares
$946K · 111K shares
$942K · 8K shares
$935K · 23K shares
$931K · 16K shares
$922K · 5K shares
$916K · 35K shares
$904K · 41K shares
$898K · 9K shares
$891K · 57K shares
$890K · 43K shares
$889K · 4K shares
$885K · 54K shares
$883K · 67K shares
$879K · 19K shares
$873K · 10K shares
$873K · 20K shares
$870K · 7K shares
$867K · 5K shares
$866K · 4K shares
$866K · 7K shares
$864K · 31K shares
$847K · 66K shares
$837K · 1K shares
$835K · 24K shares
$827K · 12K shares
$825K · 6K shares
$823K · 11K shares
$813K · 22K shares
$807K · 2K shares
$802K · 8K shares
$784K · 32K shares
$780K · 10K shares
$773K · 6K shares
$767K · 3K shares
$759K · 16K shares
$756K · 3K shares
$755K · 14K shares
$754K · 1 shares
$753K · 20K shares
$751K · 22K shares
$749K · 700 shares
$745K · 14K shares
$742K · 7K shares
$739K · 6K shares
$738K · 18K shares
$737K · 4K shares
$731K · 14K shares
$726K · 3K shares
$724K · 3K shares
$721K · 6K shares
$713K · 186K shares
$710K · 2K shares
$704K · 17K shares
$693K · 4K shares
$691K · 2K shares
$688K · 38K shares
$685K · 4K shares
$684K · 8K shares
$676K · 6K shares
$665K · 3K shares
$658K · 26K shares
$658K · 8K shares
$657K · 7K shares
$655K · 4K shares
$655K · 2K shares
$653K · 5K shares
$645K · 3K shares
$645K · 13K shares
$642K · 2K shares
$635K · 31K shares
$631K · 7K shares
$627K · 8K shares
$624K · 25K shares
$622K · 5K shares
$622K · 2K shares
$619K · 8K shares
$616K · 9K shares
$614K · 7K shares
$600K · 3K shares
$600K · 8K shares
$596K · 16K shares
$596K · 7K shares
$596K · 18K shares
$594K · 30K shares
$593K · 21K shares
$592K · 7K shares
$591K · 8K shares
$591K · 8K shares
$588K · 9K shares
$585K · 3K shares
$584K · 10K shares
$581K · 30K shares
$581K · 2K shares
$580K · 3K shares
$576K · 7K shares
$575K · 17K shares
$575K · 6K shares
$575K · 4K shares
$574K · 5K shares
$574K · 2K shares
$570K · 8K shares
$565K · 5K shares
$558K · 21K shares
$556K · 11K shares
$545K · 5K shares
$541K · 10K shares
$538K · 4K shares
$536K · 5K shares
$532K · 5K shares
$520K · 6K shares
$519K · 6K shares
$518K · 1K shares
$516K · 6K shares
$514K · 4K shares
$514K · 5K shares
$512K · 14K shares
$510K · 2K shares
$505K · 34K shares
$504K · 2K shares
$504K · 5K shares
$500K · 6K shares
$500K · 5K shares
$498K · 5K shares
$495K · 6K shares
$493K · 36K shares
$493K · 816 shares
$491K · 607 shares
$490K · 10K shares
$490K · 4K shares
$489K · 5K shares
$485K · 3K shares
$483K · 18K shares
$479K · 5K shares
$477K · 27K shares
$476K · 2K shares
$474K · 11K shares
$474K · 7K shares
$473K · 5K shares
$466K · 3K shares
$461K · 5K shares
$461K · 3K shares
$461K · 3K shares
$459K · 811 shares
$458K · 13K shares
$457K · 7K shares
$457K · 3K shares
$455K · 14K shares
$455K · 2K shares
$454K · 5K shares
$452K · 739 shares
$449K · 14K shares
$449K · 15K shares
$445K · 7K shares
$445K · 2K shares
$441K · 3K shares
$436K · 3K shares
$436K · 18K shares
$435K · 7K shares
$435K · 3K shares
$433K · 7K shares
$433K · 6K shares
$430K · 354 shares
$429K · 9K shares
$428K · 1K shares
$428K · 7K shares
$427K · 8K shares
$425K · 3K shares
$423K · 16K shares
$421K · 9K shares
$414K · 1K shares
$414K · 3K shares
$414K · 2K shares
$413K · 1K shares
$411K · 6K shares
$407K · 5K shares
$404K · 8K shares
$397K · 8K shares
$396K · 21K shares
$395K · 3K shares
$395K · 26K shares
$394K · 4K shares
$392K · 10K shares
$391K · 511 shares
$388K · 1K shares
$387K · 6K shares
$387K · 5K shares
$385K · 3K shares
$384K · 2K shares
$384K · 6K shares
$383K · 7K shares
$382K · 2K shares
$380K · 9K shares
$378K · 7K shares
$376K · 3K shares
$375K · 30K shares
$369K · 4K shares
$365K · 9K shares
$365K · 3K shares
$364K · 3K shares
$363K · 33K shares
$362K · 3K shares
$359K · 8K shares
$359K · 9K shares
$354K · 612 shares
$352K · 15K shares
$350K · 2K shares
$350K · 7K shares
$348K · 2K shares
$343K · 8K shares
$341K · 4K shares
$338K · 19K shares
$337K · 7K shares
$334K · 6K shares
$333K · 12K shares
$332K · 12K shares
$332K · 11K shares
$330K · 6K shares
$330K · 631 shares
$329K · 14K shares
$328K · 4K shares
$328K · 4K shares
$327K · 15K shares
$327K · 5K shares
$327K · 935 shares
$326K · 6K shares
$326K · 2K shares
$325K · 3K shares
$322K · 9K shares
$319K · 34K shares
$315K · 5K shares
$313K · 913 shares
$313K · 4K shares
$313K · 5K shares
$309K · 7K shares
$309K · 4K shares
$309K · 16K shares
$308K · 3K shares
$308K · 3K shares
$308K · 5K shares
$307K · 2K shares
$306K · 2K shares
$305K · 9K shares
$304K · 3K shares
$302K · 5K shares
$302K · 6K shares
$301K · 3K shares
$300K · 5K shares
$300K · 16K shares
$300K · 18K shares
$299K · 6K shares
$299K · 13K shares
$298K · 2K shares
$296K · 8K shares
$294K · 11K shares
$294K · 2K shares
$294K · 6K shares
$294K · 14K shares
$294K · 5K shares
$288K · 3K shares
$288K · 7K shares
$287K · 2K shares
$287K · 2K shares
$284K · 501 shares
$280K · 3K shares
$280K · 4K shares
$279K · 3K shares
$279K · 10K shares
$279K · 2K shares
$279K · 4K shares
$277K · 3K shares
$277K · 10K shares
$276K · 10K shares
$275K · 7K shares
$272K · 4K shares
$272K · 4K shares
$272K · 3K shares
$269K · 1K shares
$268K · 8K shares
$264K · 6K shares
$264K · 3K shares
$263K · 4K shares
$263K · 2K shares
$260K · 2K shares
$257K · 1K shares
$256K · 9K shares
$256K · 2K shares
$255K · 462 shares
$255K · 2K shares
$254K · 3K shares
$254K · 25K shares
$252K · 4K shares
$251K · 2K shares
$249K · 3K shares
$249K · 7K shares
$247K · 6K shares
$247K · 2K shares
$246K · 1K shares
$246K · 5K shares
$246K · 4K shares
$246K · 17K shares
$245K · 230 shares
$244K · 4K shares
$244K · 1K shares
$244K · 9K shares
$243K · 720 shares
$242K · 1K shares
$242K · 3K shares
$242K · 2K shares
$241K · 2K shares
$240K · 3K shares
$239K · 1K shares
$239K · 5K shares
$239K · 310 shares
$238K · 4K shares
$238K · 1K shares
$235K · 9K shares
$233K · 3K shares
$231K · 3K shares
$230K · 9K shares
$227K · 722 shares
$227K · 3K shares
$227K · 2K shares
$227K · 6K shares
$226K · 4K shares
$225K · 7K shares
$225K · 8K shares
$225K · 5K shares
$223K · 478 shares
$223K · 606 shares
$221K · 4K shares
$220K · 18K shares
$220K · 567 shares
$219K · 9K shares
$219K · 17K shares
$219K · 4K shares
$218K · 2K shares
$217K · 1K shares
$217K · 2K shares
$216K · 8K shares
$216K · 4K shares
$215K · 9K shares
$215K · 1K shares
$215K · 946 shares
$214K · 2K shares
$212K · 11K shares
$210K · 993 shares
$209K · 5K shares
$209K · 1K shares
$208K · 4K shares
$208K · 3K shares
$207K · 706 shares
$207K · 3K shares
$206K · 4K shares
$206K · 6K shares
$205K · 9K shares
$204K · 3K shares
$203K · 3K shares
$201K · 676 shares
$201K · 3K shares
$200K · 8K shares
$200K · 5K shares
$200K · 2K shares
$200K · 5K shares
$177K · 17K shares
$177K · 11K shares
$172K · 13K shares
$168K · 18K shares
$162K · 13K shares
$152K · 15K shares
$148K · 10K shares
$145K · 10K shares
$145K · 11K shares
$143K · 11K shares
$130K · 43K shares
$129K · 16K shares
$123K · 12K shares
$117K · 15K shares
$100K · 11K shares
$97K · 12K shares
$85K · 11K shares
$73K · 14K shares
$66K · 11K shares
$57K · 12K shares
$48K · 10K shares
$37K · 12K shares
$31K · 11K shares
$31K · 13K shares
$28K · 21K shares
$25K · 29K shares
$20K · 15K shares
$20K · 10K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 384 | $1.2B | 64.6% |
| Technology | 63 | $248.8M | 12.9% |
| Industrials | 46 | $83.3M | 4.3% |
| Unknown | 42 | $75.0M | 3.9% |
| Consumer Defensive | 23 | $64.7M | 3.4% |
| Consumer Cyclical | 26 | $53.5M | 2.8% |
| Communication Services | 16 | $43.4M | 2.3% |
| Healthcare | 27 | $39.3M | 2.0% |
| Energy | 23 | $30.6M | 1.6% |
| Utilities | 19 | $25.8M | 1.3% |
| Basic Materials | 11 | $8.4M | 0.4% |
| Real Estate | 10 | $7.5M | 0.4% |