Cornerstone Wealth Group, LLC

CIK: 0001774879SEC EDGAR →

Portfolio Value

$1.5T

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

Quarterly Changes

Top Buys

SPYNEW

$91.1B

AAPLNEW

$73.3B

IVVNEW

$50.5B

MSFTNEW

$47.8B

NVDANEW

$43.4B

Top Sells

No sells this quarter

New Positions (389)

$91.1B · 134K shares

$73.3B · 285K shares

$50.5B · 74K shares

$47.8B · 99K shares

$43.4B · 233K shares

$36.2B · 439K shares

$34.2B · 1.3M shares

$31.5B · 91K shares

$30.3B · 97K shares

$23.8B · 38K shares

$23.6B · 303K shares

$23.1B · 62K shares

$21.6B · 93K shares

$20.6B · 307K shares

$20.0B · 62K shares

$19.7B · 59K shares

$17.7B · 35K shares

$17.3B · 174K shares

$15.9B · 70K shares

$15.6B · 194K shares

$15.5B · 282K shares

$15.2B · 330K shares

$14.1B · 13K shares

$13.8B · 21K shares

$13.8B · 205K shares

$13.4B · 39K shares

$13.0B · 98K shares

LVHI

$13.0B · 353K shares

XOM

$12.5B · 104K shares

$12.5B · 81K shares

$12.3B · 24K shares

$12.0B · 96K shares

$11.4B · 35K shares

$10.8B · 179K shares

$10.7B · 45K shares

$10.6B · 74K shares

$10.3B · 40K shares

$10.2B · 29K shares

JNJ

$9.3B · 45K shares

DPZ

$9.1B · 22K shares

ETN

$8.9B · 28K shares

$8.8B · 153K shares

$8.8B · 61K shares

IWM

$8.7B · 36K shares

CVX

$8.7B · 57K shares

$8.4B · 96K shares

$8.2B · 57K shares

$8.2B · 17K shares

$8.1B · 72K shares

$8.0B · 171K shares

$7.9B · 31K shares

$7.9B · 26K shares

$7.9B · 130K shares

$7.8B · 70K shares

$7.6B · 44K shares

$7.6B · 9K shares

$7.4B · 31K shares

$7.3B · 220K shares

$7.1B · 87K shares

$7.1B · 46K shares

$7.0B · 142K shares

$6.7B · 21K shares

$6.6B · 145K shares

$6.6B · 6K shares

$6.5B · 125K shares

$6.5B · 12K shares

$6.5B · 55K shares

$6.4B · 257K shares

$6.3B · 33K shares

$6.1B · 10K shares

$6.1B · 106K shares

$6.0B · 50K shares

$5.9B · 37K shares

$5.9B · 50K shares

$5.8B · 62K shares

$5.8B · 60K shares

$5.7B · 54K shares

$5.5B · 104K shares

$5.5B · 32K shares

$5.4B · 6K shares

$5.3B · 27K shares

$5.3B · 12K shares

$5.3B · 29K shares

$5.2B · 9K shares

$5.1B · 11K shares

$5.1B · 27K shares

$5.1B · 8K shares

$4.9B · 21K shares

$4.8B · 28K shares

$4.8B · 171K shares

$4.8B · 107K shares

$4.6B · 33K shares

$4.6B · 83K shares

$4.3B · 28K shares

$4.2B · 164K shares

$4.2B · 15K shares

$4.0B · 19K shares

$4.0B · 76K shares

$4.0B · 21K shares

$3.9B · 19K shares

$3.7B · 30K shares

$3.5B · 6K shares

$3.5B · 122K shares

$3.5B · 275K shares

$3.3B · 59K shares

$3.1B · 51K shares

$2.9B · 14K shares

$2.8B · 54K shares

$2.7B · 18K shares

$2.7B · 13K shares

$2.7B · 23K shares

$2.7B · 20K shares

$2.5B · 13K shares

$2.4B · 22K shares

$2.2B · 48K shares

$2.0B · 25K shares

$1.9B · 6K shares

$1.8B · 71K shares

$1.7B · 24K shares

$1.6B · 5K shares

$1.6B · 17K shares

$1.5B · 62K shares

$1.5B · 12K shares

$1.5B · 50K shares

$1.5B · 16K shares

$1.5B · 58K shares

$1.4B · 33K shares

$1.4B · 5K shares

$1.4B · 42K shares

$1.3B · 16K shares

$1.3B · 29K shares

$1.3B · 9K shares

$1.3B · 25K shares

$1.3B · 31K shares

$1.3B · 7K shares

$1.2B · 7K shares

$1.2B · 5K shares

$1.2B · 3K shares

$1.2B · 4K shares

$1.2B · 4K shares

$1.2B · 30K shares

$1.1B · 15K shares

$1.1B · 27K shares

$1.1B · 3K shares

$1.1B · 25K shares

$1.1B · 4K shares

$1.0B · 4K shares

$986.0M · 17K shares

$978.0M · 15K shares

$975.0M · 3K shares

$973.0M · 5K shares

$970.0M · 4K shares

$965.0M · 8K shares

$952.0M · 15K shares

$945.0M · 19K shares

$939.0M · 2K shares

$933.0M · 7K shares

$929.0M · 5K shares

$898.0M · 10K shares

$882.0M · 23K shares

$876.0M · 18K shares

$865.0M · 29K shares

$865.0M · 52K shares

$864.0M · 1K shares

$861.0M · 3K shares

$860.0M · 6K shares

$850.0M · 22K shares

$829.0M · 5K shares

$828.0M · 8K shares

$827.0M · 9K shares

$821.0M · 10K shares

$809.0M · 2K shares

$764.0M · 11K shares

$754.0M · 25K shares

$744.0M · 2K shares

$742.0M · 18K shares

$737.0M · 138 shares

$736.0M · 17K shares

$713.0M · 13K shares

$706.0M · 873 shares

$667.0M · 5K shares

$655.0M · 2K shares

$652.0M · 2K shares

$651.0M · 8K shares

$643.0M · 14K shares

$621.0M · 23K shares

$611.0M · 15K shares

$609.0M · 3K shares

$600.0M · 3K shares

$579.0M · 706 shares

$574.0M · 11K shares

$569.0M · 2K shares

$567.0M · 15K shares

$562.0M · 971 shares

$559.0M · 3K shares

$553.0M · 3K shares

$551.0M · 15K shares

$547.0M · 4K shares

$544.0M · 962 shares

$541.0M · 7K shares

$519.0M · 1K shares

$519.0M · 2K shares

$510.0M · 20K shares

$505.0M · 5K shares

$502.0M · 11K shares

$501.0M · 13K shares

$498.0M · 11K shares

$495.0M · 146 shares

$491.0M · 8K shares

$487.0M · 2K shares

$486.0M · 5K shares

$485.0M · 18K shares

$485.0M · 4K shares

$485.0M · 18K shares

$481.0M · 8K shares

$481.0M · 18K shares

$479.0M · 15K shares

$475.0M · 11K shares

$474.0M · 6K shares

$469.0M · 16K shares

$462.0M · 5K shares

$458.0M · 21K shares

$452.0M · 1K shares

ASML

$430.0M · 402 shares

BSX

$430.0M · 5K shares

$426.0M · 485 shares

$425.0M · 1K shares

$415.0M · 4K shares

$409.0M · 3K shares

$409.0M · 17K shares

$406.0M · 5K shares

$402.0M · 10K shares

$401.0M · 11K shares

$401.0M · 17K shares

$398.0M · 10K shares

$394.0M · 3K shares

$393.0M · 6K shares

$393.0M · 11K shares

$391.0M · 322 shares

$390.0M · 836 shares

$388.0M · 6K shares

$381.0M · 13K shares

$380.0M · 3K shares

$377.0M · 4K shares

$377.0M · 3K shares

$373.0M · 14K shares

$370.0M · 9K shares

$369.0M · 12K shares

$363.0M · 2K shares

$361.0M · 7K shares

$360.0M · 2K shares

$357.0M · 2K shares

$355.0M · 8K shares

$350.0M · 465 shares

$343.0M · 510 shares

$340.0M · 29K shares

$339.0M · 962 shares

$338.0M · 7K shares

$337.0M · 5K shares

$336.0M · 1K shares

$336.0M · 11K shares

$335.0M · 2K shares

$334.0M · 1K shares

$334.0M · 554 shares

$333.0M · 3K shares

$332.0M · 4K shares

$332.0M · 4K shares

$331.0M · 4K shares

$329.0M · 544 shares

$327.0M · 769 shares

$323.0M · 3K shares

$322.0M · 4K shares

$318.0M · 3K shares

$314.0M · 1K shares

$311.0M · 8K shares

$310.0M · 7K shares

$307.0M · 12K shares

$302.0M · 2K shares

$302.0M · 1K shares

$301.0M · 1K shares

$300.0M · 1K shares

$298.0M · 2K shares

$297.0M · 7K shares

$294.0M · 2K shares

$290.0M · 4K shares

$285.0M · 1K shares

$284.0M · 1K shares

$282.0M · 496 shares

$281.0M · 2K shares

$280.0M · 10K shares

$279.0M · 4K shares

$278.0M · 504 shares

$275.0M · 1K shares

$275.0M · 5K shares

$275.0M · 4K shares

$271.0M · 3K shares

$269.0M · 761 shares

MUB

$265.0M · 2K shares

$263.0M · 3K shares

GWW

$262.0M · 260 shares

HWM

$262.0M · 1K shares

$261.0M · 7K shares

$261.0M · 2K shares

$260.0M · 9K shares

$260.0M · 532 shares

$257.0M · 2K shares

$255.0M · 2K shares

$254.0M · 2K shares

$254.0M · 6K shares

$252.0M · 1K shares

$252.0M · 1K shares

$250.0M · 4K shares

$250.0M · 3K shares

$250.0M · 5K shares

$250.0M · 5K shares

$250.0M · 7K shares

$250.0M · 13K shares

$249.0M · 1K shares

$249.0M · 799 shares

$248.0M · 2K shares

$247.0M · 3K shares

$247.0M · 2K shares

$247.0M · 1K shares

$247.0M · 3K shares

$246.0M · 632 shares

UHS

$246.0M · 1K shares

EMR

$245.0M · 2K shares

INGR

$244.0M · 2K shares

$244.0M · 783 shares

$243.0M · 2K shares

$242.0M · 1K shares

$241.0M · 8K shares

$241.0M · 2K shares

$240.0M · 832 shares

$240.0M · 2K shares

$239.0M · 2K shares

$239.0M · 2K shares

$238.0M · 5K shares

$233.0M · 6K shares

$233.0M · 3K shares

$233.0M · 3K shares

$232.0M · 4K shares

$231.0M · 3K shares

$230.0M · 2K shares

$230.0M · 4K shares

$230.0M · 451 shares

$228.0M · 2K shares

$227.0M · 3K shares

$225.0M · 748 shares

$223.0M · 14K shares

$223.0M · 1K shares

$220.0M · 576 shares

$219.0M · 469 shares

$219.0M · 7K shares

$219.0M · 2K shares

$217.0M · 3K shares

$217.0M · 3K shares

$216.0M · 5K shares

$214.0M · 2K shares

$213.0M · 1K shares

$212.0M · 3K shares

$211.0M · 2K shares

$211.0M · 4K shares

$210.0M · 1K shares

$210.0M · 381 shares

$209.0M · 463 shares

$209.0M · 819 shares

$209.0M · 8K shares

$208.0M · 1K shares

$207.0M · 4K shares

$206.0M · 268 shares

$206.0M · 2K shares

$206.0M · 2K shares

$206.0M · 790 shares

$205.0M · 1K shares

$204.0M · 1K shares

$203.0M · 2K shares

$201.0M · 724 shares

$201.0M · 8K shares

$201.0M · 4K shares

$200.0M · 620 shares

$198.0M · 15K shares

$176.0M · 10K shares

$171.0M · 10K shares

$171.0M · 19K shares

$141.0M · 16K shares

$139.0M · 12K shares

$129.0M · 11K shares

$123.0M · 12K shares

Sector Breakdown

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