Cornerstone Wealth Group, LLC 13F Holdings

Name: SEC Form 13F Institutional Holdings Database
Creator: 13F Fund Database
License: https://www.sec.gov/about/secdataaccess

CIK 0001774879 · HUNTERSVILLE, NC

As of Sep 30, 2025, Cornerstone Wealth Group, LLC reported 355 positions worth .4B in its SEC Form 13F filing.

Top 25 holdings

Security	Ticker	Sector	Shares	Value	% of portfolio
NVIDIA CORP	NVDA	Technology	632,602	18.0M	8.22%
SPDR S&P 500 ETF TRUST	SPY	—	138,230	$92.1M	6.41%
APPLE INC	AAPL	Technology	232,384	$59.2M	4.12%
ISHARES CORE US AGGREGATE BOND ETF	AGG	—	558,965	$56.0M	3.90%
ISHARES CORE S&P 500 ETF	IVV	—	74,047	$49.6M	3.45%
MICROSOFT CORP	MSFT	Technology	92,423	$47.9M	3.33%
SCHWAB US LARGE-CAP ETF	SCHX	Equity	1,319,775	$34.8M	2.42%
BROADCOM INC	AVGO	Technology	91,877	$30.3M	2.11%
ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF	IDEV	—	316,587	$25.4M	1.77%
VANGUARD 500 INDEX FUND	VOO	—	38,613	$23.6M	1.65%
ALPHABET INC	GOOGL	Equity	95,875	$23.3M	1.62%
ISHARES RUSSELL 1000 ETF	IWB	—	63,390	$23.2M	1.61%
VANGUARD CORE BOND ETF	VCRB	—	286,434	$22.5M	1.56%
ISHARES MSCI ACWI EX US ETF	ACWX	—	312,087	$20.3M	1.41%
JPMORGAN CHASE & CO	JPM	Financial Services	61,253	9.3M	1.34%
AMAZON.COM INC	AMZN	Equity	87,905	9.3M	1.34%
VANGUARD TOTAL STOCK MKT ETF	VTI	—	58,594	9.2M	1.34%
ABBVIE INC	ABBV	Equity	67,582	5.6M	1.09%
CUMMINS INC	CMI	Industrials	35,174	4.9M	1.03%
INVESCO S&P 500 EQUAL WEIGHT ETF	RSP	—	77,947	4.8M	1.03%
BANK OF AMERICA CORP	BAC	Financial Services	280,195	4.5M	1.01%
FIDELITY TOTAL BOND ETF	FBND	—	312,111	4.4M	1.00%
META PLATFORMS INC	META	Communication Services	19,458	4.3M	0.99%
HOME DEPOT INC	HD	Consumer Cyclical	32,401	3.1M	0.91%
ISHARES CORE MSCI EMERGING MARKETS ETF	IEMG	—	194,296	2.8M	0.89%