Cornerstone Wealth Management, LLC: 13F holdings
CIK 16741172026Q2
| Positions | 745 |
|---|---|
| Reported value | $2.3bn |
| Filed | 2026-07-22 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| AAPL APPLE INC | 350,341 | $101.4m | 4.4% |
| BBUS J P MORGAN EXCHANGE TRADED F | 662,346 | $89.2m | 3.8% |
| SPMD SPDR SERIES TRUST | 1,107,956 | $74.9m | 3.2% |
| SPYM SPDR SERIES TRUST | 664,572 | $58.4m | 2.5% |
| IVV ISHARES TR | 72,034 | $53.9m | 2.3% |
| NVDA NVIDIA CORPORATION | 263,411 | $52.7m | 2.3% |
| MSFT MICROSOFT CORP | 82,562 | $30.8m | 1.3% |
| QQQ INVESCO QQQ TR | 40,458 | $29.8m | 1.3% |
| BOND PIMCO ETF TR | 309,271 | $28.5m | 1.2% |
| SPYG SPDR SERIES TRUST | 219,731 | $26.1m | 1.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1674117")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.