Universe · entity
Cornerstone Wealth Management, LLC
Institutional manager (13F) · CIK 1674117
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $1.0B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | APPLE INC | $87M | 343,985 |
| 2 | J P MORGAN EXCHANGE TRADED F | $79M | 673,279 |
| 3 | SPDR SERIES TRUST | $66M | 1,116,124 |
| 4 | SPDR SERIES TRUST | $48M | 631,003 |
| 5 | ISHARES TR | $48M | 73,210 |
| 6 | NVIDIA CORPORATION | $46M | 265,552 |
| 7 | MICROSOFT CORP | $29M | 78,292 |
| 8 | PIMCO ETF TR | $26M | 281,894 |
| 9 | INVESCO QQQ TR | $24M | 41,583 |
| 10 | ISHARES TR | $24M | 256,054 |
| 11 | WALMART INC | $22M | 180,723 |
| 12 | AMAZON COM INC | $21M | 100,438 |
| 13 | SPDR SERIES TRUST | $19M | 191,802 |
| 14 | PIMCO ETF TR | $19M | 184,207 |
| 15 | STATE STR SPDR S&P 500 ETF T | $18M | 28,351 |
| 16 | VANGUARD SPECIALIZED FUNDS | $18M | 85,149 |
| 17 | VANGUARD STAR FDS | $17M | 225,266 |
| 18 | INVESCO EXCH TRD SLF IDX FD | $17M | 820,301 |
| 19 | VANGUARD INDEX FDS | $17M | 52,139 |
| 20 | INVESCO EXCH TRD SLF IDX FD | $17M | 850,379 |
| 21 | INVESCO EXCHANGE TRADED FD T | $16M | 343,934 |
| 22 | SPDR SERIES TRUST | $16M | 469,532 |
| 23 | PROCTER & GAMBLE CO | $16M | 108,645 |
| 24 | SPDR INDEX SHS FDS | $15M | 336,054 |
| 25 | EXXON MOBIL CORP | $15M | 89,195 |
| 26 | INVESCO EXCH TRD SLF IDX FD | $15M | 771,743 |
| 27 | JOHNSON & JOHNSON | $15M | 61,619 |
| 28 | STATE STR SPDR DOW JONES IND | $15M | 31,488 |
| 29 | FIDELITY COVINGTON TRUST | $14M | 381,859 |
| 30 | INVESCO EXCHANGE TRADED FD T | $13M | 105,264 |
| 31 | VANGUARD BD INDEX FDS | $13M | 167,562 |
| 32 | J P MORGAN EXCHANGE TRADED F | $13M | 208,127 |
| 33 | ALPHABET INC | $12M | 43,320 |
| 34 | FIRST TR EXCHANGE TRADED FD | $12M | 178,393 |
| 35 | VANGUARD INDEX FDS | $12M | 61,925 |
| 36 | VANGUARD BD INDEX FDS | $12M | 163,953 |
| 37 | FIDELITY MERRIMACK STR TR | $12M | 263,290 |
| 38 | ISHARES TR | $12M | 48,358 |
| 39 | ISHARES TR | $12M | 166,711 |
| 40 | SPDR SERIES TRUST | $12M | 453,166 |
| 41 | AMERICAN CENTY ETF TR | $11M | 102,182 |
| 42 | INVESCO EXCHANGE TRADED FD T | $11M | 146,912 |
| 43 | PACER FDS TR | $11M | 245,146 |
| 44 | SSGA ACTIVE ETF TR | $11M | 267,823 |
| 45 | INTERNATIONAL BUSINESS MACHS | $11M | 43,474 |
| 46 | COCA COLA CO | $11M | 138,526 |
| 47 | ISHARES TR | $10M | 109,694 |
| 48 | VANECK ETF TRUST | $10M | 26,713 |
| 49 | RTX CORPORATION | $10M | 52,596 |
| 50 | J P MORGAN EXCHANGE TRADED F | $10M | 197,857 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.