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Portfolio (Quarterly) Guide ↗

Cornerstone Wealth Management, LLC

· CIK 0001674117
13F Portfolio $2.3B AUM 745 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 68 New 346 Added 203 Reduced 35 Exited
Page 14 of 18  ·  346 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 JMEE J P MORGAN EXCHANGE TRADED F 7,906.0 $617K 0.03% +350.0 +4.6% $78.03 -0.5%
262 DCI DONALDSON INC Industrials 6,855.0 $615K 0.03% +171.0 +2.6% $89.77 +6.5%
263 URA GLOBAL X FDS 14,081.0 $615K 0.03% +206.0 +1.5% $43.70 +9.8%
264 FALN ISHARES TR 22,563.0 $615K 0.03% +6K +33.2% $27.24 -0.6%
265 SPYI NEOS ETF TRUST 11,349.0 $603K 0.03% +490.0 +4.5% $53.09 +0.7%
266 UNG UNITED STS NAT GAS FD LP Financial Services 51,219.0 $600K 0.03% +12K +29.6% $11.72 -10.5%
267 PFGC PERFORMANCE FOOD GROUP CO Consumer Defensive 5,356.0 $599K 0.03% +2K +69.7% $111.79 -7.0%
268 BIDD BLACKROCK ETF TRUST 19,736.0 $592K 0.03% +302.0 +1.6% $30.02 +3.5%
269 SLYV SPDR SERIES TRUST 5,410.0 $590K 0.03% +1K +24.7% $109.12 +0.7%
270 AGG ISHARES TR 5,955.0 $589K 0.03% +346.0 +6.2% $98.99 -1.2%
271 SCHW SCHWAB CHARLES CORP Financial Services 6,270.0 $578K 0.03% +416.0 +7.1% $92.26 +18.5%
272 SRE SEMPRA Utilities 6,194.0 $574K 0.03% +717.0 +13.1% $92.71 -8.1%
273 FDUS FIDUS INVT CORP Financial Services 29,862.0 $569K 0.02% +2K +7.3% $19.07 +3.3%
274 NOBL PROSHARES TR 9,984.0 $561K 0.02% +5K +97.4% $56.16 +4.7%
275 MGK VANGUARD WORLD FD 6,303.0 $554K 0.02% +5K +400.6% $87.91 +0.8%
276 XLU SELECT SECTOR SPDR TR 12,145.0 $551K 0.02% +4K +43.1% $45.34 -4.0%
277 DISV DIMENSIONAL ETF TRUST 13,699.0 $550K 0.02% +5K +61.2% $40.13 +11.3%
278 PAAA PGIM ETF TR 10,665.0 $547K 0.02% +5K +75.0% $51.27 +0.4%
279 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 1,686.0 $535K 0.02% +83.0 +5.2% $317.45 -8.3%
280 PAYX PAYCHEX INC Industrials 5,418.0 $533K 0.02% +302.0 +5.9% $98.32 +26.9%
Page 14 of 18  ·  346 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 32.5%
Financial Services 20.2%
Industrials 12.3%
Consumer Defensive 8.8%
Consumer Cyclical 6.6%
Healthcare 5.3%
Communication Services 4.2%
Energy 4.1%
Utilities 3.7%
Basic Materials 1.3%