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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 6 of 18  ·  346 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 MANAGED PORTFOLIO SER 121,148.0 $3.1M 0.13% +4K +3.2% $25.82
102 MOAT VANECK ETF TRUST 29,283.0 $3.0M 0.13% +2K +8.6% $103.96 +9.5%
103 CMI CUMMINS INC Industrials 4,268.0 $3.0M 0.13% +164.0 +4.0% $713.20 -18.9%
104 AMAT APPLIED MATLS INC Technology 4,142.0 $3.0M 0.13% +331.0 +8.7% $722.93 -33.6%
105 CGMU CAPITAL GRP FIXED INCM ETF T 108,489.0 $3.0M 0.13% +32K +41.1% $27.47 -1.4%
106 MRK MERCK & CO INC Healthcare 22,273.0 $2.9M 0.12% +191.0 +0.9% $128.50 +19.2%
107 GD GENERAL DYNAMICS CORP Industrials 8,056.0 $2.9M 0.12% +383.0 +5.0% $354.25 +7.8%
108 BUFR FIRST TR EXCHNG TRADED FD VI 75,327.0 $2.8M 0.12% +10K +15.0% $36.53 +2.2%
109 IWO ISHARES TR 6,927.0 $2.7M 0.12% +923.0 +15.4% $393.96 -2.2%
110 NEE NEXTERA ENERGY INC Utilities 31,040.0 $2.7M 0.12% +1K +4.8% $87.77 -4.0%
111 PFE PFIZER INC Healthcare 112,180.0 $2.7M 0.12% +3K +2.7% $24.08 +17.5%
112 ITA ISHARES TR 10,827.0 $2.6M 0.11% +610.0 +6.0% $242.42 -2.5%
113 PAVE GLOBAL X FDS 44,530.0 $2.6M 0.11% +5K +13.0% $58.92 -4.6%
114 SCHG SCHWAB STRATEGIC TR 76,405.0 $2.6M 0.11% +1K +1.7% $33.84 +4.3%
115 VYM VANGUARD WHITEHALL FDS 16,050.0 $2.5M 0.11% +8K +91.3% $158.03 +4.4%
116 ORCL ORACLE CORP Technology 17,094.0 $2.5M 0.11% +562.0 +3.4% $146.55 +1.6%
117 PEP PEPSICO INC Consumer Defensive 18,493.0 $2.5M 0.11% +2K +13.1% $135.40 +5.0%
118 TDI TOUCHSTONE ETF TRUST 55,202.0 $2.5M 0.11% +6K +11.6% $44.92 +5.4%
119 XLE SELECT SECTOR SPDR TR 45,939.0 $2.4M 0.10% +915.0 +2.0% $53.11 +17.5%
120 PANW PALO ALTO NETWORKS INC Technology 7,059.0 $2.4M 0.10% +210.0 +3.1% $341.02 -0.5%
Page 6 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%