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Portfolio (Quarterly) Guide ↗

Cornerstone Wealth Group, LLC

· CIK 0001774879
13F Portfolio $1.7B AUM 512 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 504 New
Page 6 of 26  ·  504 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 STLD STEEL DYNAMICS INC Basic Materials 16,930.0 $3.9M 0.23% NEW $229.47 -0.1%
102 TMB THORNBURG ETF TR 152,842.0 $3.9M 0.23% NEW $25.35 -0.3%
103 SCHA SCHWAB STRATEGIC TR 106,792.0 $3.9M 0.23% NEW $36.13 -4.6%
104 UBER UBER TECHNOLOGIES INC Technology 52,588.0 $3.8M 0.23% NEW $72.16 +9.9%
105 DBND DOUBLELINE ETF TRUST 83,126.0 $3.8M 0.23% NEW $45.59 -1.3%
106 XLE SELECT SECTOR SPDR TR 70,810.0 $3.8M 0.22% NEW $53.11 +18.8%
107 WMT WALMART INC Consumer Defensive 32,916.0 $3.7M 0.22% NEW $113.26 -6.0%
108 QCOM QUALCOMM INC Technology 19,877.0 $3.7M 0.22% NEW $184.79 -14.2%
109 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 3,676.0 $3.5M 0.21% NEW $965.03 -17.7%
110 MA MASTERCARD INCORPORATED Financial Services 6,670.0 $3.4M 0.20% NEW $513.62 +16.8%
111 TMO THERMO FISHER SCIENTIFIC INC Healthcare 6,583.0 $3.3M 0.20% NEW $501.38 +25.4%
112 ABT ABBOTT LABORATORIES Healthcare 36,126.0 $3.3M 0.19% NEW $90.74 +28.6%
113 WDC WESTERN DIGITAL CORP Technology 4,853.0 $3.1M 0.18% NEW $638.75 -31.8%
114 USMV ISHARES TR 31,966.0 $3.1M 0.18% NEW $96.46 +5.3%
115 MRK MERCK & CO INC Healthcare 23,956.0 $3.1M 0.18% NEW $128.50 +17.3%
116 NOW SERVICENOW INC Technology 30,887.0 $3.1M 0.18% NEW $99.28 +29.0%
117 XLU SELECT SECTOR SPDR TR 65,340.0 $3.0M 0.18% NEW $45.34 -4.7%
118 DUK DUKE ENERGY CORP NEW Utilities 23,276.0 $2.9M 0.17% NEW $126.58 -3.6%
119 INTC INTEL CORP Technology 20,482.0 $2.9M 0.17% NEW $139.63 -37.5%
120 RSP INVESCO EXCHANGE TRADED FD T 13,375.0 $2.8M 0.17% NEW $212.77 +4.3%
Page 6 of 26  ·  504 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 33.1%
Financial Services 20.6%
Healthcare 9.2%
Industrials 9.2%
Consumer Cyclical 7.6%
Communication Services 5.9%
Consumer Defensive 5.2%
Energy 4.1%
Utilities 3.0%
Basic Materials 1.2%