Portfolio (Quarterly) Guide ↗

Cornerstone Wealth, LLC/TN

· CIK 0002135644

13F Portfolio $198M AUM 102 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 11 New 43 Added 21 Reduced 5 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	IAUG	INNOVATOR ETFS TRUST	—	88,934	$2.6M	1.47%	SOLD
2	—	INNOVATOR ETFS TRUST	—	71,900	$2.0M	1.13%	SOLD
3	—	INNOVATOR ETFS TRUST	—	24,735	$752K	0.42%	SOLD
4	ISEP	INNOVATOR ETFS TRUST	—	11,100	$373K	0.21%	SOLD
5	—	INNOVATOR ETFS TRUST	—	9,483	$276K	0.15%	SOLD

Sector Allocation

Technology 40.8%

Financial Services 18.8%

Healthcare 15.6%

Consumer Defensive 10.2%

Consumer Cyclical 9.6%

Industrials 2.6%

Utilities 2.4%