Cornerstone Wealth Group, LLC - Portfolio overview

Cornerstone Wealth Group, LLC has 466 reported holdings in this dataset, with the latest filing dated 2026-04-22.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. SPY - STATE STR SPDR S&P 500 ETF T, 5.47%
2. AAPL - APPLE INC, 4.64%
3. IVV - ISHARES TR, 3.22%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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