Cornerstone Wealth Management, LLC - Portfolio overview

Cornerstone Wealth Management, LLC has 768 reported holdings in this dataset, with the latest filing dated 2026-04-24.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INC, 4.19%
2. BBUS - J P MORGAN EXCHANGE TRADED F, 3.78%
3. SPMD - SPDR SERIES TRUST, 3.17%

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

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