Cornerstone Wealth Group
Cornerstone Wealth Group reported 519 stocks worth $1.8B in its 13F filing for Q3 2026, filed Nov 2, 2026. Its largest holdings are AAPL (5.5%), SPY (5.4%) and NVDA (4.1%). Compared with Q2 2026, the fund opened new positions in XOM, QQQM and XLY, added to AAPL, SPY and MSFT, trimmed IVV, SCHX and VOO and sold out of XOM, XLV and XLE.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AAPL Apple Inc | $96.4M | 5.5% | 290K | +2,259 (+1%) | 8 of 8 | |
| 2 |  SPY Spdr S&P 500 ETF TR | $95.1M | 5.4% | 125K | +2,238 (+2%) | 8 of 8 | |
| 3 |  NVDA Nvidia Corporation | $71.3M | 4.1% | 312K | No change | 8 of 8 | |
| 4 |  MSFT Microsoft Corp | $67.9M | 3.9% | 132K | +2,722 (+2%) | 8 of 8 | |
| 5 |  IVV Ishares TR | $53.8M | 3.1% | 70K | −434 (−1%) | 8 of 8 | |
| 6 |  IDEV Ishares TR | $52.6M | 3.0% | 588K | +28K (+5%) | 8 of 8 | |
| 7 |  SCHX Schwab US Large Cap ETF | $35.3M | 2.0% | 1.2M | −22K (−2%) | 8 of 8 | |
| 8 |  GOOGL Alphabet Inc | $32.9M | 1.9% | 96K | +3,451 (+4%) | 8 of 8 | |
| 9 |  SPYM Spdr Series Trust | $32.4M | 1.9% | 361K | +54K (+18%) | 8 of 8 | |
| 10 |  AVGO Broadcom Inc | $32.2M | 1.8% | 92K | +550 (+1%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $13.9M | 102K |
 XLV State Street | $6.5M | 41K |
 XLE Select Sector Spdr TR | $3.8M | 71K |
 USMV Ishares TR | $3.1M | 32K |
 XLU Select Sector Spdr TR | $3M | 65K |
🔒 Free account: see all 30.
Options
valued at the underlying shares| Stock | Type | Value | Shares | Change |
|---|---|---|---|---|
SPY Spdr S&P 500 ETF TR | Put | $5.3M | 6,900 | +5,800 |
AAPL Apple Inc | Put | $2.2M | 6,600 | −200 |
 LRCX Lam Research Corp | Put | $1.7M | 5,100 | −200 |
MSFT Microsoft Corp | Put | $1.5M | 3,000 | +1,900 |
NVDA Nvidia Corporation | Put | $1.3M | 5,800 | −1,500 |
🔒 Free account: see all 9.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Nov 2, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Cornerstone Wealth Group 13F FAQ
What does Cornerstone Wealth Group own?
Cornerstone Wealth Group reported 519 stocks worth $1.8B in its 13F filing for Q3 2026, filed Nov 2, 2026. Its largest holdings are AAPL (5.5%), SPY (5.4%) and NVDA (4.1%). The table above lists every position in the filing (the top 10 without an account).
What did Cornerstone Wealth Group buy and sell in Q3 2026?
Compared with Q2 2026: 64 new positions, 292 added to, 108 trimmed and 41 sold out. New positions include XOM, QQQM and XLY. It sold all of XOM, XLV and XLE.
When will Cornerstone Wealth Group file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Cornerstone Wealth Group's portfolio worth?
The Q3 2026 filing reports $1.8B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.