Cornerstone Wealth Management
Cornerstone Wealth Management reported 744 stocks worth $2.3B in its 13F filing for Q2 2026, filed Jul 22, 2026. Its largest holdings are AAPL (4.4%), BBUS (3.8%) and SPMD (3.2%). Compared with Q1 2026, the fund opened new positions in FLOT and FAD, added to AAPL, SPYM and MSFT, trimmed BBUS, SPMD and IVV and sold out of XSMO, IDMO and CTRA.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AAPL Apple Inc | $101M | 4.4% | 350K | +6,356 (+2%) | 8 of 8 | |
| 2 |  BBUS Jpmorgan Betabuilders U.s. Equity ETF | $89.2M | 3.8% | 662K | −11K (−2%) | 8 of 8 | |
| 3 |  SPMD State Street | $74.9M | 3.2% | 1.1M | −8,168 (−1%) | 8 of 8 | |
| 4 |  SPYM Spdr Series Trust | $58.4M | 2.5% | 665K | +34K (+5%) | 8 of 8 | |
| 5 |  IVV Ishares TR | $53.9M | 2.3% | 72K | −1,176 (−2%) | 8 of 8 | |
| 6 |  NVDA Nvidia Corporation | $52.7M | 2.3% | 263K | −2,141 (−1%) | 8 of 8 | |
| 7 |  MSFT Microsoft Corp | $30.8M | 1.3% | 83K | +4,270 (+5%) | 8 of 8 | |
| 8 |  QQQ Invesco Qqq TR | $29.8M | 1.3% | 40K | −1,125 (−3%) | 8 of 8 | |
| 9 |  BOND Pimco ETF TR | $28.5M | 1.2% | 309K | +27K (+10%) | 8 of 8 | |
| 10 |  SPYG Spdr Series Trust | $26.1M | 1.1% | 220K | +28K (+15%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
HONEYWELL INTL INC | $1.6M | 7,268 |
 XSMO Invesco Exchange Traded FD T | $672K | 8,840 |
 IDMO Invesco Exch Traded FD TR II | $584K | 11K |
 CTRA Coterra Energy Inc | $542K | 15K |
 LBTYK Liberty Global Ltd | $518K | 44K |
🔒 Free account: see all 30.
Options
valued at the underlying shares| Stock | Type | Value | Shares | Change |
|---|---|---|---|---|
 GME Gamestop Corp New $30 Exp 01/15/27 | Call | $19K | 45K | +25,000 |
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 Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 22, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Cornerstone Wealth Management 13F FAQ
What does Cornerstone Wealth Management own?
Cornerstone Wealth Management reported 744 stocks worth $2.3B in its 13F filing for Q2 2026, filed Jul 22, 2026. Its largest holdings are AAPL (4.4%), BBUS (3.8%) and SPMD (3.2%). The table above lists every position in the filing (the top 10 without an account).
What did Cornerstone Wealth Management buy and sell in Q2 2026?
Compared with Q1 2026: 68 new positions, 375 added to, 225 trimmed and 35 sold out. New positions include FLOT and FAD. It sold all of XSMO, IDMO and CTRA.
When will Cornerstone Wealth Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Cornerstone Wealth Management's portfolio worth?
The Q2 2026 filing reports $2.3B 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.