Cornerstone Wealth Group, LLC

CIK

1774879

Location

HUNTERSVILLE, NC

Portfolio Value

Small $914,298,582

Diversification

Diversified

Filing Date

Global Rank

#1,846 / 8,603 ▲ 35 · as of Mar 2026

Top Industry

Semiconductors 10.6%

3Y Alpha vs SPY

-0.7%

Period ended 3 months ago

Filed Apr 22, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+72.4%

SPY

+76.0%

Annualised alpha

-0.8%

Max drawdown

−18.9%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

295 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

8.9%

−0.9 pts

Top 5

29.7%

−1.4 pts

Top 10

39.9%

−2.6 pts

HHI

269

Diversified−26

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	29.9%	$272,976,928	55
Financial Services	13.5%	$123,265,796	50
Unclassified	9.5%	$87,001,892	8
Healthcare	9.2%	$84,410,928	32
Industrials	8.5%	$77,448,130	42
Consumer Cyclical	8.2%	$74,615,253	36
Consumer Defensive	6.8%	$61,819,422	17
Communication Services	6.0%	$54,489,981	11
Energy	3.7%	$34,211,305	12
Utilities	3.1%	$28,345,851	13
Basic Materials	0.9%	$8,234,474	10
Real Estate	0.8%	$7,478,622	9

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
BSX	Boston Scientific Corp	+59,722	64,233	$4,030,620
NEE	Nextera Energy Inc	+47,090	71,687	$6,658,288
MDT	Medtronic plc	+39,633	44,701	$3,873,341
NVDA	Nvidia Corp	+23,847	256,811	$44,787,838
UBER	Uber Technologies, Inc	+21,727	108,961	$7,837,564
HON	Honeywell International Inc	+21,014	48,342	$11,459,616
TXN	Texas Instruments Inc	+20,920	24,383	$4,733,715
NOW	ServiceNow, Inc.	+20,157	48,222	$5,041,610
MSFT	Microsoft Corp	+20,046	118,797	$43,975,085
T	At&T Inc.	+16,952	273,650	$7,933,113
MCD	Mcdonalds Corp	+14,845	40,693	$12,646,977
PRU	Prudential Financial Inc	+14,632	86,476	$8,447,840
IBM	International Business Machines Corp	+12,857	19,143	$4,640,071
MO	Altria Group, Inc.	+9,065	162,195	$10,703,248
AAPL	Apple Inc.	+8,809	294,261	$74,680,499
SO	Southern Co	+8,487	104,443	$10,080,838
AMZN	Amazon Com Inc	+7,872	101,266	$21,090,669
JNJ	Johnson & Johnson	+7,527	52,581	$12,852,899
C	Citigroup Inc	+6,398	61,831	$7,012,253
TMUS	T-Mobile US, Inc.	+6,324	25,450	$5,345,263
LRCX	Lam Research Corp	+5,071	37,082	$7,922,940
PGR	Progressive Corp/Oh/	+4,825	6,033	$1,195,981
BKNG	Booking Holdings Inc.	+4,140	4,278	$720,469
HMN	Horace Mann Educators Corp /De/	+3,409	14,200	$606,056
NFLX	Netflix Inc	+2,972	18,757	$1,803,485
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
ABT	Abbott Laboratories	−59,710	36,386	$3,735,750
BX	Blackstone Inc.	−48,433	32,390	$3,724,526
DG	Dollar General Corp	−34,887	63,017	$7,482,008
COP	Conocophillips	−14,995	46,951	$6,197,532
AMAT	Applied Materials Inc /De	−10,441	29,610	$10,120,401
TFC	Truist Financial Corp	−10,190	131,612	$6,050,203
CMI	Cummins Inc	−9,928	24,741	$13,311,152
GOOGL	Alphabet Inc.	−9,436	87,322	$25,110,314
SPY	Spdr S&P 500 ETF Trust	−9,061	124,527	$80,984,889
AMD	Advanced Micro Devices Inc	−7,401	6,157	$1,252,518
STLD	Steel Dynamics Inc	−5,167	23,254	$4,185,720
NWFL	Norwood Financial Corp	−4,466	166,585	$4,900,930
PG	PROCTER & GAMBLE Co	−4,170	56,959	$8,227,157
CVX	Chevron Corp	−4,003	53,148	$10,996,321
WMT	Walmart Inc.	−3,761	66,675	$8,286,369
SLV	iShares Silver Trust	−3,572	4,065	$276,989
QQQ	Invesco Qqq Trust, Series 1	−3,561	6,414	$3,702,032
BAC	Bank Of America Corp /De/	−3,294	279,178	$13,609,927
LLY	ELI LILLY & Co	−3,079	10,034	$9,228,972
JPM	Jpmorgan Chase & Co	−2,830	59,213	$17,418,096
CCL	Carnival Corp Ltd.	−2,585	9,916	$256,626
GEN	Gen Digital Inc.	−2,290	15,578	$293,333
QCOM	Qualcomm Inc/De	−2,256	42,099	$5,421,509
NVS	Novartis AG	−2,067	31,186	$4,763,661
AVGO	Broadcom Inc.	−2,025	89,006	$27,548,247
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
GAMB	Gambling.com Group Ltd	197,898	$767,844
CF	CF Industries Holdings, Inc.	4,214	$547,145
EBAY	Ebay Inc	3,942	$358,800
AEP	American Electric Power Co Inc	2,514	$329,535
DELL	Dell Technologies Inc.	1,968	$323,007
FIVE	Five Below, Inc	1,364	$311,646
ARES	Ares Management Corp	2,839	$309,734
VRSN	Verisign Inc/Ca	1,184	$294,058
AXON	Axon Enterprise, Inc.	692	$293,885
Q	Qnity Electronics, Inc.	2,544	$293,526
SHEL	Shell plc	3,066	$285,138
MPC	Marathon Petroleum Corp	1,149	$280,562
VLO	Valero Energy Corp/Tx	1,081	$267,093
HLT	Hilton Worldwide Holdings Inc.	843	$256,339
TPR	Tapestry, Inc.	1,811	$255,550
ROST	Ross Stores, Inc.	1,170	$253,457
IBRX	ImmunityBio, Inc.	32,908	$252,404
ELV	Elevance Health, Inc.	849	$248,544
SLB	Slb Limited/Nv	4,813	$247,340
BP	Bp PLC	5,136	$241,392
EXC	Exelon Corp	4,875	$238,972
KR	Kroger Co	3,277	$237,123
KEYS	Keysight Technologies, Inc.	826	$233,237
MPWR	Monolithic Power Systems Inc	213	$232,883
FITB	Fifth Third Bancorp	4,996	$232,114
No positions match the current search.

Sold Out

Positions the filer fully exited

19 positions

Ticker	Company	Shares	Value
DPZ	Dominos Pizza Inc	21,716	$9,051,663
ZM	Zoom Communications, Inc.	3,846	$331,871
KMB	Kimberly Clark Corp	3,208	$323,655
G	Genpact LTD	6,631	$310,198
EPAM	EPAM Systems, Inc.	1,233	$252,617
CTSH	Cognizant Technology Solutions Corp	3,019	$250,577
FOXA	Fox Corp	3,393	$247,926
UHS	Universal Health Services Inc	1,131	$246,580
LEN	Lennar Corp /New/	2,348	$241,374
KRC	Kilroy Realty Corp	6,246	$233,413
MET	Metlife Inc	2,931	$231,373
NKE	NIKE, Inc.	3,625	$230,948
MCO	Moodys Corp /De/	451	$230,393
TTWO	Take Two Interactive Software Inc	819	$209,688
SYF	Synchrony Financial	2,436	$203,235
HEI	Heico Corp	620	$200,625
HYT	Blackrock Corporate High Yield Fund, Inc.	19,214	$171,004
FRA	Blackrock Floating Rate Income Strategies Fund, Inc.	10,984	$129,391
EVV	Eaton Vance Ltd Duration Income Fund	12,460	$123,478
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

295 positions · $914,298,582 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 295 positions by value · page 1 of 6

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Reduced	124,527	-9,061	$80,984,889	−11.1%	8.86%
AAPL	Apple Inc. Technology	Added	294,261	+8,809	$74,680,499	−3.8%	8.17%
NVDA	Nvidia Corp Technology	Added	256,811	+23,847	$44,787,838	+3.1%	4.90%
MSFT	Microsoft Corp Technology	Added	118,797	+20,046	$43,975,085	−7.9%	4.81%
AVGO	Broadcom Inc. Technology	Reduced	89,006	-2,025	$27,548,247	−12.6%	3.01%
GOOGL	Alphabet Inc. Communication Services	Reduced	87,322	-9,436	$25,110,314	−17.1%	2.75%
AMZN	Amazon Com Inc Consumer Cyclical	Added	101,266	+7,872	$21,090,669	−2.2%	2.31%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	59,213	-2,830	$17,418,096	−12.9%	1.91%
ABBV	AbbVie Inc. Healthcare	Added	70,337	+718	$15,297,594	−3.8%	1.67%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	279,178	-3,294	$13,609,927	−12.4%	1.49%
CMI	Cummins Inc Industrials	Reduced	24,741	-9,928	$13,311,152	−24.8%	1.46%
WMB	Williams Companies, Inc. Energy	Added	181,125	+2,060	$13,182,277	+22.5%	1.44%
HD	Home Depot, Inc. Consumer Cyclical	Added	39,570	+545	$13,014,177	−3.1%	1.42%
JNJ	Johnson & Johnson Healthcare	Added	52,581	+7,527	$12,852,899	+37.8%	1.41%
MCD	Mcdonalds Corp Consumer Cyclical	Added	40,693	+14,845	$12,646,977	+60.1%	1.38%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	26,157	+1,783	$12,534,434	+2.3%	1.37%
AMGN	Amgen Inc Healthcare	Added	35,448	+693	$12,472,378	+9.6%	1.36%
META	Meta Platforms, Inc. Communication Services	Reduced	20,052	-892	$11,472,350	−17.0%	1.25%
HON	Honeywell International Inc Industrials	Added	48,342	+21,014	$11,459,616	+105.0%	1.25%
LECO	Lincoln Electric Holdings Inc Industrials	Reduced	44,558	-29	$11,098,506	+3.9%	1.21%
CVX	Chevron Corp Energy	Reduced	53,148	-4,003	$10,996,321	+26.2%	1.20%
MO	Altria Group, Inc. Consumer Defensive	Added	162,195	+9,065	$10,703,248	+21.2%	1.17%
AMAT	Applied Materials Inc /De Technology	Reduced	29,610	-10,441	$10,120,401	−1.7%	1.11%
ETN	Eaton Corp plc Industrials	Added	28,251	+417	$10,104,535	+14.0%	1.11%
SO	Southern Co Utilities	Added	104,443	+8,487	$10,080,838	+20.5%	1.10%
V	Visa Inc. Financial Services	Added	31,421	+2,372	$9,496,683	−6.8%	1.04%
LLY	ELI LILLY & Co Healthcare	Reduced	10,034	-3,079	$9,228,972	−34.5%	1.01%
PEP	Pepsico Inc Consumer Defensive	Added	58,338	+980	$9,059,308	+10.0%	0.99%
PRU	Prudential Financial Inc Financial Services	Added	86,476	+14,632	$8,447,840	+4.2%	0.92%
WMT	Walmart Inc. Consumer Defensive	Reduced	66,675	-3,761	$8,286,369	+5.6%	0.91%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	56,959	-4,170	$8,227,157	−6.1%	0.90%
T	At&T Inc. Communication Services	Added	273,650	+16,952	$7,933,113	+24.4%	0.87%
LRCX	Lam Research Corp Technology	Added	37,082	+5,071	$7,922,940	+44.6%	0.87%
UBER	Uber Technologies, Inc Technology	Added	108,961	+21,727	$7,837,564	+10.0%	0.86%
DG	Dollar General Corp Consumer Defensive	Reduced	63,017	-34,887	$7,482,008	−42.4%	0.82%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	30,407	-227	$7,184,565	−2.7%	0.79%
C	Citigroup Inc Financial Services	Added	61,831	+6,398	$7,012,253	+8.4%	0.77%
NEE	Nextera Energy Inc Utilities	Added	71,687	+47,090	$6,658,288	+237.2%	0.73%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	6,621	+374	$6,597,363	+22.5%	0.72%
ADP	Automatic Data Processing Inc Technology	Added	31,604	+734	$6,421,300	−19.1%	0.70%
PM	Philip Morris International Inc. Consumer Defensive	Added	38,081	+1,056	$6,296,312	+6.0%	0.69%
BLK	BlackRock, Inc. Financial Services	Added	6,450	+293	$6,203,029	−5.9%	0.68%
COP	Conocophillips Energy	Reduced	46,951	-14,995	$6,197,532	+6.9%	0.68%
CAT	Caterpillar Inc Industrials	Reduced	8,565	-594	$6,067,959	+15.6%	0.66%
TFC	Truist Financial Corp Financial Services	Reduced	131,612	-10,190	$6,050,203	−13.3%	0.66%
GS	Goldman Sachs Group Inc Financial Services	Reduced	6,933	-1,687	$5,865,248	−22.6%	0.64%
QCOM	Qualcomm Inc/De Technology	Reduced	42,099	-2,256	$5,421,509	−28.5%	0.59%
FE	Firstenergy Corp Utilities	Reduced	106,102	-447	$5,375,127	+12.7%	0.59%
TMUS	T-Mobile US, Inc. Communication Services	Added	25,450	+6,324	$5,345,263	+37.6%	0.58%
SPG	Simon Property Group Inc. Real Estate	Added	27,730	+260	$5,172,476	+1.7%	0.57%