Cornerstone Wealth, LLC/TN
Filing Date
Mar 31, 2026
Global Rank
#8,010
/ 8,603
· as of Mar 2026
Top Industry
Discount Stores
25.4%
Period ended 3 months ago
Filed May 19, 2026 · 51d
Clone Performance
May 2026–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+0.4%
SPY
+0.7%
Annualised alpha
—
Max drawdown
−2.4%
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
20 positions · as of Mar 31, 2026Top Position
24.3%
of portfolio value
Top 5
61.3%
of portfolio value
Top 10
79.0%
of portfolio value
HHI
1,133
Diversified
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Consumer Defensive | 29.5% | $3,643,102 |
| Technology | 29.3% | $3,610,538 |
| Healthcare | 12.4% | $1,523,777 |
| Financial Services | 11.3% | $1,389,294 |
| Consumer Cyclical | 8.6% | $1,058,953 |
| Unclassified | 4.3% | $529,256 |
| Industrials | 2.6% | $319,027 |
| Utilities | 2.1% | $257,047 |
20 positions ·
$12,330,994 total
· as of Mar 31, 2026
All sectors
Consumer Cyclical
Consumer Defensive
Financial Services
Healthcare
Industrials
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| WMT |
Walmart Inc.
Consumer Defensive
|
First | 24,137 | $2,999,746 | 24.33% | |
| AAPL |
Apple Inc.
Technology
|
First | 8,351 | $2,119,400 | 17.19% | |
| NVDA |
Nvidia Corp
Technology
|
First | 5,846 | $1,019,542 | 8.27% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
First | 2,413 | $793,611 | 6.44% | |
| LLY |
ELI LILLY & Co
Healthcare
|
First | 675 | $620,844 | 5.03% | |
| GLD |
Spdr Gold Trust
|
First | 1,230 | $529,256 | 4.29% | |
| MSFT |
Microsoft Corp
Technology
|
First | 1,274 | $471,596 | 3.82% | |
| FHN |
First Horizon Corp
Financial Services
|
First | 17,789 | $404,877 | 3.28% | |
| BPRE |
Bluerock Private Real Estate Fund
Financial Services
|
First | 23,731 | $394,171 | 3.20% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
First | 8,012 | $390,585 | 3.17% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
First | 3,012 | $362,313 | 2.94% | |
| FWRD |
Forward Air Corp
Industrials
|
First | 19,092 | $319,027 | 2.59% | |
| JNJ |
Johnson & Johnson
Healthcare
|
First | 1,289 | $315,083 | 2.56% | |
| CHD |
Church & Dwight Co Inc /De/
Consumer Defensive
|
First | 3,200 | $298,624 | 2.42% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
First | 1,123 | $265,342 | 2.15% | |
| AEP |
American Electric Power Co Inc
Utilities
|
First | 1,961 | $257,047 | 2.08% | |
| ABBV |
AbbVie Inc.
Healthcare
|
First | 1,037 | $225,537 | 1.83% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
First | 1,390 | $200,771 | 1.63% | |
| RF |
Regions Financial Corp
Financial Services
|
First | 7,644 | $199,661 | 1.62% | |
| FLO |
Flowers Foods Inc
Consumer Defensive
|
First | 17,664 | $143,961 | 1.17% |