Cornerstone Wealth Management, LLC
Top Portfolio Positions
360 positions ·
$777,407,653 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
343,985 | $87,299,953 | 11.23% |
| NVDA |
Nvidia Corp
Technology
|
265,552 | $46,312,268 | 5.96% |
| MSFT |
Microsoft Corp
Technology
|
78,292 | $28,981,349 | 3.73% |
| QQQ |
Invesco Qqq Trust, Series 1
|
41,583 | $24,000,875 | 3.09% |
| WMT |
Walmart Inc.
Consumer Defensive
|
180,723 | $22,460,254 | 2.89% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
100,438 | $20,918,222 | 2.69% |
| SPY |
Spdr S&P 500 Etf Trust
|
28,351 | $18,437,789 | 2.37% |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
108,645 | $15,692,683 | 2.02% |
| XOM |
Exxon Mobil Corp
Energy
|
89,195 | $15,132,823 | 1.95% |
| JNJ |
Johnson & Johnson
Healthcare
|
61,619 | $15,062,148 | 1.94% |
Portfolio Trend
Holdings in CLF
Shares Held
Position Value (USD)
6 of 6 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $91,378 | 10,814 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $143,609 | 10,814 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $134,370 | 11,014 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $83,706 | 11,014 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $98,755 | 12,014 | Shares | Sole | 2025-04-18 | |
| 2022-03-31 | $453,065 | 14,066 | Shares | Sole | 2022-04-21 | |
| No quarters match your search. | ||||||