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Disclosed positions
Cornerstone Wealth Group, LLC: source evidence dated 2026-07-28T03:59:59.999Z.
- Issuer
- STATE STR SPDR S&P 500 ETF T
- Ticker
- SPY
- Class
- TR UNIT
- Reported value
- $91,429,588
- Reported amount
- 122,433
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001214659-26-009059Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $91,429,588 | 122,433 | SH | None |
| APPLE INC | AAPL | COM | $83,145,111 | 287,341 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $62,497,777 | 312,348 | SH | None |
| ISHARES TR | IVV | CORE S&P500 ETF | $52,929,098 | 70,677 | SH | None |
| ISHARES TR | IDEV | CORE MSCI INTL | $49,815,656 | 559,664 | SH | None |
| MICROSOFT CORP | MSFT | COM | $48,378,570 | 129,694 | SH | None |
| SCHWAB STRATEGIC TR | SCHX | US LRG CAP ETF | $35,281,240 | 1,198,819 | SH | None |
| BROADCOM INC | AVGO | COM | $34,467,312 | 91,244 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $32,910,320 | 92,090 | SH | None |
| SPDR SERIES TRUST | SPYM | ST STR P500ETF | $26,942,481 | 306,583 | SH | None |
| VANGUARD MALVERN FDS | VCRB | CORE BD ETF | $26,477,891 | 342,833 | SH | None |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $26,395,675 | 38,432 | SH | None |
| AMAZON COM INC | AMZN | COM | $24,340,350 | 102,124 | SH | None |
| ISHARES TR | IWB | RUS 1000 ETF | $23,922,879 | 58,420 | SH | None |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $23,042,863 | 62,271 | SH | None |
| ISHARES TR | ACWX | MSCI ACWI EX US | $22,722,645 | 298,550 | SH | None |
| FIDELITY MERRIMACK STR TR | FBND | TOTAL BD ETF | $19,785,909 | 434,951 | SH | None |
| JPMORGAN CHASE & CO | JPM | COM | $18,748,422 | 57,277 | SH | None |
| ISHARES TR | AGG | CORE US AGGBD ET | $18,641,541 | 188,336 | SH | None |
| ABBVIE INC | ABBV | COM | $18,261,086 | 72,568 | SH | None |
| BANK OF AMER CORP | BAC | COM | $17,341,840 | 304,350 | SH | None |
| JOHNSON & JOHNSON | JNJ | COM | $16,430,308 | 64,694 | SH | None |
| CUMMINS INC | CMI | COM | $14,254,884 | 19,987 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $14,153,419 | 28,285 | SH | None |
| EXXON MOBIL CORP | XOM | COM | $13,902,725 | 101,688 | SH | None |
| AMGEN INC | AMGN | COM | $13,326,024 | 36,800 | SH | None |
| META PLATFORMS INC | META | CL A | $13,103,346 | 23,262 | SH | None |
| WILLIAMS COS INC | WMB | COM | $12,761,330 | 171,662 | SH | None |
| APPLIED MATLS INC | AMAT | COM | $12,658,744 | 17,509 | SH | None |
| BLACKROCK ETF TRUST | BAI | ISHA I IN TE ETF | $12,635,163 | 239,665 | SH | None |
| HARBOR ETF TRUST | HGER | COMM ALL WEA ETF | $12,513,921 | 426,514 | SH | None |
| HOME DEPOT INC | HD | COM | $12,446,505 | 35,291 | SH | None |
| RXO INC | RXO | COMMON STOCK | $12,259,258 | 444,337 | SH | None |
| ELI LILLY & CO | LLY | COM | $11,877,894 | 9,903 | SH | None |
| LINCOLN ELEC HLDGS INC | LECO | COM | $11,409,496 | 42,972 | SH | None |
| LAM RESEARCH CORP | LRCX | COM NEW | $11,330,941 | 26,149 | SH | None |
| SELECT SECTOR SPDR TR | XLK | ST STR TECHN ETF | $10,845,465 | 56,926 | SH | None |
| AMERICAN CENTY ETF TR | AVEM | AVANTIS EMGMKT | $10,763,258 | 111,548 | SH | None |
| EATON CORP PLC | ETN | SHS | $10,434,738 | 24,488 | SH | None |
| SOUTHERN CO | SO | COM | $10,426,231 | 108,936 | SH | None |
| MICRON TECHNOLOGY INC | MU | COM | $10,313,243 | 8,935 | SH | None |
| TEXAS INSTRS INC | TXN | COM | $9,944,673 | 33,364 | SH | None |
| VANGUARD INDEX FDS | VUG | GROWTH ETF | $9,914,060 | 115,092 | SH | None |
| DOLLAR GEN CORP | DG | COM | $9,693,798 | 84,213 | SH | None |
| BLACKROCK ETF TRUST | DYNF | ISHARES US EQUIT | $9,286,277 | 136,543 | SH | None |
| ELEVANCE HEALTH INC FORMERLY | ELV | COM | $9,243,153 | 23,901 | SH | None |
| BLACKROCK ETF TRUST II | BINC | ISHA FLEX IN ETF | $9,077,717 | 173,437 | SH | None |
| VANGUARD INDEX FDS | VTV | VALUE ETF | $9,029,348 | 41,432 | SH | None |
| ALTRIA GROUP INC | MO | COM | $8,996,186 | 125,034 | SH | None |
| VISA INC | V | COM CL A | $8,977,901 | 26,168 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 2 positions lack a resolved ticker and 8 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.