Cornerstone Wealth Management 13F portfolio
Latest 13F filing: 2026-07-22. Reported holdings: 745, total reported value $2.3B. Data straight from SEC EDGAR.
New positions
| Stock | Value | Shares | Change |
|---|---|---|---|
| Ishares TR | $7M | 146,696.0 | +100% |
| First TR Exchange-traded ALP | $6M | 31,136.0 | +100% |
| Space Exploration Techn CORP | $2M | 12,302.0 | +100% |
| Victory Portfolios II | $1M | 62,911.0 | +100% |
| Vanguard INTL Equity Index F | $944K | 11,268.0 | +100% |
| Honeywell Aerospace INC | $789K | 3,570.0 | +100% |
| Honeywell INTL INC | $779K | 3,478.0 | +100% |
| ETF SER Solutions | $740K | 11,715.0 | +100% |
| Ishares TR | $688K | 6,285.0 | +100% |
| Sandisk CORP | $623K | 274.0 | +100% |
Additions
| Stock | Value | Shares | Change |
|---|---|---|---|
| Apple INC | $101M | 350,341.0 | +2% |
| SPDR Series Trust | $58M | 664,572.0 | +5% |
| Microsoft CORP | $31M | 82,562.0 | +6% |
| Pimco ETF TR | $29M | 309,271.0 | +10% |
| SPDR Series Trust | $26M | 219,731.0 | +15% |
| Amazon COM INC | $24M | 101,228.0 | +1% |
| Invesco Exchange Traded FD T | $22M | 399,520.0 | +16% |
| State STR SPDR S&P 500 ETF T | $21M | 28,653.0 | +1% |
| Walmart INC | $21M | 186,618.0 | +3% |
| Invesco Exchange Traded FD T | $21M | 124,307.0 | +18% |
Exits
| Stock | Value | Shares | Change |
|---|---|---|---|
| Liberty Global LTD | $0K | 0 | -100% |
| BLUE OWL Capital Corporation | $0K | 0 | -100% |
| Pennantpark Floating RATE CA | $0K | 0 | -100% |
| First TR EXCH Traded FD III | $0K | 0 | -100% |
| Coterra Energy INC | $0K | 0 | -100% |
| Keycorp | $0K | 0 | -100% |
| American Airlines Group INC | $0K | 0 | -100% |
| FS KKR CAP CORP | $0K | 0 | -100% |
| FS Specialty Lending FD | $0K | 0 | -100% |
| Lumen Technologies INC | $0K | 0 | -100% |
Trims
| Stock | Value | Shares | Change |
|---|---|---|---|
| J P Morgan Exchange Traded F | $89M | 662,346.0 | -2% |
| SPDR Series Trust | $75M | 1,107,956.0 | -1% |
| Ishares TR | $54M | 72,034.0 | -2% |
| Nvidia Corporation | $53M | 263,411.0 | -1% |
| Invesco QQQ TR | $30M | 40,458.0 | -3% |
| Ishares TR | $24M | 253,692.0 | -1% |
| Vanguard Index FDS | $19M | 51,439.0 | -1% |
| Vanguard STAR FDS | $19M | 219,368.0 | -3% |
| Vanguard Specialized Funds | $19M | 78,197.0 | -8% |
| First TR Exchange Traded FD | $14M | 177,837.0 | -0% |
How to read this filing
A 13F is a snapshot of what a manager held on the last day of the quarter, filed up to 45 days later. So the positions above describe where Cornerstone Wealth Management stood at the close of the reporting period, not where it stands today. New positions are usually the most informative line: an addition can be a rebalance, but a first-time stake is a decision to enter.
This filing lists 745 reported holdings worth $2.3B, filed 2026-07-22. Every row is parsed straight from the SEC EDGAR document; we do not estimate, fill gaps or model anything.
What a 13F leaves out
A 13F is deliberately narrow, and the gaps matter more than most summaries admit. It covers long positions in US-listed equities and some options, which means short positions, cash, bonds, commodities and non-US listings are simply absent. A fund that looks concentrated here can be hedged in ways the form never captures.
Managers can also request confidential treatment for sensitive positions, so a filing is not always the complete book. And because the 45-day lag applies to everyone, a widely held name is evidence of what a group of managers believed a quarter ago, and that is why we rank on breadth of ownership across funds rather than on any single filing.
Funds with overlapping positions
Two managers in the same names say more together than either does alone - that is exactly what the consensus ranking is built on.
DataSignals Lab publishes data and research. Informational only, not investment advice, not an offer or solicitation. Every figure links back to the official filing so you can verify it yourself.