Cornerstone Wealth Group, LLC
SEC Form 13F institutional filer · CIK 0001774879
13F-HR · 258 reported holdings · 2026-03-31
Cornerstone Wealth Group, LLC is a registered investment advisor.
Reported long-US-equity value
$1.28B
Top-10 concentration
44.0%
Cornerstone Wealth Group, LLC — $1.28B AUM allocation strategy
Cornerstone Wealth Group, LLC files SEC Form 13F and reports $1.28B of long US equity value across 258 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 16.5%, followed by Financials 7.4% and Consumer Discretionary 3.1%.
The top 10 holdings account for 44% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Cornerstone Wealth Group, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$1.28B
total across 258 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
44% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$IVZ +68.6K sh · +$4.32M+$BSX +59.7K sh · +$3.39M+$SPYM +53K sh · +$4.91M
Biggest trims (shares)
−$ABT −59.7K sh · −$8.67M−$BX −48.4K sh · −$8.3M−$IWM −36.1K sh · −$8.92M
Exited to nil (held last quarter, gone now)
$DPZ ($9.05M last qtr)$XLY ($5.92M last qtr)$XLF ($4.57M last qtr)$KMB ($324K last qtr)$CTSH ($251K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors6.8%—
- Technology Hardware, Storage & Peripherals5.8%—
- Systems Software3.9%—
- Investment Banking & Brokerage3.4%—
- Diversified Banks2.6%—
- Interactive Media & Services2.3%—
- Broadline Retail2.0%—
- Asset Management & Custody Banks1.3%—
- Other holdings72.0%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
7 of 7 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 277K | $73.8M | +7.61K | 5.8% |
| $NVDA | NVIDIA Corporation | 254K | $50.7M | +20.5K | 4.0% |
| $MSFT | Microsoft Corporation | 118K | $49.9M | +18.9K | 3.9% |
| $SCHW | Charles Schwab Corporation | 1.5M | $43.5M | -36.1K | 3.4% |
| $AVGO | Broadcom Inc | 89K | $35.8M | -2.02K | 2.8% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 87.3K | $29M | -9.44K | 2.3% |
| $AMZN | Amazon.com Inc | 101K | $25.3M | +7.87K | 2.0% |
…and 251 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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