Notify me when Cornerstone Wealth Group, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 350 | $1.48B | +$80.6M | -$30.6M | +$50M | NVDA, SPY, AAPL, AGG, IVV | 13F-HR | 30 Oct 2025, 08:58 |
| Q2 2025 | 322 | $1.33B | +$100M | -$76.4M | +$23.9M | NVDA, SPY, AGG, IVV, AAPL | 13F-HR | 28 Jul 2025, 08:20 |
| Q1 2025 | 287 | $1.21B | +$159M | -$131M | +$28.4M | SPY, NVDA, AAPL, AGG, IVV | 13F-HR | 23 Apr 2025, 09:34 |
| Q4 2024 | 272 | $1.22B | +$114M | -$84.3M | +$30M | NVDA, SPY, AGG, AAPL, IVV | 13F-HR | 22 Jan 2025, 09:22 |
| Q3 2024 | 264 | $1.21B | +$109M | -$70M | +$39.2M | NVDA, SPY, AGG, AAPL, IVV | 13F-HR | 25 Oct 2024, 14:17 |
| Q2 2024 | 248 | $1.12B | +$179M | -$74.4M | +$104M | NVDA, SPY, AGG, AAPL, IVV | 13F-HR | 24 Jul 2024, 16:36 |
| Q1 2024 | 243 | $1.08B | +$377M | -$43.6M | +$333M | NVDA, AGG, SPY, IVV, AAPL | 13F-HR | 17 Apr 2024, 16:36 |
| Q4 2023 | 145 | $698M | +$220M | -$135M | +$84.3M | AGG, SPY, IVV, AAPL, ACWX | Restatement | 13 Feb 2024, 09:34 |
| Q3 2023 | 146 | $564M | +$114M | -$19.6M | +$94.6M | IVV, AGG, SPY, AAPL, IDEV | 13F-HR | 18 Oct 2023, 10:04 |
| Q2 2023 | 145 | $552M | +$80.3M | -$35.8M | +$44.5M | AGG, AAPL, SPY, JAAA, MSFT | 13F-HR | 02 Aug 2023, 14:02 |
| Q1 2023 | 147 | $562M | +$111M | -$67.2M | +$44.2M | AGG, AAPL, SPY, MTUM, MSFT | 13F-HR | 25 Apr 2023, 16:59 |
| Q4 2022 | 135 | $529M | +$163M | -$34.2M | +$128M | SPY, AGG, MTUM, AAPL, QQQ | 13F-HR | 25 Jan 2023, 08:05 |
| Q3 2022 | 125 | $453M | +$146M | -$39.6M | +$107M | SPY, IVV, AAPL, DBMF, USDU | 13F-HR | 19 Oct 2022, 08:38 |
| Q2 2022 | 127 | $478M | +$152M | -$57.9M | +$93.9M | SPY, IVV, AAPL, MSFT, VYM | 13F-HR | 20 Jul 2022, 09:17 |
| Q1 2022 | 146 | $545M | +$123M | -$58.9M | +$64.3M | IVV, QQQ, AAPL, SPY, VYM | 13F-HR | 25 Apr 2022, 16:45 |
| Q4 2021 | 149 | $584M | +$131M | -$99.7M | +$31.4M | IVV, AAPL, PREF, SPY, MSFT | 13F-HR | 25 Jan 2022, 07:31 |
| Q3 2021 | 151 | $566M | +$152M | -$80.1M | +$71.4M | IVV, AGG, SPY, PREF, AAPL | 13F-HR | 29 Oct 2021, 16:22 |
| Q2 2021 | 144 | $490M | +$103M | -$108M | -$4.64M | AGG, IVV, PREF, AAPL, GLD | 13F-HR | 21 Jul 2021, 17:28 |
| Q1 2021 | 154 | $492M | +$147M | -$98.2M | +$49.1M | IVV, IVOL, PREF, AAPL, AGG | 13F-HR | 26 Apr 2021, 15:37 |
| Q4 2020 | 150 | $407M | +$142M | -$77.2M | +$64.8M | PREF, MOAT, IVV, AGG, AAPL | 13F-HR | 28 Jan 2021, 08:11 |
| Q3 2020 | 134 | $366M | +$83.2M | -$73.3M | +$9.92M | AGG, MOAT, IVV, AAPL, GLD | 13F-HR | 27 Oct 2020, 15:42 |
| Q2 2020 | 124 | $398M | +$149M | -$26.6M | +$122M | AGG, FBND, MOAT, TIP, IVV | 13F-HR | 27 Jul 2020, 15:34 |
| Q1 2020 | 112 | $273M | +$62.9M | -$18.4M | +$44.6M | FBND, MOAT, IVV, GLD, AGG | 13F-HR | 06 May 2020, 11:23 |
| Q4 2019 | 134 | $332M | +$79.9M | -$24.5M | +$55.5M | MOAT, IVV, FDLO, AAPL, EFA | 13F-HR | 28 Jan 2020, 13:28 |
| Q3 2019 | 121 | $399M | +$112M | -$22.5M | +$89.1M | FBND, AGG, USMV, MOAT, IVV | 13F-HR | 05 Nov 2019, 08:14 |
| Q2 2019 | 149 | $371M | +$103M | -$59.6M | +$43.3M | FBND, AGG, MTUM, MOAT, ARKK | 13F-HR | 08 Aug 2019, 11:24 |
| Q1 2019 | 155 | $398M | FBND, EMB, AGG, MTUM, VTV | 13F-HR | 02 May 2019, 13:23 |