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 | $1,480,492,403 | +$80,597,834 | -$30,617,075 | +$49,980,759 | NVDA, SPY, AAPL, AGG, IVV | 13F-HR | 30 Oct 2025, 08:58 |
| Q2 2025 | 322 | $1,332,918,424 | +$100,256,510 | -$76,391,011 | +$23,865,499 | NVDA, SPY, AGG, IVV, AAPL | 13F-HR | 28 Jul 2025, 08:20 |
| Q1 2025 | 287 | $1,205,229,111 | +$159,173,018 | -$130,773,990 | +$28,399,028 | SPY, NVDA, AAPL, AGG, IVV | 13F-HR | 23 Apr 2025, 09:34 |
| Q4 2024 | 272 | $1,222,324,214 | +$114,218,898 | -$84,259,247 | +$29,959,651 | NVDA, SPY, AGG, AAPL, IVV | 13F-HR | 22 Jan 2025, 09:22 |
| Q3 2024 | 264 | $1,205,904,850 | +$109,185,271 | -$69,994,845 | +$39,190,426 | NVDA, SPY, AGG, AAPL, IVV | 13F-HR | 25 Oct 2024, 14:17 |
| Q2 2024 | 248 | $1,122,066,545 | +$178,865,411 | -$74,406,685 | +$104,458,726 | NVDA, SPY, AGG, AAPL, IVV | 13F-HR | 24 Jul 2024, 16:36 |
| Q1 2024 | 243 | $1,082,226,258 | +$376,671,210 | -$43,635,893 | +$333,035,317 | NVDA, AGG, SPY, IVV, AAPL | 13F-HR | 17 Apr 2024, 16:36 |
| Q4 2023 | 145 | $698,121,635 | +$219,688,132 | -$135,436,571 | +$84,251,561 | AGG, SPY, IVV, AAPL, ACWX | Restatement | 13 Feb 2024, 09:34 |
| Q3 2023 | 146 | $563,726,908 | +$114,204,583 | -$19,649,692 | +$94,554,891 | IVV, AGG, SPY, AAPL, IDEV | 13F-HR | 18 Oct 2023, 10:04 |
| Q2 2023 | 145 | $551,696,951 | +$80,275,530 | -$35,770,451 | +$44,505,079 | AGG, AAPL, SPY, JAAA, MSFT | 13F-HR | 02 Aug 2023, 14:02 |
| Q1 2023 | 147 | $562,350,713 | +$111,360,621 | -$67,189,697 | +$44,170,924 | AGG, AAPL, SPY, MTUM, MSFT | 13F-HR | 25 Apr 2023, 16:59 |
| Q4 2022 | 135 | $528,750,464 | +$162,657,526 | -$34,220,538 | +$128,436,988 | SPY, AGG, MTUM, AAPL, QQQ | 13F-HR | 25 Jan 2023, 08:05 |
| Q3 2022 | 125 | $452,914,000 | +$146,110,136 | -$39,568,546 | +$106,541,590 | SPY, IVV, AAPL, DBMF, USDU | 13F-HR | 19 Oct 2022, 08:38 |
| Q2 2022 | 127 | $477,884,000 | +$151,841,774 | -$57,921,896 | +$93,919,878 | SPY, IVV, AAPL, MSFT, VYM | 13F-HR | 20 Jul 2022, 09:17 |
| Q1 2022 | 146 | $544,823,000 | +$123,218,237 | -$58,877,506 | +$64,340,731 | IVV, QQQ, AAPL, SPY, VYM | 13F-HR | 25 Apr 2022, 16:45 |
| Q4 2021 | 149 | $584,216,000 | +$131,094,477 | -$99,682,162 | +$31,412,315 | IVV, AAPL, PREF, SPY, MSFT | 13F-HR | 25 Jan 2022, 07:31 |
| Q3 2021 | 151 | $566,028,000 | +$151,534,423 | -$80,144,704 | +$71,389,719 | IVV, AGG, SPY, PREF, AAPL | 13F-HR | 29 Oct 2021, 16:22 |
| Q2 2021 | 144 | $489,627,000 | +$102,865,692 | -$107,507,510 | -$4,641,818 | AGG, IVV, PREF, AAPL, GLD | 13F-HR | 21 Jul 2021, 17:28 |
| Q1 2021 | 154 | $492,240,000 | +$147,279,395 | -$98,180,704 | +$49,098,691 | IVV, IVOL, PREF, AAPL, AGG | 13F-HR | 26 Apr 2021, 15:37 |
| Q4 2020 | 150 | $406,960,000 | +$141,957,786 | -$77,187,289 | +$64,770,497 | PREF, MOAT, IVV, AGG, AAPL | 13F-HR | 28 Jan 2021, 08:11 |
| Q3 2020 | 134 | $365,847,000 | +$83,246,186 | -$73,323,945 | +$9,922,241 | AGG, MOAT, IVV, AAPL, GLD | 13F-HR | 27 Oct 2020, 15:42 |
| Q2 2020 | 124 | $398,423,000 | +$148,940,199 | -$26,555,341 | +$122,384,858 | AGG, FBND, MOAT, TIP, IVV | 13F-HR | 27 Jul 2020, 15:34 |
| Q1 2020 | 112 | $273,020,636 | +$62,940,082 | -$18,386,454 | +$44,553,628 | FBND, MOAT, IVV, GLD, AGG | 13F-HR | 06 May 2020, 11:23 |
| Q4 2019 | 134 | $332,074,000 | +$79,940,988 | -$24,471,245 | +$55,469,743 | MOAT, IVV, FDLO, AAPL, EFA | 13F-HR | 28 Jan 2020, 13:28 |
| Q3 2019 | 121 | $398,620,000 | +$111,550,849 | -$22,484,735 | +$89,066,114 | FBND, AGG, USMV, MOAT, IVV | 13F-HR | 05 Nov 2019, 08:14 |
| Q2 2019 | 149 | $370,976,000 | +$102,886,908 | -$59,579,678 | +$43,307,230 | FBND, AGG, MTUM, MOAT, ARKK | 13F-HR | 08 Aug 2019, 11:24 |
| Q1 2019 | 155 | $398,158,000 | $0 | FBND, EMB, AGG, MTUM, VTV | 13F-HR | 02 May 2019, 13:23 |