1y return+17.9%S&P 500 +20.9%
3y return+54.9%S&P 500 +68.5%
5y return+43.8%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since March 31, 2019: $180 against $264 in the S&P 500.2
Cornerstone Wealth Group, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| SPYState Str Spdr S&p 500 Etf T | $91.4M | 5.4% | |
| AAPLApple Inc | $83.1M | 4.9% | +3.6% |
| NVDANvidia Corporation | $62.5M | 3.7% | +23.2% |
| IVVIshares Tr | $52.9M | 3.1% | −2.5% |
| IDEVIshares Tr | $49.8M | 3.0% | +7.0% |
| MSFTMicrosoft Corp | $48.4M | 2.9% | +10.2% |
| SCHXSchwab Strategic Tr | $35.3M | 2.1% | −2.0% |
| AVGOBroadcom Inc | $34.5M | 2.1% | +2.5% |
| GOOGLAlphabet Inc | $32.9M | 2.0% | +5.5% |
| SPYMSpdr Series Trust | $26.9M | 1.6% | +24.0% |
| VCRBVanguard Malvern Fds | $26.5M | 1.6% | +3.0% |
| VOOVanguard Index Fds | $26.4M | 1.6% | |
| AMZNAmazon Com Inc | $24.3M | 1.4% | |
| IWBIshares Tr | $23.9M | 1.4% | |
| VTIVanguard Index Fds | $23.0M | 1.4% | −2.6% |
| ACWXIshares Tr | $22.7M | 1.4% | −1.2% |
| FBNDFidelity Merrimack Str Tr | $19.8M | 1.2% | +17.7% |
| JPMJpmorgan Chase & Co | $18.7M | 1.1% | −3.3% |
| AGGIshares Tr | $18.6M | 1.1% | +2.4% |
| ABBVAbbvie Inc | $18.3M | 1.1% | +3.2% |
| BACBank Of Amer Corp | $17.3M | 1.0% | +9.0% |
| JNJJohnson & Johnson | $16.4M | 1.0% | +23.0% |
| CMICummins Inc | $14.3M | 0.8% | −19.2% |
| BRK/BBerkshire Hathaway Inc Del | $14.2M | 0.8% | +8.1% |
| Exxon Mobil CorpCUSIP 30231G102 | $13.9M | 0.8% | +5.3% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | September 30, 2020 | +1378.8% | $62.5M |
| AVGOBroadcom Inc | June 30, 2020 | +1096.9% | $34.5M |
| LRCXLam Research Corp | December 31, 2024 | +499.9% | $11.3M |
| GOOGLAlphabet Inc | September 30, 2020 | +387.7% | $32.9M |
| LLYEli Lilly & Co | December 31, 2021 | +334.2% | $11.9M |
| AMATApplied Matls Inc | March 31, 2024 | +250.6% | $12.7M |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $18.7M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $83.1M |
| Exxon Mobil CorpCUSIP 30231G102 | June 30, 2020 | +205.7% | $13.9M |
| CMICummins Inc | December 31, 2023 | +197.7% | $14.3M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $10.7M
- GPCGenuine Parts Co was $3.6M
- EMBIshares Tr was $1.7M
- BEBloom Energy Corp was $691K
- CARTMaplebear Inc was $613K
- Dupont De Nemours IncCUSIP 26614N102 was $345K
- ULTAUlta Beauty Inc was $304K
- FISVFiserv Inc was $285K
- Carnival CorpCUSIP 143658300 was $271K
- INGRIngredion Inc was $265K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +11.1% | +14.8% |
| March 31, 2026 | −2.9% | −4.6% |
| December 31, 2025 | +1.8% | +2.4% |
| September 30, 2025 | +7.4% | +7.8% |
| June 30, 2025 | +8.4% | +10.5% |
| March 31, 2025 | −3.8% | −4.6% |
| December 31, 2024 | +1.0% | +2.1% |
| September 30, 2024 | +5.4% | +5.4% |
| June 30, 2024 | +4.5% | +4.0% |
| March 31, 2024 | +7.7% | +10.0% |
| December 31, 2023 | +9.3% | +11.2% |
| September 30, 2023 | −3.8% | −3.6% |
| June 30, 2023 | +3.4% | +8.3% |
| March 31, 2023 | +3.6% | +7.0% |
| December 31, 2022 | +7.6% | +7.1% |
| September 30, 2022 | −6.7% | −5.3% |
| June 30, 2022 | −14.9% | −16.5% |
| March 31, 2022 | −3.7% | −4.9% |
| December 31, 2021 | +6.8% | +10.7% |
| September 30, 2021 | −1.6% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Cornerstone Wealth Group, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1774879&type=13F-HR&dateb=&owner=include&count=40CIK 1774879
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1774879/000121465926009059/Filed July 27, 2026 · accession 0001214659-26-009059