Cornerstone Wealth Management, LLC
All 13F Filings
- Location
- St. Peters, MO
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 2,381,600
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 11/4/2026 | 753 | 2,381,600 | 13F-HR | Cornerstone Wealth Management, LLC |
| Q2 2026 | 7/22/2026 | 745 | 2,326,929 | 13F-HR | Cornerstone Wealth Management, LLC |
| Q1 2026 | 4/23/2026 | 712 | 1,999,112 | 13F-HR | Cornerstone Wealth Management, LLC |
| Q4 2025 | 2/5/2026 | 690 | 1,922,465 | 13F-HR | Cornerstone Wealth Management, LLC |
| Q3 2025 | 11/4/2025 | 679 | 1,810,618 | 13F-HR | Cornerstone Wealth Management, LLC |
| Q2 2025 | 8/12/2025 | 649 | 1,647,131 | 13F-HR | Cornerstone Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
79
(0.0% of total reported value)
· QoQ Δ:
+60
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 935.5 K | 39.3% | 23.24 K | 0 | 23.24 K |
| ETFs | 1.425 M | 59.8% | 23.21 K | 0 | 23.21 K |
| Debt | 20.94 K | 0.9% | 8.213 K | 0 | 8.213 K |
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Fund Snapshot
Q3 2026
Latest filed
11/4/2026
Total value ($000)
2,381,600
Holdings
753
QoQ value change ($000)
54,671
(2.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.