Cornerstone Wealth Group, LLC
All 13F Filings
- Location
- Huntersville, NC
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 1,558,675
- Description
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- Website
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- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 4/22/2026 | 447 | 1,558,675 | 13F-HR | Cornerstone Wealth Group, LLC |
| Q4 2025 | 1/26/2026 | 390 | 1,462,800 | 13F-HR | Cornerstone Wealth Group, LLC |
| Q3 2025 | 10/30/2025 | 351 | 1,481,088 | 13F-HR | Cornerstone Wealth Group, LLC |
| Q2 2025 | 7/28/2025 | 324 | 1,333,386 | 13F-HR | Cornerstone Wealth Group, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
8.285 K
(0.5% of total reported value)
· QoQ Δ:
+8.27 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 951.3 K | 61.4% | 0 | 249 K | -249 K |
| ETFs | 599.1 K | 38.6% | 338.2 K | 0 | 338.2 K |
| Other | 0 | 0.0% | 0 | 1.589 K | -1.589 K |
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Fund Snapshot
Q1 2026
Latest filed
4/22/2026
Total value ($000)
1,558,675
Holdings
447
QoQ value change ($000)
95,875
(6.6%)
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.