Notify me when Cornerstone Wealth Management, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 690 | $1,922,465,379 | +$148,846,718 | -$63,021,198 | +$85,825,520 | AAPL, BBUS, SPMD, IVV, SPYM | 13F-HR | 04 Feb 2026, 18:25 |
| Q3 2025 | 679 | $1,810,617,569 | +$92,403,017 | -$37,085,821 | +$55,317,196 | AAPL, BBUS, SPMD, IVV, NVDA | 13F-HR | 03 Nov 2025, 20:00 |
| Q2 2025 | 649 | $1,647,131,260 | +$93,382,109 | -$29,859,806 | +$63,522,303 | BBUS, AAPL, SPMD, IVV, SPLG | 13F-HR | 12 Aug 2025, 15:29 |
| Q1 2025 | 606 | $1,477,488,208 | +$60,208,480 | -$23,103,808 | +$37,104,672 | AAPL, BBUS, SPMD, IVV, SPLG | 13F-HR | 18 Apr 2025, 17:04 |
| Q4 2024 | 580 | $1,481,238,083 | +$112,618,692 | -$52,260,489 | +$60,358,203 | AAPL, BBUS, SPMD, IVV, SPLG | 13F-HR | 17 Jan 2025, 19:14 |
| Q3 2024 | 562 | $1,420,211,035 | +$66,018,157 | -$23,747,990 | +$42,270,167 | AAPL, BBUS, SPMD, IVV, SPLG | 13F-HR | 16 Oct 2024, 17:01 |
| Q2 2024 | 552 | $1,299,430,251 | +$86,361,725 | -$23,411,086 | +$62,950,639 | AAPL, BBUS, SPMD, IVV, SPLG | 13F-HR | 16 Jul 2024, 14:06 |
| Q1 2024 | 534 | $1,235,138,741 | +$52,123,893 | -$46,848,850 | +$5,275,043 | AAPL, BBUS, SPMD, IVV, SPLG | 13F-HR | 19 Apr 2024, 12:39 |
| Q4 2023 | 520 | $1,162,814,377 | +$81,091,689 | -$74,332,126 | +$6,759,563 | AAPL, BBUS, SPMD, IVV, SPLG | 13F-HR | 10 Jan 2024, 14:51 |
| Q3 2023 | 524 | $1,059,364,445 | +$66,319,676 | -$77,013,344 | -$10,693,668 | AAPL, BBUS, IVV, SPLG, SPMD | 13F-HR | 06 Nov 2023, 17:58 |
| Q2 2023 | 502 | $1,119,728,715 | +$91,103,362 | -$39,878,853 | +$51,224,509 | AAPL, BBUS, IVV, SPMD, BND | 13F-HR | 14 Jul 2023, 10:56 |
| Q1 2023 | 469 | $1,018,198,079 | +$93,628,583 | -$85,848,036 | +$7,780,547 | AAPL, BBUS, IVV, SPMD, BND | 13F-HR | 15 May 2023, 17:09 |
| Q3 2022 | 439 | $898,162,000 | +$75,520,899 | -$25,390,676 | +$50,130,223 | AAPL, IVV, BBUS, SPMD, BND | 13F-HR | 14 Oct 2022, 17:13 |
| Q2 2022 | 444 | $902,132,000 | +$91,860,414 | -$72,644,330 | +$19,216,084 | AAPL, IVV, BBUS, SPMD, USMV | 13F-HR | 03 Aug 2022, 17:51 |
| Q1 2022 | 461 | $1,029,073,000 | +$144,812,268 | -$119,793,736 | +$25,018,532 | AAPL, IVV, BBUS, SPMD, BND | 13F-HR | 20 Apr 2022, 20:39 |
| Q4 2021 | 499 | $1,049,029,000 | +$69,964,989 | -$26,548,881 | +$43,416,108 | AAPL, IVV, VTI, VXUS, USMV | 13F-HR | 14 Feb 2022, 12:33 |
| Q3 2021 | 451 | $939,874,000 | +$71,821,370 | -$71,771,530 | +$49,840 | AAPL, IVV, VTI, VXUS, BND | 13F-HR | 12 Nov 2021, 10:36 |
| Q2 2021 | 473 | $950,048,000 | +$91,200,664 | -$28,581,768 | +$62,618,896 | AAPL, IVV, USMV, VTI, VXUS | 13F-HR | 06 Aug 2021, 19:13 |
| Q1 2021 | 451 | $845,446,000 | +$80,119,247 | -$58,651,566 | +$21,467,681 | AAPL, IVV, USMV, VTI, VXUS | 13F-HR | 30 Apr 2021, 09:44 |
| Q4 2020 | 417 | $796,342,000 | +$87,635,164 | -$31,642,234 | +$55,992,930 | AAPL, IVV, USMV, VTI, VXUS | 13F-HR | 29 Jan 2021, 11:25 |
| Q3 2020 | 387 | $674,580,000 | +$83,500,049 | -$37,752,055 | +$45,747,994 | AAPL, IVV, USMV, VTI, VXUS | 13F-HR | 13 Oct 2020, 09:54 |
| Q2 2020 | 375 | $618,258,000 | +$70,032,334 | -$54,965,070 | +$15,067,264 | IVV, AAPL, VTI, USMV, VXUS | 13F-HR | 16 Jul 2020, 16:50 |
| Q1 2020 | 346 | $518,705,000 | +$68,099,204 | -$56,239,006 | +$11,860,198 | IVV, AAPL, USMV, VTI, VXUS | 13F-HR | 13 May 2020, 11:32 |
| Q4 2019 | 348 | $617,211,000 | +$46,027,138 | -$32,481,589 | +$13,545,549 | IVV, VTI, AAPL, VXUS, BOND | 13F-HR | 20 Feb 2020, 15:12 |
| Q3 2019 | 339 | $566,819,000 | +$32,976,932 | -$31,248,804 | +$1,728,128 | IVV, VTI, AAPL, BOND, BND | 13F-HR | 28 Oct 2019, 18:09 |
| Q2 2019 | 358 | $556,720,000 | +$68,175,131 | -$9,751,167 | +$58,423,964 | IVV, VTI, BND, BOND, AAPL | 13F-HR | 02 Aug 2019, 17:16 |
| Q1 2019 | 568 | $133,741,000 | $0 | $0 | $0 | VTI, BND, SDY, MSFT, VBR | 13F-HR | 10 May 2019, 20:51 |
| Q4 2018 | 331 | $468,217,000 | +$31,317,000 | -$1,171,130,570 | -$1,139,813,570 | IVV, VTI, BOND, BND, AAPL | 13F-HR | 12 Feb 2019, 20:13 |
| Q3 2018 | 1,281 | $1,196,605,000 | $0 | $0 | $0 | RIGS, AGGP, HEFA, ANGL, FVD | 13F-HR | 19 Oct 2018, 12:11 |
| Q2 2018 | 1,437 | $1,754,876,200 | $0 | $0 | $0 | RIGS, FVD, T, DGRO, BX | 13F-HR | 19 Jul 2018, 20:55 |
| Q1 2018 | 382 | $524,185,000 | +$52,135,246 | -$34,544,360 | +$17,590,886 | IVV, VTI, BOND, BND, AAPL | 13F-HR | 24 Apr 2018, 11:24 |
| Q4 2017 | 399 | $532,850,000 | +$52,840,290 | -$25,618,434 | +$27,221,856 | IVV, VTI, BOND, BND, AAPL | 13F-HR | 09 Feb 2018, 15:53 |
| Q3 2017 | 386 | $482,592,000 | +$41,349,682 | -$22,623,530 | +$18,726,152 | IVV, VTI, BOND, BND, AAPL | 13F-HR | 14 Nov 2017, 16:27 |
| Q2 2017 | 376 | $445,842,000 | +$58,409,702 | -$24,567,828 | +$33,841,874 | IVV, VTI, BND, BOND, AAPL | 13F-HR | 11 Aug 2017, 09:23 |
| Q1 2017 | 341 | $404,347,000 | +$91,986,896 | -$8,477,661 | +$83,509,235 | IVV, VTI, BND, BOND, AAPL | 13F-HR | 11 May 2017, 19:18 |
| Q4 2016 | 279 | $311,795,000 | +$56,199,803 | -$20,537,774 | +$35,662,029 | IVV, VTI, BND, BOND, VCIT | 13F-HR | 14 Feb 2017, 10:14 |
| Q3 2016 | 272 | $270,849,000 | +$167,742,444 | -$7,115,082 | +$160,627,362 | IVV, BND, VTI, BOND, USMV | 13F-HR | 31 Oct 2016, 16:03 |
| Q1 2016 | 89 | $103,629,000 | $0 | $0 | $0 | BND, VTI, BOND, USMV, VTV | 13F-HR | 13 May 2016, 21:50 |