13F Filings History of Cornerstone Wealth Group, LLC
- Latest 13F report
- Q1 2026 - 22 Apr 2026
- Latest 13F market value
- $1,536,086,804
- Largest 13F holdings
- SPY AAPL IVV NVDA MSFT IDEV AVGO SCHX GOOGL VCRB AMZN VOO
+8 more
IWB VTI ACWX SPYM JPM AGG FBND CMI - Form 13F summary
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- Cornerstone Wealth Group, LLC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- Cornerstone Wealth Group, LLC reported 441 equity holdings with a total reported market value of $1,536,086,804 for Q1 2026. Top reported holdings included SPY, AAPL, IVV, NVDA, and MSFT.
- Signature and title
- Rahcel L. Posner - Chief Compliance Officer
- Location
- Huntersville, NC
13F snapshot
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Manager
2 identity fields
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Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q1 2026
Latest value
$1,536,086,804
Quarter delta
+$73,854,970
Accepted
22 Apr 2026, 15:15
Rows shown
1-25 of 29
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q1 2026 | 441 | $1,536,086,804 | +$183,518,925 | -$150,194,080 | +$33,324,845 | SPY, AAPL, IVV, NVDA, MSFT | 13F-HR | 22 Apr 2026, 15:15 |
| Q4 2025 | 389 | $1,462,231,834 | +$143,493,347 | -$179,205,481 | -$35,712,134 | SPY, AAPL, IVV, MSFT, NVDA | 13F-HR | 26 Jan 2026, 10:55 |
| Q3 2025 | 350 | $1,480,492,403 | +$80,597,833 | -$30,617,077 | +$49,980,756 | NVDA, SPY, AAPL, AGG, IVV | 13F-HR | 30 Oct 2025, 08:58 |
| Q2 2025 | 322 | $1,332,479,175 | +$100,256,502 | -$76,391,006 | +$23,865,496 | NVDA, SPY, AGG, IVV, AAPL | 13F-HR | 28 Jul 2025, 08:20 |
| Q1 2025 | 287 | $1,205,229,111 | +$159,173,023 | -$130,773,980 | +$28,399,043 | SPY, NVDA, AAPL, AGG, IVV | 13F-HR | 23 Apr 2025, 09:34 |
| Q4 2024 | 272 | $1,222,324,214 | +$114,218,913 | -$84,259,243 | +$29,959,670 | NVDA, SPY, AGG, AAPL, IVV | 13F-HR | 22 Jan 2025, 09:22 |
| Q3 2024 | 264 | $1,205,904,850 | +$109,185,261 | -$69,994,870 | +$39,190,391 | NVDA, SPY, AGG, AAPL, IVV | 13F-HR | 25 Oct 2024, 14:17 |
| Q2 2024 | 248 | $1,122,066,545 | +$178,865,365 | -$74,406,668 | +$104,458,697 | NVDA, SPY, AGG, AAPL, IVV | 13F-HR | 24 Jul 2024, 16:36 |
| Q1 2024 | 244 | $1,082,347,743 | +$376,792,685 | -$43,635,899 | +$333,156,786 | NVDA, AGG, SPY, IVV, AAPL | 13F-HR | 17 Apr 2024, 16:36 |
| Q4 2023 | 145 | $698,121,635 | +$219,688,141 | -$135,436,576 | +$84,251,565 | AGG, SPY, IVV, AAPL, ACWX | Restatement | 13 Feb 2024, 09:34 |
| Q3 2023 | 146 | $563,726,908 | +$114,204,583 | -$85,628,174 | +$28,576,409 | IVV, AGG, SPY, AAPL, IDEV | 13F-HR | 18 Oct 2023, 10:04 |
| Q2 2023 | 145 | $551,696,951 | +$80,275,529 | -$112,748,358 | -$32,472,829 | AGG, AAPL, SPY, JAAA, MSFT | 13F-HR | 02 Aug 2023, 14:02 |
| Q1 2023 | 147 | $562,350,713 | +$111,360,627 | -$96,890,454 | +$14,470,173 | AGG, AAPL, SPY, MTUM, MSFT | 13F-HR | 25 Apr 2023, 16:59 |
| Q4 2022 | 135 | $528,750,464 | +$162,657,518 | -$121,252,538 | +$41,404,980 | SPY, AGG, MTUM, AAPL, QQQ | 13F-HR | 25 Jan 2023, 09:05 |
| Q3 2022 | 125 | $452,914,000 | +$146,110,130 | -$141,316,545 | +$4,793,585 | SPY, IVV, AAPL, DBMF, USDU | 13F-HR | 19 Oct 2022, 08:38 |
| Q2 2022 | 127 | $477,884,000 | +$151,841,775 | -$143,168,892 | +$8,672,883 | SPY, IVV, AAPL, MSFT, VYM | 13F-HR | 20 Jul 2022, 09:17 |
| Q1 2022 | 146 | $544,823,000 | +$123,218,254 | -$149,382,507 | -$26,164,253 | IVV, QQQ, AAPL, SPY, VYM | 13F-HR | 25 Apr 2022, 16:45 |
| Q4 2021 | 148 | $584,172,000 | +$131,050,483 | -$153,687,163 | -$22,636,680 | IVV, AAPL, PREF, SPY, MSFT | 13F-HR | 25 Jan 2022, 08:31 |
| Q3 2021 | 151 | $566,028,000 | +$151,534,428 | -$80,144,708 | +$71,389,720 | IVV, AGG, SPY, PREF, AAPL | 13F-HR | 29 Oct 2021, 16:22 |
| Q2 2021 | 146 | $489,627,000 | +$102,865,696 | -$107,507,525 | -$4,641,829 | AGG, IVV, PREF, AAPL, GLD | 13F-HR | 21 Jul 2021, 17:28 |
| Q1 2021 | 154 | $492,200,000 | +$147,279,373 | -$98,180,700 | +$49,098,673 | IVV, IVOL, PREF, AAPL, AGG | 13F-HR | 26 Apr 2021, 15:37 |
| Q4 2020 | 149 | $406,928,000 | +$141,925,817 | -$125,904,302 | +$16,021,515 | PREF, MOAT, IVV, AGG, AAPL | 13F-HR | 28 Jan 2021, 09:11 |
| Q3 2020 | 134 | $365,847,000 | +$83,246,172 | -$123,831,958 | -$40,585,786 | AGG, MOAT, IVV, AAPL, GLD | 13F-HR | 27 Oct 2020, 15:42 |
| Q2 2020 | 125 | $398,433,000 | +$148,950,201 | -$65,425,342 | +$83,524,859 | AGG, FBND, MOAT, TIP, IVV | 13F-HR | 27 Jul 2020, 15:34 |
| Q1 2020 | 112 | $283,646,000 | +$62,940,083 | -$107,925,587 | -$44,985,504 | FBND, MOAT, IVV, GLD, FDLO | 13F-HR | 06 May 2020, 11:23 |