CW
Cornerstone Wealth Group, LLC
13F filer · CIK 0001774879Reported Jul 27, 2026
Net buyer this quarter
13F portfolio value$1.69BU.S. long equity reported on 13F
Positions35764 new · 14 closed
Net flow last quarter+$14.7MBuys minus sells
Top 10 positions weight27.5%Concentration
Holdings
13F · last 4 quarters freeScroll for earlier quarters
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026Reported Jul 27, 2026357 positions | |||||
| $91.4M | 5.42% | Not reported | -0.9% | Q1 2019 | |
| $83.1M | 4.93% | 0.00% | +3.6% | Q1 2019 | |
| $62.5M | 3.70% | 0.00% | +23.2% | Q1 2020 | |
| $49.8M | 2.95% | Not reported | +7.0% | Q1 2019 | |
| $48.4M | 2.87% | 0.00% | +10.2% | Q1 2019 | |
| $34.5M | 2.04% | 0.00% | +2.5% | Q1 2020 | |
| $32.9M | 1.95% | 0.00% | +5.5% | Q1 2019 | |
| $24.3M | 1.44% | 0.00% | +0.9% | Q1 2019 | |
| $18.7M | 1.11% | 0.00% | -3.3% | Q1 2019 | |
| $18.3M | 1.08% | 0.00% | +3.2% | Q1 2019 | |
| $17.3M | 1.03% | 0.00% | +9.0% | Q1 2019 | |
| $16.4M | 0.97% | 0.00% | +23.0% | Q1 2019 | |
| $14.3M | 0.84% | 0.01% | -19.2% | Q4 2023 | |
| $14.2M | 0.84% | Not reported | +8.1% | Q1 2019 | |
| $13.9M | 0.82% | 0.00% | +5.3% | Q1 2019 | |
| $13.3M | 0.79% | 0.01% | +3.8% | Q1 2023 | |
| $13.1M | 0.78% | Not reported | +16.0% | Q1 2019 | |
| $12.8M | 0.76% | 0.01% | -5.2% | Q2 2024 | |
| $12.7M | 0.75% | 0.00% | -40.9% | Q1 2024 | |
| $12.4M | 0.74% | 0.00% | -10.8% | Q1 2019 | |
| $12.3M | 0.73% | 0.27% | +61.4% | Q3 2025 | |
| $11.9M | 0.70% | 0.00% | -1.3% | Q4 2021 | |
| $11.4M | 0.68% | 0.08% | -3.6% | Q1 2024 | |
| $11.3M | 0.67% | 0.00% | -13.7% | Q1 2024 | |
| $10.4M | 0.62% | 0.01% | -13.3% | Q4 2022 | |
| $10.4M | 0.62% | 0.01% | +4.3% | Q1 2019 | |
| $10.3M | 0.61% | 0.00% | +129.9% | Q1 2021 | |
| $9.94M | 0.59% | 0.00% | +36.8% | Q4 2019 | |
| $9.69M | 0.57% | 0.04% | +33.6% | Q4 2024 | |
| $9.24M | 0.55% | 0.01% | +2715.2% | Q1 2019 | |
| $9M | 0.53% | 0.01% | -22.9% | Q1 2019 | |
| $8.98M | 0.53% | 0.00% | -16.7% | Q1 2019 | |
| $8.73M | 0.52% | 0.00% | +62.2% | Q1 2019 | |
| $8.72M | 0.52% | 0.00% | -4.4% | Q1 2019 | |
| $8.71M | 0.52% | Not reported | +4.7% | Q1 2019 | |
| $8.56M | 0.51% | 0.00% | +2.5% | Q1 2019 | |
| $8.51M | 0.50% | 0.01% | +37.3% | Q1 2019 | |
| $7.79M | 0.46% | 0.00% | +54.0% | Q2 2020 | |
| $7.54M | 0.45% | 0.00% | -31.4% | Q1 2019 | |
| $7.4M | 0.44% | 0.01% | +10.4% | Q1 2019 | |
| $7.36M | 0.44% | 0.00% | -14.9% | Q1 2019 | |
| $7.16M | 0.42% | 0.00% | -9.4% | Q1 2019 | |
| $7.11M | 0.42% | 0.01% | +0.5% | Q1 2024 | |
| $7.05M | 0.42% | 0.00% | +24.5% | Q1 2019 | |
| $7.04M | 0.42% | 0.01% | +7.4% | Q4 2019 | |
| $6.98M | 0.41% | 0.00% | -20.8% | Q1 2019 | |
| $6.93M | 0.41% | 0.00% | +0.6% | Q1 2019 | |
| $6.76M | 0.40% | 0.00% | +88.9% | Q1 2021 | |
| $6.53M | 0.39% | 0.00% | +3.8% | Q1 2019 | |
| $5.8M | 0.34% | 0.00% | -17.4% | Q4 2020 | |
| Q1 2026Reported Apr 22, 2026305 positions | |||||
| $87M | 5.58% | Not reported | -7.5% | Q1 2019 | |
| $73.8M | 4.73% | 0.00% | +2.8% | Q1 2019 | |
| $50.7M | 3.25% | 0.00% | +8.8% | Q1 2020 | |
| $49.9M | 3.20% | 0.00% | +19.2% | Q1 2019 | |
| $45.9M | 2.94% | Not reported | +19.2% | Q1 2019 | |
| $35.8M | 2.30% | 0.00% | -2.2% | Q1 2020 | |
| $29M | 1.86% | 0.00% | -9.8% | Q1 2019 | |
| $25.3M | 1.62% | 0.00% | +8.4% | Q1 2019 | |
| $18.5M | 1.19% | 0.00% | -4.6% | Q1 2019 | |
| $15.8M | 1.01% | 0.02% | -28.6% | Q4 2023 | |
| $14.9M | 0.96% | 0.00% | -1.2% | Q1 2019 | |
| $14.4M | 0.93% | 0.00% | +1.0% | Q1 2019 | |
| $14.3M | 0.92% | 0.00% | -7.2% | Q1 2019 | |
| $13.6M | 0.87% | 0.00% | +1.4% | Q1 2019 | |
| $13.4M | 0.86% | Not reported | -4.3% | Q1 2019 | |
| $12.8M | 0.82% | 0.01% | +1.2% | Q2 2024 | |
| $12.3M | 0.79% | 0.01% | +57.4% | Q1 2019 | |
| $12.3M | 0.79% | Not reported | +7.3% | Q1 2019 | |
| $12.2M | 0.78% | 0.01% | +2.0% | Q1 2023 | |
| $11.9M | 0.76% | 0.00% | +16.7% | Q1 2019 | |
| $11.7M | 0.75% | 0.00% | -26.1% | Q1 2024 | |
| $11.6M | 0.74% | 0.08% | -0.1% | Q1 2024 | |
| $11.6M | 0.74% | 0.01% | +1.5% | Q4 2022 | |
| $10.7M | 0.69% | 0.01% | +76.9% | Q1 2024 | |
| $10.5M | 0.67% | 0.01% | +5.9% | Q1 2019 | |
| $9.88M | 0.63% | 0.00% | -7.0% | Q1 2019 | |
| $9.74M | 0.62% | 0.00% | +8.2% | Q1 2019 | |
| $9.6M | 0.62% | 0.01% | +8.8% | Q1 2019 | |
| $9.06M | 0.58% | 0.00% | -23.5% | Q4 2021 | |
| $9.04M | 0.58% | 0.00% | +1.7% | Q1 2019 | |
| $8.64M | 0.55% | 0.00% | -5.3% | Q1 2019 | |
| $8.42M | 0.54% | 0.01% | +24.9% | Q1 2022 | |
| $8.34M | 0.54% | 0.02% | +20.4% | Q3 2020 | |
| $8.14M | 0.52% | 0.00% | +11.5% | Q1 2019 | |
| $8.11M | 0.52% | 0.00% | -6.8% | Q1 2019 | |
| $7.82M | 0.50% | 0.00% | -5.4% | Q1 2024 | |
| $7.82M | 0.50% | 0.03% | -35.6% | Q4 2024 | |
| $7.78M | 0.50% | Not reported | +9.7% | Q1 2019 | |
| $7.64M | 0.49% | 0.01% | -0.7% | Q1 2019 | |
| $7.08M | 0.45% | 0.00% | +6.6% | Q1 2019 | |
| $6.86M | 0.44% | 0.00% | -6.5% | Q1 2019 | |
| $6.73M | 0.43% | 0.00% | +4.8% | Q1 2019 | |
| $6.72M | 0.43% | 0.01% | -7.2% | Q4 2019 | |
| $6.66M | 0.43% | 0.00% | +6.0% | Q4 2021 | |
| $6.49M | 0.42% | 0.00% | +191.5% | Q1 2019 | |
| $6.42M | 0.41% | 0.00% | -19.6% | Q4 2020 | |
| $6.41M | 0.41% | 0.01% | +2.4% | Q1 2024 | |
| $5.84M | 0.37% | 0.00% | +2.9% | Q1 2019 | |
| $5.71M | 0.37% | 0.00% | -5.1% | Q1 2019 | |
| $5.68M | 0.36% | 0.00% | +604.1% | Q4 2019 | |
| Q4 2025Reported Jan 26, 2026271 positions | |||||
| $91.1M | 6.23% | Not reported | -3.4% | Q1 2019 | |
| $73.3M | 5.01% | 0.00% | +16.0% | Q1 2019 | |
| $47.8M | 3.26% | 0.00% | +6.9% | Q1 2019 | |
| $43.4M | 2.97% | 0.00% | -63.2% | Q1 2020 | |
| $36.2M | 2.47% | Not reported | +38.6% | Q1 2019 | |
| $31.5M | 2.15% | 0.00% | -0.9% | Q1 2020 | |
| $30.3M | 2.07% | 0.00% | +0.9% | Q1 2019 | |
| $21.6M | 1.47% | 0.00% | +6.2% | Q1 2019 | |
| $20M | 1.37% | 0.00% | +1.3% | Q1 2019 | |
| $17.7M | 1.21% | 0.03% | -1.4% | Q4 2023 | |
| $15.9M | 1.09% | 0.00% | +3.0% | Q1 2019 | |
| $15.5M | 1.06% | 0.00% | +0.8% | Q1 2019 | |
| $14.1M | 0.96% | 0.00% | +2.5% | Q4 2021 | |
| $13.8M | 0.95% | Not reported | +7.6% | Q1 2019 | |
| $13.4M | 0.92% | 0.00% | +20.4% | Q1 2019 | |
| $13M | 0.89% | 0.04% | +1.8% | Q4 2024 | |
| $12.5M | 0.86% | 0.00% | +2.4% | Q1 2019 | |
| $12.5M | 0.85% | 0.01% | +43.0% | Q1 2024 | |
| $12.3M | 0.84% | Not reported | +6.6% | Q1 2019 | |
| $12M | 0.82% | 0.01% | +40.0% | Q1 2023 | |
| $11.4M | 0.78% | 0.01% | +7.3% | Q1 2023 | |
| $10.8M | 0.74% | 0.01% | +1.9% | Q2 2024 | |
| $10.7M | 0.73% | 0.08% | +0.1% | Q1 2024 | |
| $10.3M | 0.70% | 0.01% | +6.4% | Q1 2024 | |
| $10.2M | 0.70% | 0.00% | +3.3% | Q1 2019 | |
| $9.32M | 0.64% | 0.00% | +2.7% | Q1 2019 | |
| $9.05M | 0.62% | 0.06% | +2.9% | Q4 2024 | |
| $8.87M | 0.61% | 0.01% | +0.7% | Q4 2022 | |
| $8.83M | 0.60% | 0.01% | +82.0% | Q1 2019 | |
| $8.76M | 0.60% | 0.00% | +2.5% | Q1 2019 | |
| $8.71M | 0.60% | 0.00% | +2.5% | Q1 2019 | |
| $8.37M | 0.57% | 0.01% | +1.7% | Q1 2019 | |
| $8.23M | 0.56% | 0.00% | -30.9% | Q1 2019 | |
| $8.11M | 0.55% | 0.02% | +2.7% | Q3 2020 | |
| $7.94M | 0.54% | 0.01% | +2.2% | Q1 2024 | |
| $7.9M | 0.54% | 0.00% | +2.5% | Q1 2019 | |
| $7.85M | 0.54% | 0.00% | +2.3% | Q1 2019 | |
| $7.59M | 0.52% | 0.00% | +14.4% | Q1 2019 | |
| $7.58M | 0.52% | 0.00% | +0.7% | Q4 2020 | |
| $7.39M | 0.51% | 0.01% | +3.3% | Q1 2019 | |
| $7.13M | 0.49% | 0.00% | +1.4% | Q1 2022 | |
| $6.98M | 0.48% | 0.01% | +1.3% | Q4 2019 | |
| $6.73M | 0.46% | Not reported | +7.4% | Q1 2019 | |
| $6.59M | 0.45% | 0.00% | +0.4% | Q1 2019 | |
| $6.49M | 0.44% | 0.00% | +2052.3% | Q2 2024 | |
| $6.47M | 0.44% | 0.00% | +0.4% | Q1 2019 | |
| $6.38M | 0.44% | 0.00% | +2.5% | Q1 2019 | |
| $6.13M | 0.42% | Not reported | -3.2% | Q1 2019 | |
| $5.94M | 0.41% | 0.00% | +7.6% | Q1 2019 | |
| $5.8M | 0.40% | 0.01% | +3.0% | Q4 2019 | |
| Q3 2025Reported Oct 30, 2025238 positions | |||||
| $118M | 7.97% | 0.00% | +0.2% | Q1 2020 | |
| $92.1M | 6.22% | Not reported | +4.8% | Q1 2019 | |
| $59.2M | 4.00% | 0.00% | +3.9% | Q1 2019 | |
| $47.9M | 3.23% | 0.00% | +1.9% | Q1 2019 | |
| $30.3M | 2.05% | 0.00% | -0.7% | Q1 2020 | |
| $25.4M | 1.71% | Not reported | +14.0% | Q1 2019 | |
| $23.3M | 1.57% | 0.00% | +1.3% | Q1 2019 | |
| $19.3M | 1.30% | 0.00% | -0.5% | Q1 2019 | |
| $19.3M | 1.30% | 0.00% | +2.5% | Q1 2019 | |
| $15.6M | 1.06% | 0.00% | +0.4% | Q1 2019 | |
| $14.9M | 1.00% | 0.03% | +0.5% | Q4 2023 | |
| $14.5M | 0.98% | 0.00% | +1.0% | Q1 2019 | |
| $14.3M | 0.96% | Not reported | +2.4% | Q1 2019 | |
| $13.1M | 0.89% | 0.00% | +0.1% | Q1 2019 | |
| $11.7M | 0.79% | 0.01% | +3.3% | Q1 2019 | |
| $11.5M | 0.78% | Not reported | +3.6% | Q1 2019 | |
| $11.5M | 0.77% | 0.00% | +2.2% | Q1 2019 | |
| $11.1M | 0.75% | 0.01% | +2.5% | Q2 2024 | |
| $10.5M | 0.71% | 0.08% | -0.8% | Q1 2024 | |
| $10.3M | 0.70% | 0.01% | +2.6% | Q4 2022 | |
| $9.94M | 0.67% | 0.04% | +2.8% | Q4 2024 | |
| $9.76M | 0.66% | 0.00% | +1.0% | Q4 2021 | |
| $9.66M | 0.65% | 0.01% | +1.4% | Q1 2024 | |
| $9.6M | 0.65% | 0.00% | +2.2% | Q1 2019 | |
| $9.19M | 0.62% | 0.00% | +1.7% | Q1 2023 | |
| $9.17M | 0.62% | 0.00% | +0.7% | Q1 2019 | |
| $9.14M | 0.62% | 0.01% | +2.2% | Q1 2023 | |
| $9.11M | 0.61% | 0.06% | +0.8% | Q4 2024 | |
| $9.01M | 0.61% | 0.01% | +5.0% | Q3 2020 | |
| $8.94M | 0.60% | 0.01% | +3.2% | Q1 2019 | |
| $8.87M | 0.60% | 0.01% | +0.9% | Q1 2024 | |
| $8.66M | 0.58% | 0.00% | +2.0% | Q1 2019 | |
| $8.43M | 0.57% | 0.00% | +2.1% | Q1 2022 | |
| $8.14M | 0.55% | 0.00% | +75.6% | Q1 2019 | |
| $7.71M | 0.52% | 0.00% | +3.1% | Q1 2024 | |
| $7.66M | 0.52% | 0.00% | +0.9% | Q1 2019 | |
| $7.45M | 0.50% | 0.01% | +1.2% | Q1 2019 | |
| $7.25M | 0.49% | 0.02% | +1.3% | Q3 2020 | |
| $7.15M | 0.48% | 0.00% | -0.3% | Q1 2019 | |
| $7.1M | 0.48% | 0.00% | +2.2% | Q1 2019 | |
| $7.08M | 0.48% | 0.00% | +1.8% | Q1 2019 | |
| $6.82M | 0.46% | 0.00% | +0.2% | Q4 2020 | |
| $6.45M | 0.44% | 0.00% | +1.5% | Q1 2019 | |
| $6.4M | 0.43% | 0.01% | -0.1% | Q4 2019 | |
| $6.18M | 0.42% | Not reported | +123.5% | Q1 2019 | |
| $5.89M | 0.40% | 0.02% | +2.6% | Q1 2024 | |
| $5.79M | 0.39% | 0.00% | +3.7% | Q2 2019 | |
| $5.69M | 0.38% | 0.00% | +1.7% | Q4 2019 | |
| $5.61M | 0.38% | 0.00% | +1.1% | Q4 2021 | |
| $5.61M | 0.38% | 0.00% | -1.6% | Q1 2019 | |
Premium opens every quarter this fund has filed