CW
Cornerstone Wealth, LLC
13F filer · CIK 0002135644Reported Jul 29, 2026
Net seller this quarter
13F portfolio value$198MU.S. long equity reported on 13F
Positions251 new · 0 closed
Net flow last quarter-$485KBuys minus sells
Top 10 positions weight7.2%Concentration
Holdings
13F · last 4 quarters freeScroll for earlier quarters
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026Reported Jul 29, 202625 positions | |||||
| $4.7M | 2.37% | Not reported | +41.2% | Q1 2026 | |
| $2.76M | 1.40% | 0.00% | +0.9% | Q1 2026 | |
| $1.88M | 0.95% | Not reported | -2.2% | Q1 2026 | |
| $1.25M | 0.63% | 0.00% | +0.9% | Q1 2026 | |
| $820K | 0.41% | 0.00% | -0.4% | Q1 2026 | |
| $781K | 0.39% | 0.00% | Not reported | Q1 2026 | |
| $517K | 0.26% | 0.00% | +16.5% | Q1 2026 | |
| $493K | 0.25% | 0.00% | Not reported | Q1 2026 | |
| $490K | 0.25% | 0.00% | -2.8% | Q1 2026 | |
| $463K | 0.23% | 0.00% | -82.9% | Q1 2026 | |
| $458K | 0.23% | 0.00% | Not reported | Q1 2026 | |
| $372K | 0.19% | 0.00% | Not reported | Q1 2026 | |
| $335K | 0.17% | 0.00% | +39.3% | Q1 2026 | |
| $318K | 0.16% | 0.00% | Not reported | Q1 2026 | |
| $318K | 0.16% | Not reported | +0.6% | Q1 2026 | |
| $311K | 0.16% | Not reported | Not reported | Q1 2026 | |
| $311K | 0.16% | 0.00% | Not reported | Q1 2026 | |
| $304K | 0.15% | Not reported | Not reported | Q1 2026 | |
| $283K | 0.14% | 0.07% | +17.3% | Q1 2026 | |
| $272K | 0.14% | 0.00% | New | Q2 2026 | |
| $260K | 0.13% | 0.00% | Not reported | Q1 2026 | |
| $253K | 0.13% | 0.00% | Not reported | Q1 2026 | |
| $234K | 0.12% | 0.00% | -0.5% | Q1 2026 | |
| $206K | 0.10% | 0.00% | Not reported | Q1 2026 | |
| $146K | 0.07% | 0.01% | Not reported | Q1 2026 | |
| Q1 2026Reported May 19, 202624 positions | |||||
| $3.18M | 1.79% | Not reported | New | Q1 2026 | |
| $3.08M | 1.73% | 0.00% | New | Q1 2026 | |
| $2.26M | 1.27% | 0.00% | New | Q1 2026 | |
| $1.8M | 1.02% | Not reported | New | Q1 2026 | |
| $1.25M | 0.70% | 0.00% | New | Q1 2026 | |
| $794K | 0.45% | 0.00% | New | Q1 2026 | |
| $590K | 0.33% | 0.00% | New | Q1 2026 | |
| $547K | 0.31% | 0.00% | New | Q1 2026 | |
| $519K | 0.29% | 0.00% | New | Q1 2026 | |
| $438K | 0.25% | 0.00% | New | Q1 2026 | |
| $428K | 0.24% | 0.06% | New | Q1 2026 | |
| $422K | 0.24% | 0.00% | New | Q1 2026 | |
| $386K | 0.22% | Not reported | New | Q1 2026 | |
| $331K | 0.19% | 0.00% | New | Q1 2026 | |
| $311K | 0.17% | 0.00% | New | Q1 2026 | |
| $300K | 0.17% | Not reported | New | Q1 2026 | |
| $294K | 0.17% | 0.00% | New | Q1 2026 | |
| $285K | 0.16% | Not reported | New | Q1 2026 | |
| $270K | 0.15% | 0.00% | New | Q1 2026 | |
| $266K | 0.15% | 0.00% | New | Q1 2026 | |
| $217K | 0.12% | 0.00% | New | Q1 2026 | |
| $207K | 0.12% | 0.00% | New | Q1 2026 | |
| $205K | 0.12% | 0.00% | New | Q1 2026 | |
| $158K | 0.09% | 0.01% | New | Q1 2026 | |
Premium opens every quarter this fund has filed