CIK 1674117
Cornerstone Wealth Management, LLC
Institutional 13F holdings & portfolio
Holdings
690
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 201–250 of 690
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| BNS | BANK NOVA SCOTIA HALIFAX | 23K | $1M+ | SH |
| UPS | UNITED PARCEL SERVICE INC | 17K | $1M+ | SH |
| SDVY | FIRST TR EXCHANGE-TRADED FD | 44K | $1M+ | SH |
| MUNI | PIMCO ETF TR | 32K | $1M+ | SH |
| SCHV | SCHWAB STRATEGIC TR | 55K | $1M+ | SH |
| IEFA | ISHARES TR | 18K | $1M+ | SH |
| HMOP | HARTFORD FDS EXCHANGE TRADED | 41K | $1M+ | SH |
| BSMR | INVESCO EXCH TRD SLF IDX FD | 68K | $1M+ | SH |
| WFC | WELLS FARGO CO NEW | 17K | $1M+ | SH |
| ANGL | VANECK ETF TRUST | 54K | $1M+ | SH |
| DE | DEERE & CO | 3K | $1M+ | SH |
| COP | CONOCOPHILLIPS | 16K | $1M+ | SH |
| IWN | ISHARES TR | 8K | $1M+ | SH |
| EMLP | FIRST TR EXCHANGE-TRADED FD | 40K | $1M+ | SH |
| TUSI | TOUCHSTONE ETF TRUST | 59K | $1M+ | SH |
| ENB | ENBRIDGE INC | 31K | $1M+ | SH |
| TDIV | FIRST TR EXCHANGE TRADED FD | 15K | $1M+ | SH |
| MMM | 3M CO | 9K | $1M+ | SH |
| FLRT | PACER FDS TR | 31K | $1M+ | SH |
| MU | MICRON TECHNOLOGY INC | 5K | $1M+ | SH |
| VNQ | VANGUARD INDEX FDS | 16K | $1M+ | SH |
| SPTL | SPDR SERIES TRUST | 55K | $1M+ | SH |
| DFIV | DIMENSIONAL ETF TRUST | 29K | $1M+ | SH |
| DELL | DELL TECHNOLOGIES INC | 11K | $1M+ | SH |
| WPC | WP CAREY INC | 22K | $1M+ | SH |
| OKE | ONEOK INC NEW | 19K | $1M+ | SH |
| AXP | AMERICAN EXPRESS CO | 4K | $1M+ | SH |
| MDT | MEDTRONIC PLC | 15K | $1M+ | SH |
| CB | CHUBB LIMITED | 4K | $1M+ | SH |
| BXSL | BLACKSTONE SECD LENDING FD | 53K | $1M+ | SH |
| FTQI | FIRST TR EXCHANGE TRADED FD | 67K | $1M+ | SH |
| IHI | ISHARES TR | 22K | $1M+ | SH |
| FTLS | FIRST TR EXCH TRADED FD III | 19K | $1M+ | SH |
| HIPS | GRANITESHARES ETF TR | 118K | $1M+ | SH |
| HON | HONEYWELL INTL INC | 7K | $1M+ | SH |
| SBRA | SABRA HEALTH CARE REIT INC | 72K | $1M+ | SH |
| BSMS | INVESCO EXCH TRD SLF IDX FD | 58K | $1M+ | SH |
| JPSE | J P MORGAN EXCHANGE TRADED F | 27K | $1M+ | SH |
| QCOM | QUALCOMM INC | 8K | $1M+ | SH |
| FDN | FIRST TR EXCHANGE-TRADED FD | 5K | $1M+ | SH |
| INTC | INTEL CORP | 36K | $1M+ | SH |
| VDE | VANGUARD WORLD FD | 10K | $1M+ | SH |
| KHPI | MANAGED PORTFOLIO SERIES | 51K | $1M+ | SH |
| AVUV | AMERICAN CENTY ETF TR | 13K | $1M+ | SH |
| FMDE | FIDELITY COVINGTON TRUST | 36K | $1M+ | SH |
| GIS | GENERAL MLS INC | 28K | $1M+ | SH |
| VOOG | VANGUARD ADMIRAL FDS INC | 3K | $1M+ | SH |
| QUS | SPDR SERIES TRUST | 7K | $1M+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 7K | $1M+ | SH |
| CIBR | FIRST TR EXCHANGE TRADED FD | 18K | $1M+ | SH |