Cornerstone Wealth Management, LLC
Annual return '25
+21.8%
SPY '25
+17.7%
Alpha
+4.1ptsvs SPY
Invested
$2B
Holdings
710
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 91%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AAPL
APPLE INC
Q1 2026: Sold 90.1% (342.0k → 33.9k shares)
4.4%
02
$BBUS
J P MORGAN EXCHANGE TRADED F
Q1 2026: Exited (was 670.2k shares)
3.9%
03
$SPMD
SPDR SERIES TRUST
Q1 2026: Exited (was 1.12M shares)
3.3%
04
$SPYM
SPDR SERIES TRUST
Q1 2026: Exited (was 602.2k shares)
2.4%
05
$IVV
ISHARES TR
Q1 2026: Exited (was 75.3k shares)
2.4%
06
$NVDA
NVIDIA CORPORATION
Q1 2026: Sold 79.1% (254.1k → 53.2k shares)
2.3%
07
$MSFT
MICROSOFT CORP
Q1 2026: Sold 82.1% (74.2k → 13.3k shares)
1.4%
08
$BOND
PIMCO ETF TR
Q1 2026: Exited (was 262.7k shares)
1.3%
09
$NDQ
INVESCO QQQ TR
Q1 2026: Sold 95.5% (41.0k → 1.8k shares)
1.2%
10
$USMV
ISHARES TR
Q1 2026: Exited (was 253.8k shares)
1.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:43 UTC.