Cornerstone Wealth Group, LLC ETF holdings
Huntersville, NC
Reported $706.0M in 150 ETFs in its Form 13F for June 30, 2026.
ETF value
$706.0M
ETFs held
150
Change from prior quarter
+8.2%
With price moves
ETFs as a share of its 13F
42.0%
of $1.7B
Top 10 of 150 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SPY | State Street SPDR S&P 500 ETF Trust | $91.4M | 122,433 | −1,094 shares |
| IVV | iShares Core S&P 500 ETF | $52.9M | 70,677 | −1,783 shares |
| IDEV | iShares Core MSCI International Developed Markets ETF | $49.8M | 559,664 | +36,411 shares |
| SCHX | Schwab U.S. Large-Cap ETF | $35.3M | 1,198,819 | −24,142 shares |
| SPYM | State Street SPDR Portfolio S&P 500 ETF | $26.9M | 306,583 | +59,383 shares |
| VCRB | Vanguard Core Bond ETF | $26.5M | 342,833 | +10,110 shares |
| VOO | Vanguard S&P 500 ETF | $26.4M | 38,432 | +149 shares |
| IWB | iShares Russell 1000 ETF | $23.9M | 58,420 | −535 shares |
| VTI | Vanguard Morningstar Total Stock Market ETF | $23.0M | 62,271 | −1,655 shares |
| ACWX | iShares MSCI ACWI ex U.S. ETF | $22.7M | 298,550 | −3,690 shares |
140 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001774879. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Cornerstone Wealth Group, LLC own?
Cornerstone Wealth Group, LLC reported 150 ETF positions worth $706.0M in its Form 13F for June 30, 2026. The largest was SPY, at $91.4M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.