Cornerstone Wealth Management, LLC ETF holdings
St. Peters, MO
Reported $1.5B in 383 ETFs in its Form 13F for June 30, 2026.
ETF value
$1.5B
ETFs held
383
Change from prior quarter
+18.0%
With price moves
ETFs as a share of its 13F
65.0%
of $2.3B
Top 10 of 383 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| BBUS | JPMorgan BetaBuilders U.S. Equity ETF | $89.2M | 662,346 | −10,933 shares |
| SPMD | State Street SPDR Portfolio S&P 400 Mid Cap ETF | $74.9M | 1,107,956 | −8,168 shares |
| SPYM | State Street SPDR Portfolio S&P 500 ETF | $58.4M | 664,572 | +33,569 shares |
| IVV | iShares Core S&P 500 ETF | $53.9M | 72,034 | −1,176 shares |
| QQQ | Invesco QQQ Trust | $29.8M | 40,458 | −1,125 shares |
| BOND | PIMCO Active Bond Exchange-Traded Fund | $28.5M | 309,271 | +27,377 shares |
| SPYG | State Street SPDR Portfolio S&P 500 Growth ETF | $26.1M | 219,731 | +27,929 shares |
| USMV | iShares MSCI USA Min Vol Factor ETF | $24.5M | 253,692 | −2,362 shares |
| PRF | Invesco RAFI US 1000 ETF | $21.6M | 399,520 | +55,586 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $21.4M | 28,653 | +302 shares |
373 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) 0001674117. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Cornerstone Wealth Management, LLC own?
Cornerstone Wealth Management, LLC reported 383 ETF positions worth $1.5B in its Form 13F for June 30, 2026. The largest was BBUS, at $89.2M.
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.