Fund HoldingsCornerstone Wealth Management, LLC

Total Portfolio Value
$2.33B
Total Bought
$645.44M
Total Sold
$441.71M
Net Transaction
+$203.73M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
SPDR SERIES TRUST
ST STR P400MID
01,107,956+1,107,956074,8533.22%+74,853
SPDR SERIES TRUST
ST STR P500ETF
0664,572+664,572058,4032.51%+58,403
SPDR SERIES TRUST
ST STR P500GRW
0219,731+219,731026,1461.12%+26,146
ISHARES TR
MSCI USA MIN ETF
0253,692+253,692024,4711.05%+24,471
INVESCO EXCHANGE TRADED FD T
LARG CAP GRO ETF
0124,307+124,307020,9410.90%+20,941
SPDR INDEX SHS FDS
ST STR PO EX ETF
0396,951+396,951020,0020.86%+20,002
SPDR SERIES TRUST
ST INTER BD ETF
0584,745+584,745019,5660.84%+19,566
SPDR SERIES TRUST
ST STR AGGRE ETF
0557,829+557,829014,2360.61%+14,236
APPLE INC(AAPL)0350,341+350,3410101,3754.36%+101,375
SSGA ACTIVE ETF TR
ST STR TOTAL ETF
0335,057+335,057013,2250.57%+13,225
PACER FDS TR
US SM CAP CA ETF
0259,602+259,602013,1380.56%+13,138
J P MORGAN EXCHANGE TRADED F
BETABUILDRS US
0662,346+662,346089,2313.83%+89,231
SPDR SERIES TRUST
ST STR SP DIV
054,868+54,86808,3500.36%+8,350
CAPITAL GROUP INTL FOCUS EQT
SHS CREAT UNIT
0240,118+240,11808,3130.36%+8,313
VANECK ETF TRUST
SEMICONDUCTR ETF
26,71327,370+65710,24217,9510.77%+7,710
ISHARES TR
FLTG RATE NT ETF
0146,696+146,69607,4890.32%+7,489
CAPITAL GROUP DIVIDEND VALUE
SHS CREAT UNIT
0146,405+146,40507,2150.31%+7,215
SELECT SECTOR SPDR TR
ST STR TECHN ETF
037,552+37,55207,1540.31%+7,154
SPDR SERIES TRUST
ST STR SP600 SML
0120,105+120,10506,9260.30%+6,926
SPDR SERIES TRUST
ST INTER ETF
0240,904+240,90406,8390.29%+6,839
ADVANCED MICRO DEVICES INC(AMD)016,653+16,65309,6740.42%+9,674
NVIDIA CORPORATION(NVDA)0263,411+263,411052,7062.27%+52,706
FIRST TR EXCHANGE-TRADED ALP
COM SHS
031,136+31,13606,2260.27%+6,226
ISHARES TR072,034+72,034053,9452.32%+53,945
J P MORGAN EXCHANGE TRADED F
US QUALTY FCTR
208,127257,203+49,07612,76218,5910.80%+5,828
INVESCO QQQ TR040,458+40,458029,7931.28%+29,793
SPDR INDEX SHS FDS
ST PORT MARK ETF
0108,493+108,49305,6180.24%+5,618
STATE STR SPDR DOW JONES IND(DIA)31,48838,053+6,56514,58519,8790.85%+5,294
INVESCO EXCHANGE TRADED FD T
RAFI US 1000 ETF
343,934399,520+55,58616,34721,5860.93%+5,239
AMERICAN CENTY ETF TR102,182125,250+23,06811,36116,0420.69%+4,681
VICTORY PORTFOLIOS II
SHS FR CA FL ETF
0100,861+100,86104,6140.20%+4,614
ALPHABET INC(GOOG)046,311+46,311016,5500.71%+16,550
MICRON TECHNOLOGY INC(MU)5,7085,192-5161,9285,9940.26%+4,065
PUTNAM ETF TRUST126,004191,886+65,8825,8479,7770.42%+3,930
CAPITAL GROUP GROWTH ETF
SHS CREAT UNIT
081,774+81,77403,8600.17%+3,860
J P MORGAN EXCHANGE TRADED F
INTERNL GWT
114,771141,126+26,3558,52112,3030.53%+3,782
SPDR SERIES TRUST
ST STR P500VAL
061,650+61,65003,7480.16%+3,748
SPDR SERIES TRUST
ST STR SP AERO
012,776+12,77603,6260.16%+3,626
SELECT SECTOR SPDR TR
ST STR FINL ETF
063,802+63,80203,4200.15%+3,420
CATERPILLAR INC(CAT)9,4689,379-896,7089,9880.43%+3,280
AMAZON COM INC(AMZN)0101,228+101,228024,1271.04%+24,127
MANAGED PORTFOLIO SER
KENS HE PREM ETF
0121,148+121,14803,1280.13%+3,128
CAPITAL GRP FIXED INCM ETF T
MUN INM ETF
0108,489+108,48902,9800.13%+2,980
STATE STR SPDR S&P 500 ETF T(SPY)028,653+28,653021,3970.92%+21,397
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
075,327+75,32702,7520.12%+2,752
ISHARES TR018,416+18,41602,6220.11%+2,622
ALPHABET INC(GOOG)032,506+32,506011,4850.49%+11,485
MORGAN STANLEY ETF TRUST
EATO VANC BD ETF
050,765+50,76502,5740.11%+2,574
DELL TECHNOLOGIES INC(DELL)11,67810,403-1,2751,9174,4880.19%+2,572
PIMCO ETF TR
ACTIVE BD ETF
281,894309,271+27,37726,01328,5181.23%+2,505
TOUCHSTONE ETF TRUST
DYNAMIC INTL ETF
055,202+55,20202,4800.11%+2,480
MARVELL TECHNOLOGY INC(MRVL)14,50513,091-1,4141,4373,9000.17%+2,463
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
037,625+37,625011,3990.49%+11,399
SELECT SECTOR SPDR TR
ST STR ENERG ETF
045,939+45,93902,4400.10%+2,440
INTERNATIONAL BUSINESS MACHS(IBM)046,058+46,058012,9520.56%+12,952
VANECK ETF TRUST
URANI NUCLE ETF
020,698+20,69802,4010.10%+2,401
INVESCO EXCHANGE TRADED FD T
S&P500 QUALITY
146,912148,333+1,42111,04613,3650.57%+2,318
VANGUARD INDEX FDS051,439+51,439019,0340.82%+19,034
INVESCO EXCH TRADED FD TR II043,530+43,53007,0320.30%+7,032
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
178,393177,837-55612,18114,4150.62%+2,235
SPDR SERIES TRUST
ST STR NUVEE ETF
048,237+48,23702,2090.09%+2,209
ISHARES TR095,165+95,16502,1550.09%+2,155
ISHARES TR0107,876+107,876012,6240.54%+12,624
SPACE EXPLORATION TECHN CORP012,302+12,30202,1020.09%+2,102
SELECT SECTOR SPDR TR
ST STR INDL ETF
011,310+11,31002,0950.09%+2,095
BROADCOM INC(AVGO)021,640+21,64008,1750.35%+8,175
VANGUARD INDEX FDS0133,697+133,697011,5170.49%+11,517
ELI LILLY & CO(LLY)05,542+5,54206,6480.29%+6,648
TAIWAN SEMICONDUCTOR MANUFAC(TSM)10,40011,200+8003,5155,3490.23%+1,834
MICROSOFT CORP(MSFT)082,562+82,562030,7971.32%+30,797
ISHARES TR023,870+23,87006,0210.26%+6,021
VANGUARD INDEX FDS61,92563,893+1,96812,15013,9240.60%+1,774
APPLIED MATLS INC04,142+4,14202,9940.13%+2,994
GE AEROSPACE(GE)015,063+15,06305,6290.24%+5,629
AB ACTIVE ETFS INC
DISRUPTORS ETF
18,11424,413+6,2991,9663,6160.16%+1,650
FIDELITY MERRIMACK STR TR0299,451+299,451013,6220.59%+13,622
FIRST TR EXCHANGE TRADED FD
RBA INDL ETF
37,39942,947+5,5484,1435,7230.25%+1,580
CISCO SYS INC(CSCO)043,702+43,70205,1330.22%+5,133
J P MORGAN EXCHANGE TRADED F
ACTIVE VALUE ETF
022,152+22,15201,7590.08%+1,759
INTEL CORP(INTC)019,306+19,30602,6960.12%+2,696
PIMCO ETF TR
ENHAN SHRT MA AC
0198,858+198,858020,0470.86%+20,047
INVESCO EXCH TRADED FD TR II70,00384,622+14,6194,8936,4010.28%+1,508
SPDR SERIES TRUST
ST LON TREAS ETF
056,779+56,77901,4890.06%+1,489
INVESCO EXCHANGE TRADED FD T
S&P MDCP QUALITY
87,46193,077+5,6169,04110,5070.45%+1,466
ISHARES TR
CORE DIV GRWTH
0173,693+173,693013,1640.57%+13,164
WW GRAINGER INC(GWW)5,2215,253+325,6967,1460.31%+1,451
SPDR INDEX SHS FDS
ST STR MSCI EAFE
015,002+15,00201,4400.06%+1,440
SPDR SERIES TRUST
ST STR MSCI USAQ
07,572+7,57201,4150.06%+1,415
FIDELITY COVINGTON TRUST
ENHANCED INTL
381,859389,091+7,23214,20515,6140.67%+1,409
VANGUARD STAR FDS0219,368+219,368018,7540.81%+18,754
FIDELITY COVINGTON TRUST
ENH MID COR ETF
033,760+33,76001,3700.06%+1,370
VICTORY PORTFOLIOS II
CORE PLUS BD ETF
062,911+62,91101,3670.06%+1,367
PACER FDS TR
ARIST HIGH ETF
028,120+28,12001,3110.06%+1,311
PALO ALTO NETWORKS INC(PANW)6,8497,059+2101,0982,4070.10%+1,309
SPDR SERIES TRUST
ST STR SP BIOT
08,176+8,17601,2940.06%+1,294
VANGUARD WHITEHALL FDS016,050+16,05002,5360.11%+2,536
INVESCO EXCH TRADED FD TR II0154,725+154,72506,7630.29%+6,763
SPDR SERIES TRUST
ST STR BLO 1 ETF
012,700+12,70001,1640.05%+1,164
INVESCO EXCHANGE TRADED FD T
RAFI US 1500
0122,475+122,47506,8300.29%+6,830
GE VERNOVA INC(GEV)3,3903,462+722,9604,0670.17%+1,108
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