Fund Holdings

Cornerstone Wealth Management, LLC

Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
SPDR SERIES TRUST01,107,956+1,107,956074,853,4773.22%+74,853,477
SPDR SERIES TRUST0664,572+664,572058,402,5962.51%+58,402,596
SPDR SERIES TRUST0219,731+219,731026,145,8431.12%+26,145,843
ISHARES TR0253,692+253,692024,471,1551.05%+24,471,155
INVESCO EXCHANGE TRADED FD T0124,307+124,307020,940,8210.90%+20,940,821
SPDR INDEX SHS FDS0396,951+396,951020,002,3620.86%+20,002,362
SPDR SERIES TRUST0584,745+584,745019,565,5850.84%+19,565,585
SPDR SERIES TRUST0557,829+557,829014,235,7830.61%+14,235,783
APPLE INC(AAPL)343,985350,341+6,35687,299,860101,374,5174.36%+14,074,657
SSGA ACTIVE ETF TR0335,057+335,057013,224,6750.57%+13,224,675
PACER FDS TR0259,602+259,602013,138,4640.56%+13,138,464
J P MORGAN EXCHANGE TRADED F673,279662,346-10,93378,894,83589,231,1773.83%+10,336,342
SPDR SERIES TRUST054,868+54,86808,349,8510.36%+8,349,851
CAPITAL GROUP INTL FOCUS EQT0240,118+240,11808,312,8920.36%+8,312,892
VANECK ETF TRUST26,71327,370+65710,241,61317,951,4600.77%+7,709,847
ISHARES TR0146,696+146,69607,488,8480.32%+7,488,848
CAPITAL GROUP DIVIDEND VALUE0146,405+146,40507,214,8360.31%+7,214,836
SELECT SECTOR SPDR TR037,552+37,55207,154,4640.31%+7,154,464
SPDR SERIES TRUST0120,105+120,10506,926,4650.30%+6,926,465
SPDR SERIES TRUST0240,904+240,90406,839,2760.29%+6,839,276
ADVANCED MICRO DEVICES INC(AMD)15,94216,653+7113,243,0919,673,9090.42%+6,430,818
NVIDIA CORPORATION(NVDA)265,552263,411-2,14146,312,25252,705,9012.27%+6,393,649
FIRST TR EXCHANGE-TRADED ALP031,136+31,13606,226,2630.27%+6,226,263
ISHARES TR73,21072,034-1,17647,821,40453,945,4012.32%+6,123,997
J P MORGAN EXCHANGE TRADED F208,127257,203+49,07612,762,35518,590,6370.80%+5,828,282
INVESCO QQQ TR41,58340,458-1,12524,000,93629,793,0621.28%+5,792,126
SPDR INDEX SHS FDS0108,493+108,49305,617,7710.24%+5,617,771
STATE STR SPDR DOW JONES IND(DIA)31,48838,053+6,56514,585,10019,878,6470.85%+5,293,547
INVESCO EXCHANGE TRADED FD T343,934399,520+55,58616,347,16721,586,0870.93%+5,238,920
AMERICAN CENTY ETF TR102,182125,250+23,06811,360,60116,041,9720.69%+4,681,371
VICTORY PORTFOLIOS II0100,861+100,86104,614,3800.20%+4,614,380
ALPHABET INC(GOOG)43,32046,311+2,99112,457,05816,550,2030.71%+4,093,145
MICRON TECHNOLOGY INC(MU)5,7085,192-5161,928,4865,993,5850.26%+4,065,099
PUTNAM ETF TRUST126,004191,886+65,8825,846,5839,776,6160.42%+3,930,033
CAPITAL GROUP GROWTH ETF081,774+81,77403,859,7340.17%+3,859,734
J P MORGAN EXCHANGE TRADED F114,771141,126+26,3558,520,59012,302,6750.53%+3,782,085
SPDR SERIES TRUST061,650+61,65003,747,7270.16%+3,747,727
SPDR SERIES TRUST012,776+12,77603,625,8100.16%+3,625,810
SELECT SECTOR SPDR TR063,802+63,80203,420,4150.15%+3,420,415
CATERPILLAR INC(CAT)9,4689,379-896,707,8349,987,6080.43%+3,279,774
AMAZON COM INC(AMZN)100,438101,228+79020,918,28124,126,7251.04%+3,208,444
MANAGED PORTFOLIO SER0121,148+121,14803,128,0350.13%+3,128,035
CAPITAL GRP FIXED INCM ETF T0108,489+108,48902,980,1920.13%+2,980,192
STATE STR SPDR S&P 500 ETF T(SPY)28,35128,653+30218,437,70921,397,1090.92%+2,959,400
FIRST TR EXCHNG TRADED FD VI075,327+75,32702,751,6980.12%+2,751,698
ISHARES TR018,416+18,41602,622,2140.11%+2,622,214
ALPHABET INC(GOOG)31,06132,506+1,4458,910,22411,485,2330.49%+2,575,009
MORGAN STANLEY ETF TRUST050,765+50,76502,574,2810.11%+2,574,281
DELL TECHNOLOGIES INC(DELL)11,67810,403-1,2751,916,7364,488,4040.19%+2,571,668
PIMCO ETF TR281,894309,271+27,37726,013,24028,517,8491.23%+2,504,609
TOUCHSTONE ETF TRUST055,202+55,20202,479,8840.11%+2,479,884
MARVELL TECHNOLOGY INC(MRVL)14,50513,091-1,4141,436,7043,899,7390.17%+2,463,035
INVESCO EXCH TRADED FD TR II37,61537,625+108,938,06711,399,3540.49%+2,461,287
SELECT SECTOR SPDR TR045,939+45,93902,439,8150.10%+2,439,815
INTERNATIONAL BUSINESS MACHS(IBM)43,47446,058+2,58410,537,73912,952,0680.56%+2,414,329
VANECK ETF TRUST020,698+20,69802,400,5600.10%+2,400,560
INVESCO EXCHANGE TRADED FD T146,912148,333+1,42111,046,29113,364,7870.57%+2,318,496
VANGUARD INDEX FDS52,13951,439-70016,726,83619,034,4950.82%+2,307,659
INVESCO EXCH TRADED FD TR II42,60143,530+9294,776,0397,031,8690.30%+2,255,830
FIRST TR EXCHANGE TRADED FD178,393177,837-55612,180,68914,415,4510.62%+2,234,762
SPDR SERIES TRUST048,237+48,23702,209,2680.09%+2,209,268
ISHARES TR095,165+95,16502,155,4980.09%+2,155,498
ISHARES TR109,694107,876-1,81810,473,54012,623,6620.54%+2,150,122
SPACE EXPLORATION TECHN CORP012,302+12,30202,101,9510.09%+2,101,951
SELECT SECTOR SPDR TR011,310+11,31002,094,9230.09%+2,094,923
BROADCOM INC(AVGO)19,98421,640+1,6566,185,3828,174,6700.35%+1,989,288
VANGUARD INDEX FDS21,997133,697+111,7009,607,86911,516,6630.49%+1,908,794
ELI LILLY & CO(LLY)5,2135,542+3294,794,4596,647,6810.29%+1,853,222
TAIWAN SEMICONDUCTOR MANUFAC(TSM)10,40011,200+8003,514,7785,348,6840.23%+1,833,906
MICROSOFT CORP(MSFT)78,29282,562+4,27028,981,14830,797,2061.32%+1,816,058
ISHARES TR23,18623,870+6844,206,3766,020,8220.26%+1,814,446
VANGUARD INDEX FDS61,92563,893+1,96812,149,74913,924,2010.60%+1,774,452
APPLIED MATLS INC3,8114,142+3311,302,7182,994,3650.13%+1,691,647
GE AEROSPACE(GE)13,96315,063+1,1003,962,2575,629,4320.24%+1,667,175
AB ACTIVE ETFS INC18,11424,413+6,2991,966,4543,616,0520.16%+1,649,598
FIDELITY MERRIMACK STR TR263,290299,451+36,16112,011,30713,622,0090.59%+1,610,702
FIRST TR EXCHANGE TRADED FD37,39942,947+5,5484,143,0145,722,6720.25%+1,579,658
CISCO SYS INC(CSCO)45,93843,702-2,2363,564,3535,133,2140.22%+1,568,861
J P MORGAN EXCHANGE TRADED F2,80322,152+19,349201,1161,759,1180.08%+1,558,002
INTEL CORP(INTC)25,91019,306-6,6041,143,3972,695,6700.12%+1,552,273
PIMCO ETF TR184,207198,858+14,65118,525,91320,046,9030.86%+1,520,990
INVESCO EXCH TRADED FD TR II70,00384,622+14,6194,893,2306,400,7840.28%+1,507,554
SPDR SERIES TRUST056,779+56,77901,489,3260.06%+1,489,326
INVESCO EXCHANGE TRADED FD T87,46193,077+5,6169,040,80410,506,5220.45%+1,465,718
ISHARES TR166,711173,693+6,98211,699,72713,164,2010.57%+1,464,474
WW GRAINGER INC(GWW)5,2215,253+325,695,5387,146,3080.31%+1,450,770
SPDR INDEX SHS FDS015,002+15,00201,440,4310.06%+1,440,431
SPDR SERIES TRUST07,572+7,57201,414,8280.06%+1,414,828
FIDELITY COVINGTON TRUST381,859389,091+7,23214,205,16815,614,2150.67%+1,409,047
VANGUARD STAR FDS225,266219,368-5,89817,370,23218,753,7840.81%+1,383,552
FIDELITY COVINGTON TRUST033,760+33,76001,369,9990.06%+1,369,999
VICTORY PORTFOLIOS II062,911+62,91101,366,7440.06%+1,366,744
PACER FDS TR028,120+28,12001,311,2220.06%+1,311,222
PALO ALTO NETWORKS INC(PANW)6,8497,059+2101,097,9732,407,2540.10%+1,309,281
SPDR SERIES TRUST08,176+8,17601,293,9030.06%+1,293,903
VANGUARD WHITEHALL FDS8,39016,050+7,6601,242,5982,536,4420.11%+1,293,844
INVESCO EXCH TRADED FD TR II157,505154,725-2,7805,570,9456,763,0070.29%+1,192,062
SPDR SERIES TRUST012,700+12,70001,163,8610.05%+1,163,861
INVESCO EXCHANGE TRADED FD T123,678122,475-1,2035,673,1006,830,4180.29%+1,157,318
GE VERNOVA INC(GEV)3,3903,462+722,959,5334,067,2200.17%+1,107,687
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