Cornerstone Wealth Management, LLC

$2.0B reported 13(f) long value · latest quarter 2026-06-30 · CIK 1674117 · EDGAR ↗

sum of disclosed values for 2026-03-31; 0 positions carry a NULL value and are excluded from the sum, surfaced here rather than folded away: $2.0B
ALL retained default holdings for this (filer, period), including NULL-value ones: 712
positions with no comparable holding in the prior quarter (kind new), 2026-03-31: 54
positions absent from this quarter's filing after being held last quarter (kind exit), 2026-03-31 — inferred from absence, not a sale record: 32

A quarter-end snapshot. Filed up to 45 days later, so this page is not current holdings and never a complete portfolio. what a 13F is — and is not ↓ methodology §13F ↗

Position changes — into 2026-03-31

by shares · Δ value · filing link · how changes are classified §

Position changes into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match `identity_reconciled_by_cusip`	the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE `classified_by_value` · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake	derived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero	reported unit changed across the pair (SH↔PRN); the share delta is withheld rather than fabricated `shares_unit_mismatch`	Prev value	Curr value	Prev shares	Curr shares
position key `pos:13215` · issuer key `iss:144` COM	ADD	−$5.7M	+1,990	$93.0M	$87.3M	341,995	343,985
position key `sid:sec:prov:f2cacfb949148378552d569c1e181dc5` · issuer key `cusip6:46641Q` BETABUILDRS US	ADD	−$3.8M	+3,036	$82.6M	$78.9M	670,243	673,279
position key `pos:14252` · issuer key `iss:1602` STATE STREET SPD	ADD	+$1.5M	+1,086	$64.6M	$66.1M	1,115,038	1,116,124
position key `pos:14221` · issuer key `iss:1602` STATE STREET SPD	ADD	−$8.8K	+28,837	$48.3M	$48.3M	602,166	631,003
position key `pos:10307` · issuer key `iss:1012` CORE S&P500 ETF	TRIM	−$3.7M	−2,075	$51.6M	$47.8M	75,285	73,210
position key `pos:15642` · issuer key `iss:1334` COM	ADD	−$1.1M	+11,496	$47.4M	$46.3M	254,056	265,552
position key `pos:11825` · issuer key `iss:1225` COM	ADD	−$6.9M	+4,129	$35.9M	$29.0M	74,163	78,292
position key `sid:sec:prov:067fdb2f74f79fc28d1072b78e62a0fd` · issuer key `cusip6:72201R` ACTIVE BD ETF	ADD	+$1.6M	+19,231	$24.4M	$26.0M	262,663	281,894
position key `pos:11173` · issuer key `iss:995` UNIT SER 1	ADD	−$1.2M	+565	$25.2M	$24.0M	41,018	41,583
position key `sid:sec:prov:ead4136001e20c053d7f45b14bcdc536` · issuer key `cusip6:46429B` MSCI USA MIN VOL	ADD	−$148K	+2,292	$23.9M	$23.7M	253,762	256,054
position key `pos:13490` · issuer key `iss:1939` COM	TRIM	+$2.0M	−2,511	$20.4M	$22.5M	183,234	180,723
position key `pos:14175` · issuer key `iss:95` COM	ADD	−$954K	+5,680	$21.9M	$20.9M	94,758	100,438
position key `pos:12580` · issuer key `iss:1602` STATE STREET SPD	ADD	+$629K	+21,692	$18.2M	$18.8M	170,110	191,802
position key `pos:13378` · issuer key `cusip6:72201R` ENHAN SHRT MA AC	TRIM	−$287K	−3,288	$18.8M	$18.5M	187,495	184,207
position key `pos:11570` · issuer key `iss:1599` TR UNIT	TRIM	−$988K	−136	$19.4M	$18.4M	28,487	28,351
position key `pos:16249` · issuer key `cusip6:921908` DIV APP ETF	TRIM	−$2.8M	−10,878	$21.1M	$18.3M	96,027	85,149
position key `sid:sec:prov:e80cc45ae7833b901a24570947177154` · issuer key `cusip6:921909` VG TL INTL STK F	TRIM	+$81.1K	−3,911	$17.3M	$17.4M	229,177	225,266
position key `sid:sec:prov:106ce60fac0a499247e8103ef5a35060` · issuer key `cusip6:46138J` INVSCO BLSH 28	ADD	+$2.0M	+103,168	$14.8M	$16.8M	717,133	820,301
position key `pos:12944` · issuer key `cusip6:922908` TOTAL STK MKT	TRIM	−$1.4M	−1,926	$18.1M	$16.7M	54,065	52,139
position key `sid:sec:prov:2e8ea4dfad91693247c3944f4886e768` · issuer key `cusip6:46138J` BULSHS 2027 CB	ADD	+$1.3M	+72,510	$15.4M	$16.7M	777,869	850,379
position key `pos:13240` · issuer key `iss:1000` RAFI US 1000 ETF	ADD	+$2.1M	+39,441	$14.3M	$16.3M	304,493	343,934
position key `pos:12578` · issuer key `iss:1602` STATE STREET SPD	ADD	+$2.5M	+78,948	$13.2M	$15.7M	390,584	469,532
position key `pos:14992` · issuer key `iss:1485` COM	ADD	+$248K	+876	$15.4M	$15.7M	107,769	108,645
position key `sid:sec:prov:8eb35ebc152e2250618fad852c7a297e` · issuer key `cusip6:78463X` STATE STREET SPD	ADD	+$2.5M	+46,770	$12.8M	$15.3M	289,284	336,054
position key `pos:14552` · issuer key `iss:711` COM	TRIM	+$4.0M	−3,380	$11.1M	$15.1M	92,575	89,195
position key `sid:sec:prov:a96b3cafceb77fa20b7438df87fd3ccc` · issuer key `cusip6:46138J` BULSHS 2026 CB	ADD	+$1.2M	+63,114	$13.9M	$15.1M	708,629	771,743
position key `pos:13599` · issuer key `iss:1035` COM	ADD	+$2.9M	+2,666	$12.2M	$15.1M	58,953	61,619
position key `pos:17452` · issuer key `iss:1604` UT SER 1	ADD	+$1.4M	+3,968	$13.2M	$14.6M	27,520	31,488
position key `sid:sec:prov:91859939e16a0166c4178147e23615e4` · issuer key `cusip6:31609A` ENHANCED INTL	ADD	+$1.9M	+46,436	$12.3M	$14.2M	335,423	381,859
position key `pos:12338` · issuer key `iss:1000` LARGE CAP GROWTH	ADD	+$1.8M	+15,502	$11.4M	$13.3M	89,762	105,264
position key `sid:sec:prov:350119fb274fcd8c7ec4519681c9e3cd` · issuer key `cusip6:921937` INTERMED TERM	ADD	+$989K	+14,206	$11.9M	$12.9M	153,356	167,562
position key `sid:sec:prov:481260976e25dd0536c11cf1cff62d88` · issuer key `cusip6:46641Q` US QUALTY FCTR	ADD	+$1.9M	+36,708	$10.8M	$12.8M	171,419	208,127
position key `pos:15142` · issuer key `iss:89` CAP STK CL A	ADD	−$852K	+800	$13.3M	$12.5M	42,520	43,320
position key `sid:sec:prov:17b19445cfc49d8e93d0a978b5f9fc37` · issuer key `cusip6:33738R` RISNG DIVD ACHIV	ADD	+$473K	+9,869	$11.7M	$12.2M	168,524	178,393
position key `pos:10986` · issuer key `cusip6:922908` VALUE ETF	ADD	+$715K	+2,055	$11.4M	$12.1M	59,870	61,925
position key `pos:17965` · issuer key `cusip6:921937` TOTAL BND MRKT	ADD	+$97.2K	+2,264	$12.0M	$12.1M	161,689	163,953
position key `sid:sec:prov:5682d6057b30813559773b9f85162b0a` · issuer key `cusip6:316188` TOTAL BD ETF	ADD	+$182K	+6,350	$11.8M	$12.0M	256,940	263,290
position key `pos:15702` · issuer key `iss:1012` RUSSELL 2000 ETF	ADD	+$675K	+2,380	$11.3M	$12.0M	45,978	48,358
position key `pos:18043` · issuer key `cusip6:46434V` CORE DIV GRWTH	ADD	+$240K	+1,631	$11.5M	$11.7M	165,080	166,711
position key `pos:10567` · issuer key `iss:1602` STATE STREET SPD	ADD	+$1.7M	+69,688	$9.9M	$11.6M	383,478	453,166
position key `sid:sec:prov:be75af0056554524224123e99ef018fb` · issuer key `cusip6:025072` US EQT ETF	ADD	+$1.8M	+16,253	$9.6M	$11.4M	85,929	102,182
position key `pos:10164` · issuer key `iss:1000` S&P500 QUALITY	ADD	+$2.8M	+37,545	$8.2M	$11.0M	109,367	146,912
position key `sid:sec:prov:41257f0525b51d882eb0276a8118b6eb` · issuer key `cusip6:69374H` US SMALL CAP CAS	ADD	+$826K	+15,848	$10.2M	$11.0M	229,298	245,146
position key `sid:sec:prov:7e77e9bcb47875a432d67db904b1a8ab` · issuer key `cusip6:78467V` STATE STREET DOU	ADD	+$1.7M	+45,161	$9.0M	$10.6M	222,662	267,823
position key `pos:10136` · issuer key `iss:990` COM	ADD	−$1.8M	+1,891	$12.3M	$10.5M	41,583	43,474
position key `pos:10493` · issuer key `iss:471` COM	ADD	+$1.1M	+4,057	$9.4M	$10.5M	134,469	138,526
position key `pos:10170` · issuer key `iss:1012` MORNINGSTAR GRWT	TRIM	−$1.0M	−631	$11.5M	$10.5M	110,325	109,694
position key `pos:15938` · issuer key `cusip6:92189F` SEMICONDUCTR ETF	ADD	+$1.1M	+1,383	$9.1M	$10.2M	25,330	26,713
position key `pos:15626` · issuer key `iss:1529` COM	ADD	+$701K	+1,096	$9.4M	$10.1M	51,500	52,596
position key `sid:sec:prov:88cde289eea317fd1ce748f7b69ce026` · issuer key `cusip6:46641Q` MUNICIPAL ETF	ADD	+$53.1K	+3,052	$9.8M	$9.9M	194,805	197,857
position key `sid:sec:prov:a59babf8c31c9f025049c5ddba97e09b` · issuer key `cusip6:46654Q` JPMORGAN INTL VL	ADD	+$916K	+3,900	$8.7M	$9.6M	108,507	112,407
position key `pos:11209` · issuer key `cusip6:922908` GROWTH ETF	ADD	−$1.0M	+182	$10.6M	$9.6M	21,815	21,997
position key `pos:17151` · issuer key `iss:1000` S&P MDCP QUALITY	ADD	+$626K	+5,301	$8.4M	$9.0M	82,160	87,461
position key `pos:13489` · issuer key `cusip6:46654Q` NASDAQ EQT PREM	ADD	+$78.0K	+8,563	$8.9M	$9.0M	152,844	161,407
position key `pos:13208` · issuer key `cusip6:46138G` NASDAQ 100 ETF	ADD	−$17.4K	+2,207	$9.0M	$8.9M	35,408	37,615
position key `pos:17821` · issuer key `iss:89` CAP STK CL C	ADD	−$347K	+1,561	$9.3M	$8.9M	29,500	31,061
position key `pos:11431` · issuer key `cusip6:92206C` INT-TERM CORP	ADD	+$232K	+4,049	$8.6M	$8.9M	102,948	106,997
position key `sid:sec:prov:327e53e174d185c1fa2e2408e40b2478` · issuer key `cusip6:46641Q` INTERNL GWT	ADD	+$1.5M	+18,725	$7.0M	$8.5M	96,046	114,771
position key `pos:15622` · issuer key `iss:282` COM	ADD	−$450K	+15,810	$8.9M	$8.5M	57,937	73,747
position key `pos:11237` · issuer key `iss:1601` GOLD SHS	ADD	+$1.7M	+2,649	$6.7M	$8.5M	17,001	19,650
position key `pos:18039` · issuer key `iss:1025` COM	ADD	+$509K	+3,969	$7.6M	$8.1M	23,456	27,425
position key `sid:sec:prov:04b800a16ec06607b2a18e3739f61e81` · issuer key `cusip6:69374H` US LRG CP CASH	ADD	−$51.0K	+8,415	$8.0M	$8.0M	227,682	236,097
position key `pos:14990` · issuer key `iss:1602` STATE STREET SPD	TRIM	+$239K	−917	$7.6M	$7.9M	54,959	54,042
position key `pos:16562` · issuer key `cusip6:922908` SM CP VAL ETF	ADD	+$290K	+452	$7.5M	$7.7M	35,194	35,646
position key `pos:11205` · issuer key `iss:255` CL B NEW	ADD	+$314K	+1,377	$7.4M	$7.7M	14,732	16,109
position key `pos:16185` · issuer key `iss:647` COM	ADD	+$139K	+1,785	$7.4M	$7.6M	55,921	57,706
position key `pos:11348` · issuer key `iss:1981` US MIDCAP DIVID	ADD	+$200K	+1,272	$7.3M	$7.5M	141,506	142,778
position key `pos:11390` · issuer key `iss:720` CL A	ADD	−$545K	+900	$8.0M	$7.4M	12,049	12,949
position key `pos:11717` · issuer key `iss:440` COM	ADD	+$2.4M	+3,579	$4.6M	$7.0M	30,012	33,591
position key `pos:10357` · issuer key `iss:1786` COM	TRIM	−$1.5M	−56	$8.4M	$6.9M	18,737	18,681
position key `sid:sec:prov:58efed45bb6267776f77c3a3479342e3` · issuer key `cusip6:14019W` SHS CREATION UNI	ADD	+$333K	+11,731	$6.5M	$6.9M	221,639	233,370
position key `sid:sec:prov:b230dc463ba740efd17545a3a0ec73b6` · issuer key `cusip6:025072` INTL EQT ETF	TRIM	−$43.5K	−2,990	$6.9M	$6.8M	83,396	80,406
position key `pos:10128` · issuer key `iss:1413` COM	TRIM	−$222K	−392	$7.0M	$6.7M	7,916	7,524
position key `pos:13432` · issuer key `iss:411` COM	ADD	+$3.8M	+4,335	$2.9M	$6.7M	5,133	9,468
position key `pos:15892` · issuer key `iss:7` COM	ADD	+$238K	+2,466	$6.4M	$6.6M	57,997	60,463
position key `pos:11354` · issuer key `iss:506` COM	ADD	+$1.1M	+3,019	$5.5M	$6.6M	55,347	58,366
position key `pos:16172` · issuer key `iss:1141` COM	ADD	+$128K	+1,085	$6.4M	$6.5M	26,422	27,507
position key `pos:15147` · issuer key `iss:604` COM	ADD	+$588K	+905	$5.9M	$6.5M	30,241	31,146
position key `pos:12827` · issuer key `iss:323` COM	ADD	−$242K	+1,414	$6.4M	$6.2M	18,570	19,984
position key `pos:11024` · issuer key `iss:1014` ISHARES	TRIM	−$235K	−8,827	$6.4M	$6.1M	98,620	89,793
position key `pos:16868` · issuer key `iss:1012` CORE S&P MCP ETF	TRIM	+$110K	−347	$5.8M	$5.9M	87,519	87,172
position key `sid:sec:prov:fe6d9f1940271fb3fa05886677d204bf` · issuer key `cusip6:746729` FOCUSED LAR CAP	NEW	+$5.8M	+126,004	$0	$5.8M	—	126,004
position key `sid:sec:prov:b60a9240834e9618fc717604b8d917cd` · issuer key `cusip6:921946` INTL DVD ETF	TRIM	−$201K	−39	$6.0M	$5.8M	65,960	65,921
position key `pos:11347` · issuer key `iss:1318` COM	ADD	+$702K	+587	$5.1M	$5.8M	21,309	21,896
position key `pos:16053` · issuer key `cusip6:78468R` STATE STREET SPD	ADD	+$185K	+236	$5.6M	$5.8M	119,055	119,291
position key `pos:12030` · issuer key `iss:525` COM	TRIM	+$663K	−127	$5.1M	$5.7M	5,888	5,761
position key `pos:10654` · issuer key `iss:844` COM	ADD	+$628K	+199	$5.1M	$5.7M	5,022	5,221
position key `pos:12681` · issuer key `iss:2154` SHS	ADD	+$1.1M	+651	$4.6M	$5.7M	10,821	11,472
position key `pos:17065` · issuer key `iss:1000` RAFI US 1500	TRIM	−$8.3K	−126	$5.7M	$5.7M	123,804	123,678
position key `sid:sec:prov:82adf3279e47169fbe620fbfc63e714c` · issuer key `cusip6:46138E` S&P INTL QULTY	ADD	+$77.5K	+1,220	$5.5M	$5.6M	156,285	157,505
position key `pos:13453` · issuer key `iss:1602` STATE STREET SPD	ADD	+$864K	+31,179	$4.7M	$5.6M	163,155	194,334
position key `pos:17173` · issuer key `iss:1138` COM	ADD	+$1.2M	+340	$4.1M	$5.3M	8,509	8,849
position key `pos:17231` · issuer key `cusip6:922908` SMALL CP ETF	ADD	+$270K	+731	$5.1M	$5.3M	19,688	20,419
position key `pos:16441` · issuer key `iss:16` COM	ADD	+$850K	+4,866	$4.2M	$5.1M	170,868	175,734
position key `sid:sec:prov:2ebeed7ba0c3c8f5495a6059ae850775` · issuer key `cusip6:14020W` SHS CREATION UNI	ADD	+$2.8M	+67,830	$2.2M	$5.0M	49,582	117,412
position key `pos:11765` · issuer key `iss:110` COM	ADD	+$553K	+4,809	$4.4M	$4.9M	60,309	65,118
position key `pos:11804` · issuer key `cusip6:46138E` RAFI DVLPD MRKTS	ADD	+$973K	+10,192	$3.9M	$4.9M	59,811	70,003
position key `sid:sec:prov:157e765e027bcd1a38568d30becf283d` · issuer key `cusip6:315912` NASDAQ COMPSIT	TRIM	−$386K	−189	$5.2M	$4.8M	57,042	56,853
position key `pos:10892` · issuer key `cusip6:81369Y` STATE STREET TEC	TRIM	−$765K	−2,535	$5.6M	$4.8M	38,708	36,173
position key `pos:15863` · issuer key `iss:1123` COM	TRIM	−$943K	−125	$5.7M	$4.8M	5,338	5,213

Flags: no row carries a flag.

1–20 of the 100 changes on this page

Mark-to-market only (no share change) · 47

Positions whose share count is identical in both quarters; the value changed with price, not with a decision.

Positions held with no share change into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match `identity_reconciled_by_cusip`	the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE `classified_by_value` · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake	derived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero	Prev value	Curr value	Prev shares	Curr shares
position key `sid:sec:prov:2c10d4638a7d9da6a604369bde29ebb3` · issuer key `cusip6:78468R` STATE STREET SPD	NO CHANGE	−$17.8K	$2.2M	$2.2M	48,237	48,237
position key `pos:13166` · issuer key `iss:1000` LARGE CAP VALUE	NO CHANGE	+$39.7K	$828K	$867K	12,444	12,444
position key `sid:sec:prov:519902191eab5520c75b9ee010e71ebf` · issuer key `cusip6:92204A` CONSUM DIS ETF	NO CHANGE	−$83.9K	$948K	$865K	2,408	2,408
position key `sid:sec:prov:98416cf980d0faa055e1c11418857ca2` · issuer key `cusip6:46641Q` INTRNL RES EQT	NO CHANGE	+$9.5K	$824K	$833K	10,999	10,999
position key `pos:11020` · issuer key `iss:255` CL A	NO CHANGE	−$36.7K	$755K	$718K	1	1
position key `sid:sec:prov:022b6f6e9b6589eae61ef0e7f47b8f6a` · issuer key `cusip6:92206C` VNG RUS1000GRW	NO CHANGE	−$67.0K	$677K	$609K	5,557	5,557
position key `pos:12865` · issuer key `iss:1559` SPONSORED ADR	NO CHANGE	+$86.1K	$520K	$606K	6,494	6,494
position key `pos:13768` · issuer key `iss:1651` COM	NO CHANGE	−$6.2K	$575K	$568K	1,773	1,773
position key `pos:12858` · issuer key `iss:1012` RUS 1000 ETF	NO CHANGE	−$26.2K	$582K	$555K	1,557	1,557
position key `pos:18187` · issuer key `iss:1040` COM NEW	NO CHANGE	+$91.1K	$430K	$521K	354	354
position key `sid:sec:prov:eda601b32b2b89efe849a44ddfb61dc4` · issuer key `cusip6:33737M` MID CP GR ALPH	NO CHANGE	−$4.0K	$517K	$513K	5,665	5,665
position key `pos:17905` · issuer key `iss:1981` US LARGECAP DIVD	NO CHANGE	+$6.7K	$474K	$481K	5,379	5,379
position key `pos:12577` · issuer key `iss:1126` COM	NO CHANGE	+$17.9K	$455K	$473K	1,900	1,900
position key `sid:sec:prov:dc3d92b15ae7345d7d553d8453d64a59` · issuer key `cusip6:33734X` CLOUD COMPUTING	NO CHANGE	−$85.7K	$538K	$453K	4,139	4,139
position key `pos:16414` · issuer key `iss:1012` S&P MC 400VL ETF	NO CHANGE	+$2.7K	$385K	$388K	2,928	2,928
position key `sid:sec:prov:2ca2b7a83ceaa65abd9d6522ddc2c957` · issuer key `cusip6:78463X` STATE STREET SPD	NO CHANGE	−$5.1K	$388K	$383K	5,055	5,055
position key `sid:sec:prov:306e123d9030b6bc2a09c46e657c00d4` · issuer key `cusip6:14020V` SHS CREATION UNI	NO CHANGE	−$17.1K	$381K	$363K	9,461	9,461
position key `pos:14207` · issuer key `iss:973` COM PAR $.01	NO CHANGE	−$21.0K	$348K	$327K	2,000	2,000
position key `sid:sec:prov:cd51e70c2eb877752540b7cb773d38b7` · issuer key `cusip6:46436E` IBONDS DEC 2031	NO CHANGE	−$3.4K	$328K	$324K	15,497	15,497
position key `pos:15042` · issuer key `cusip6:87283Q` INTERNATIONAL EQ	NO CHANGE	+$374	$323K	$323K	9,354	9,354
position key `sid:sec:prov:a3ab53c13f4a34928052e8a20c70e19e` · issuer key `cusip6:33737M` SML CP GRW ALP	NO CHANGE	+$2.8K	$309K	$311K	3,211	3,211
position key `sid:sec:prov:8b6b6cb8531dd29e8eec62f6006e526b` · issuer key `cusip6:78468R` STATE STREET SPD	NO CHANGE	+$4.2K	$295K	$299K	1,678	1,678
position key `pos:10602` · issuer key `iss:254` COM	NO CHANGE	−$17.3K	$316K	$299K	4,506	4,506
position key `sid:sec:prov:2d448f888d12739a49922db1edcff820` · issuer key `cusip6:33733E` WCM INTL EQUITY	NO CHANGE	−$4.2K	$300K	$296K	17,650	17,650
position key `sid:sec:prov:abfdd0b51fafce20a4b3387467399c8a` · issuer key `cusip6:464289` RUS TOP 200 ETF	NO CHANGE	−$18.3K	$308K	$290K	1,805	1,805
position key `sid:sec:prov:90b0eafaf103b600f5564754944d7db3` · issuer key `cusip6:35473P` INCOME FOCUS ETF	NO CHANGE	+$7.0K	$277K	$284K	9,865	9,865
position key `pos:11120` · issuer key `iss:749` COM	NO CHANGE	+$32.5K	$247K	$280K	5,525	5,525
position key `sid:sec:prov:3a4fe7c30bdf8b8bd43bf5a8cf07a2be` · issuer key `cusip6:46654Q` HEDGED EQUITY LA	NO CHANGE	−$10.6K	$280K	$269K	4,209	4,209
position key `pos:12693` · issuer key `iss:114` COM	NO CHANGE	+$11.1K	$257K	$268K	1,968	1,968
position key `sid:sec:prov:8ecf65dacacc11c10d104b59c104c1ae` · issuer key `cusip6:032108` AMPLIFY CYBERSEC	NO CHANGE	−$18.2K	$278K	$259K	3,454	3,454
position key `pos:18008` · issuer key `iss:1572` COM CL A	NO CHANGE	−$36.9K	$288K	$252K	2,658	2,658
position key `sid:sec:prov:e400bc713e98437af2adbed550a3b68a` · issuer key `cusip6:09255R` COM NEW	NO CHANGE	−$14.8K	$255K	$240K	25,024	25,024
position key `pos:15264` · issuer key `iss:1602` STATE STREET SPD	NO CHANGE	−$1.3K	$236K	$235K	9,462	9,462
position key `pos:16411` · issuer key `iss:865` COM	NO CHANGE	+$3.1K	$223K	$226K	478	478
position key `pos:17845` · issuer key `iss:455` COM	NO CHANGE	−$24.9K	$247K	$222K	1,313	1,313
position key `sid:sec:prov:eaf5dbcdf90437427f512d5795dbe431` · issuer key `cusip6:46641Q` ACTIVE VALUE ETF	NO CHANGE	+$85	$201K	$201K	2,803	2,803
position key `pos:11225` · issuer key `iss:1173` COM	NO CHANGE	−$47.5K	$177K	$130K	10,920	10,920
position key `sid:sec:prov:375991fc6c7ea244bf54861b2c2d8864` · issuer key `cusip6:746729` FRANKLIN MUNI	NO CHANGE	−$379	$118K	$118K	15,095	15,095
position key `sid:sec:prov:0a75f5743b024b61be81751e0562362d` · issuer key `cusip6:25253X` COM NEW	NO CHANGE	−$19.3K	$129K	$110K	16,250	16,250
position key `pos:10241` · issuer key `iss:467` COM	NO CHANGE	−$52.2K	$144K	$91.4K	10,814	10,814
position key `sid:sec:prov:8792951d2b021f8d632248f11cf9c34c` · issuer key `cusip6:46132X` COM	NO CHANGE	+$1.4K	$66.5K	$67.9K	11,064	11,064
position key `sid:sec:prov:82a30ac1c686cfcc6e496883ab25e3cf` · issuer key `cusip6:08975B` COM	NO CHANGE	−$25.5K	$73.4K	$47.8K	13,585	13,585
position key `sid:sec:prov:a0a3e2db4f1ad10a427a8e39b007ff6d` · issuer key `cusip6:722014` COM SHS	NO CHANGE	−$2.3K	$48.6K	$46.3K	10,000	10,000
position key `sid:sec:prov:0d003418ee60e3375a0b60ea1abf459c` · issuer key `cusip6:00768Y` PURE US CANNABIS	NO CHANGE	−$14.2K	$57.5K	$43.2K	12,178	12,178
position key `pos:17911` · issuer key `iss:1351` COM	NO CHANGE	+$14.5K	$28.1K	$42.5K	20,950	20,950
position key `sid:sec:prov:0e18fc19224817111beeee4f610a5d2a` · issuer key `cusip6:02319V` SPONSORED ADR	NO CHANGE	+$5.8K	$31.9K	$37.7K	12,900	12,900
position key `pos:17345` · issuer key `iss:1610` COM	NO CHANGE	+$1.4K	$20.4K	$21.8K	15,000	15,000

Flags: no row carries a flag.

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Truncated by Public Filings. Changes compare every position with a security identifier, new and exited included; holdings without one are counted, not compared. methodology §13F ↗

Reported positions — 2026-03-31

1–100 of 480 issuers · $2.0B disclosed value over 712 rows · 0 undisclosed-value rows

View

This build carries one quarter for this manager: 2026-03-31. Notable managers carry four published quarters, others two.

This list carries reported issuer names and security identities, without a dated ticker mapping. Symbols are not inferred from names.

a position composed from a base filing plus NEW-HOLDINGS amendments keeps every source row here; the composition's latest filed date is the one shown served from this build's published holdings (derived from the filer's own reported rows); every row resolves to its filing

Share of total reported value, calculated only when the full position list has disclosed values. This is 13F long value, not total assets.

value undisclosed on the filing: retained and counted, excluded from sums, never shown as $0

—

SPDR SERIES TRUST

15 positions · 15 reported rows

Rows Cornerstone Wealth Management, LLC reported for SPDR SERIES TRUST, as it reported them
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$66.1M	1,116,124
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$48.3M	631,003
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$18.8M	191,802
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$15.7M	469,532
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$11.6M	453,166
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$7.9M	54,042
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$5.6M	194,334
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$3.7M	64,718
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$2.9M	11,456
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$1.4M	52,457
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$1.0M	8,072
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$410K	4,337
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$318K	2,942
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$240K	2,824
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$235K	9,462

ticker not yet mapped

$184M

3,266,271

9.2%

—

J P MORGAN EXCHANGE TRADED F

10 positions · 10 reported rows

Rows Cornerstone Wealth Management, LLC reported for J P MORGAN EXCHANGE TRADED F, as it reported them
J P MORGAN EXCHANGE TRADED F · BETABUILDRS US CUSIP 46641Q399 src ↗	$78.9M	673,279
J P MORGAN EXCHANGE TRADED F · US QUALTY FCTR CUSIP 46641Q761 src ↗	$12.8M	208,127
J P MORGAN EXCHANGE TRADED F · MUNICIPAL ETF CUSIP 46641Q647 src ↗	$9.9M	197,857
J P MORGAN EXCHANGE TRADED F · INTERNL GWT CUSIP 46641Q324 src ↗	$8.5M	114,771
J P MORGAN EXCHANGE TRADED F · ULTRA SHRT ETF CUSIP 46641Q837 src ↗	$3.6M	70,987
J P MORGAN EXCHANGE TRADED F · DIVERSFD EQT ETF CUSIP 46641Q845 src ↗	$1.4M	26,921
J P MORGAN EXCHANGE TRADED F · INTRNL RES EQT CUSIP 46641Q134 src ↗	$833K	10,999
J P MORGAN EXCHANGE TRADED F · SMALL & MID CAP CUSIP 46641Q118 src ↗	$505K	7,556
J P MORGAN EXCHANGE TRADED F · EQUITY PREMIUM CUSIP — src ↗	$300K	5,298
J P MORGAN EXCHANGE TRADED F · ACTIVE VALUE ETF CUSIP 46641Q167 src ↗	$201K	2,803

ticker not yet mapped

$117M

1,318,598

5.8%

—

ISHARES TR

30 positions · 30 reported rows

Rows Cornerstone Wealth Management, LLC reported for ISHARES TR, as it reported them
ISHARES TR · CORE S&P500 ETF CUSIP — src ↗	$47.8M	73,210
ISHARES TR · RUSSELL 2000 ETF CUSIP — src ↗	$12.0M	48,358
ISHARES TR · MORNINGSTAR GRWT CUSIP — src ↗	$10.5M	109,694
ISHARES TR · CORE S&P MCP ETF CUSIP — src ↗	$5.9M	87,172
ISHARES TR · U.S. TECH ETF CUSIP — src ↗	$4.2M	23,186
ISHARES TR · CORE S&P SCP ETF CUSIP — src ↗	$3.2M	25,887
ISHARES TR · RUS 1000 GRW ETF CUSIP — src ↗	$2.8M	6,461
ISHARES TR · RUS MID CAP ETF CUSIP — src ↗	$2.4M	24,365
ISHARES TR · S&P 500 GRWT ETF CUSIP — src ↗	$2.1M	18,422
ISHARES TR · RUS 2000 GRW ETF CUSIP — src ↗	$1.9M	6,004
ISHARES TR · RUS 2000 VAL ETF CUSIP — src ↗	$1.7M	8,780
ISHARES TR · RUS 1000 VAL ETF CUSIP — src ↗	$1.1M	5,313
ISHARES TR · RUS MDCP VAL ETF CUSIP — src ↗	$1.1M	7,377
ISHARES TR · SELECT DIVID ETF CUSIP — src ↗	$1.0M	6,901
ISHARES TR · EXPANDED TECH CUSIP — src ↗	$809K	10,103
ISHARES TR · RUS MD CP GR ETF CUSIP — src ↗	$723K	5,641
ISHARES TR · MSCI EAFE ETF CUSIP — src ↗	$686K	7,060
ISHARES TR · US INDUSTRIALS CUSIP — src ↗	$657K	4,456
ISHARES TR · SP SMCP600VL ETF CUSIP — src ↗	$605K	5,105
ISHARES TR · CORE US AGGBD ET CUSIP — src ↗	$557K	5,609
ISHARES TR · RUS 1000 ETF CUSIP — src ↗	$555K	1,557
ISHARES TR · ISHARES SEMICDTR CUSIP — src ↗	$458K	1,393
ISHARES TR · S&P MC 400VL ETF CUSIP — src ↗	$388K	2,928
ISHARES TR · 20 YR TR BD ETF CUSIP — src ↗	$317K	3,657
ISHARES TR · CORE S&P TTL STK CUSIP — src ↗	$297K	2,086
ISHARES TR · MORNINGSTR US EQ CUSIP — src ↗	$294K	3,273
ISHARES TR · S&P MC 400GR ETF CUSIP — src ↗	$219K	2,180
ISHARES TR · S&P 100 ETF CUSIP — src ↗	$212K	667
ISHARES TR · S&P 500 VAL ETF CUSIP — src ↗	$210K	994
ISHARES TR · US HLTHCARE ETF CUSIP — src ↗	$205K	3,318

ticker not yet mapped

$105M

511,157

5.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

APPLE INC · COM CUSIP —
2026-03-31 filed 2026-04-24 +24d

src ↗

$87.3M

343,985

4.4%

—

VANGUARD INDEX FDS

11 positions · 11 reported rows

Rows Cornerstone Wealth Management, LLC reported for VANGUARD INDEX FDS, as it reported them
VANGUARD INDEX FDS · TOTAL STK MKT CUSIP — src ↗	$16.7M	52,139
VANGUARD INDEX FDS · VALUE ETF CUSIP — src ↗	$12.1M	61,925
VANGUARD INDEX FDS · GROWTH ETF CUSIP — src ↗	$9.6M	21,997
VANGUARD INDEX FDS · SM CP VAL ETF CUSIP — src ↗	$7.7M	35,646
VANGUARD INDEX FDS · SMALL CP ETF CUSIP — src ↗	$5.3M	20,419
VANGUARD INDEX FDS · MID CAP ETF CUSIP — src ↗	$4.3M	15,138
VANGUARD INDEX FDS · S&P 500 ETF SHS CUSIP 922908363 src ↗	$4.2M	6,963
VANGUARD INDEX FDS · SML CP GRW ETF CUSIP 922908595 src ↗	$3.4M	11,290
VANGUARD INDEX FDS · MCAP VL IDXVIP CUSIP 922908512 src ↗	$1.8M	9,508
VANGUARD INDEX FDS · REAL ESTATE ETF CUSIP 922908553 src ↗	$1.4M	15,475
VANGUARD INDEX FDS · MCAP GR IDXVIP CUSIP 922908538 src ↗	$1.1M	4,391

ticker not yet mapped

$67.8M

254,891

3.4%

—

INVESCO EXCHANGE TRADED FD T

14 positions · 14 reported rows

Rows Cornerstone Wealth Management, LLC reported for INVESCO EXCHANGE TRADED FD T, as it reported them
INVESCO EXCHANGE TRADED FD T · RAFI US 1000 ETF CUSIP — src ↗	$16.3M	343,934
INVESCO EXCHANGE TRADED FD T · LARGE CAP GROWTH CUSIP — src ↗	$13.3M	105,264
INVESCO EXCHANGE TRADED FD T · S&P500 QUALITY CUSIP — src ↗	$11.0M	146,912
INVESCO EXCHANGE TRADED FD T · S&P MDCP QUALITY CUSIP — src ↗	$9.0M	87,461
INVESCO EXCHANGE TRADED FD T · RAFI US 1500 CUSIP — src ↗	$5.7M	123,678
INVESCO EXCHANGE TRADED FD T · BUYBACK ACHIEV CUSIP — src ↗	$4.2M	32,255
INVESCO EXCHANGE TRADED FD T · S&P500 EQL WGT CUSIP — src ↗	$1.4M	7,191
INVESCO EXCHANGE TRADED FD T · S&P500 PUR GWT CUSIP — src ↗	$1.1M	22,666
INVESCO EXCHANGE TRADED FD T · LARGE CAP VALUE CUSIP — src ↗	$867K	12,444
INVESCO EXCHANGE TRADED FD T · S&P SMLCP MOMENT CUSIP — src ↗	$672K	8,840
INVESCO EXCHANGE TRADED FD T · S&P 500 GARP ETF CUSIP — src ↗	$585K	5,433
INVESCO EXCHANGE TRADED FD T · S&P MDCP MOMNTUM CUSIP — src ↗	$575K	3,966
INVESCO EXCHANGE TRADED FD T · S&P MDCP VLU MNT CUSIP — src ↗	$457K	7,017
INVESCO EXCHANGE TRADED FD T · S&P MIDCAP 400 CUSIP — src ↗	$380K	3,210

ticker not yet mapped

$65.6M

910,271

3.3%

—

INVESCO EXCH TRD SLF IDX FD

6 positions · 6 reported rows

Rows Cornerstone Wealth Management, LLC reported for INVESCO EXCH TRD SLF IDX FD, as it reported them
INVESCO EXCH TRD SLF IDX FD · INVSCO BLSH 28 CUSIP 46138J643 src ↗	$16.8M	820,301
INVESCO EXCH TRD SLF IDX FD · BULSHS 2027 CB CUSIP 46138J783 src ↗	$16.7M	850,379
INVESCO EXCH TRD SLF IDX FD · BULSHS 2026 CB CUSIP 46138J791 src ↗	$15.1M	771,743
INVESCO EXCH TRD SLF IDX FD · BULSHS 2027 MUNI CUSIP 46138J494 src ↗	$1.7M	70,988
INVESCO EXCH TRD SLF IDX FD · BULSHS 2028 MUNI CUSIP 46138J486 src ↗	$1.4M	61,441
INVESCO EXCH TRD SLF IDX FD · BULSHS 2026 MUNI CUSIP 46138J510 src ↗	$1.2M	50,197

ticker not yet mapped

$52.8M

2,625,049

2.6%

—

PIMCO ETF TR

6 positions · 6 reported rows

Rows Cornerstone Wealth Management, LLC reported for PIMCO ETF TR, as it reported them
PIMCO ETF TR · ACTIVE BD ETF CUSIP 72201R775 src ↗	$26.0M	281,894
PIMCO ETF TR · ENHAN SHRT MA AC CUSIP — src ↗	$18.5M	184,207
PIMCO ETF TR · INTER MUN BD ACT CUSIP 72201R866 src ↗	$1.6M	30,808
PIMCO ETF TR · MULTISECTOR BD CUSIP 72201R585 src ↗	$676K	25,789
PIMCO ETF TR · MUNI INCOME OPP CUSIP 72201R635 src ↗	$627K	13,879
PIMCO ETF TR · INV GRD CRP BD CUSIP 72201R817 src ↗	$251K	2,590

ticker not yet mapped

$47.7M

539,167

2.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NVIDIA CORPORATION · COM CUSIP —
2026-03-31 filed 2026-04-24 +24d

src ↗

$46.3M

265,552

2.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MICROSOFT CORP · COM CUSIP —
2026-03-31 filed 2026-04-24 +24d

src ↗

$29.0M

78,292

1.4%

—

VANGUARD BD INDEX FDS

3 positions · 3 reported rows

Rows Cornerstone Wealth Management, LLC reported for VANGUARD BD INDEX FDS, as it reported them
VANGUARD BD INDEX FDS · INTERMED TERM CUSIP 921937819 src ↗	$12.9M	167,562
VANGUARD BD INDEX FDS · TOTAL BND MRKT CUSIP — src ↗	$12.1M	163,953
VANGUARD BD INDEX FDS · SHORT TRM BOND CUSIP — src ↗	$3.0M	37,963

ticker not yet mapped

$28.0M

369,478

1.4%

—

J P MORGAN EXCHANGE TRADED F

5 positions · 5 reported rows

Rows Cornerstone Wealth Management, LLC reported for J P MORGAN EXCHANGE TRADED F, as it reported them
J P MORGAN EXCHANGE TRADED F · JPMORGAN INTL VL CUSIP 46654Q757 src ↗	$9.6M	112,407
J P MORGAN EXCHANGE TRADED F · NASDAQ EQT PREM CUSIP — src ↗	$9.0M	161,407
J P MORGAN EXCHANGE TRADED F · MORTGAGE BACKED CUSIP 46654Q575 src ↗	$4.4M	86,342
J P MORGAN EXCHANGE TRADED F · ACTIVE GROWTH CUSIP 46654Q609 src ↗	$2.5M	29,570
J P MORGAN EXCHANGE TRADED F · HEDGED EQUITY LA CUSIP 46654Q724 src ↗	$269K	4,209

ticker not yet mapped

$25.8M

393,935

1.3%

—

ISHARES TR

3 positions · 3 reported rows

Rows Cornerstone Wealth Management, LLC reported for ISHARES TR, as it reported them
ISHARES TR · MSCI USA MIN VOL CUSIP 46429B697 src ↗	$23.7M	256,054
ISHARES TR · CORE HIGH DV ETF CUSIP 46429B663 src ↗	$984K	7,248
ISHARES TR · MSCI EAFE MIN VL CUSIP 46429B689 src ↗	$721K	7,888

ticker not yet mapped

$25.5M

271,190

1.3%

—

PACER FDS TR

7 positions · 7 reported rows

Rows Cornerstone Wealth Management, LLC reported for PACER FDS TR, as it reported them
PACER FDS TR · US SMALL CAP CAS CUSIP 69374H857 src ↗	$11.0M	245,146
PACER FDS TR · US LRG CP CASH CUSIP 69374H360 src ↗	$8.0M	236,097
PACER FDS TR · US CASH COWS 100 CUSIP 69374H881 src ↗	$3.4M	54,424
PACER FDS TR · ARISTOTLE PACIFI CUSIP 69374H428 src ↗	$1.4M	30,893
PACER FDS TR · DATA & DIGI REVO CUSIP 69374H386 src ↗	$595K	9,553
PACER FDS TR · LUNT LRGCP MULTI CUSIP 69374H816 src ↗	$325K	6,272
PACER FDS TR · GLOBL CASH ETF CUSIP 69374H709 src ↗	$230K	4,981

ticker not yet mapped

$25.0M

587,366

1.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INVESCO QQQ TR · UNIT SER 1 CUSIP —
2026-03-31 filed 2026-04-24 +24d

src ↗

$24.0M

41,583

1.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WALMART INC · COM CUSIP —
2026-03-31 filed 2026-04-24 +24d

src ↗

$22.5M

180,723

1.1%

—

SPDR INDEX SHS FDS

5 positions · 5 reported rows

Rows Cornerstone Wealth Management, LLC reported for SPDR INDEX SHS FDS, as it reported them
SPDR INDEX SHS FDS · STATE STREET SPD CUSIP 78463X889 src ↗	$15.3M	336,054
SPDR INDEX SHS FDS · STATE STREET SPD CUSIP 78463X509 src ↗	$4.3M	92,098
SPDR INDEX SHS FDS · STATE STREET SPD CUSIP 78463X434 src ↗	$1.3M	13,944
SPDR INDEX SHS FDS · STATE STREET SPD CUSIP 78463X848 src ↗	$520K	14,198
SPDR INDEX SHS FDS · STATE STREET SPD CUSIP 78463X475 src ↗	$383K	5,055

ticker not yet mapped

$21.9M

461,349

1.1%

—

FIRST TR EXCHANGE TRADED FD

6 positions · 6 reported rows

Rows Cornerstone Wealth Management, LLC reported for FIRST TR EXCHANGE TRADED FD, as it reported them
FIRST TR EXCHANGE TRADED FD · RISNG DIVD ACHIV CUSIP 33738R506 src ↗	$12.2M	178,393
FIRST TR EXCHANGE TRADED FD · RBA INDL ETF CUSIP 33738R704 src ↗	$4.1M	37,399
FIRST TR EXCHANGE TRADED FD · NASDAQ BUYWRITE CUSIP 33738R407 src ↗	$1.5M	77,186
FIRST TR EXCHANGE TRADED FD · NASD TECH DIV CUSIP 33738R118 src ↗	$1.5M	16,089
FIRST TR EXCHANGE TRADED FD · BUYWRIT INCM ETF CUSIP 33738R308 src ↗	$1.4M	60,205
FIRST TR EXCHANGE TRADED FD · MULTI ASSET DI CUSIP 33738R100 src ↗	$893K	55,234

ticker not yet mapped

$21.6M

424,506

1.1%

—

AMERICAN CENTY ETF TR

4 positions · 4 reported rows

Rows Cornerstone Wealth Management, LLC reported for AMERICAN CENTY ETF TR, as it reported them
AMERICAN CENTY ETF TR · US EQT ETF CUSIP 025072885 src ↗	$11.4M	102,182
AMERICAN CENTY ETF TR · INTL EQT ETF CUSIP 025072703 src ↗	$6.8M	80,406
AMERICAN CENTY ETF TR · INTL SMCP VLU CUSIP 025072802 src ↗	$1.9M	19,454
AMERICAN CENTY ETF TR · US SML CP VALU CUSIP 025072877 src ↗	$1.5M	13,160

ticker not yet mapped

$21.6M

215,202

1.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ALPHABET INC

2 positions · 2 reported rows

Rows Cornerstone Wealth Management, LLC reported for ALPHABET INC, as it reported them
ALPHABET INC · CAP STK CL A CUSIP — src ↗	$12.5M	43,320
ALPHABET INC · CAP STK CL C CUSIP — src ↗	$8.9M	31,061

$21.4M

74,381

1.1%

—

VANECK ETF TRUST

8 positions · 8 reported rows

Rows Cornerstone Wealth Management, LLC reported for VANECK ETF TRUST, as it reported them
VANECK ETF TRUST · SEMICONDUCTR ETF CUSIP — src ↗	$10.2M	26,713
VANECK ETF TRUST · MRNGSTR WDE MOAT CUSIP 92189F643 src ↗	$2.6M	26,962
VANECK ETF TRUST · URANIUM AND NUCL CUSIP 92189F601 src ↗	$2.5M	18,706
VANECK ETF TRUST · FALLEN ANGEL HG CUSIP 92189F437 src ↗	$1.7M	59,432
VANECK ETF TRUST · REAL ASSETS ETF CUSIP 92189F130 src ↗	$1.7M	41,530
VANECK ETF TRUST · GOLD MINERS ETF CUSIP 92189F106 src ↗	$1.3M	14,097
VANECK ETF TRUST · JUNIOR GOLD MINE CUSIP 92189F791 src ↗	$741K	6,177
VANECK ETF TRUST · OIL REFINERS ETF CUSIP 92189F585 src ↗	$399K	8,075

ticker not yet mapped

$21.2M

201,692

1.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMAZON COM INC · COM CUSIP —
2026-03-31 filed 2026-04-24 +24d

src ↗

$20.9M

100,438

1.0%

—

INVESCO EXCH TRADED FD TR II

9 positions · 9 reported rows

Rows Cornerstone Wealth Management, LLC reported for INVESCO EXCH TRADED FD TR II, as it reported them
INVESCO EXCH TRADED FD TR II · S&P INTL QULTY CUSIP 46138E214 src ↗	$5.6M	157,505
INVESCO EXCH TRADED FD TR II · RAFI DVLPD MRKTS CUSIP — src ↗	$4.9M	70,003
INVESCO EXCH TRADED FD TR II · S&P 500 MOMNTM CUSIP 46138E339 src ↗	$4.8M	42,601
INVESCO EXCH TRADED FD TR II · CEF INM COMPSI CUSIP 46138E404 src ↗	$1.2M	61,752
INVESCO EXCH TRADED FD TR II · S&P500 LOW VOL CUSIP 46138E354 src ↗	$1.1M	15,318
INVESCO EXCH TRADED FD TR II · S&P500 HDL VOL CUSIP 46138E362 src ↗	$768K	15,489
INVESCO EXCH TRADED FD TR II · S&P INTL MOMNT CUSIP 46138E222 src ↗	$584K	10,655
INVESCO EXCH TRADED FD TR II · S&P SMLCP STAP CUSIP 46138E172 src ↗	$334K	10,596
INVESCO EXCH TRADED FD TR II · NATL AMT MUNI CUSIP — src ↗	$219K	9,510

ticker not yet mapped

$19.4M

393,429

1.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

STATE STR SPDR S&P 500 ETF T · TR UNIT CUSIP —
2026-03-31 filed 2026-04-24 +24d

src ↗

$18.4M

28,351

0.9%

—

VANGUARD SPECIALIZED FUNDS · DIV APP ETF CUSIP —
2026-03-31 filed 2026-04-24 +24d

src ↗

ticker not yet mapped

$18.3M

85,149

0.9%

—

VANGUARD STAR FDS · VG TL INTL STK F CUSIP 921909768
2026-03-31 filed 2026-04-24 +24d

src ↗

ticker not yet mapped

$17.4M

225,266

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PROCTER & GAMBLE CO · COM CUSIP —
2026-03-31 filed 2026-04-24 +24d

src ↗

$15.7M

108,645

0.8%

—

FIDELITY COVINGTON TRUST

2 positions · 2 reported rows

Rows Cornerstone Wealth Management, LLC reported for FIDELITY COVINGTON TRUST, as it reported them
FIDELITY COVINGTON TRUST · ENHANCED INTL CUSIP 31609A404 src ↗	$14.2M	381,859
FIDELITY COVINGTON TRUST · ENHANCED MID CUSIP 31609A503 src ↗	$1.3M	35,267

ticker not yet mapped

$15.5M

417,126

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EXXON MOBIL CORP · COM CUSIP —
2026-03-31 filed 2026-04-24 +24d

src ↗

$15.1M

89,195

0.8%

—

SELECT SECTOR SPDR TR

9 positions · 9 reported rows

Rows Cornerstone Wealth Management, LLC reported for SELECT SECTOR SPDR TR, as it reported them
SELECT SECTOR SPDR TR · STATE STREET TEC CUSIP — src ↗	$4.8M	36,173
SELECT SECTOR SPDR TR · STATE STREET FIN CUSIP 81369Y605 src ↗	$3.1M	62,152
SELECT SECTOR SPDR TR · STATE STREET ENE CUSIP 81369Y506 src ↗	$2.8M	45,024
SELECT SECTOR SPDR TR · STATE STREET IND CUSIP 81369Y704 src ↗	$1.6M	9,693
SELECT SECTOR SPDR TR · STATE STREET HEA CUSIP 81369Y209 src ↗	$891K	6,077
SELECT SECTOR SPDR TR · STATE STREET REA CUSIP 81369Y860 src ↗	$731K	17,906
SELECT SECTOR SPDR TR · STATE STREET CON CUSIP — src ↗	$631K	7,694
SELECT SECTOR SPDR TR · STATE STREET UTI CUSIP — src ↗	$389K	8,487
SELECT SECTOR SPDR TR · STATE STREET CON CUSIP 81369Y407 src ↗	$232K	2,130

ticker not yet mapped

$15.1M

195,336

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JOHNSON & JOHNSON · COM CUSIP —
2026-03-31 filed 2026-04-24 +24d

src ↗

$15.1M

61,619

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

STATE STR SPDR DOW JONES IND · UT SER 1 CUSIP —
2026-03-31 filed 2026-04-24 +24d

src ↗

$14.6M

31,488

0.7%

—

ISHARES TR

2 positions · 2 reported rows

Rows Cornerstone Wealth Management, LLC reported for ISHARES TR, as it reported them
ISHARES TR · CORE DIV GRWTH CUSIP — src ↗	$11.7M	166,711
ISHARES TR · HDG MSCI EAFE CUSIP 46434V803 src ↗	$2.0M	46,465

ticker not yet mapped

$13.7M

213,176

0.7%

—

VANGUARD SCOTTSDALE FDS

8 positions · 8 reported rows

Rows Cornerstone Wealth Management, LLC reported for VANGUARD SCOTTSDALE FDS, as it reported them
VANGUARD SCOTTSDALE FDS · INT-TERM CORP CUSIP — src ↗	$8.9M	106,997
VANGUARD SCOTTSDALE FDS · INTER TERM TREAS CUSIP 92206C706 src ↗	$1.4M	22,684
VANGUARD SCOTTSDALE FDS · VNG RUS2000IDX CUSIP 92206C664 src ↗	$1.1M	10,690
VANGUARD SCOTTSDALE FDS · VNG RUS1000GRW CUSIP 92206C680 src ↗	$609K	5,557
VANGUARD SCOTTSDALE FDS · VNG RUS2000GRW CUSIP 92206C623 src ↗	$538K	2,348
VANGUARD SCOTTSDALE FDS · VNG RUS2000VAL CUSIP 92206C649 src ↗	$343K	2,050
VANGUARD SCOTTSDALE FDS · VNG RUS1000VAL CUSIP 92206C714 src ↗	$285K	3,042
VANGUARD SCOTTSDALE FDS · SHRT TRM CORP BD CUSIP 92206C409 src ↗	$258K	3,256

ticker not yet mapped

$13.3M

156,624

0.7%

—

VANGUARD WORLD FD

9 positions · 9 reported rows

Rows Cornerstone Wealth Management, LLC reported for VANGUARD WORLD FD, as it reported them
VANGUARD WORLD FD · HEALTH CAR ETF CUSIP 92204A504 src ↗	$3.7M	13,460
VANGUARD WORLD FD · FINANCIALS ETF CUSIP — src ↗	$2.1M	17,469
VANGUARD WORLD FD · ENERGY ETF CUSIP 92204A306 src ↗	$2.0M	11,586
VANGUARD WORLD FD · INF TECH ETF CUSIP 92204A702 src ↗	$1.7M	2,484
VANGUARD WORLD FD · CONSUM DIS ETF CUSIP 92204A108 src ↗	$865K	2,408
VANGUARD WORLD FD · COMM SRVC ETF CUSIP 92204A884 src ↗	$847K	4,708
VANGUARD WORLD FD · MATERIALS ETF CUSIP 92204A801 src ↗	$676K	3,000
VANGUARD WORLD FD · CONSUM STP ETF CUSIP 92204A207 src ↗	$409K	1,819
VANGUARD WORLD FD · INDUSTRIAL ETF CUSIP 92204A603 src ↗	$259K	829

ticker not yet mapped

$12.6M

57,763

0.6%

—

FIDELITY MERRIMACK STR TR · TOTAL BD ETF CUSIP 316188309
2026-03-31 filed 2026-04-24 +24d

src ↗

ticker not yet mapped

$12.0M

263,290

0.6%

—

SPDR SERIES TRUST

8 positions · 8 reported rows

Rows Cornerstone Wealth Management, LLC reported for SPDR SERIES TRUST, as it reported them
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$5.8M	119,291
SPDR SERIES TRUST · STATE STREET SPD CUSIP 78468R721 src ↗	$2.2M	48,237
SPDR SERIES TRUST · STATE STREET SPD CUSIP 78468R812 src ↗	$1.2M	7,282
SPDR SERIES TRUST · STATE STREET SPD CUSIP 78468R663 src ↗	$1.0M	11,244
SPDR SERIES TRUST · STATE STREET SPD CUSIP 78468R770 src ↗	$474K	3,947
SPDR SERIES TRUST · STATE STREET SPD CUSIP 78468R556 src ↗	$395K	2,170
SPDR SERIES TRUST · STATE STREET SPD CUSIP 78468R788 src ↗	$304K	6,682
SPDR SERIES TRUST · STATE STREET SPD CUSIP 78468R804 src ↗	$299K	1,678

ticker not yet mapped

$11.7M

200,531

0.6%

—

SSGA ACTIVE ETF TR

2 positions · 2 reported rows

Rows Cornerstone Wealth Management, LLC reported for SSGA ACTIVE ETF TR, as it reported them
SSGA ACTIVE ETF TR · STATE STREET DOU CUSIP 78467V848 src ↗	$10.6M	267,823
SSGA ACTIVE ETF TR · STATE STREET MUL CUSIP 78467V103 src ↗	$545K	15,083

ticker not yet mapped

$11.2M

282,906

0.6%

—

ISHARES TR

8 positions · 8 reported rows

Rows Cornerstone Wealth Management, LLC reported for ISHARES TR, as it reported them
ISHARES TR · ESG MSCI KLD 400 CUSIP — src ↗	$2.3M	18,584
ISHARES TR · US AER DEF ETF CUSIP — src ↗	$2.2M	10,217
ISHARES TR · NATIONAL MUN ETF CUSIP — src ↗	$2.1M	20,107
ISHARES TR · ESG OPTIMIZED CUSIP — src ↗	$2.0M	14,916
ISHARES TR · U.S. MED DVC ETF CUSIP — src ↗	$1.1M	21,444
ISHARES TR · INTL SEL DIV ETF CUSIP — src ↗	$719K	16,905
ISHARES TR · EAFE VALUE ETF CUSIP — src ↗	$417K	5,614
ISHARES TR · EAFE GRWTH ETF CUSIP — src ↗	$237K	2,131

ticker not yet mapped

$11.1M

109,918

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INTERNATIONAL BUSINESS MACHS · COM CUSIP —
2026-03-31 filed 2026-04-24 +24d

src ↗

$10.5M

43,474

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COCA COLA CO · COM CUSIP —
2026-03-31 filed 2026-04-24 +24d

src ↗

$10.5M

138,526

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

RTX CORPORATION · COM CUSIP —
2026-03-31 filed 2026-04-24 +24d

src ↗

$10.1M

52,596

0.5%

—

WISDOMTREE TR

5 positions · 5 reported rows

Rows Cornerstone Wealth Management, LLC reported for WISDOMTREE TR, as it reported them
WISDOMTREE TR · US MIDCAP DIVID CUSIP — src ↗	$7.5M	142,778
WISDOMTREE TR · EMG MKTS SMCAP CUSIP — src ↗	$1.2M	19,595
WISDOMTREE TR · US LARGECAP FUND CUSIP — src ↗	$593K	8,703
WISDOMTREE TR · US LARGECAP DIVD CUSIP — src ↗	$481K	5,379
WISDOMTREE TR · US MIDCAP FUND CUSIP — src ↗	$365K	5,435

ticker not yet mapped

$10.1M

181,890

0.5%

—

ISHARES TR

3 positions · 3 reported rows

Rows Cornerstone Wealth Management, LLC reported for ISHARES TR, as it reported them
ISHARES TR · MSCI USA QLT FCT CUSIP 46432F339 src ↗	$4.2M	21,960
ISHARES TR · CORE MSCI TOTAL CUSIP 46432F834 src ↗	$3.3M	38,102
ISHARES TR · CORE MSCI EAFE CUSIP 46432F842 src ↗	$1.6M	18,169

ticker not yet mapped

$9.2M

78,231

0.5%

—

INVESCO EXCH TRADED FD TR II · NASDAQ 100 ETF CUSIP —
2026-03-31 filed 2026-04-24 +24d

src ↗

ticker not yet mapped

$8.9M

37,615

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BLACKSTONE INC · COM CUSIP —
2026-03-31 filed 2026-04-24 +24d

src ↗

$8.5M

73,747

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SPDR GOLD TR · GOLD SHS CUSIP —
2026-03-31 filed 2026-04-24 +24d

src ↗

$8.5M

19,650

0.4%

BERKSHIRE HATHAWAY INC DEL

2 positions · 2 reported rows

Rows Cornerstone Wealth Management, LLC reported for BERKSHIRE HATHAWAY INC DEL, as it reported them
BERKSHIRE HATHAWAY INC DEL · CL B NEW CUSIP — src ↗	$7.7M	16,109
BERKSHIRE HATHAWAY INC DEL · CL A CUSIP — src ↗	$718K	1

$8.4M

16,110

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JPMORGAN CHASE & CO · COM CUSIP —
2026-03-31 filed 2026-04-24 +24d

src ↗

$8.1M

27,425

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EMERSON ELEC CO · COM CUSIP —
2026-03-31 filed 2026-04-24 +24d

src ↗

$7.6M

57,706

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

META PLATFORMS INC · CL A CUSIP —
2026-03-31 filed 2026-04-24 +24d

src ↗

$7.4M

12,949

0.4%

—

VANGUARD WHITEHALL FDS

2 positions · 2 reported rows

Rows Cornerstone Wealth Management, LLC reported for VANGUARD WHITEHALL FDS, as it reported them
VANGUARD WHITEHALL FDS · INTL DVD ETF CUSIP 921946810 src ↗	$5.8M	65,921
VANGUARD WHITEHALL FDS · HIGH DIV YLD CUSIP — src ↗	$1.2M	8,390

ticker not yet mapped

$7.1M

74,311

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CHEVRON CORPORATION · COM CUSIP —
2026-03-31 filed 2026-04-24 +24d

src ↗

$7.0M

33,591

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TESLA INC · COM CUSIP —
2026-03-31 filed 2026-04-24 +24d

src ↗

$6.9M

18,681

0.3%

—

CAPITAL GROUP INTL FOCUS EQT · SHS CREATION UNI CUSIP 14019W109
2026-03-31 filed 2026-04-24 +24d

src ↗

ticker not yet mapped

$6.9M

233,370

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PARKER-HANNIFIN CORP · COM CUSIP —
2026-03-31 filed 2026-04-24 +24d

src ↗

$6.7M

7,524

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CATERPILLAR INC · COM CUSIP —
2026-03-31 filed 2026-04-24 +24d

src ↗

$6.7M

9,468

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AFLAC INC · COM CUSIP —
2026-03-31 filed 2026-04-24 +24d

src ↗

$6.6M

60,463

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CONSOLIDATED EDISON INC · COM CUSIP —
2026-03-31 filed 2026-04-24 +24d

src ↗

$6.6M

58,366

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LOWES COS INC · COM CUSIP —
2026-03-31 filed 2026-04-24 +24d

src ↗

$6.5M

27,507

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

DOVER CORP · COM CUSIP —
2026-03-31 filed 2026-04-24 +24d

src ↗

$6.5M

31,146

0.3%

—

FRANKLIN TEMPLETON ETF TR

7 positions · 7 reported rows

Rows Cornerstone Wealth Management, LLC reported for FRANKLIN TEMPLETON ETF TR, as it reported them
FRANKLIN TEMPLETON ETF TR · US LRG CP MLTFCT CUSIP 35473P801 src ↗	$3.1M	45,585
FRANKLIN TEMPLETON ETF TR · INTL COR DIV TIL CUSIP 35473P108 src ↗	$1.3M	31,402
FRANKLIN TEMPLETON ETF TR · FRANKLIN FTSE CUSIP 35473P645 src ↗	$651K	20,147
FRANKLIN TEMPLETON ETF TR · US MID CP MLTFCT CUSIP 35473P884 src ↗	$536K	9,759
FRANKLIN TEMPLETON ETF TR · INCOME EQT FOCUS CUSIP 35473P504 src ↗	$410K	6,346
FRANKLIN TEMPLETON ETF TR · INCOME FOCUS ETF CUSIP 35473P439 src ↗	$284K	9,865
FRANKLIN TEMPLETON ETF TR · FRANKLIN DYN MUN CUSIP 35473P868 src ↗	$223K	9,013

ticker not yet mapped

$6.4M

132,117

0.3%

—

SCHWAB STRATEGIC TR

4 positions · 4 reported rows

Rows Cornerstone Wealth Management, LLC reported for SCHWAB STRATEGIC TR, as it reported them
SCHWAB STRATEGIC TR · US LCAP GR ETF CUSIP — src ↗	$2.2M	75,134
SCHWAB STRATEGIC TR · US LCAP VA ETF CUSIP — src ↗	$1.7M	55,778
SCHWAB STRATEGIC TR · US DIVIDEND EQ CUSIP — src ↗	$1.3M	43,485
SCHWAB STRATEGIC TR · US MID-CAP ETF CUSIP — src ↗	$1.1M	35,783

ticker not yet mapped

$6.3M

210,180

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BROADCOM INC · COM CUSIP —
2026-03-31 filed 2026-04-24 +24d

src ↗

$6.2M

19,984

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ISHARES SILVER TR · ISHARES CUSIP —
2026-03-31 filed 2026-04-24 +24d

src ↗

$6.1M

89,793

0.3%

—

PUTNAM ETF TRUST

2 positions · 2 reported rows

Rows Cornerstone Wealth Management, LLC reported for PUTNAM ETF TRUST, as it reported them
PUTNAM ETF TRUST · FOCUSED LAR CAP CUSIP 746729300 src ↗	$5.8M	126,004
PUTNAM ETF TRUST · FRANKLIN MUNI CUSIP 746729797 src ↗	$118K	15,095

ticker not yet mapped

$6.0M

141,099

0.3%

—

CAPITAL GRP FIXED INCM ETF T

4 positions · 4 reported rows

Rows Cornerstone Wealth Management, LLC reported for CAPITAL GRP FIXED INCM ETF T, as it reported them
CAPITAL GRP FIXED INCM ETF T · MUNICIPAL INCOME CUSIP 14020Y201 src ↗	$2.1M	76,876
CAPITAL GRP FIXED INCM ETF T · CORE PLUS INCM CUSIP 14020Y102 src ↗	$2.1M	92,172
CAPITAL GRP FIXED INCM ETF T · CORE BOND ETF CUSIP 14020Y508 src ↗	$1.1M	41,343
CAPITAL GRP FIXED INCM ETF T · US MULTI-SECTOR CUSIP 14020Y300 src ↗	$658K	24,163

ticker not yet mapped

$5.9M

234,554

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NORDSON CORP · COM CUSIP —
2026-03-31 filed 2026-04-24 +24d

src ↗

$5.8M

21,896

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COSTCO WHOLESALE CORPORATION · COM CUSIP —
2026-03-31 filed 2026-04-24 +24d

src ↗

$5.7M

5,761

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WW GRAINGER INC · COM CUSIP —
2026-03-31 filed 2026-04-24 +24d

src ↗

$5.7M

5,221

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LINDE PLC · SHS CUSIP —
2026-03-31 filed 2026-04-24 +24d

src ↗

$5.7M

11,472

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LOCKHEED MARTIN CORP · COM CUSIP —
2026-03-31 filed 2026-04-24 +24d

src ↗

$5.3M

8,849

0.3%

—

FIRST TR EXCH TRADED FD III

2 positions · 2 reported rows

Rows Cornerstone Wealth Management, LLC reported for FIRST TR EXCH TRADED FD III, as it reported them
FIRST TR EXCH TRADED FD III · MUNI HI INCM ETF CUSIP 33739P301 src ↗	$3.7M	78,104
FIRST TR EXCH TRADED FD III · LNG/SHT EQUITY CUSIP 33739P103 src ↗	$1.5M	21,887

ticker not yet mapped

$5.3M

99,991

0.3%

—

FIRST TR EXCHANGE-TRADED FD

2 positions · 2 reported rows

Rows Cornerstone Wealth Management, LLC reported for FIRST TR EXCHANGE-TRADED FD, as it reported them
FIRST TR EXCHANGE-TRADED FD · FIRST TR ENH NEW CUSIP 33739Q408 src ↗	$3.3M	54,840
FIRST TR EXCHANGE-TRADED FD · FT VEST S&P 500 CUSIP 33739Q705 src ↗	$1.9M	39,283

ticker not yet mapped

$5.2M

94,123

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AT&T INC · COM CUSIP —
2026-03-31 filed 2026-04-24 +24d

src ↗

$5.1M

175,734

0.3%

—

CAPITAL GROUP DIVIDEND VALUE · SHS CREATION UNI CUSIP 14020W106
2026-03-31 filed 2026-04-24 +24d

src ↗

ticker not yet mapped

$5.0M

117,412

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMER STATES WTR CO · COM CUSIP —
2026-03-31 filed 2026-04-24 +24d

src ↗

$4.9M

65,118

0.2%

—

FIDELITY COMWLTH TR · NASDAQ COMPSIT CUSIP 315912808
2026-03-31 filed 2026-04-24 +24d

src ↗

ticker not yet mapped

$4.8M

56,853

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ELI LILLY & CO · COM CUSIP —
2026-03-31 filed 2026-04-24 +24d

src ↗

$4.8M

5,213

0.2%

—

FIRST TR EXCHNG TRADED FD VI

2 positions · 2 reported rows

Rows Cornerstone Wealth Management, LLC reported for FIRST TR EXCHNG TRADED FD VI, as it reported them
FIRST TR EXCHNG TRADED FD VI · SMITH OPPORT FXD CUSIP 33740F805 src ↗	$2.3M	53,251
FIRST TR EXCHNG TRADED FD VI · FT VEST LADDERED CUSIP — src ↗	$2.2M	65,521

ticker not yet mapped

$4.5M

118,772

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NETFLIX INC. · COM CUSIP —
2026-03-31 filed 2026-04-24 +24d

src ↗

$4.2M

43,848

0.2%

—

FIRST TR EXCHANGE-TRADED FD

4 positions · 4 reported rows

Rows Cornerstone Wealth Management, LLC reported for FIRST TR EXCHANGE-TRADED FD, as it reported them
FIRST TR EXCHANGE-TRADED FD · CAP STRENGTH ETF CUSIP 33733E104 src ↗	$2.6M	27,737
FIRST TR EXCHANGE-TRADED FD · DJ INTERNT IDX CUSIP 33733E302 src ↗	$1.1M	4,680
FIRST TR EXCHANGE-TRADED FD · WCM INTL EQUITY CUSIP 33733E732 src ↗	$296K	17,650
FIRST TR EXCHANGE-TRADED FD · INDXX AEROSPACE CUSIP 33733E831 src ↗	$207K	4,625

ticker not yet mapped

$4.2M

54,692

0.2%

—

FIRST TR EXCHANGE-TRADED FD · SHS CUSIP 33734H106
2026-03-31 filed 2026-04-24 +24d

src ↗

ticker not yet mapped

$4.1M

86,630

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ALTRIA GROUP INC · COM CUSIP —
2026-03-31 filed 2026-04-24 +24d

src ↗

$4.0M

60,753

0.2%

—

VICTORY PORTFOLIOS II · SHARES FREE CASH CUSIP 92647X830
2026-03-31 filed 2026-04-24 +24d

src ↗

ticker not yet mapped

$4.0M

100,841

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GE AEROSPACE · COM NEW CUSIP —
2026-03-31 filed 2026-04-24 +24d

src ↗

$4.0M

13,963

0.2%

—

MFS ACTIVE EXCHANGE TRADED F · GROWTH ETF CUSIP 55286W207
2026-03-31 filed 2026-04-24 +24d

src ↗

ticker not yet mapped

$3.9M

153,880

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VISA INC · COM CL A CUSIP —
2026-03-31 filed 2026-04-24 +24d

src ↗

$3.8M

12,560

0.2%

—

VANECK ETF TRUST

3 positions · 3 reported rows

Rows Cornerstone Wealth Management, LLC reported for VANECK ETF TRUST, as it reported them
VANECK ETF TRUST · INTRMDT MUNI ETF CUSIP 92189H201 src ↗	$3.2M	69,845
VANECK ETF TRUST · HIGH YLD MUNIETF CUSIP — src ↗	$352K	7,018
VANECK ETF TRUST · DIGI TRANSFRM CUSIP 92189H821 src ↗	$172K	11,496

ticker not yet mapped

$3.8M

88,359

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

HOME DEPOT INC · COM CUSIP —
2026-03-31 filed 2026-04-24 +24d

src ↗

$3.7M

11,108

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MCDONALDS CORP · COM CUSIP —
2026-03-31 filed 2026-04-24 +24d

src ↗

$3.6M

11,514

0.2%

—

VANGUARD TAX-MANAGED FDS · VAN FTSE DEV MKT CUSIP —
2026-03-31 filed 2026-04-24 +24d

src ↗

ticker not yet mapped

$3.6M

55,821

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LPL FINL HLDGS INC · COM CUSIP —
2026-03-31 filed 2026-04-24 +24d

src ↗

$3.6M

11,867

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CISCO SYS INC · COM CUSIP —
2026-03-31 filed 2026-04-24 +24d

src ↗

$3.6M

45,938

0.2%

—

TOUCHSTONE ETF TRUST

2 positions · 2 reported rows

Rows Cornerstone Wealth Management, LLC reported for TOUCHSTONE ETF TRUST, as it reported them
TOUCHSTONE ETF TRUST · DYNAMIC INTERNAT CUSIP 89157W608 src ↗	$2.0M	49,448
TOUCHSTONE ETF TRUST · ULTRA SHORT INCM CUSIP — src ↗	$1.5M	59,824

ticker not yet mapped

$3.6M

109,272

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TAIWAN SEMICONDUCTOR MANUFAC · SPONSORED ADS CUSIP —
2026-03-31 filed 2026-04-24 +24d

src ↗

$3.5M

10,400

0.2%

—

VANGUARD INTL EQUITY INDEX F

2 positions · 2 reported rows

Rows Cornerstone Wealth Management, LLC reported for VANGUARD INTL EQUITY INDEX F, as it reported them
VANGUARD INTL EQUITY INDEX F · FTSE EMR MKT ETF CUSIP 922042858 src ↗	$3.3M	60,464
VANGUARD INTL EQUITY INDEX F · TT WRLD ST ETF CUSIP — src ↗	$247K	1,782

ticker not yet mapped

$3.5M

62,246

0.2%

—

VANGUARD MUN BD FDS · TAX EXEMPT BD CUSIP 922907746
2026-03-31 filed 2026-04-24 +24d

src ↗

ticker not yet mapped

$3.3M

67,066

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ABBVIE INC · COM CUSIP —
2026-03-31 filed 2026-04-24 +24d

src ↗

$3.3M

15,104

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BOEING CO · COM CUSIP —
2026-03-31 filed 2026-04-24 +24d

src ↗

$3.3M

16,480

0.2%

1–20 of the 100 issuers on this page

Change kind and share change are in Position changes above; Congress overlap is planned.

One line per issuer, largest first; a row with no issuer key stands on its own line. Open a line for its rows as this filer reported them. The list holds every row this filer reported for the quarter. Issuer totals on the holders pages count each manager's own report once; that never removes a row here. how positions are grouped ↗

Book shape

2026-03-31 · concentration · vs tracked median · tick = median

Top-25 concentration: 37.0%below median 80.0%
Concentration index: 99 bpsbelow median 446 bps
Positions with value: 712 / 712median book 97.5 positions

Concentration uses reported 13F long value, not total assets. The index is withheld when any position lacks a value. Medians are over the 8,748 tracked filers with a 2026-03-31 book; the index median over the 8,662 with a complete book.

holdings whose <value> did not parse — retained and counted, never zero-filled: 0 · share of the period's disclosed value held in the top-N positions; denominator is reported 13F value, not total assets: 37.0% · integer Herfindahl–Hirschman index in basis points over disclosed position values: 99 · QoQ moves: 744

Filing history

AVAILABLE QUARTERS

Available filing periods
Period	Source
2026-03-31	EDGAR ↗
2026-06-30	EDGAR ↗

PLANNED sector rotation · Congress overlap · signals for this filer

Complete source filings on SEC EDGAR

The complete filing on EDGAR.

The position list above is served from the published Public Filings build, each position as this filer reported it; where the page cannot embed every reported row, the list says how many it leaves out. This block is provenance, not a substitute: the filing itself is the record, and it is one click away. Public Filings decided on 2026-08-01 to serve this list from its published build; filings newer than this build are on EDGAR.

Open Cornerstone Wealth Management, LLC's 13F filings on SEC EDGAR ↗

Notes on this data

Reported positions

Quarter-end holdings as filed

Explore the full published position list and its source filing. This record excludes the manager’s cash, shorts and non-13(f) assets.

Share changes

Compare consecutive quarters

Position changes retain the producer’s classification and comparability flags. Share counts and reported values describe different changes.

Coverage

A snapshot, not current holdings

Use the quarter selector to inspect available periods. Unknown values stay unknown and each table states its coverage.

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).