Top Institutional Investors

Cornerstone Wealth, LLC/TN — 13F Holdings & Portfolio

CIK 2135644 · latest 13F-HR filed 2026-05-19

Backtest portfolio

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$177.7M

Long-equity book

Holdings

96

Distinct positions

Period

2026-03-31

Filed 2026-05-19

Q/Q Activity

—

no prior filing cached

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • —
Show all →

Top Trims

  • —
Show all →

New Positions

  • —
Show all →

Exited Positions

  • —
Show all →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 CALAMOS ETF TR CAIE 12811T571 $18.7M 10.51% 693,536 SH
2 FIDELITY COVINGTON TRUST FDVV 316092840 $12.0M 6.73% 203,646 SH
3 INNOVATOR ETFS TRUST POCT 45782C797 $8.2M 4.62% 181,597 SH
4 INNOVATOR ETFS TRUST NJAN 45782C466 $7.8M 4.38% 136,628 SH
5 J P MORGAN EXCHANGE TRADED F JQUA 46641Q761 $7.8M 4.38% 118,802 SH
6 ISHARES TR IWY 464289438 $7.7M 4.33% 27,574 SH
7 INNOVATOR ETFS TRUST PAUG 45782C680 $6.3M 3.54% 141,024 SH
8 INNOVATOR ETFS TRUST NMAR 45784N767 $5.7M 3.18% 181,340 SH
9 INNOVATOR ETFS TRUST PFEB 45782C417 $5.4M 3.04% 128,563 SH
10 INNOVATOR ETFS TRUST NFEB 45784N791 $5.3M 2.99% 181,685 SH
11 CALAMOS ETF TR CAIQ 12811T530 $5.3M 2.99% 201,439 SH
12 FIDELITY MERRIMACK STR TR FBND 316188309 $5.1M 2.87% 111,058 SH
13 INNOVATOR ETFS TRUST IJAN 45782C524 $4.7M 2.67% 127,879 SH
14 INNOVATOR ETFS TRUST PMAR 45782C383 $4.3M 2.45% 93,238 SH
15 BLACKROCK ETF TRUST DYNF 09290C103 $3.8M 2.15% 60,003 SH
16 SCHWAB STRATEGIC TR FNDF 808524755 $3.2M 1.79% 62,404 SH
17 WALMART INC WMT 931142103 $3.1M 1.73% 24,137 SH
18 FIDELITY COVINGTON TRUST FMDE 31609A503 $2.9M 1.63% 76,070 SH
19 INNOVATOR ETFS TRUST ACII 45784N585 $2.8M 1.57% 107,945 SH
20 INNOVATOR ETFS TRUST IAUG 45783Y145 $2.6M 1.47% 88,934 SH
21 APPLE INC AAPL 037833100 $2.3M 1.27% 8,351 SH
22 INNOVATOR ETFS TRUST PJAN 45782C508 $2.0M 1.13% 41,602 SH
23 INNOVATOR ETFS TRUST KAUG 45783Y137 $2.0M 1.13% 71,900 SH
24 INNOVATOR ETFS TRUST EOCT 45782C623 $2.0M 1.12% 59,440 SH
25 INNOVATOR ETFS TRUST EJAN 45782C516 $2.0M 1.11% 55,672 SH
26 ISHARES INC EMXC 46434G764 $1.8M 1.02% 20,131 SH
27 ISHARES TR EFG 464288885 $1.7M 0.98% 14,847 SH
28 JANUS DETROIT STR TR JMBS 47103U852 $1.5M 0.84% 32,718 SH
29 INNOVATOR ETFS TRUST PSEP 45782C656 $1.5M 0.83% 32,954 SH
30 GLOBAL X FDS PAVE 37954Y673 $1.4M 0.79% 25,296 SH
31 INNOVATOR ETFS TRUST NOCT 45782C615 $1.4M 0.79% 23,385 SH
32 ISHARES TR IVV 464287200 $1.4M 0.77% 1,904 SH
33 FIRST TR EXCHANGE TRADED FD SDVY 33741X102 $1.3M 0.76% 31,919 SH
34 INNOVATOR ETFS TRUST IFEB 45783Y350 $1.3M 0.72% 42,157 SH
35 NVIDIA CORPORATION NVDA 67066G104 $1.2M 0.70% 5,846 SH
36 INNOVATOR ETFS TRUST IJUL 45782C722 $1.2M 0.65% 33,209 SH
37 INNOVATOR ETFS TRUST PAPR 45782C870 $1.1M 0.64% 27,641 SH
38 INNOVATOR ETFS TRUST KJUL 45782C284 $1.1M 0.64% 34,276 SH
39 INNOVATOR ETFS TRUST NAUG 45783Y129 $1.1M 0.64% 37,021 SH
40 INNOVATOR ETFS TRUST PJUL 45782C813 $1.1M 0.60% 22,248 SH
41 INNOVATOR ETFS TRUST NJUL 45782C276 $987.9K 0.56% 13,065 SH
42 USCF ETF TR SDCI 90290T809 $949.9K 0.53% 33,768 SH
43 FIRST TR EXCHANGE-TRADED FD ACYN 33733E690 $874.5K 0.49% 42,145 SH
44 INNOVATOR ETFS TRUST NJUN 45783Y269 $872.5K 0.49% 26,746 SH
45 INNOVATOR ETFS TRUST KJAN 45782C474 $859.2K 0.48% 19,589 SH
46 INNOVATOR ETFS TRUST NAPR 45782C334 $842.0K 0.47% 14,590 SH
47 HOME DEPOT INC HD 437076102 $794.0K 0.45% 2,413 SH
48 INNOVATOR ETFS TRUST KFEB 45784N783 $766.3K 0.43% 25,848 SH
49 INNOVATOR ETFS TRUST NSEP 45784N205 $751.8K 0.42% 24,735 SH
50 FIRST TR EXCHANGE-TRADED FD CIBR 33734X846 $720.0K 0.41% 10,722 SH