Cornerstone Wealth Group, LLC has submitted its latest 13F-HR report, revealing its investment holdings as of September 30, 2026. This filing is significant as it provides insights into the firm’s asset allocation and investment strategies in a competitive financial landscape.

The report indicates that Cornerstone Wealth Group has a total reported value of $1,766,291,203 across 542 different securities. This diverse portfolio includes notable investments in major companies such as Apple Inc., Amazon.com Inc., and Alphabet Inc., showcasing the firm’s strategic focus on high-profile technology and consumer stocks.

Background

Cornerstone Wealth Group, LLC is a financial services firm based in Huntersville, North Carolina. The company specializes in wealth management and investment advisory services, catering to a diverse clientele. According to the latest filings, it operates under the SEC’s regulations for investment firms.

What the Filing Says

The filing, accession number 0001214659-26-013576, reveals that as of September 30, 2026, Cornerstone holds significant positions in various companies. For instance, it reported holdings in Apple Inc. valued at approximately $96,442,722 and Amazon.com Inc. valued at about $26,343,372. The report also highlights investments in technology giants like Alphabet Inc. and other sectors, reflecting a balanced approach to portfolio management.

Impact

This update may affect investors and clients of Cornerstone Wealth Group, as it provides transparency into the firm’s investment decisions. Additionally, the broader wealth management industry may take note of Cornerstone’s strategies, particularly in how they position themselves in high-growth sectors such as technology and consumer goods.

What's Next

The filing does not specify what actions will follow this report, but it is expected that Cornerstone will continue to adjust its portfolio in response to market conditions and investment opportunities.