Cornerstone Wealth, LLC reported 102 holdings worth US$198M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 29, 2026
Cornerstone Wealth, LLC reported 102 holdings worth US$198M as of Jun 30, 2026. Largest: Apple Inc, Nvidia Corporation and Home Depot, Inc. (the). Filed Jul 29, 2026 (Form 13F).
- Holdings
- 102
- Value as reported
- US$198M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Apple Inc | 8,423 | US$2.76M | 1.4% |
| Nvidia Corporation | 5,897 | US$1.25M | 0.63% |
| Home Depot, Inc. (the) | 2,403 | US$820K | 0.41% |
| Eli Lilly And Company | 675 | US$781K | 0.39% |
| First Horizon Corporation | 20,721 | US$517K | 0.26% |
| Bank Of America Corporation | 8,012 | US$493K | 0.25% |
| Microsoft Corp. | 1,238 | US$490K | 0.25% |
| Walmart Inc. | 4,117 | US$463K | 0.23% |
| Merck & Company, Inc. | 3,012 | US$372K | 0.19% |
| Regions Financial Corporation | 10,644 | US$335K | 0.17% |
| Johnson & Johnson | 1,289 | US$318K | 0.16% |
| Church & Dwight Company, Inc. | 3,200 | US$311K | 0.16% |
| Alphabet Inc (google) Class C | 811 | US$304K | 0.15% |
| Forward Air Corporation | 22,394 | US$283K | 0.14% |
| Charles Schwab Corporation (the) | 2,645 | US$272K | 0.14% |
| American Electric Power Company, Inc. | 1,961 | US$260K | 0.13% |
| Abbvie Inc. | 1,037 | US$253K | 0.13% |
| Lowe's Companies, Inc. | 1,117 | US$234K | 0.12% |
| Procter & Gamble Company (the) | 1,390 | US$206K | 0.10% |
| Flowers Foods, Inc. | 17,664 | US$146K | 0.07% |