Cornerstone Wealth Group, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists 542 distinct positions held by the firm.
The report lists the filer's address as 16810 Kenton Drive, Suite 200, in Huntersville, North Carolina. The filing was signed by Rachel L. Posner, who is identified as the Chief Compliance Officer, and was submitted on October 30, 2026.
The filing provides a detailed breakdown of the firm's portfolio. Notable positions include significant holdings in Apple Inc., with shares totaling 288,467, and shares of Berkshire Hathaway Inc. Class B New, valued at 28,470. The portfolio also includes substantial stakes in companies such as BlackRock Inc., Blackstone Inc., and Visa Inc.
The report includes a mix of individual common stocks and exchange-traded funds. It lists a total of 542 holdings, with the top positions representing the largest dollar amounts in the portfolio. The filing serves as a public record of the firm's investment strategy and portfolio composition as of the specified date.
