13F

Investor

Cornerstone Wealth, LLC/TN

CIK 0002135644 · filed 2026-05-19 · SEC filing

13F book

$177.7M

Positions

96

Largest name

10.5%

Calamos Etf Tr

Est. mark

—

Need a prior quarter to estimate
NameTickerSharesValueWeightEst. markChange
Calamos Etf Tr—693.5K$18.7M10.5%—Held
Fidelity Covington Trust—203.6K$12M6.7%—Held
Innovator Etfs Trust—181.6K$8.22M4.6%—Held
Innovator Etfs Trust—136.6K$7.78M4.4%—Held
J P Morgan Exchange Traded F—118.8K$7.78M4.4%—Held
Ishares Tr—27.6K$7.69M4.3%—Held
Innovator Etfs Trust—141K$6.28M3.5%—Held
Innovator Etfs Trust—181.3K$5.66M3.2%—Held
Innovator Etfs Trust—128.6K$5.4M3.0%—Held
Innovator Etfs Trust—181.7K$5.32M3.0%—Held
Calamos Etf Tr—201.4K$5.31M3.0%—Held
Fidelity Merrimack Str Tr—111.1K$5.09M2.9%—Held
Innovator Etfs Trust—127.9K$4.75M2.7%—Held
Innovator Etfs Trust—93.2K$4.35M2.4%—Held
Blackrock Etf Trust—60K$3.82M2.1%—Held
Schwab Strategic Tr—62.4K$3.18M1.8%—Held
Walmart Inc.WMT24.1K$3.08M1.7%—Held
Fidelity Covington Trust—76.1K$2.89M1.6%—Held
Innovator Etfs Trust—107.9K$2.78M1.6%—Held
Innovator Etfs Trust—88.9K$2.61M1.5%—Held
Apple Inc.AAPL8.35K$2.26M1.3%—Held
Innovator Etfs Trust—41.6K$2.01M1.1%—Held
Innovator Etfs Trust—71.9K$2.01M1.1%—Held
Innovator Etfs Trust—59.4K$1.99M1.1%—Held
Innovator Etfs Trust—55.7K$1.97M1.1%—Held
Ishares Inc—20.1K$1.8M1.0%—Held
Ishares Tr—14.8K$1.74M1.0%—Held
Janus Detroit Str Tr—32.7K$1.49M0.8%—Held
Innovator Etfs Trust—33K$1.48M0.8%—Held
Global X Fds—25.3K$1.41M0.8%—Held
Innovator Etfs Trust—23.4K$1.41M0.8%—Held
Ishares Tr—1.9K$1.36M0.8%—Held
First Tr Exchange-Traded Fd—31.9K$1.35M0.8%—Held
Innovator Etfs Trust—42.2K$1.29M0.7%—Held
Nvidia CorpNVDA5.85K$1.25M0.7%—Held
Innovator Etfs Trust—33.2K$1.15M0.6%—Held
Innovator Etfs Trust—27.6K$1.14M0.6%—Held
Innovator Etfs Trust—34.3K$1.14M0.6%—Held
Innovator Etfs Trust—37K$1.14M0.6%—Held
Innovator Etfs Trust—22.2K$1.06M0.6%—Held
Innovator Etfs Trust—13.1K$987.9K0.6%—Held
Uscf Etf Tr—33.8K$949.9K0.5%—Held
First Tr Exchange-Traded Fd—42.1K$874.5K0.5%—Held
Innovator Etfs Trust—26.7K$872.5K0.5%—Held
Innovator Etfs Trust—19.6K$859.2K0.5%—Held
Innovator Etfs Trust—14.6K$842K0.5%—Held
Home Depot, Inc.HD2.41K$794K0.4%—Held
Innovator Etfs Trust—25.8K$766.3K0.4%—Held
Innovator Etfs Trust—24.7K$751.8K0.4%—Held
First Tr Exchange Traded Fd—10.7K$720K0.4%—Held
Innovator Etfs Trust—16.1K$691.1K0.4%—Held
Innovator Etfs Trust—17.7K$636.1K0.4%—Held
First Tr Exchange Traded Fd—4.99K$617.1K0.3%—Held
Eli Lilly & CoLLY675$590K0.3%—Held
Ishares Tr—2.58K$555.5K0.3%—Held
Microsoft CorpMSFT1.27K$546.9K0.3%—Held
Spdr Gold Tr—1.23K$518.9K0.3%—Held
Schwab Strategic Tr—16.5K$515.3K0.3%—Held
Innovator Etfs Trust—13.2K$471.9K0.3%—Held
First Horizon Corporation—17.8K$438.5K0.2%—Held
Forward Air CorpFWRD19.1K$427.9K0.2%—Held
Bank America Corp—8.01K$421.9K0.2%—Held
First Tr Exchng Traded Fd Vi—9.23K$405.7K0.2%—Held
Innovator Etfs Trust—9.35K$402.4K0.2%—Held
Bluerock Pvt Real Estate Fd—23.7K$386.3K0.2%—Held
First Tr Exch Traded Fd Iii—7.51K$384.5K0.2%—Held
Global X Fds—20.2K$383.8K0.2%—Held
First Tr Exchng Traded Fd Vi—6.64K$376.4K0.2%—Held
Innovator Etfs Trust—11.1K$373K0.2%—Held
Ishares Tr—5.13K$369.6K0.2%—Held
Merck & Co., Inc.MRK3.01K$331.5K0.2%—Held
Church & Dwight Co Inc—3.2K$310.7K0.2%—Held
Spdr Series Trust—9.83K$302.9K0.2%—Held
Innovator Etfs Trust—6.72K$300.3K0.2%—Held
Innovator Etfs Trust—5.9K$300.2K0.2%—Held
Johnson & JohnsonJNJ1.29K$293.6K0.2%—Held
Innovator Etfs Trust—7.52K$287K0.2%—Held
Innovator Etfs Trust—9.47K$286.8K0.2%—Held
Alphabet Inc—820$284.9K0.2%—Held
Innovator Etfs Trust—9.08K$279.6K0.2%—Held
Innovator Etfs Trust—9.48K$275.7K0.2%—Held
Innovator Etfs Trust—9.28K$275.6K0.2%—Held
Lowes Cos Inc—1.12K$269.9K0.2%—Held
American Elec Pwr Co Inc—1.96K$266K0.1%—Held
Vanguard Scottsdale Fds—3.16K$250.8K0.1%—Held
First Tr Exchng Traded Fd Vi—4.43K$234.1K0.1%—Held
Spdr Series Trust—2.14K$233.7K0.1%—Held
Innovator Etfs Trust—7.18K$233.1K0.1%—Held
Ishares Tr—7.38K$231.1K0.1%—Held
First Tr Exchng Traded Fd Vi—6.71K$228.5K0.1%—Held
Regions Financial Corp New—7.64K$216.6K0.1%—Held
First Tr Exchng Traded Fd Vi—5.3K$216.2K0.1%—Held
Vanguard Malvern Fds—4.28K$215.3K0.1%—Held
Procter And Gamble CoPG1.39K$207.3K0.1%—Held
AbbVie Inc.ABBV1.04K$205K0.1%—Held
Flowers Foods IncFLO17.7K$157.7K0.1%—Held

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.