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Cornerstone Wealth, LLC/TN

Q2 2026 · 13F-HR

Cornerstone Wealth, LLC/TNholdings as filed

Filed 2026-07-29 · accession 0002135644-26-000002

$197.7M
Reported value
102
Positions
2026-06-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
12811T571CAIECALAMOS ETF TR$19.4M9.79%713,398CommonNONE
464289438IWYISHARES TR$12.2M6.18%42,197CommonNONE
316092840FDVVFIDELITY COVINGTON TRUST$9.3M4.68%148,659CommonNONE
45782C797POCTINNOVATOR ETFS TRUST$8.6M4.34%183,665CommonNONE
45782C813PJULINNOVATOR ETFS TRUST$8.6M4.34%174,581CommonNONE
45782C466NJANINNOVATOR ETFS TRUST$8.1M4.11%138,014CommonNONE
12811T530CAIQCALAMOS ETF TR$7.3M3.71%280,638CommonNONE
09290C103DYNFBLACKROCK ETF TRUST$6.9M3.49%101,446CommonNONE
46641Q761JQUAJ P MORGAN EXCHANGE TRADED F$6.4M3.21%88,256CommonNONE
45784N585ACIIINNOVATOR ETFS TRUST$6.0M3.02%233,292CommonNONE
45784N767NMARINNOVATOR ETFS TRUST$5.9M2.97%182,346CommonNONE
45782C417PFEBINNOVATOR ETFS TRUST$5.6M2.85%130,051CommonNONE
45784N791NFEBINNOVATOR ETFS TRUST$5.5M2.80%182,738CommonNONE
45782C524IJANINNOVATOR ETFS TRUST$4.9M2.50%129,197CommonNONE
808524755FNDFSCHWAB STRATEGIC TR$4.7M2.37%88,142CommonNONE
316188309FBNDFIDELITY MERRIMACK STR TR$4.6M2.33%101,535CommonNONE
45782C383PMARINNOVATOR ETFS TRUST$4.5M2.26%92,963CommonNONE
45782C722IJULINNOVATOR ETFS TRUST$4.4M2.25%122,861CommonNONE
45782C284KJULINNOVATOR ETFS TRUST$3.8M1.90%111,076CommonNONE
31609A503FMDEFIDELITY COVINGTON TRUST$3.4M1.72%83,929CommonNONE
45782C276NJULINNOVATOR ETFS TRUST$3.4M1.71%44,236CommonNONE
037833100AAPLAPPLE INC$2.8M1.40%8,423CommonNONE
33733E690ACYNFIRST TR EXCHANGE-TRADED FD$2.7M1.38%132,066CommonNONE
45782C508PJANINNOVATOR ETFS TRUST$2.1M1.07%42,575CommonNONE
45782C516EJANINNOVATOR ETFS TRUST$2.0M1.03%56,921CommonNONE
45782C623EOCTINNOVATOR ETFS TRUST$2.0M1.02%59,300CommonNONE
46434G764EMXCISHARES INC$1.9M0.95%19,698CommonNONE
31609A404FENIFIDELITY COVINGTON TRUST$1.7M0.85%41,677CommonNONE
47103U852JMBSJANUS DETROIT STR TR$1.5M0.75%32,948CommonNONE
45782C615NOCTINNOVATOR ETFS TRUST$1.5M0.74%23,385CommonNONE
464287200IVVISHARES TR$1.5M0.74%1,929CommonNONE
33741X102SDVYFIRST TR EXCHANGE TRADED FD$1.4M0.71%32,757CommonNONE
45783Y350IFEBINNOVATOR ETFS TRUST$1.3M0.68%42,757CommonNONE
67066G104NVDANVIDIA CORPORATION$1.3M0.63%5,897CommonNONE
45782C870PAPRINNOVATOR ETFS TRUST$1.2M0.60%27,838CommonNONE
45782C334NAPRINNOVATOR ETFS TRUST$1.0M0.53%17,683CommonNONE
37954Y673PAVEGLOBAL X FDS$1.0M0.51%17,881CommonNONE
45782C474KJANINNOVATOR ETFS TRUST$937,7300.47%20,517CommonNONE
33734X846CIBRFIRST TR EXCHANGE-TRADED FD$897,7600.45%9,644CommonNONE
45784N676NMAYINNOVATOR ETFS TRUST$870,1150.44%29,568CommonNONE
464287721IYWISHARES TR$831,3140.42%3,346CommonNONE
437076102HDHOME DEPOT INC$820,4800.41%2,403CommonNONE
45784N783KFEBINNOVATOR ETFS TRUST$817,7100.41%26,348CommonNONE
45782C318PMAYINNOVATOR ETFS TRUST$791,0710.40%19,007CommonNONE
532457108LLYELI LILLY & CO$780,7250.39%675CommonNONE
45782C748PJUNINNOVATOR ETFS TRUST$761,2530.38%17,484CommonNONE
45783Y269NJUNINNOVATOR ETFS TRUST$734,4580.37%22,564CommonNONE
45782C631IOCTINNOVATOR ETFS TRUST$657,9840.33%17,683CommonNONE
90290T809SDCIUSCF ETF TR$651,5140.33%22,973CommonNONE
33738R704AIRRFIRST TR EXCHANGE TRADED FD$607,1540.31%4,927CommonNONE
45782C680PAUGINNOVATOR ETFS TRUST$559,6300.28%12,211CommonNONE
45784N668KMAYINNOVATOR ETFS TRUST$554,3640.28%18,284CommonNONE
45782C714EJULINNOVATOR ETFS TRUST$546,0440.28%17,910CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$518,8310.26%16,043CommonNONE
320517105FHNFIRST HORIZON CORPORATION$516,7820.26%20,721CommonNONE
45783Y285IJUNINNOVATOR ETFS TRUST$510,9320.26%16,300CommonNONE
45782C599KOCTINNOVATOR ETFS TRUST$494,9790.25%13,210CommonNONE
060505104BACBANK OF AMER CORP$493,4590.25%8,012CommonNONE
594918104MSFTMICROSOFT CORP$489,7900.25%1,238CommonNONE
931142103WMTWALMART INC$463,2860.23%4,117CommonNONE
464287507IJHISHARES TR$463,2340.23%6,125CommonNONE
78463V107GLDSPDR GOLD TR$457,9910.23%1,230CommonNONE
45782C342KAPRINNOVATOR ETFS TRUST$420,1250.21%10,563CommonNONE
33740F516GJANFIRST TR EXCHNG TRADED FD VI$418,3460.21%9,235CommonNONE
45782C573PNOVINNOVATOR ETFS TRUST$417,8560.21%9,348CommonNONE
33740F847FNOVFIRST TR EXCHNG TRADED FD VI$391,0300.20%6,640CommonNONE
58933Y105MRKMERCK & CO INC$372,3740.19%3,012CommonNONE
33739N108FMBFIRST TR EXCH TRADED FD III$354,3170.18%6,930CommonNONE
45782C433BFEBINNOVATOR ETFS TRUST$350,1960.18%6,600CommonNONE
7591EP100RFREGIONS FINANCIAL CORP NEW$335,0730.17%10,644CommonNONE
464288687PFFISHARES TR$333,2990.17%10,885CommonNONE
478160104JNJJOHNSON & JOHNSON$318,4090.16%1,289CommonNONE
09631P102BPREBLUEROCK PVT REAL ESTATE FD$318,1050.16%23,864CommonNONE
45782C540PDECINNOVATOR ETFS TRUST$310,8580.16%6,722CommonNONE
171340102CHDCHURCH & DWIGHT CO INC$310,8480.16%3,200CommonNONE
37954Y657PFFDGLOBAL X FDS$306,9980.16%16,461CommonNONE
02079K107GOOGALPHABET INC$303,5720.15%820CommonNONE
78468R200FLRNSPDR SERIES TRUST$302,6040.15%9,828CommonNONE
45783Y343IMARINNOVATOR ETFS TRUST$284,1930.14%9,276CommonNONE
34986A104FWRDFORWARD AIR CORP$282,6120.14%22,394CommonNONE
45782C656PSEPINNOVATOR ETFS TRUST$275,9750.14%5,958CommonNONE
808513105SCHWSCHWAB CHARLES CORP$271,8800.14%2,645CommonNONE
464287804IJRISHARES TR$270,6880.14%1,852CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$259,8920.13%1,961CommonNONE
00287Y109ABBVABBVIE INC$253,1610.13%1,037CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$248,7870.13%3,160CommonNONE
45782C367IAPRINNOVATOR ETFS TRUST$246,3530.12%7,365CommonNONE
78464A607RWRSPDR SERIES TRUST$244,9880.12%2,143CommonNONE
45783Y293IMAYINNOVATOR ETFS TRUST$237,7480.12%7,452CommonNONE
548661107LOWLOWES COS INC$234,1900.12%1,117CommonNONE
45782C326BMAYINNOVATOR ETFS TRUST$227,9110.12%4,774CommonNONE
33740U687GNOVFIRST TR EXCHNG TRADED FD VI$222,8650.11%5,300CommonNONE
33740U505FDECFIRST TR EXCHNG TRADED FD VI$221,4410.11%4,035CommonNONE
33740F649QDECFIRST TR EXCHNG TRADED FD VI$221,0330.11%6,214CommonNONE
45783Y129NAUGINNOVATOR ETFS TRUST$220,1930.11%6,935CommonNONE
33740U653GAUGFIRST TR EXCHNG TRADED FD VI$213,1550.11%5,119CommonNONE
464288885EFGISHARES TR$213,0290.11%1,743CommonNONE
922020805VTIPVANGUARD MALVERN FDS$212,1680.11%4,275CommonNONE
09290C780BAIBLACKROCK ETF TRUST$207,2970.10%4,563CommonNONE
742718109PGPROCTER & GAMBLE CO$205,7470.10%1,390CommonNONE
464287150ITOTISHARES TR$200,7570.10%1,213CommonNONE
343498101FLOFLOWERS FOODS INC$145,7280.07%17,664CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.