Cornerstone Wealth, LLC/TN
Cornerstone Wealth, LLC/TN reported 102 positions worth $197.7M as of June 30, 2026 (13F filed July 29, 2026). Largest holding: CAIE (9.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | CAIE | SH | $19.4M | 9.79% | 713,398 | — | — | |
| ▸ 2 | IWY | SH | $12.2M | 6.18% | 42,197 | — | — | |
| ▸ 3 | FDVV | SH | $9.3M | 4.68% | 148,659 | — | — | |
| ▸ 4 | POCT | SH | $8.6M | 4.34% | 183,665 | — | — | |
| ▸ 5 | PJUL | SH | $8.6M | 4.33% | 174,581 | — | — | |
| ▸ 6 | NJAN | SH | $8.1M | 4.11% | 138,014 | — | — | |
| ▸ 7 | CAIQ | SH | $7.3M | 3.71% | 280,638 | — | — | |
| ▸ 8 | DYNF | SH | $6.9M | 3.49% | 101,446 | — | — | |
| ▸ 9 | JQUA | SH | $6.4M | 3.21% | 88,256 | — | — | |
| ▸ 10 | ACII | SH | $6.0M | 3.02% | 233,292 | — | — |
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Frequently Asked Questions
What stocks does Cornerstone Wealth, LLC/TN hold as of Q2 2026?
Cornerstone Wealth, LLC/TN reported 102 positions worth $197.7M in its Q2 2026 13F filing. Largest positions: CAIE (9.8%), IWY (6.2%), FDVV (4.7%), POCT (4.3%) and PJUL (4.3%).
What did Cornerstone Wealth, LLC/TN buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Cornerstone Wealth, LLC/TN sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.