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Gregory Shoemaker

Cornerstone Wealth Management, Llc

Assets Managed
$1.999B
Holdings
712
Last Quarter
2026 - Q1
Filed Date
24d ago
Growth Rate
3.99%(2Q avg: 5.09%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Cornerstone Wealth Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 712 positions.

Assets under management

The assets under management (AUM) of Cornerstone Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.999B in assets, with a quarterly growth rate of 3.99% and a 2-quarter average growth rate of 5.09%. The portfolio is managed by Gregory Shoemaker, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Increased 0.59%
4.37%
$87.3M
343,985 shares@ $253.79 avg price
BBUS
Jpmorgan Betabuilders Us Equ
Recent Activity
Increased 0.46%
3.95%
$78.895M
673,279 shares@ $117.19 avg price
SPMD
Spdr Portfolio S&p 400 Mid C
Recent Activity
Increased 0.1%
3.31%
$66.097M
1.116M shares@ $59.23 avg price
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 4.79%
2.42%
$48.297M
631,003 shares@ $76.55 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -2.75%
2.4%
$47.821M
73,210 shares@ $653.21 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 4.53%
2.32%
$46.312M
265,552 shares@ $174.4 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 5.57%
1.45%
$28.981M
78,292 shares@ $370.17 avg price
BOND
Pimco Active Bond Exchange-t
Recent Activity
Increased 7.33%
1.31%
$26.013M
281,894 shares@ $92.29 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 1.38%
1.21%
$24.001M
41,583 shares@ $577.19 avg price
USMV
Ishares Msci Usa Min Vol Fac
Recent Activity
Increased 0.91%
1.19%
$23.747M
256,054 shares@ $92.75 avg price

1-10 of 712