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Gregory Shoemaker

Cornerstone Wealth Management, Llc

Assets Managed
$2.327B
Holdings
745
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
16.4%(2Q avg: 10.2%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Cornerstone Wealth Management, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 745 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 5 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 2.327B in assets, with a quarterly growth rate of 16.4% and a 2-quarter average growth rate of 10.2%. The portfolio is managed by Gregory Shoemaker, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Increased 1.85%
4.36%
$101.375M
350,341 shares@ $289.36 avg price
BBUS
Jpmorgan Betabuilders Us Equ
Recent Activity
Decreased -1.62%
3.84%
$89.231M
662,346 shares@ $134.72 avg price
SPMD
Spdr Portfolio S&p 400 Mid C
Recent Activity
Decreased -0.73%
3.22%
$74.853M
1.108M shares@ $67.56 avg price
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 5.32%
2.51%
$58.403M
664,572 shares@ $87.89 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -1.6%
2.32%
$53.945M
72,034 shares@ $748.89 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -0.8%
2.27%
$52.706M
263,411 shares@ $200.09 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 5.46%
1.33%
$30.797M
82,562 shares@ $373.02 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -2.7%
1.29%
$29.793M
40,458 shares@ $736.4 avg price
BOND
Pimco Active Bond Exchange-t
Recent Activity
Increased 9.72%
1.23%
$28.518M
309,271 shares@ $92.21 avg price
SPYG
Spdr Portfolio S&p 500 Growt
Recent Activity
Increased 14.57%
1.13%
$26.146M
219,731 shares@ $119.0 avg price

1-10 of 745