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Rahcel L. Posner

Cornerstone Wealth Group, Llc

Assets Managed
$1.559B
Holdings
441
Last Quarter
2026 - Q1
Filed Date
1mo ago
Growth Rate
6.56%(2Q avg: 2.66%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Cornerstone Wealth Group, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 441 positions.

Assets under management

The assets under management (AUM) of Cornerstone Wealth Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.559B in assets, with a quarterly growth rate of 6.56% and a 2-quarter average growth rate of 2.66%. The portfolio is managed by Rahcel L. Posner, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -6.78%
5.63%
$87.677M↓ Put
124,527 shares@ $704.08 avg price
AAPL
Apple Inc
Recent Activity
Increased 3.09%
5.03%
$78.323M
294,261 shares@ $266.17 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 10.24%
3.3%
$51.331M
256,811 shares@ $199.88 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -1.66%
3.29%
$51.246M
72,460 shares@ $707.24 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 20.3%
3.24%
$50.389M
118,797 shares@ $424.16 avg price
IDEV
Ishares Core Msci Dev Mkts
Recent Activity
Increased 19.22%
2.95%
$45.879M
523,253 shares@ $87.68 avg price
AVGO
Broadcom Inc
Recent Activity
Decreased -2.22%
2.3%
$35.795M
89,006 shares@ $402.17 avg price
SCHX
Schwab Us Large-cap Etf
Recent Activity
Decreased -3.83%
2.18%
$33.974M
1.223M shares@ $27.79 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -9.75%
1.87%
$29.016M
87,322 shares@ $332.29 avg price
VCRB
Vanguard Core Bond Etf
Recent Activity
Increased 9.97%
1.66%
$25.827M
332,723 shares@ $77.63 avg price

1-10 of 441