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Brian J. Click

Cornerstone Wealth, Llc Tn

Assets Managed
$177.721M
Holdings
96
Last Quarter
2026 - Q1
Filed Date
7d ago
Growth Rate
0%(2Q avg: 0%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Cornerstone Wealth, Llc Tn's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 96 positions.

Assets under management

The assets under management (AUM) of Cornerstone Wealth, Llc Tn over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 177.721M in assets, with a quarterly growth rate of 0% and a 2-quarter average growth rate of 0%. The portfolio is managed by Brian J. Click, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
CAIE
Calamos Autocallable Inc Etf
Recent Activity
New Position
10.52%
$18.684M
693,536 shares@ $26.95 avg price
FDVV
Fidelity High Dividend Etf
Recent Activity
New Position
6.73%
$11.96M
203,646 shares@ $58.74 avg price
POCT
Innovator U.s. Equity Power
Recent Activity
New Position
4.63%
$8.215M
181,597 shares@ $45.24 avg price
NJAN
Innovator Growth 100 Power B
Recent Activity
New Position
4.38%
$7.783M
136,628 shares@ $56.97 avg price
JQUA
Jpmorgan Us Quality Factor
Recent Activity
New Position
4.38%
$7.783M
118,802 shares@ $65.51 avg price
IWY
Ishares Russell Top 200 Grow
Recent Activity
New Position
4.33%
$7.693M
27,574 shares@ $279.0 avg price
PAUG
Innovator U.s. Equity Power
Recent Activity
New Position
3.54%
$6.283M
141,024 shares@ $44.55 avg price
NMAR
Innovator Grw-100 Pb Etf Mar
Recent Activity
New Position
3.19%
$5.657M
181,340 shares@ $31.2 avg price
PFEB
Innovator U.s. Equity Power
Recent Activity
New Position
3.04%
$5.4M
128,563 shares@ $42.01 avg price
NFEB
Innov Grw-100 Por Bu Etf - F
Recent Activity
New Position
3%
$5.32M
181,685 shares@ $29.29 avg price

1-10 of 96