Cornerstone Wealth Management, LLC
All 13F Filings
- Location
- St. Peters, MO
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 1,922,465
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/5/2026 | 690 | 1,922,465 | 13F-HR | Cornerstone Wealth Management, LLC |
| Q3 2025 | 11/4/2025 | 679 | 1,810,618 | 13F-HR | Cornerstone Wealth Management, LLC |
| Q2 2025 | 8/12/2025 | 649 | 1,647,131 | 13F-HR | Cornerstone Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.568 M | 81.6% | 106.1 K | 0 | 106.1 K |
| ETFs | 347.5 K | 18.1% | 3.272 K | 0 | 3.272 K |
| Debt | 6.146 K | 0.3% | 2.332 K | 0 | 2.332 K |
| Other | 574 | 0.0% | 0 | 4 | -4 |
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Fund Snapshot
Q4 2025
Latest filed
2/5/2026
Total value ($000)
1,922,465
Holdings
690
QoQ value change ($000)
111,847
(6.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.