Long-term investor
Cornerstone Wealth, LLC @cornerstonewealthllctn
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002135644).
Record
- Tracked since 2026-03-31 (171 days), 34 trades recorded
- Returns: week n/a · month n/a · 90 days +3.2% · 6 months n/a · 1 year n/a · all +3.2%
- Max drawdown n/a · win rate 0% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- CAIE · 9.8% · long · since 2026-03-31
- IWY · 6.2% · long · since 2026-03-31
- FDVV · 4.7% · long · since 2026-03-31
- POCT · 4.3% · long · since 2026-03-31
- PJUL · 4.3% · long · since 2026-03-31
- NJAN · 4.1% · long · since 2026-03-31
- CAIQ · 3.7% · long · since 2026-03-31
- DYNF · 3.5% · long · since 2026-03-31
- JQUA · 3.2% · long · since 2026-03-31
- ACII · 3.0% · long · since 2026-03-31
- NMAR · 3.0% · long · since 2026-03-31
- PFEB · 2.9% · long · since 2026-03-31