Long-term investor
Cornerstone Wealth Management, LLC @cornerstonewealthmanagem
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001674117).
Record
- Tracked since 2025-06-30 (448 days), 26 trades recorded
- Returns: week n/a · month n/a · 90 days +9.4% · 6 months n/a · 1 year +16.9% · all +16.9%
- Max drawdown n/a · win rate 26% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 4.4% · long · since 2025-06-30
- 46641Q399 · 3.8% · long · since 2025-06-30
- 78464A847 · 3.2% · long · since 2025-06-30
- 78464A854 · 2.5% · long · since 2025-06-30
- 464287200 · 2.3% · long · since 2025-06-30
- NVDA · 2.3% · long · since 2025-06-30
- MSFT · 1.3% · long · since 2025-06-30
- 46090E103 · 1.3% · long · since 2025-06-30
- 72201R775 · 1.2% · long · since 2025-06-30
- 78464A409 · 1.1% · long · since 2025-06-30
- 46429B697 · 1.1% · long · since 2025-06-30
- AMZN · 1.0% · long · since 2025-06-30