Cornerstone Wealth Group, LLC
Cornerstone Wealth Group, LLC is a fiduciary wealth management and financial advisory firm headquartered in Huntersville, North Carolina. The firm was founded by a team of partners with deep industry experience and has been providing comprehensive financial planning, investment management, and advisory services since its establishment. With approximately 50 employees, Cornerstone Wealth Group primarily serves individuals—including high net worth individuals—and provides customized financial solutions to help clients achieve long-term financial well-being. Since 2017, the firm has partnered with Focus Financial Partners, expanding its access to resources and best practices while maintaining its independence and commitment to client-centric values.
Investment Strategy
Cornerstone Wealth Group, LLC employs a client-centric, fiduciary investment strategy. The firm constructs diversified portfolios based on rigorous analysis of individual client goals, preferences, and risk tolerances, emphasizing long-term growth, wealth preservation, tax efficiency, and financial clarity. The group manages assets through a mix of equities (stocks), fixed income, ETFs, and mutual funds, with continuous portfolio oversight and a focus on adapting to market conditions. Active management and ongoing client engagement are central to their approach, ensuring tailored investment solutions and financial planning that evolve with clients’ needs.
Top Holdings
Equity Positions (313)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 7.48% | $99.8M | 631,626 | $83.72 | $157.99 | +$26.3M |
S SPY | SPDR S&P 500 ETF TR | 6.11% | $81.5M | 131,950 | $432.49 | $617.85 | +$6.1M |
A AGG | ISHARES TR | 4.14% | $55.2M | 555,983 | $100.05 | $99.20 | +$6.8M |
I IVV | ISHARES TR | 3.54% | $47.2M | 76,010 | $414.06 | $620.90 | +$3.1M |
A AAPL | APPLE INC | 3.44% | $45.9M | 223,612 | $131.77 | $205.17 | -$2.9M |
Options Positions (2)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | Sold | Put | $326.9K | 4,270 | $157.99 | $90.36 | -723 | -$2.5M |
A AAPL | APPLE INC | New | Put | $141.0K | 183 | $205.17 | $205.17 | +183 | +$141.0K |