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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.
Latest 13F Filing Activity
Cornerstone Wealth Group, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 313 equity positions and 2 options positions with a total 13F market value of $1B. The fund increased holdings in Nvidia Corporation, Microsoft Corp., Broadcom Inc. among other positions. Cornerstone Wealth Group, LLC reduced exposure to Ishares TR, Select Sector SPDR TR, Unitedhealth Group Inc. among others.
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)
Industry Allocation
Investment Team (7)
| Name | Role | Location | |
|---|---|---|---|
 | Investment Analyst | Charlotte, NC , United States | |
C Cliff Hodge | Chief Investment Officer | Huntersville, NC , United States | |
 | Managing Partner | Cornelius, NC , United States | |
 | Managing Partner | San Francisco, CA , United States | |
D Derek Gage | Investment Analyst | FL , United States | |
 | Partner | United States | |
 | Senior Analyst | Charlotte, NC , United States |
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