Cornerstone Wealth Group, LLC
RIA/Wealth
Cornerstone Wealth Group, LLC is a RIA/Wealth based in Greeneville, TN led by Craig Alan Rubrecht, reporting $2.1B in AUM as of Q3 2025 with 41% ETF concentration.
CEOCraig Alan Rubrecht
- Portfolio Value
- $1.5B
- Positions
- 344
- Top Holding
- NVDA at 8.01%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Cornerstone Wealth Group, LLC's portfolio (36.4% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Semiconductors Technology | $118.0M | 8.01% | +$182.1K Bought | 0.00% 632.6K shares | |
ETF ETF | $92.1M | 6.25% | +$4.2M Bought | — 138.2K shares | |
Consumer Electronics Technology | $59.2M | 4.01% | +$2.2M Bought | 0.00% 232.4K shares | |
ETF ETF | $56.0M | 3.80% | +$298.9K Bought | — 559.0K shares | |
ETF ETF | $49.6M | 3.36% | -$1.3M Sold | — 74.0K shares | |
Software - Infrastructure Technology | $47.9M | 3.25% | +$891.4K Bought | 0.00% 92.4K shares | |
ETF ETF | $34.8M | 2.36% | -$297.0K Sold | — 1.3M shares | |
Semiconductors Technology | $30.3M | 2.06% | -$203.6K Sold | 0.00% 91.9K shares | |
ETF ETF | $25.4M | 1.72% | +$3.1M Bought | — 316.6K shares | |
ETF ETF | $23.6M | 1.60% | +$543.8K Bought | — 38.6K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Cornerstone Wealth Group, LLC's latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Cornerstone Wealth Group, LLC
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