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Manager record

Cornerstone Wealth, LLC/TN

Greeneville, TN · CIK 2135644 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$197.73MReported 13F valueQ2 2026 · as filed
102Holdings listed
+11.3%vs prior quartervalue change includes market moves
2Quarters on record
Jul 29Latest filed
Reported 13F value by quarter, Q1 2026 to Q2 2026Q1 2026: $177.7M$177.7MQ1 202696 holdingsQ2 2026: $197.7M$197.7MQ2 2026102 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Jul 29 2026 13F-HR · period Q2 2026

$197.73M · 102 holdings listed · View original SEC filing ↗
May 19 2026 13F-HR · period Q1 2026

$177.72M · 96 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Jul 29, 2026 · Change methodology