Latest Cornerstone Wealth Advisors, Inc. Stock Portfolio
Cornerstone Wealth Advisors, Inc. Performance:
2025 Q3: 0.53%YTD: 0.35%2024: 1.36%
Performance for 2025 Q3 is 0.53%, and YTD is 0.35%, and 2024 is 1.36%.
About Cornerstone Wealth Advisors, Inc. and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Cornerstone Wealth Advisors, Inc. reported an equity portfolio of $413.1 Millions as of 30 Sep, 2025.
The top stock holdings of Cornerstone Wealth Advisors, Inc. are FNDA, FNDA, BNDW. The fund has invested 22.2% of it's portfolio in SCHWAB STRATEGIC TR and 12.9% of portfolio in SCHWAB STRATEGIC TR.
They significantly reduced their stock positions in COSTCO WHSL CORP NEW (COST), VANGUARD WORLD FD (EDV) and ISHARES TR (BGRN). Cornerstone Wealth Advisors, Inc. opened new stock positions in VANGUARD WORLD FD (EDV), JOHNSON & JOHNSON (JNJ) and ISHARES SILVER TR (SLV). The fund showed a lot of confidence in some stocks as they added substantially to WELLS FARGO CO NEW (WFC), SPDR SERIES TRUST (BIL) and VANGUARD TAX-MANAGED FDS (VEA).
The top stock holdings of Cornerstone Wealth Advisors, Inc. are FNDA, FNDA, BNDW. The fund has invested 22.2% of it's portfolio in SCHWAB STRATEGIC TR and 12.9% of portfolio in SCHWAB STRATEGIC TR.
They significantly reduced their stock positions in COSTCO WHSL CORP NEW (COST), VANGUARD WORLD FD (EDV) and ISHARES TR (BGRN). Cornerstone Wealth Advisors, Inc. opened new stock positions in VANGUARD WORLD FD (EDV), JOHNSON & JOHNSON (JNJ) and ISHARES SILVER TR (SLV). The fund showed a lot of confidence in some stocks as they added substantially to WELLS FARGO CO NEW (WFC), SPDR SERIES TRUST (BIL) and VANGUARD TAX-MANAGED FDS (VEA).
Cornerstone Wealth Advisors, Inc. Annual Return Estimates Vs S&P 500
Our best estimate is that Cornerstone Wealth Advisors, Inc. made a return of 0.53% in the last quarter. In trailing 12 months, it's portfolio return was 0.62%.
New Buys
| Ticker | $ Bought |
|---|---|
| vanguard world fd | 235,164 |
| johnson & johnson | 215,458 |
| ishares silver tr | 211,850 |
New stocks bought by Cornerstone Wealth Advisors, Inc.
Additions
| Ticker | % Inc. |
|---|---|
| wells fargo co new | 24.98 |
| spdr series trust | 14.44 |
| vanguard tax-managed fds | 13.92 |
| schwab strategic tr | 12.93 |
| schwab strategic tr | 5.35 |
| vanguard scottsdale fds | 4.44 |
| apple inc | 4.03 |
| ishares tr | 2.57 |
Additions to existing portfolio by Cornerstone Wealth Advisors, Inc.
Reductions
| Ticker | % Reduced |
|---|---|
| costco whsl corp new | -19.3 |
| vanguard world fd | -12.45 |
| ishares tr | -7.61 |
| vanguard intl equity index f | -6.09 |
| vanguard index fds | -5.73 |
| berkshire hathaway inc del | -5.4 |
| ishares tr | -5.11 |
| vanguard index fds | -5.1 |
Cornerstone Wealth Advisors, Inc. reduced stake in above stock
Sold off
Sector Distribution
Cornerstone Wealth Advisors, Inc. has about 98.2% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 98.2 |
Market Cap. Distribution
Cornerstone Wealth Advisors, Inc. has about 1.5% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 98.2 |
| MEGA-CAP | 1.5 |
Stocks belong to which Index?
About 1.8% of the stocks held by Cornerstone Wealth Advisors, Inc. either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 98.2 |
| S&P 500 | 1.8 |
Cornerstone Wealth Advisors, Inc. Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Cornerstone Wealth Advisors, Inc.
Cornerstone Wealth Advisors, Inc. has 51 stocks in it's portfolio. About 85.1% of the portfolio is in top 10 stocks. SPGI proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for Cornerstone Wealth Advisors, Inc. last quarter.
Last Reported on: 15 Oct, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 0.42 | 6,839 | 1,741,410 | added | 4.03 | ||
| AAXJ | ishares tr | 0.25 | 8,970 | 1,021,500 | added | 2.57 | ||
| AAXJ | ishares tr | 0.11 | 5,800 | 444,976 | reduced | -2.77 | ||
| BGRN | ishares tr | 0.05 | 4,795 | 216,159 | reduced | -7.61 | ||
| BIL | spdr series trust | 0.12 | 9,389 | 514,987 | added | 14.44 | ||
| BNDW | vanguard scottsdale fds | 12.81 | 899,185 | 52,917,000 | added | 4.44 | ||
| BNDW | vanguard scottsdale fds | 0.59 | 40,655 | 2,440,520 | reduced | -1.74 | ||
| COST | costco whsl corp new | 0.06 | 276 | 255,599 | reduced | -19.3 | ||
| EDV | vanguard world fd | 0.09 | 3,025 | 358,281 | reduced | -12.45 | ||
| EDV | vanguard world fd | 0.06 | 3,390 | 235,164 | new | |||
| FNDA | schwab strategic tr | 22.24 | 3,656,390 | 91,885,100 | added | 5.35 | ||
| FNDA | schwab strategic tr | 12.86 | 1,665,240 | 53,138,000 | reduced | -4.65 | ||
| FNDA | schwab strategic tr | 4.22 | 598,110 | 17,411,000 | added | 2.18 | ||
| FNDA | schwab strategic tr | 3.96 | 702,951 | 16,364,700 | added | 12.93 | ||
| FNDA | schwab strategic tr | 1.58 | 195,796 | 6,533,700 | reduced | -1.86 | ||
| FNDA | schwab strategic tr | 1.50 | 234,798 | 6,184,590 | reduced | -4.93 | ||
| FNDA | schwab strategic tr | 0.88 | 149,152 | 3,639,310 | reduced | -0.11 | ||
| FNDA | schwab strategic tr | 0.84 | 76,263 | 3,470,710 | reduced | -3.23 | ||
| FNDA | schwab strategic tr | 0.14 | 20,297 | 566,296 | reduced | -2.84 | ||
| IJR | ishares tr | 1.39 | 12,246 | 5,735,960 | reduced | -1.07 | ||