Latest Cornerstone Wealth Advisors, Inc. Stock Portfolio

Cornerstone Wealth Advisors, Inc. Performance:

2026 Q1: -2.3%YTD: -2.3%2025: 11.13%

Performance for 2026 Q1 is -2.3%, and YTD is -2.3%, and 2025 is 11.13%.

About Cornerstone Wealth Advisors, Inc. and 13F Hedge Fund Stock Holdings

On 2026-04-09, the fund reported it's updated stock portfolio. In the 13F Holdings report, Cornerstone Wealth Advisors, Inc. reported an equity portfolio of $434.3 Millions as of 31 Mar, 2026.

The top stock holdings of Cornerstone Wealth Advisors, Inc. are FNDA, BNDW, FNDA. The fund has invested 22.9% of it's portfolio in SCHWAB STRATEGIC TR and 14.2% of portfolio in VANGUARD SCOTTSDALE FDS.

The fund managers got completely rid off BERKSHIRE HATHAWAY INC DEL and PEPSICO INC (PEP) stocks. They significantly reduced their stock positions in MICROSOFT CORP (MSFT), APPLE INC (AAPL) and ISHARES TR (IJR). The fund showed a lot of confidence in some stocks as they added substantially to SCHWAB STRATEGIC TR (FNDA), VANGUARD INDEX FDS (VB) and VANGUARD SCOTTSDALE FDS (BNDW).

Cornerstone Wealth Advisors, Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that Cornerstone Wealth Advisors, Inc. made a return of -2.3% in the last quarter. In trailing 12 months, it's portfolio return was 10.58%.

Performance
S&P 500

New Buys

No new stocks were added by Cornerstone Wealth Advisors, Inc.

Additions

Ticker	% Inc.
schwab strategic tr	15.9
vanguard index fds	15.3
schwab strategic tr	15.09
schwab strategic tr	11.58
vanguard scottsdale fds	10.75
vanguard index fds	9.44
vanguard intl equity index f	7.69
schwab strategic tr	6.12

Additions to existing portfolio by Cornerstone Wealth Advisors, Inc.

Reductions

Ticker	% Reduced
microsoft corp	-21.58
apple inc	-18.84
ishares tr	-14.14
wells fargo & co	-13.33
vanguard index fds	-10.1
vanguard world fd	-8.71
ishares tr	-7.49
ishares tr	-5.78

Cornerstone Wealth Advisors, Inc. reduced stake in above stock

Sold off

Ticker	$ Sold
pepsico inc	-224,465
berkshire hathaway inc del	-1,509,600

Cornerstone Wealth Advisors, Inc. got rid off the above stocks

Sector Distribution

Cornerstone Wealth Advisors, Inc. has about 98.6% of it's holdings in Others sector.

Sector	%
Others	98.6

Market Cap. Distribution

Cornerstone Wealth Advisors, Inc. has about 1.3% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	98.6
MEGA-CAP	1.3

Stocks belong to which Index?

About 1.4% of the stocks held by Cornerstone Wealth Advisors, Inc. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	98.6
S&P 500	1.4

Top 5 Winners (%)		%
JNJ	johnson & johnson	18.1 %
COST	costco wholesale corporation	15.6 %
IJR	ishares tr	4.5 %
IJR	ishares tr	3.7 %
FNDA	schwab strategic tr	3.0 %

Top 5 Winners ($)		$
VB	vanguard index fds	0.9 M
VEA	vanguard tax-managed fds	0.7 M
FNDA	schwab strategic tr	0.6 M
FNDA	schwab strategic tr	0.6 M
VB	vanguard index fds	0.2 M

Top 5 Losers (%)		%
MSFT	microsoft corp	-20.9 %
SPGI	s&p global inc	-18.6 %
UNH	unitedhealth group inc	-17.9 %
TSLA	tesla inc	-17.3 %
LLY	eli lilly & co	-14.1 %

Top 5 Losers ($)		$
FNDA	schwab strategic tr	-5.7 M
VB	vanguard index fds	-5.1 M
FNDA	schwab strategic tr	-0.7 M
IJR	ishares tr	-0.6 M
FNDA	schwab strategic tr	-0.3 M

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 49 stocks in it's portfolio. About 86.3% of the portfolio is in top 10 stocks. FNDA proved to be the most loss making stock for the portfolio. VB was the most profitable stock for Cornerstone Wealth Advisors, Inc. last quarter.

Last Reported on: 09 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	0.32	5,425	1,376,800	reduced	-18.84

AAXJ	ishares tr	0.22	8,453	941,387	reduced	-5.64

AAXJ	ishares tr	0.10	5,270	413,221	reduced	-4.96

BGRN	ishares tr	0.06	5,570	261,901	added	2.3

BIL	spdr series trust	0.11	9,325	494,505	reduced	-0.64

BNDW	vanguard scottsdale fds	14.18	1,051,880	61,577,000	added	10.75

BNDW	vanguard scottsdale fds	0.68	49,390	2,941,180	added	5.47

COST	costco wholesale corporation	0.06	276	275,150	unchanged	0.00

EDV	vanguard world fd	0.07	2,900	325,583	added	0.17

EDV	vanguard world fd	0.05	3,145	225,591	reduced	-8.71

FNDA	schwab strategic tr	22.91	3,993,210	99,470,900	added	6.12

FNDA	schwab strategic tr	10.91	1,626,490	47,379,600	reduced	-0.12

FNDA	schwab strategic tr	5.21	913,719	22,614,600	added	15.9

FNDA	schwab strategic tr	4.52	643,115	19,615,000	added	2.26

FNDA	schwab strategic tr	1.65	217,177	7,155,970	added	11.58

FNDA	schwab strategic tr	1.33	224,944	5,767,560	reduced	-2.84

FNDA	schwab strategic tr	0.95	170,750	4,144,100	added	15.09

FNDA	schwab strategic tr	0.85	78,681	3,677,540	reduced	-0.2

FNDA	schwab strategic tr	0.13	19,971	580,767	reduced	-0.15

GOOG	alphabet inc	0.05	720	207,043	reduced	-3.36