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Latest Cornerstone Wealth Advisors, Inc. Stock Portfolio

$477Million | No. of Holdings #55

Cornerstone Wealth Advisors, Inc. Performance

2026 Q2-18.16%
YTD-20.04%
2025+11.13%

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

On 2026-07-20, the fund reported it's updated stock portfolio. In the 13F Holdings report, Cornerstone Wealth Advisors, Inc. reported an equity portfolio of $477.2 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Cornerstone Wealth Advisors, Inc. are FNDA, BNDW, FNDA. The fund has invested 21.3% of it's portfolio in SCHWAB STRATEGIC TR and 13.2% of portfolio in VANGUARD SCOTTSDALE FDS. <br><br> The fund managers got completely rid off TESLA INC (TSLA) and MCDONALDS CORP (MCD) stocks. They significantly reduced their stock positions in VANGUARD INDEX FDS (VB), ISHARES TR (BGRN) and ISHARES TR (IJR). Cornerstone Wealth Advisors, Inc. opened new stock positions in VICOR CORP (VICR), ISHARES TR (BGRN) and PROSHARES TR (EET). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), ISHARES TR (IJR) and ALPHABET INC (GOOG).
Cornerstone Wealth Advisors, Inc. Equity Portfolio Value
Last Reported on: 20 Jul, 2026
$477Million
  as of Jul 20, 2026

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

Our best estimate is that Cornerstone Wealth Advisors, Inc. made a return of -18.16% in the last quarter. In trailing 12 months, it's portfolio return was -15.16%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
vicor corp3,074,320
ishares tr561,813
proshares tr476,523
corning inc255,430
select sector spdr tr228,624
nushares etf tr222,414
amazon com inc215,936
caterpillar inc208,720
New stocks bought by Cornerstone Wealth Advisors, Inc.

Additions

Ticker% Inc.
vanguard index fds499
ishares tr273
alphabet inc34.44
microsoft corp11.31
ishares tr11.04
jpmorgan chase & co10.58
nvidia corporation7.37
schwab strategic tr5.38
Additions to existing portfolio by Cornerstone Wealth Advisors, Inc.

Reductions

Ticker% Reduced
vanguard index fds-11.85
ishares tr-7.63
vanguard index fds-5.47
ishares tr-4.92
schwab strategic tr-4.85
berkshire hathaway inc del-4.47
vanguard index fds-3.43
vanguard world fd-3.02
Cornerstone Wealth Advisors, Inc. reduced stake in above stock

Sold off

Ticker$ Sold
tesla inc-1,356,890
mcdonalds corp-229,363
Cornerstone Wealth Advisors, Inc. got rid off the above stocks

Sector Distribution

Cornerstone Wealth Advisors, Inc. has about 98.1% of it's holdings in Others sector.

  • Others
  • Technology
Sector%
Others98.1
Technology1.2

Market Cap. Distribution

Cornerstone Wealth Advisors, Inc. has about 1.2% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
Category%
UNALLOCATED98.1
MEGA-CAP1.2

Stocks belong to which Index?

About 1.3% of the stocks held by Cornerstone Wealth Advisors, Inc. either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others98.1
S&P 5001.3
Top 5 Winners (%)%
UNH
unitedhealth group inc
53.6 %
LLY
eli lilly & co
30.4 %
IJR
ishares tr
25.4 %
FNDA
schwab strategic tr
23.7 %
IJR
ishares tr
21.6 %
Top 5 Winners ($)$
FNDA
schwab strategic tr
7.6 M
VB
vanguard index fds
3.8 M
VEA
vanguard tax-managed fds
3.0 M
FNDA
schwab strategic tr
2.8 M
FNDA
schwab strategic tr
2.7 M
Top 5 Losers (%)%
VB
vanguard index fds
-70.4 %
IJR
ishares tr
-60.7 %
COST
costco wholesale corporation
-6.1 %
SPGI
s&p global inc
-4.3 %
FNDA
schwab strategic tr
-1.0 %
Top 5 Losers ($)$
VB
vanguard index fds
-125.0 M
IJR
ishares tr
-8.4 M
FNDA
schwab strategic tr
-1.0 M
BNDW
vanguard scottsdale fds
-0.4 M
BNDW
vanguard scottsdale fds
0.0 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 55 stocks in it's portfolio. About 85.5% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. FNDA was the most profitable stock for Cornerstone Wealth Advisors, Inc. last quarter.

$477.17MTotal Value
57.00Positions
20 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of Cornerstone Wealth Advisors, Inc., last reported on 20 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Cornerstone Wealth Advisors, Inc.'s holding in Ishares Tr over time
0.23%8,654
$1.08M
0.23%
increased 2.38 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Cornerstone Wealth Advisors, Inc.'s holding in Ishares Tr over time
0.09%5,255
$432.3K
0.09%
decreased 0.28 percentreduced
BGRN
Ishares Tr

Ishares Tr

BGRN
Cornerstone Wealth Advisors, Inc.'s holding in Ishares Tr over time
0.12%22,250
$561.8K
0.12%
new position
BGRN
Ishares Tr

Ishares Tr

BGRN
Cornerstone Wealth Advisors, Inc.'s holding in Ishares Tr over time
0.06%5,145
$287.8K
0.06%
decreased 7.63 percentreduced
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Cornerstone Wealth Advisors, Inc.'s holding in Spdr Series Trust over time
0.12%9,325
$569.8K
0.12%
unchanged 0 percentunchanged
BNDW
Vanguard Scottsdale Fds

Vanguard Scottsdale Fds

BNDW
Cornerstone Wealth Advisors, Inc.'s holding in Vanguard Scottsdale Fds over time
13.25%1,086,660
$63.24M
13.25%
increased 3.31 percentadded
BNDW
Vanguard Scottsdale Fds

Vanguard Scottsdale Fds

BNDW
Cornerstone Wealth Advisors, Inc.'s holding in Vanguard Scottsdale Fds over time
0.64%51,992
$3.07M
0.64%
increased 5.27 percentadded
EDV
Vanguard World Fd

Vanguard World Fd

EDV
Cornerstone Wealth Advisors, Inc.'s holding in Vanguard World Fd over time
0.08%2,900
$383.5K
0.08%
unchanged 0 percentunchanged
EDV
Vanguard World Fd

Vanguard World Fd

EDV
Cornerstone Wealth Advisors, Inc.'s holding in Vanguard World Fd over time
0.05%3,050
$251.1K
0.05%
decreased 3.02 percentreduced
EET
Proshares Tr

Proshares Tr

EET
Cornerstone Wealth Advisors, Inc.'s holding in Proshares Tr over time
0.1%5,883
$476.5K
0.1%
new position
FNDA
Schwab Strategic Tr

Schwab Strategic Tr

FNDA
Cornerstone Wealth Advisors, Inc.'s holding in Schwab Strategic Tr over time
21.29%4,120,060
$101.60M
21.29%
increased 3.18 percentadded
FNDA
Schwab Strategic Tr

Schwab Strategic Tr

FNDA
Cornerstone Wealth Advisors, Inc.'s holding in Schwab Strategic Tr over time
11.28%1,590,640
$53.83M
11.28%
decreased 2.2 percentreduced
FNDA
Schwab Strategic Tr

Schwab Strategic Tr

FNDA
Cornerstone Wealth Advisors, Inc.'s holding in Schwab Strategic Tr over time
5.36%923,776
$25.59M
5.36%
increased 1.1 percentadded
FNDA
Schwab Strategic Tr

Schwab Strategic Tr

FNDA
Cornerstone Wealth Advisors, Inc.'s holding in Schwab Strategic Tr over time
4.76%652,147
$22.70M
4.76%
increased 1.4 percentadded
FNDA
Schwab Strategic Tr

Schwab Strategic Tr

FNDA
Cornerstone Wealth Advisors, Inc.'s holding in Schwab Strategic Tr over time
1.67%220,246
$7.99M
1.67%
increased 1.41 percentadded
FNDA
Schwab Strategic Tr

Schwab Strategic Tr

FNDA
Cornerstone Wealth Advisors, Inc.'s holding in Schwab Strategic Tr over time
1.36%220,937
$6.50M
1.36%
decreased 1.78 percentreduced