Latest Cornerstone Wealth Advisors, Inc. Stock Portfolio

Cornerstone Wealth Advisors, Inc. Performance:

2025 Q2: 0.31%YTD: -0.2%2024: 1.34%

Performance for 2025 Q2 is 0.31%, and YTD is -0.2%, and 2024 is 1.34%.

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 $387 Millions as of 30 Jun, 2025.

The top stock holdings of Cornerstone Wealth Advisors, Inc. are FNDA, FNDA, BNDW. The fund has invested 22.4% of it's portfolio in SCHWAB STRATEGIC TR and 13.2% of portfolio in SCHWAB STRATEGIC TR.

The fund managers got completely rid off AMAZON COM INC (AMZN) stocks. They significantly reduced their stock positions in NVIDIA CORPORATION (NVDA), APPLE INC (AAPL) and TESLA INC (TSLA). Cornerstone Wealth Advisors, Inc. opened new stock positions in BERKSHIRE HATHAWAY INC DEL, ISHARES TR (BGRN) and JPMORGAN CHASE & CO. (JPM). The fund showed a lot of confidence in some stocks as they added substantially to WELLS FARGO CO NEW (WFC), SCHWAB STRATEGIC TR (FNDA) and VANGUARD INDEX FDS (VB).

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

Our best estimate is that Cornerstone Wealth Advisors, Inc. made a return of 0.31% in the last quarter. In trailing 12 months, it's portfolio return was 0.52%.

New Buys

Ticker	$ Bought
berkshire hathaway inc del	1,457,600
ishares tr	214,503
jpmorgan chase & co.	205,074
vanguard intl equity index f	203,878

New stocks bought by Cornerstone Wealth Advisors, Inc.

Additions

Ticker	% Inc.
wells fargo co new	49.35
schwab strategic tr	8.88
schwab strategic tr	5.74
vanguard index fds	5.35
vanguard index fds	3.17
schwab strategic tr	2.88
vanguard scottsdale fds	1.92
spdr series trust	1.48

Additions to existing portfolio by Cornerstone Wealth Advisors, Inc.

Reductions

Ticker	% Reduced
nvidia corporation	-75.15
apple inc	-29.14
tesla inc	-20.01
vanguard index fds	-19.83
ishares tr	-8.5
ishares tr	-6.42
ishares tr	-6.24
vanguard index fds	-5.59

Cornerstone Wealth Advisors, Inc. reduced stake in above stock

Sold off

Ticker	$ Sold
amazon com inc	-290,147

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

Sector Distribution

Cornerstone Wealth Advisors, Inc. has about 98.4% of it's holdings in Others sector.

Sector	%
Others	98.4

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	98.4
MEGA-CAP	1.3

Stocks belong to which Index?

About 1.6% of the stocks held by Cornerstone Wealth Advisors, Inc. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	98.4
S&P 500	1.6

Top 5 Winners (%)		%
MSFT	microsoft corp	32.3 %
NVDA	nvidia corporation	27.3 %
TSLA	tesla inc	21.1 %
IJR	ishares tr	18.6 %
IJR	ishares tr	17.1 %

Top 5 Winners ($)		$
IJR	ishares tr	0.8 M
TSLA	tesla inc	0.2 M
IJR	ishares tr	0.2 M
NVDA	nvidia corporation	0.2 M
MSFT	microsoft corp	0.1 M

Top 5 Losers (%)		%
UNH	unitedhealth group inc	-40.4 %
PEP	pepsico inc	-11.9 %
AAPL	apple inc	-8.2 %
MCD	mcdonalds corp	-6.5 %
LLY	eli lilly & co	-5.6 %

Top 5 Losers ($)		$
UNH	unitedhealth group inc	-0.5 M
AAPL	apple inc	-0.2 M
PEP	pepsico inc	0.0 M
MCD	mcdonalds corp	0.0 M
LLY	eli lilly & co	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 48 stocks in it's portfolio. About 85.1% of the portfolio is in top 10 stocks. UNH 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: 17 Jul, 2025

	Ticker	Namesorted descending	% Portfolio	Shares Held	$ Value	Type	% Change
	FNDA	schwab strategic tr	22.45	3,470,640	86,870,200	added	1.43
Historical Trend of SCHWAB STRATEGIC TR Position Held By Cornerstone Wealth Advisors, Inc. What % of Portfolio is FNDA?: Number of FNDA shares held: Change in No. of Shares Held:
	FNDA	schwab strategic tr	13.18	1,746,510	51,015,600	added	0.22

	BNDW	vanguard scottsdale fds	13.08	860,921	50,604,900	added	1.92

	VB	vanguard index fds	11.16	98,550	43,204,200	added	5.35

	VB	vanguard index fds	8.15	178,341	31,520,100	reduced	-5.54

	VEA	vanguard tax-managed fds	4.49	304,551	17,362,500	reduced	-2.4

	FNDA	schwab strategic tr	4.19	585,360	16,196,900	added	1.43

	FNDA	schwab strategic tr	3.56	622,448	13,756,100	added	8.88

	VB	vanguard index fds	2.75	38,433	10,643,800	reduced	-2.02

	VB	vanguard index fds	2.12	41,966	8,183,810	reduced	-5.59

	FNDA	schwab strategic tr	1.56	246,977	6,036,120	reduced	-2.55

	FNDA	schwab strategic tr	1.55	199,511	6,013,250	reduced	-2.42

	VEU	vanguard intl equity index f	1.39	108,964	5,389,350	added	1.11

	IJR	ishares tr	1.36	12,379	5,255,700	reduced	-2.39

	FNDA	schwab strategic tr	0.94	149,315	3,640,300	added	2.88

	VEU	vanguard intl equity index f	0.89	25,733	3,458,200	reduced	-0.55

	FNDA	schwab strategic tr	0.87	78,810	3,356,500	reduced	-3.9

	IJR	ishares tr	0.72	14,376	2,792,280	reduced	-6.42

	BNDW	vanguard scottsdale fds	0.64	41,373	2,474,520	added	0.69

		berkshire hathaway inc del	0.46	3,683	1,789,090	reduced	-0.3