Latest Cornerstone Wealth Advisors, Inc. Stock Portfolio
Cornerstone Wealth Advisors, Inc. Performance:
2025 Q4: 1.22%YTD: 11.13%2024: -26.49%
Performance for 2025 Q4 is 1.22%, and YTD is 11.13%, and 2024 is -26.49%.
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 $430 Millions as of 31 Dec, 2025.
The top stock holdings of Cornerstone Wealth Advisors, Inc. are FNDA, BNDW, FNDA. The fund has invested 22% of it's portfolio in SCHWAB STRATEGIC TR and 13% of portfolio in VANGUARD SCOTTSDALE FDS.
The fund managers got completely rid off ISHARES SILVER TR (SLV) stocks. They significantly reduced their stock positions in WELLS FARGO CO NEW (WFC), VANGUARD INDEX FDS (VB) and NVIDIA CORPORATION (NVDA). Cornerstone Wealth Advisors, Inc. opened new stock positions in ALPHABET INC (GOOG). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD TAX-MANAGED FDS (VEA), VANGUARD SCOTTSDALE FDS (BNDW) and ISHARES TR (BGRN).
The top stock holdings of Cornerstone Wealth Advisors, Inc. are FNDA, BNDW, FNDA. The fund has invested 22% of it's portfolio in SCHWAB STRATEGIC TR and 13% of portfolio in VANGUARD SCOTTSDALE FDS.
The fund managers got completely rid off ISHARES SILVER TR (SLV) stocks. They significantly reduced their stock positions in WELLS FARGO CO NEW (WFC), VANGUARD INDEX FDS (VB) and NVIDIA CORPORATION (NVDA). Cornerstone Wealth Advisors, Inc. opened new stock positions in ALPHABET INC (GOOG). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD TAX-MANAGED FDS (VEA), VANGUARD SCOTTSDALE FDS (BNDW) and ISHARES TR (BGRN).
Cornerstone Wealth Advisors, Inc. Annual Return Estimates Vs S&P 500
Our best estimate is that Cornerstone Wealth Advisors, Inc. made a return of 1.22% in the last quarter. In trailing 12 months, it's portfolio return was 11.13%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| alphabet inc | 233,185 |
New stocks bought by Cornerstone Wealth Advisors, Inc.
Additions
| Ticker | % Inc. |
|---|---|
| vanguard tax-managed fds | 16.27 |
| vanguard scottsdale fds | 15.19 |
| ishares tr | 13.56 |
| schwab strategic tr | 12.15 |
| vanguard scottsdale fds | 5.63 |
| schwab strategic tr | 5.15 |
| schwab strategic tr | 3.37 |
| vanguard intl equity index f | 3.03 |
Additions to existing portfolio by Cornerstone Wealth Advisors, Inc.
Reductions
| Ticker | % Reduced |
|---|---|
| wells fargo co new | -21.97 |
| vanguard index fds | -7.39 |
| nvidia corporation | -7.11 |
| ishares tr | -4.4 |
| ishares tr | -4.38 |
| vanguard world fd | -4.3 |
| johnson & johnson | -3.96 |
| ishares tr | -3.49 |
Cornerstone Wealth Advisors, Inc. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| ishares silver tr | -211,850 |
Cornerstone Wealth Advisors, Inc. got rid off the above stocks
Sector Distribution
Cornerstone Wealth Advisors, Inc. has about 98.2% of it's holdings in Others sector.
- Others
| 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.
- UNALLOCATED
- MEGA-CAP
| 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.
- Others
- S&P 500
| 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 85.5% of the portfolio is in top 10 stocks. FNDA proved to be the most loss making stock for the portfolio. FNDA was the most profitable stock for Cornerstone Wealth Advisors, Inc. last quarter.
Last Reported on: 14 Jan, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 0.42 | 6,684 | 1,817,100 | reduced | -2.27 | ||
| AAXJ | ishares tr | 0.24 | 8,958 | 1,020,470 | reduced | -0.13 | ||
| AAXJ | ishares tr | 0.10 | 5,545 | 429,904 | reduced | -4.4 | ||
| BGRN | ishares tr | 0.06 | 5,445 | 250,361 | added | 13.56 | ||
| BIL | spdr series trust | 0.12 | 9,385 | 527,343 | reduced | -0.04 | ||
| BNDW | vanguard scottsdale fds | 12.97 | 949,820 | 55,782,900 | added | 5.63 | ||
| BNDW | vanguard scottsdale fds | 0.65 | 46,830 | 2,806,520 | added | 15.19 | ||
| COST | costco whsl corp new | 0.06 | 276 | 238,123 | unchanged | 0.00 | ||
| EDV | vanguard world fd | 0.08 | 2,895 | 350,179 | reduced | -4.3 | ||
| EDV | vanguard world fd | 0.06 | 3,445 | 246,731 | added | 1.62 | ||
| FNDA | schwab strategic tr | 21.95 | 3,763,000 | 94,375,900 | added | 2.92 | ||
| FNDA | schwab strategic tr | 12.35 | 1,628,500 | 53,121,800 | reduced | -2.21 | ||
| FNDA | schwab strategic tr | 4.41 | 788,361 | 18,952,200 | added | 12.15 | ||
| FNDA | schwab strategic tr | 4.33 | 628,884 | 18,621,300 | added | 5.15 | ||
| FNDA | schwab strategic tr | 1.48 | 194,635 | 6,374,280 | reduced | -0.59 | ||
| FNDA | schwab strategic tr | 1.45 | 231,516 | 6,230,100 | reduced | -1.4 | ||
| FNDA | schwab strategic tr | 0.84 | 148,357 | 3,615,460 | reduced | -0.53 | ||
| FNDA | schwab strategic tr | 0.84 | 78,836 | 3,589,400 | added | 3.37 | ||
| FNDA | schwab strategic tr | 0.13 | 20,002 | 569,667 | reduced | -1.45 | ||
| GOOG | alphabet inc | 0.05 | 745 | 233,185 | new | |||