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Latest Cornerstone Wealth Advisors, Inc. Stock Portfolio

$476Million | No. of Holdings #53

Cornerstone Wealth Advisors, Inc. Performance

2026 Q3-0.39%
YTD-20.35%
2025+11.13%

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

On 2026-10-16, the fund reported it's updated stock portfolio. In the 13F Holdings report, Cornerstone Wealth Advisors, Inc. reported an equity portfolio of $476.6 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of Cornerstone Wealth Advisors, Inc. are FNDA, FNDA, VB. The fund has invested 21.3% of it's portfolio in SCHWAB STRATEGIC TR and 11.6% of portfolio in SCHWAB STRATEGIC TR. <br><br> The fund managers got completely rid off VICOR CORP (VICR), CORNING INC (GLW) and NUSHARES ETF TR (NDVG) stocks. They significantly reduced their stock positions in VANGUARD SCOTTSDALE FDS (BNDW), PROSHARES TR (EET) and SCHWAB STRATEGIC TR (FNDA). Cornerstone Wealth Advisors, Inc. opened new stock positions in VANGUARD WELLESLEY INCOME FD and TESLA INC (TSLA). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD SCOTTSDALE FDS (BNDW), JOHNSON & JOHNSON (JNJ) and ISHARES TR (AAXJ).
Cornerstone Wealth Advisors, Inc. Equity Portfolio Value
Last Reported on: 16 Oct, 2026
$476Million
  as of Oct 16, 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 -0.39% in the last quarter. In trailing 12 months, it's portfolio return was -19.38%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
vanguard wellesley income fd30,498,600
tesla inc1,262,770
New stocks bought by Cornerstone Wealth Advisors, Inc.

Additions

Ticker% Inc.
vanguard scottsdale fds24.57
johnson & johnson9.32
ishares tr6.36
nvidia corporation4.26
schwab strategic tr3.88
microsoft corp3.85
schwab strategic tr3.51
vanguard tax-managed fds1.74
Additions to existing portfolio by Cornerstone Wealth Advisors, Inc.

Reductions

Ticker% Reduced
vanguard scottsdale fds-43.69
proshares tr-27.76
schwab strategic tr-16.74
amazon com inc-7.4
schwab strategic tr-5.00
alphabet inc-4.96
berkshire hathaway inc del-3.5
spdr series trust-3.49
Cornerstone Wealth Advisors, Inc. reduced stake in above stock

Sold off

Ticker$ Sold
vicor corp-3,074,320
nushares etf tr-222,414
corning inc-255,430
caterpillar inc-208,720
Cornerstone Wealth Advisors, Inc. got rid off the above stocks

Sector Distribution

Cornerstone Wealth Advisors, Inc. has about 98.5% of it's holdings in Others sector.

  • Others
Sector%
Others98.5

Market Cap. Distribution

Cornerstone Wealth Advisors, Inc. has about 1.4% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
Category%
UNALLOCATED98.5
MEGA-CAP1.4

Stocks belong to which Index?

About 1.5% of the stocks held by Cornerstone Wealth Advisors, Inc. either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others98.5
S&P 5001.5
Top 5 Winners (%)%
MSFT
microsoft corp
36.5 %
AAPL
apple inc
15.0 %
NVDA
nvidia corporation
13.8 %
FNDA
schwab strategic tr
6.1 %
VB
vanguard index fds
4.6 %
Top 5 Winners ($)$
FNDA
schwab strategic tr
3.3 M
VB
vanguard index fds
2.4 M
AAPL
apple inc
0.2 M
FNDA
schwab strategic tr
0.1 M
FNDA
schwab strategic tr
0.1 M
Top 5 Losers (%)%
UNH
unitedhealth group inc
-11.7 %
FNDA
schwab strategic tr
-9.6 %
IJR
ishares tr
-9.3 %
VB
vanguard index fds
-7.6 %
BGRN
ishares tr
-7.0 %
Top 5 Losers ($)$
FNDA
schwab strategic tr
-4.0 M
FNDA
schwab strategic tr
-1.0 M
VB
vanguard index fds
-0.9 M
BNDW
vanguard scottsdale fds
-0.5 M
VB
vanguard index fds
-0.5 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 53 stocks in it's portfolio. About 84.2% 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.

$476.63MTotal Value
57.00Positions
16 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of Cornerstone Wealth Advisors, Inc., last reported on 16 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Cornerstone Wealth Advisors, Inc.'s holding in Ishares Tr over time
0.23%9,204
$1.10M
0.23%
increased 6.36 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Cornerstone Wealth Advisors, Inc.'s holding in Ishares Tr over time
0.09%5,280
$445.7K
0.09%
increased 0.48 percentadded
BGRN
Ishares Tr

Ishares Tr

BGRN
Cornerstone Wealth Advisors, Inc.'s holding in Ishares Tr over time
0.12%22,250
$555.4K
0.12%
unchanged 0 percentunchanged
BGRN
Ishares Tr

Ishares Tr

BGRN
Cornerstone Wealth Advisors, Inc.'s holding in Ishares Tr over time
0.06%5,135
$267.0K
0.06%
decreased 0.19 percentreduced
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Cornerstone Wealth Advisors, Inc.'s holding in Spdr Series Trust over time
0.12%9,000
$562.3K
0.12%
decreased 3.49 percentreduced
BNDW
Vanguard Scottsdale Fds

Vanguard Scottsdale Fds

BNDW
Cornerstone Wealth Advisors, Inc.'s holding in Vanguard Scottsdale Fds over time
7.39%611,855
$35.22M
7.39%
decreased 43.69 percentreduced
BNDW
Vanguard Scottsdale Fds

Vanguard Scottsdale Fds

BNDW
Cornerstone Wealth Advisors, Inc.'s holding in Vanguard Scottsdale Fds over time
0.77%64,767
$3.67M
0.77%
increased 24.57 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
$393.0K
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%3,065
$248.5K
0.05%
increased 0.49 percentadded
EET
Proshares Tr

Proshares Tr

EET
Cornerstone Wealth Advisors, Inc.'s holding in Proshares Tr over time
0.07%4,250
$331.6K
0.07%
decreased 27.76 percentreduced
FNDA
Schwab Strategic Tr

Schwab Strategic Tr

FNDA
Cornerstone Wealth Advisors, Inc.'s holding in Schwab Strategic Tr over time
21.28%4,279,820
$101.43M
21.28%
increased 3.88 percentadded
FNDA
Schwab Strategic Tr

Schwab Strategic Tr

FNDA
Cornerstone Wealth Advisors, Inc.'s holding in Schwab Strategic Tr over time
11.64%1,544,050
$55.48M
11.64%
decreased 2.93 percentreduced
FNDA
Schwab Strategic Tr

Schwab Strategic Tr

FNDA
Cornerstone Wealth Advisors, Inc.'s holding in Schwab Strategic Tr over time
5.39%935,344
$25.69M
5.39%
increased 1.25 percentadded
FNDA
Schwab Strategic Tr

Schwab Strategic Tr

FNDA
Cornerstone Wealth Advisors, Inc.'s holding in Schwab Strategic Tr over time
4.47%639,394
$21.30M
4.47%
decreased 1.96 percentreduced
FNDA
Schwab Strategic Tr

Schwab Strategic Tr

FNDA
Cornerstone Wealth Advisors, Inc.'s holding in Schwab Strategic Tr over time
1.7%222,851
$8.12M
1.7%
increased 1.18 percentadded
FNDA
Schwab Strategic Tr

Schwab Strategic Tr

FNDA
Cornerstone Wealth Advisors, Inc.'s holding in Schwab Strategic Tr over time
1.32%209,888
$6.30M
1.32%
decreased 5 percentreduced