Cornerstone Wealth Advisors, Inc. Portfolio Holdings

Cornerstone Wealth Advisors, Inc.

  • $426 Million
  • Q4 2025

Cornerstone Wealth Advisors, Inc. has filed its 13F form on January 14, 2026 for Q4 2025 where it was disclosed a total value porftolio of $426 Million distributed in 51 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Intermediate Term Us Tr with a value of $94.5M, Vanguard with a value of $55.8M, Schwab Strategic Tr Us Large C with a value of $52.5M, Vanguard Growth ETF with a value of $48.2M, and Vanguard Value ETF with a value of $32.9M.

Examining the 13F form we can see an increase of $13.2M in the current position value, from $413M to 426M.

Below you can find more details about Cornerstone Wealth Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $426 Million
ETFs: $416 Million
Financial Services: $4.49 Million
Technology: $2.45 Million
Consumer Cyclical: $1.72 Million
Healthcare: $1.28 Million
Consumer Defensive: $482,000
Communication Services: $205,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$94.5 Million 22.16% of portfolio
3,762,996
Q4 2025 Added 2.92%
$0
$55.8 Million 13.08% of portfolio
949,820
Q4 2025 Added 5.63%
$0
$52.5 Million 12.32% of portfolio
1,628,504
Q4 2025 Reduced 2.21%
$0
$48.2 Million 11.3% of portfolio
99,655
Q4 2025 Added 0.61%
$0
$32.9 Million 7.71% of portfolio
175,743
Q4 2025 Added 1.55%
$0
$24.7 Million 5.8% of portfolio
403,402
Q4 2025 Added 16.27%
$0
$18.9 Million 4.43% of portfolio
788,361
Q4 2025 Added 12.15%
$0
$18.2 Million 4.28% of portfolio
628,884
Q4 2025 Added 5.15%
$0
$10.6 Million 2.5% of portfolio
36,500
Q4 2025 Added 0.08%
$0
$8.29 Million 1.94% of portfolio
40,347
Q4 2025 Added 1.99%
$0
$6.58 Million 1.54% of portfolio
194,635
Q4 2025 Reduced 0.59%
$0
$6.14 Million 1.44% of portfolio
231,516
Q4 2025 Reduced 1.4%
$0
$6.1 Million 1.43% of portfolio
111,265
Q4 2025 Added 3.03%
$0
$5.63 Million 1.32% of portfolio
11,960
Q4 2025 Reduced 2.34%
$0
$3.61 Million 0.85% of portfolio
148,357
Q4 2025 Reduced 0.53%
$0
$3.55 Million 0.83% of portfolio
78,836
Q4 2025 Added 3.37%
$0
$2.8 Million 0.66% of portfolio
13,669
Q4 2025 Reduced 2.52%
$0
$2.81 Million 0.66% of portfolio
46,830
Q4 2025 Added 15.19%
$4.3T
$1.79 Million 0.42% of portfolio
6,684
Q4 2025 Reduced 2.27%
$662B
$1.74 Million 0.41% of portfolio
3,420
Q4 2025 Reduced 1.84%
$0
$1.6 Million 0.37% of portfolio
5,122
Q4 2025 Reduced 3.49%
$1.29T
$1.49 Million 0.35% of portfolio
3,650
Q2 2025 Reduced 20.01%
$0
$1.48 Million 0.35% of portfolio
5,918
Q4 2025 Added 2.74%
$453B
$1.51 Million 0.35% of portfolio
2
Q2 2025 New
$0
$1.37 Million 0.32% of portfolio
7,851
Q4 2025 Reduced 4.38%
$0
$1.03 Million 0.24% of portfolio
8,958
Q4 2025 Reduced 0.13%
$0
$847,000 0.2% of portfolio
2,569
Q4 2025 Reduced 7.39%
$300B
$737,000 0.17% of portfolio
2,300
Q3 2025 Reduced 2.54%
$0
$548,000 0.13% of portfolio
20,002
Q4 2025 Reduced 1.45%
$317B
$563,000 0.13% of portfolio
6,750
Q4 2025 Reduced 21.97%
$0
$519,000 0.12% of portfolio
9,385
Q4 2025 Reduced 0.04%
$159B
$466,000 0.11% of portfolio
955
Q2 2025 Reduced 0.42%
$0
$467,000 0.11% of portfolio
3,864
Q3 2025 Reduced 0.64%
$3.78T
$423,000 0.1% of portfolio
834
Q2 2025 Reduced 2.0%
$0
$405,000 0.1% of portfolio
657
Q4 2025 Reduced 0.15%
$0
$423,000 0.1% of portfolio
5,545
Q4 2025 Reduced 4.4%
$0
$367,000 0.09% of portfolio
6,695
Q4 2025 Reduced 0.37%
$971B
$324,000 0.08% of portfolio
318
Q1 2025 Reduced 4.5%
$0
$344,000 0.08% of portfolio
2,895
Q4 2025 Reduced 4.3%
$0
$329,000 0.08% of portfolio
3,460
Q4 2025 Reduced 2.81%
$0
$241,000 0.06% of portfolio
5,445
Q4 2025 Added 13.56%
$465B
$243,000 0.06% of portfolio
1,306
Q4 2025 Reduced 7.11%
$0
$242,000 0.06% of portfolio
3,445
Q4 2025 Added 1.62%
$404B
$251,000 0.06% of portfolio
276
Q3 2025 Reduced 19.3%
$204B
$231,000 0.05% of portfolio
1,564
Q1 2025 Reduced 0.51%
$881B
$212,000 0.05% of portfolio
709
Q4 2025 Added 0.28%
$224B
$225,000 0.05% of portfolio
738
Q3 2024 New
$522B
$222,000 0.05% of portfolio
1,116
Q4 2025 Reduced 3.96%
$0
$219,000 0.05% of portfolio
3,008
Q4 2025 Reduced 0.82%

Summary

  • Portfolio
  • No. of Stocks 51
  • Current Value $426 Million
  • Prior Value $413 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 14, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 1 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
Track This Portfolio

Track Cornerstone Wealth Advisors, Inc. Portfolio

Follow Cornerstone Wealth Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cornerstone Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Cornerstone Wealth Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email