Cornerstone Wealth Advisors, Inc. Portfolio Holdings

Cornerstone Wealth Advisors, Inc.

  • $413 Million
  • Q3 2025

Cornerstone Wealth Advisors, Inc. has filed its 13F form on October 15, 2025 for Q3 2025 where it was disclosed a total value porftolio of $413 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 $91.9M, Schwab Strategic Tr Us Large C with a value of $53.1M, Vanguard with a value of $52.9M, Vanguard Growth ETF with a value of $47.5M, and Vanguard Value ETF with a value of $32.3M.

Examining the 13F form we can see an increase of $26.2M in the current position value, from $387M to 413M.

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

Portfolio value $413 Million
ETFs: $402 Million
Financial Services: $4.67 Million
Technology: $2.43 Million
Consumer Cyclical: $1.85 Million
Healthcare: $1.25 Million
Consumer Defensive: $474,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$91.9 Million 22.24% of portfolio
3,656,393
Q3 2025 Added 5.35%
$0
$53.1 Million 12.86% of portfolio
1,665,245
Q3 2025 Reduced 4.65%
$0
$52.9 Million 12.81% of portfolio
899,185
Q3 2025 Added 4.44%
$0
$47.5 Million 11.5% of portfolio
99,047
Q3 2025 Added 0.5%
$0
$32.3 Million 7.81% of portfolio
173,067
Q3 2025 Reduced 2.96%
$0
$20.8 Million 5.03% of portfolio
346,945
Q3 2025 Added 13.92%
$0
$17.4 Million 4.21% of portfolio
598,110
Q3 2025 Added 2.18%
$0
$16.4 Million 3.96% of portfolio
702,951
Q3 2025 Added 12.93%
$0
$10.9 Million 2.63% of portfolio
36,472
Q3 2025 Reduced 5.1%
$0
$8.26 Million 2.0% of portfolio
39,561
Q3 2025 Reduced 5.73%
$0
$6.53 Million 1.58% of portfolio
195,796
Q3 2025 Reduced 1.86%
$0
$6.18 Million 1.5% of portfolio
234,798
Q3 2025 Reduced 4.93%
$0
$5.85 Million 1.42% of portfolio
107,988
Q3 2025 Reduced 0.9%
$0
$5.74 Million 1.39% of portfolio
12,246
Q3 2025 Reduced 1.07%
$0
$3.64 Million 0.88% of portfolio
149,152
Q3 2025 Reduced 0.11%
$0
$3.47 Million 0.84% of portfolio
76,263
Q3 2025 Reduced 3.23%
$0
$2.85 Million 0.69% of portfolio
14,023
Q3 2025 Reduced 2.46%
$0
$2.44 Million 0.59% of portfolio
40,655
Q3 2025 Reduced 1.74%
$646B
$1.75 Million 0.42% of portfolio
3,484
Q3 2025 Reduced 5.4%
$3.98T
$1.74 Million 0.42% of portfolio
6,839
Q3 2025 Added 4.03%
$0
$1.7 Million 0.41% of portfolio
5,307
Q3 2025 Reduced 5.11%
$1.35T
$1.62 Million 0.39% of portfolio
3,650
Q2 2025 Reduced 20.01%
$440B
$1.51 Million 0.37% of portfolio
2
Q2 2025 New
$0
$1.46 Million 0.35% of portfolio
5,760
Q3 2025 Reduced 0.16%
$0
$1.45 Million 0.35% of portfolio
8,211
Q3 2025 Reduced 4.62%
$0
$1.02 Million 0.25% of portfolio
8,970
Q3 2025 Added 2.57%
$0
$910,000 0.22% of portfolio
2,774
Q3 2025 Reduced 0.54%
$334B
$794,000 0.19% of portfolio
2,300
Q3 2025 Reduced 2.54%
$319B
$725,000 0.18% of portfolio
8,650
Q3 2025 Added 24.98%
$0
$566,000 0.14% of portfolio
20,297
Q3 2025 Reduced 2.84%
$0
$514,000 0.12% of portfolio
9,389
Q3 2025 Added 14.44%
$0
$444,000 0.11% of portfolio
5,800
Q3 2025 Reduced 2.77%
$154B
$464,000 0.11% of portfolio
955
Q2 2025 Reduced 0.42%
$0
$466,000 0.11% of portfolio
3,864
Q3 2025 Reduced 0.64%
$3.81T
$431,000 0.1% of portfolio
834
Q2 2025 Reduced 2.0%
$0
$402,000 0.1% of portfolio
658
Q2 2024 Reduced 12.03%
$0
$358,000 0.09% of portfolio
3,025
Q3 2025 Reduced 12.45%
$0
$358,000 0.09% of portfolio
6,720
Q3 2025 Reduced 1.47%
$0
$332,000 0.08% of portfolio
3,560
Q2 2025 Reduced 0.61%
$0
$235,000 0.06% of portfolio
3,390
Q3 2025 New
$410B
$255,000 0.06% of portfolio
276
Q3 2025 Reduced 19.3%
$453B
$262,000 0.06% of portfolio
1,406
Q2 2025 Reduced 75.15%
$779B
$242,000 0.06% of portfolio
318
Q1 2025 Reduced 4.5%
$502B
$215,000 0.05% of portfolio
1,162
Q3 2025 New
$25.8B
$211,000 0.05% of portfolio
5,000
Q3 2025 New
$210B
$219,000 0.05% of portfolio
1,564
Q1 2025 Reduced 0.51%
$876B
$223,000 0.05% of portfolio
707
Q2 2025 New
$0
$216,000 0.05% of portfolio
4,795
Q3 2025 Reduced 7.61%
$225B
$224,000 0.05% of portfolio
738
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 51
  • Current Value $413 Million
  • Prior Value $387 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 15, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 3 stocks
  • Additional Purchases 10 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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