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 Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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