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

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
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.