Cornerstone Wealth Advisors, Inc. Portfolio Holdings
Cornerstone Wealth Advisors, Inc.
- $387 Million
- Q2 2025
Cornerstone Wealth Advisors, Inc. has filed its 13F form on July 17, 2025 for Q2 2025 where it was disclosed a total value porftolio of $387 Million distributed in 48 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 $86.9M, Schwab Strategic Tr Us Large C with a value of $51M, Vanguard with a value of $50.6M, Vanguard Growth ETF with a value of $43.2M, and Vanguard Value ETF with a value of $31.5M.
Examining the 13F form we can see an increase of $27.2M in the current position value, from $360M to 387M.
Below you can find more details about Cornerstone Wealth Advisors, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$387 Million
ETFs: $377 Million
Financial Services: $4.51 Million
Technology: $1.98 Million
Consumer Cyclical: $1.37 Million
Healthcare: $983,000
Consumer Defensive: $544,000
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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