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Cornerstone Wealth Advisors, Inc.13F | |
| Cornerstone Wealth Advisors, Inc. | |
| Last update 2025-07-17 | 48 Stocks (4 new) |
| Value $387.00 Mil | Turnover 2 % |
Cornerstone Wealth Advisors, I... Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCHR |
Schwab Intermediate-Term U.S. Treasury ETF
Schwab Intermediate-Term U.S. Treasury ETF
| 3,470,641 | 86,870.2 | +1.43% | 22.450 | +0.32% | 0.790 | +1.38% | +4.23% | 10,897.9 | ||
SCHG | Schwab U.S. Large-Cap Growth ETF | 1,746,511 | 51,015.6 | +0.22% | 13.180 | +0.03% | 0.110 | +23.74% | +7.64% | 45,727.4 | ||
VGSH |
Vanguard Short-Term Government Bond ETF
Vanguard Short-Term Government Bond ETF
| 860,921 | 50,604.9 | +1.92% | 13.080 | +0.25% | 0.220 | +0.87% | +2.75% | 22,508.7 | ||
VUG | Vanguard Growth ETF | 98,550 | 43,204.2 | +5.35% | 11.170 | +0.57% | 0.030 | +25.10% | +10.01% | 165,393.5 | ||
VTV | Vanguard Value ETF | 178,341 | 31,520.1 | -5.54% | 8.150 | -0.50% | 0.020 | +11.15% | +7.87% | 135,521.3 | ||
VEA | Vanguard FTSE Developed Markets ETF | 304,551 | 17,362.5 | -2.40% | 4.490 | -0.11% | 0.010 | +14.16% | +23.88% | 163,588.6 | ||
SCHV | Schwab U.S. Large-Cap Value ETF | 585,360 | 16,196.9 | +1.43% | 4.190 | +0.06% | 0.130 | +12.94% | +10.09% | 13,001.5 | ||
SCHF | Schwab International Equity ETF | 622,448 | 13,756.1 | +8.88% | 3.550 | +0.29% | 0.030 | +13.75% | +23.46% | 50,258.3 | ||
VBK | Vanguard Small Cap Growth ETF | 38,433 | 10,643.8 | -2.02% | 2.750 | -0.06% | 0.060 | +19.47% | +2.60% | 18,223.6 | ||
VBR | Vanguard Small Cap Value ETF | 41,966 | 8,183.8 | -5.59% | 2.110 | -0.13% | 0.030 | +16.71% | +4.44% | 29,195.0 |
Cornerstone Wealth Advisors, Inc.'s Historical Top Holdings Breakdowns
Cornerstone Wealth Advisors, Inc.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
VUG | Vanguard Growth ETF | 2025-06-30 | Add Add | +0.57% | 329.49 ($394.63) 438.4 | $450.40 | 14.13% | Add 5.35% | 98,550 | 5,004 | |
VTV | Vanguard Value ETF | 2025-06-30 | Reduce Reduce | -0.50% | 153.67 ($168.97) 176.74 | $180.57 | 6.87% | Reduce -5.54% | 178,341 | -10,456 | |
BRK.A | Berkshire Hathaway Inc | 2025-06-30 | New Buy New Buy | +0.38% | 725400 ($762376) 809350 | $723,120.00 | -5.15% | New holding | 2 | 2 | |
SCHR |
Schwab Intermediate-Term U.S. Treasury ETF
Schwab Intermediate-Term U.S. Treasury ETF
| 2025-06-30 | Add Add | +0.32% | 24.54 ($24.78) 25.1 | $24.83 | 0.20% | Add 1.43% | 3,470,641 | 48,995 | |
SCHF | Schwab International Equity ETF | 2025-06-30 | Add Add | +0.29% | 17.76 ($20.8) 22.1 | $22.69 | 9.09% | Add 8.88% | 622,448 | 50,765 | |
VGSH |
Vanguard Short-Term Government Bond ETF
Vanguard Short-Term Government Bond ETF
| 2025-06-30 | Add Add | +0.25% | 58.32 ($58.58) 58.98 | $58.57 | -0.02% | Add 1.92% | 860,921 | 16,218 | |
AAPL | Apple Inc | 2025-06-30 | Reduce Reduce | -0.17% | 172.42 ($202.27) 223.89 | $214.15 | 5.87% | Reduce -29.14% | 6,574 | -2,703 | |
NVDA | NVIDIA Corp | 2025-06-30 | Reduce Reduce | -0.13% | 94.31 ($125.57) 157.99 | $170.78 | 36.00% | Reduce -75.15% | 1,406 | -4,251 | |
VBR | Vanguard Small Cap Value ETF | 2025-06-30 | Reduce Reduce | -0.13% | 162.76 ($185.12) 195.77 | $204.67 | 10.56% | Reduce -5.59% | 41,966 | -2,483 | |
VEA | Vanguard FTSE Developed Markets ETF | 2025-06-30 | Reduce Reduce | -0.11% | 45.65 ($53.52) 57.01 | $58.50 | 9.30% | Reduce -2.4% | 304,551 | -7,488 |
Cornerstone Wealth Advisors, Inc. Total Holding History ($B)
Cornerstone Wealth Advisors, Inc.'s Asset Allocation
Cornerstone Wealth Advisors, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Cornerstone Wealth Advisors, Inc.'s Hypothetical Growth since 2025-06-30
Cornerstone Wealth Advisors, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Cornerstone Wealth Advisors, Inc.'s Holdings Heat Map
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Cornerstone Wealth Advisors, Inc.'s Holdings Bubble Chart
Cornerstone Wealth Advisors, Inc. News
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