CW

Cornerstone Wealth Advisors, Inc.

13F
Cornerstone Wealth Advisors, Inc.
Last update 2025-07-17 48 Stocks (4 new)
Value $387.00 Mil Turnover 2 %
Countries:
Top Holdings: SCHR(22.45%)SCHG(13.18%)VGSH(13.08%)VUG(11.17%)VTV(8.15%)
Summary Stock Picks Current Portfolio
Cornerstone Wealth Advisors, I... Top Holdings of 2025-06-30 View Full List
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
+0.77%
+4.15%
10,889.1
 
SCHG
Schwab U.S. Large-Cap Growth ETF
1,746,511
51,015.6
+0.22%
13.180
+0.03%
0.110
+20.79%
+8.07%
45,910.6
 
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
+0.70%
+2.70%
22,497.1
 
VUG
Vanguard Growth ETF
98,550
43,204.2
+5.35%
11.170
+0.57%
0.030
+22.07%
+10.46%
166,080.2
 
VTV
Vanguard Value ETF
178,341
31,520.1
-5.54%
8.150
-0.50%
0.020
+9.57%
+7.46%
135,011.0
 
VEA
Vanguard FTSE Developed Markets ETF
304,551
17,362.5
-2.40%
4.490
-0.11%
0.010
+11.93%
+23.01%
162,442.1
 
SCHV
Schwab U.S. Large-Cap Value ETF
585,360
16,196.9
+1.43%
4.190
+0.06%
0.130
+11.09%
+9.70%
12,955.7
 
SCHF
Schwab International Equity ETF
622,448
13,756.1
+8.88%
3.550
+0.29%
0.030
+11.46%
+22.48%
49,859.7
 
VBK
Vanguard Small Cap Growth ETF
38,433
10,643.8
-2.02%
2.750
-0.06%
0.060
+15.77%
+2.04%
18,123.7
 
VBR
Vanguard Small Cap Value ETF
41,966
8,183.8
-5.59%
2.110
-0.13%
0.030
+13.10%
+3.24%
28,859.7
 

Cornerstone Wealth Advisors, Inc.'s Historical Top Holdings Breakdowns

Cornerstone Wealth Advisors, Inc.'s Top Stock Picks View Full List
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
$452.27
14.61%
Add 5.35%
98,550
5,004
VTV
Vanguard Value ETF
2025-06-30
Reduce
Reduce
-0.50%
●
153.67 ($168.97) 176.74
$179.89
6.46%
Reduce -5.54%
178,341
-10,456
BRK.A
Berkshire Hathaway Inc
2025-06-30
New Buy
New Buy
+0.38%
●
725400 ($762376) 809350
$725,700.00
-4.81%
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
$24.81
0.12%
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
$22.51
8.22%
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
$58.54
-0.07%
Add 1.92%
860,921
16,218
AAPL
Apple Inc
2025-06-30
Reduce
Reduce
-0.17%
●
172.42 ($202.27) 223.89
$213.76
5.68%
Reduce -29.14%
6,574
-2,703
NVDA
NVIDIA Corp
2025-06-30
Reduce
Reduce
-0.13%
●
94.31 ($125.57) 157.99
$173.74
38.36%
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
$202.32
9.29%
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
$58.09
8.54%
Reduce -2.4%
304,551
-7,488

Cornerstone Wealth Advisors, Inc. Total Holding History ($B)

To

Cornerstone Wealth Advisors, Inc.'s Asset Allocation

To

Cornerstone Wealth Advisors, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

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

Size field:

Cornerstone Wealth Advisors, Inc.'s Holdings Bubble Chart

Cornerstone Wealth Advisors, Inc. News

  • 1

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