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CIK: 0001862176
Total reported value
$477.2M
$477.2M
45 檔
51.5%
The Q1 2025 SEC filing reveals that Cornerstone Wealth Advisors, Inc. held a total portfolio value of $477.2M, covering 45 public equity positions.
In Q1 2025, Cornerstone Wealth Advisors, Inc. displayed an active expansion posture, initiating 45 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHR | Schwab Intermediate-term US | ETF-Other | 23.62% | -1.61% | +3.45% | |
| 2 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 13.76% | -0.93% | +1.99% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-Other | 12.12% | +0.37% | +2.01% | |
| 4 | VUG | Vanguard Growth ETF | ETF-Other | 9.63% | +0.78% | +0.75% | |
| 5 | VTV | Vanguard Value ETF | ETF-Other | 9.05% | +0.08% | +0.64% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.40% | -0.03% | -4.58% | |
| 7 | SCHV | Schwab US Large-cap Value | ETF-Other | 4.26% | +0.24% | -0.55% | |
| 8 | SCHF | Schwab Intl Equity ETF | ETF-Other | 3.14% | +0.15% | +1.03% | |
| 9 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 2.74% | +0.15% | +1.53% | |
| 10 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 2.30% | +0.01% | +2.13% | |
| 11 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 1.57% | +0.02% | -1.66% | |
| 12 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.55% | +0.03% | -6.88% | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.35% | — | +10.43% | |
| 14 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.27% | -0.02% | -8.05% | |
| 15 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.98% | -0.04% | +29.44% | |
| 16 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.83% | -0.04% | +0.48% | |
| 17 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.82% | -0.05% | -1.43% | |
| 18 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.80% | +0.01% | -1.92% | |
| 19 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.68% | -0.04% | +13.40% | |
| 20 | AAPL | Apple Inc | Stock-Tech | 0.57% | +0.02% | -0.96% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.55% | -0.03% | -5.11% | |
| 22 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.42% | +0.04% | -7.19% | |
| 23 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.39% | — | -0.34% | |
| 24 | VB | Vanguard Small-cap ETF | ETF-Other | 0.34% | — | +0.27% | |
| 25 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.34% | +0.05% | — | |
| 26 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.33% | -0.31% | EXIT | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.27% | -0.02% | -5.44% | |
| 28 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.25% | +0.01% | +21.96% | |
| 29 | NVDA | Nvidia CORP | Stock-Tech | 0.17% | +0.01% | +1.80% | |
| 30 | SPGI | S&p Global Inc | Stock-Financials | 0.14% | -0.01% | +0.42% | |
| 31 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.13% | +0.01% | -3.38% | |
| 32 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.11% | -0.01% | +0.48% | |
| 33 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-Large Cap & Growth | 0.10% | +0.01% | +20.86% | |
| 34 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.10% | +0.01% | — | |
| 35 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.10% | — | — | |
| 36 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.09% | — | — | |
| 37 | WFC | Wells Fargo & Co | Stock-Financials | 0.09% | -0.01% | -2.63% | |
| 38 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.09% | -0.01% | — | |
| 39 | MSFT | Microsoft CORP | Stock-Tech | 0.09% | — | — | |
| 40 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.08% | +0.01% | -2.32% | |
| 41 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.08% | +0.01% | -7.13% | |
| 42 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.08% | +0.05% | NEW | |
| 43 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.07% | +0.02% | -4.50% | |
| 44 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.07% | — | -0.51% | |
| 45 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.06% | -0.05% | EXIT |
According to official SEC Form 13F filings, Cornerstone Wealth Advisors, Inc. reported a total U.S. public equity portfolio value of $477.2M across 45 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SCHR, VGSH, SCHG) accounted for 51.5% of total reported equity market value during Q1 2025.
Top New Position Initiated
SCHR
市值: $85.1M
During Q1 2025, Cornerstone Wealth Advisors, Inc.'s top holdings by market value included SCHR (23.6%)、VGSH (13.8%)、SCHG (12.1%). The largest single position, SCHR, represented 23.6% of total portfolio value.
In Q1 2025, Cornerstone Wealth Advisors, Inc. made 45 total portfolio adjustments, initiating 45 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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