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CIK: 0001862176
Total reported value
$477.2M
$477.2M
48 檔
55.2%
According to the latest 13F quarterly dataset, Cornerstone Wealth Advisors, Inc. managed an equity portfolio of $477.2M at the end of Q2 2025, spanning 48 distinct U.S. exchange-listed positions.
Cornerstone Wealth Advisors, Inc. executed strategic sector rebalancing during Q2 2025, establishing 4 new positions while fully exiting 1 holdings and trimming 23 positions.
In terms of portfolio concentration, the top 5 core holdings (including SCHR, SCHG, VGSH) accounted for 55.2% of total reported equity market value during Q2 2025.
Top New Position Initiated
BRK-A
市值: $1.5M
Top Position Liquidated / Trimmed
AMZN
前期市值: $290.1K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHR | Schwab Intermediate-term US | ETF-Other | 22.45% | -1.61% | +1.43% | |
| 2 | SCHG | Schwab US Large-cap Growth | ETF-Other | 13.18% | +0.37% | +0.22% | |
| 3 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 13.08% | -0.93% | +1.92% | |
| 4 | VUG | Vanguard Growth ETF | ETF-Other | 11.17% | +0.78% | +5.35% | |
| 5 | VTV | Vanguard Value ETF | ETF-Other | 8.15% | +0.08% | -5.54% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.49% | -0.03% | -2.40% | |
| 7 | SCHV | Schwab US Large-cap Value | ETF-Other | 4.19% | +0.24% | +1.43% | |
| 8 | SCHF | Schwab Intl Equity ETF | ETF-Other | 3.55% | +0.15% | +8.88% | |
| 9 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 2.75% | +0.15% | -2.02% | |
| 10 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 2.11% | +0.01% | -5.59% | |
| 11 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.56% | +0.03% | -2.55% | |
| 12 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 1.55% | +0.02% | -2.42% | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.39% | — | +1.11% | |
| 14 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.36% | -0.02% | -2.39% | |
| 15 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.94% | -0.04% | +2.88% | |
| 16 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.89% | -0.04% | -0.55% | |
| 17 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.87% | -0.05% | -3.90% | |
| 18 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.72% | +0.01% | -6.42% | |
| 19 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.64% | -0.04% | +0.69% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.46% | -0.03% | -0.30% | |
| 21 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.41% | +0.04% | -6.24% | |
| 22 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.38% | — | — | |
| 23 | VB | Vanguard Small-cap ETF | ETF-Other | 0.35% | — | +3.17% | |
| 24 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.35% | — | -8.50% | |
| 25 | AAPL | Apple Inc | Stock-Tech | 0.35% | +0.02% | -29.14% | |
| 26 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.30% | -0.31% | EXIT | |
| 27 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.25% | +0.01% | -2.51% | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.22% | -0.02% | -19.83% | |
| 29 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.19% | +0.05% | — | |
| 30 | WFC | Wells Fargo & Co | Stock-Financials | 0.14% | -0.01% | +49.35% | |
| 31 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.14% | +0.01% | +5.74% | |
| 32 | SPGI | S&p Global Inc | Stock-Financials | 0.13% | -0.01% | -0.42% | |
| 33 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.11% | -0.01% | -4.41% | |
| 34 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.11% | +0.01% | — | |
| 35 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-Large Cap & Growth | 0.11% | +0.01% | +1.48% | |
| 36 | MSFT | Microsoft CORP | Stock-Tech | 0.11% | — | -2.00% | |
| 37 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.10% | — | -2.12% | |
| 38 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.10% | — | — | |
| 39 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.09% | -0.01% | +0.59% | |
| 40 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.09% | +0.01% | — | |
| 41 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.08% | +0.01% | -0.61% | |
| 42 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.06% | +0.02% | — | |
| 43 | NVDA | Nvidia CORP | Stock-Tech | 0.06% | +0.01% | -75.15% | |
| 44 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.06% | -0.05% | EXIT | |
| 45 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.06% | — | — | |
| 46 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.05% | — | — | |
| 47 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.05% | — | — | |
| 48 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.05% | — | — |
According to official SEC Form 13F filings, Cornerstone Wealth Advisors, Inc. reported a total U.S. public equity portfolio value of $477.2M across 48 disclosed positions in Q2 2025.
During Q2 2025, Cornerstone Wealth Advisors, Inc.'s top holdings by market value included SCHR (22.4%)、SCHG (13.2%)、VGSH (13.1%). The largest single position, SCHR, represented 22.4% of total portfolio value.
In Q2 2025, Cornerstone Wealth Advisors, Inc. made 42 total portfolio adjustments, initiating 4 new buys, adding to 14 positions, trimming 23 holdings, and fully liquidating 1 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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