Cornerstone Wealth Advisors
Latest statistics and disclosures from Cornerstone Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VGSH, SCHR, VTV, SCHG, VUG, and represent 62.64% of Cornerstone Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: VGIT, UNH, SCHG, VUG, SCHF, VBK, EFG, SCHH, SCHE, SCHC.
- Started 1 new stock positions in UNH.
- Reduced shares in these 10 stocks: SCHO, VGSH, SCHX, VEA, SCHR, SCHV, VTIP, IWF, VWO, IWN.
- Sold out of its positions in Docusign, VNQ.
- Cornerstone Wealth Advisors was a net seller of stock by $-5.2M.
- Cornerstone Wealth Advisors has $258M in assets under management (AUM), dropping by 1.82%.
- Central Index Key (CIK): 0001862176
Tip: Access up to 7 years of quarterly data
Positions held by Cornerstone Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Cornerstone Wealth Advisors
Cornerstone Wealth Advisors holds 43 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 24.6 | $64M | -2% | 1.1M | 57.82 | |
| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 11.2 | $29M | -2% | 584k | 49.23 | |
| Vanguard Index Fds Value Etf (VTV) | 9.4 | $24M | 172k | 140.37 | ||
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 9.1 | $24M | +4% | 422k | 55.56 | |
| Vanguard Index Fds Growth Etf (VUG) | 8.4 | $22M | +3% | 101k | 213.11 | |
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 4.2 | $11M | -5% | 164k | 66.02 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 4.2 | $11M | -9% | 255k | 41.97 | |
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 3.3 | $8.5M | -22% | 177k | 48.24 | |
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 3.1 | $8.1M | +4% | 251k | 32.21 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 2.6 | $6.8M | -17% | 151k | 45.15 | |
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 2.2 | $5.8M | +4% | 29k | 200.54 | |
| Schwab Strategic Tr Us Reit Etf (SCHH) | 2.0 | $5.1M | +4% | 263k | 19.29 | |
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 1.9 | $4.8M | +2% | 202k | 23.67 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 1.7 | $4.4M | -2% | 28k | 158.80 | |
Setup an alertCornerstone Wealth Advisors will file the next quarterly 13-HR in about 3 months. Would you like to be notified? |
||||||
| Ishares Tr Rus 1000 Grw Etf (IWF) | 1.7 | $4.4M | -7% | 20k | 214.24 | |
| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 1.5 | $3.8M | 120k | 31.47 | ||
| Ishares Tr Rus 1000 Val Etf (IWD) | 1.2 | $3.0M | -4% | 20k | 151.65 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.0 | $2.6M | -9% | 67k | 38.98 | |
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.7 | $1.9M | -12% | 14k | 138.67 | |
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.7 | $1.8M | 8.5k | 214.52 | ||
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.6 | $1.7M | +478% | 29k | 58.48 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.5 | $1.4M | 3.00 | 468711.00 | ||
| UnitedHealth (UNH) | 0.5 | $1.2M | NEW | 2.4k | 530.18 | |
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.5 | $1.2M | -16% | 12k | 102.81 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.4 | $1.1M | -12% | 5.8k | 183.54 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $996k | -2% | 3.2k | 308.90 | |
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.3 | $728k | -9% | 13k | 56.48 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $696k | 3.6k | 191.19 | ||
| Ishares Tr Eafe Grwth Etf (EFG) | 0.2 | $611k | +65% | 7.3k | 83.76 | |
| Apple (AAPL) | 0.2 | $567k | 4.4k | 129.93 | ||
| Tesla Motors (TSLA) | 0.2 | $485k | 3.9k | 123.18 | ||
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.2 | $471k | +3% | 12k | 40.51 | |
| Pepsi (PEP) | 0.1 | $368k | 2.0k | 180.66 | ||
| S&p Global (SPGI) | 0.1 | $320k | 955.00 | 334.94 | ||
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.1 | $292k | -62% | 6.3k | 46.71 | |
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $286k | 5.7k | 50.14 | ||
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $281k | -28% | 7.4k | 37.90 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $262k | -22% | 4.0k | 65.64 | |
| 3M Company (MMM) | 0.1 | $243k | 2.0k | 119.92 | ||
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $231k | 657.00 | 351.34 | ||
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $225k | 3.9k | 58.50 | ||
| Wells Fargo & Company (WFC) | 0.1 | $201k | -4% | 4.9k | 41.29 | |
| Ringcentral Note 3/0 (Principal) | 0.0 | $26k | 30k | 0.87 | ||
Past Filings by Cornerstone Wealth Advisors
SEC 13F filings are viewable for Cornerstone Wealth Advisors going back to 2021
- Cornerstone Wealth Advisors 2022 Q4 filed Jan. 24, 2023
- Cornerstone Wealth Advisors 2022 Q3 filed Oct. 19, 2022
- Cornerstone Wealth Advisors 2022 Q2 filed July 18, 2022
- Cornerstone Wealth Advisors 2022 Q1 filed April 19, 2022
- Cornerstone Wealth Advisors 2021 Q4 filed Feb. 9, 2022
- Cornerstone Wealth Advisors 2021 Q3 filed Nov. 15, 2021
- Cornerstone Wealth Advisors 2021 Q2 filed July 16, 2021
- Cornerstone Wealth Advisors 2021 Q1 filed May 17, 2021