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

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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

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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