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Cornerstone Wealth Advisors

Latest statistics and disclosures from Cornerstone Wealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are VGSH, SCHR, SCHG, VUG, VTV, and represent 66.20% of Cornerstone Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: SCHR, VGSH, VBR, VBK, NVDA, SCHE, VSS, VWO, VTV, VGIT.
Reduced shares in these 10 stocks: SCHO, VUG, SCHF, IWF, SCHC, SCHX, SCHV, SCHG, IWO, VEA.
Cornerstone Wealth Advisors was a net buyer of stock by $666k.
Cornerstone Wealth Advisors has $325M in assets under management (AUM), dropping by 5.11%.
Central Index Key (CIK): 0001862176

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Positions held by Cornerstone Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Cornerstone Wealth Advisors

Cornerstone Wealth Advisors holds 45 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Scottsdale Fds Short Term Treas (VGSH)	21.2	$69M	+3%	1.2M	58.07	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	13.4	$43M	+5%	885k	49.05	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	12.8	$42M		448k	92.72	View chart
Vanguard Index Fds Growth Etf (VUG)	10.0	$33M	-2%	94k	344.20	View chart
Vanguard Index Fds Value Etf (VTV)	8.9	$29M		177k	162.86	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	4.5	$15M		192k	75.98	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	4.5	$15M		288k	50.17	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	3.1	$10M	-5%	261k	39.02	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	3.0	$9.7M	+4%	37k	260.72	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	2.1	$6.8M	+7%	36k	191.88	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.9	$6.2M	-4%	100k	62.06	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.7	$5.6M	-8%	17k	337.04	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	1.6	$5.3M	+2%	208k	25.25	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	1.3	$4.2M	-26%	87k	48.21	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.1	$3.6M	+2%	85k	41.77	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	1.0	$3.2M	-12%	90k	35.80	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.9	$2.9M	-2%	16k	179.11	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.8	$2.7M	+4%	23k	116.84	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.6	$1.9M	-8%	7.0k	270.81	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.6	$1.8M	+3%	31k	58.55	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$1.7M	-5%	4.1k	420.52	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.5	$1.7M	-6%	10k	158.81	View chart
Apple (AAPL)	0.5	$1.6M		9.1k	171.48	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.4	$1.3M		5.6k	228.59	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.4	$1.3M		2.00	634440.00	View chart
UnitedHealth (UNH)	0.4	$1.2M		2.4k	494.70	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$1.0M		4.0k	259.90	View chart
NVIDIA Corporation (NVDA)	0.3	$914k	+27%	1.0k	903.56	View chart
Tesla Motors (TSLA)	0.3	$835k		4.8k	175.79	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.2	$746k	+3%	7.2k	103.79	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.2	$540k	-3%	11k	49.24	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$478k	-10%	7.5k	63.33	View chart
S&p Global (SPGI)	0.1	$406k		955.00	425.45	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$360k	+13%	748.00	480.70	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$325k		3.9k	84.44	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$323k		7.9k	41.08	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$310k		3.9k	79.86	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$287k	-2%	4.9k	58.64	View chart
Wells Fargo & Company (WFC)	0.1	$287k		4.9k	57.96	View chart
Pepsi (PEP)	0.1	$275k		1.6k	175.01	View chart
Eli Lilly & Co. (LLY)	0.1	$274k		352.00	777.96	View chart
Amazon (AMZN)	0.1	$241k	-11%	1.3k	180.38	View chart
McDonald's Corporation (MCD)	0.1	$208k		738.00	281.95	View chart
Microsoft Corporation (MSFT)	0.1	$203k	-17%	483.00	420.76	View chart
Ringcentral Note 3/0 (Principal)	0.0	$28k		30k	0.95	View chart

Past Filings by Cornerstone Wealth Advisors

SEC 13F filings are viewable for Cornerstone Wealth Advisors going back to 2021

Cornerstone Wealth Advisors 2024 Q1 filed April 11, 2024
Cornerstone Wealth Advisors 2023 Q4 filed Jan. 19, 2024
Cornerstone Wealth Advisors 2023 Q3 filed Oct. 24, 2023
Cornerstone Wealth Advisors 2023 Q2 filed July 20, 2023
Cornerstone Wealth Advisors 2023 Q1 filed May 12, 2023
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

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