Cornerstone Wealth Advisors, Inc.
CIK: 0001862176SEC EDGAR →
Portfolio Value
$430.0M
Holdings
51
As of
Q4 2025
New Positions
3
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | 3,762,996 | $94.4M | 21.95% |
| 2 | VANGUARD SCOTTSDALE FDS | 949,820 | $55.8M | 12.97% |
| 3 | SCHWAB STRATEGIC TR | 1,628,504 | $53.1M | 12.35% |
| 4 | VANGUARD INDEX FDS | 99,655 | $48.6M | 11.31% |
| 5 | VANGUARD INDEX FDS | 175,743 | $33.6M | 7.81% |
| 6 | VANGUARD TAX-MANAGED FDS | 403,402 | $25.2M | 5.86% |
| 7 | SCHWAB STRATEGIC TR | 788,361 | $19.0M | 4.41% |
| 8 | SCHWAB STRATEGIC TR | 628,884 | $18.6M | 4.33% |
| 9 | VANGUARD INDEX FDS | 36,500 | $11.0M | 2.56% |
| 10 | VANGUARD INDEX FDS | 40,347 | $8.5M | 1.99% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 38 | $420.4M | 97.8% |
| Unknown | 2 | $3.2M | 0.8% |
| Technology | 3 | $2.5M | 0.6% |
| Consumer Cyclical | 2 | $1.9M | 0.4% |
| Healthcare | 3 | $1.3M | 0.3% |
| Consumer Defensive | 2 | $462K | 0.1% |
| Communication Services | 1 | $233K | 0.1% |