Cornerstone Wealth Advisors, Inc.
•CIK: 1862176•Filing: Q4 2025
**Cornerstone Wealth Advisors, Inc.** manages $430M across a diversified portfolio of 51 positions. The strategy exhibits a significant tilt toward core U.S. market exposure, anchored by substantial allocations to SCHR ($94.4M) and VGSH ($55.8M). Further concentration is evident in growth and sector-specific plays, notably SCHG ($53.1M) and VUG ($48.6M). The portfolio maintains broad international and value diversification with notable holdings in VEA ($25.2M) and VTV ($33.6M).
Total AUM
$430.0M
QoQ Performance
+4.1%
Positions
23
Top 10 Concentration
85.5%
Latest Filing
Q4 2025
Top Holdings Allocation
SCHR
VGSH
SCHG
VUG
VTV
VEA
SCHR21.9%
VGSH13.0%
SCHG12.4%
VUG11.3%
VTV7.8%
VEA5.9%
SCHF4.4%
SCHV4.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other98.2%
Technology0.6%
Consumer0.5%
Healthcare0.3%
Financial0.2%
ETF0.1%
Consumer Staples0.1%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW1 new position
↑16 increased
↓24 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022