Cornerstone Wealth Advisors, Inc. - Portfolio overview

Cornerstone Wealth Advisors, Inc. has 52 reported holdings in this dataset, with the latest filing dated 2026-04-09.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. SCHR - SCHWAB STRATEGIC TR, 22.80%
2. VGSH - VANGUARD SCOTTSDALE FDS, 14.12%
3. SCHG - SCHWAB STRATEGIC TR, 10.86%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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