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The Analysis of Cornerstone Wealth Advisors, Inc.'s Holdings & P&L

Currently, Cornerstone Wealth Advisors, Inc. holds 49 types of securities in its portfolio with a total value $434.3M. In the most recent quarter, they have increased their positions in VGSH (+102.1K shares, valued at $6.0M), SCHR (+230.2K shares, valued at $5.7M), SCHF (+125.4K shares, valued at $3.1M); decreased their positions in VBK (-3.7K shares, valued at $1.1M), VTV (-2.4K shares, valued at $473.6K), VBR (-1.6K shares, valued at $341.5K).

1M P&L

-5.2M-1.10%

3M P&L

-239.2M-33.96%

HY P&L

-230.6M-33.14%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A426.1M

98.6%

2Consumer Electronics1.4M

0.3%

3Auto Manufacturers1.4M

0.3%

Top Industries by Stock Count

1N/A34 stocks

73.9%

2Drug Manufacturers - General2 stocks

4.3%

3Banks - Diversified2 stocks

4.3%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHR SCHWAB STRATEGIC TR4.0M shares6.12%2026-03-312026-04-09

VGSH VANGUARD SCOTTSDALE FDS1.1M shares10.75%2026-03-312026-04-09

SCHG SCHWAB STRATEGIC TR1.6M shares-0.12%2026-03-312026-04-09

VUG VANGUARD INDEX FDS101.9K shares2.22%2026-03-312026-04-09

VTV VANGUARD INDEX FDS173.3K shares-1.37%2026-03-312026-04-09

VEA VANGUARD TAX-MANAGED FDS423.5K shares4.98%2026-03-312026-04-09

SCHF SCHWAB STRATEGIC TR913.7K shares15.90%2026-03-312026-04-09

SCHV SCHWAB STRATEGIC TR643.1K shares2.26%2026-03-312026-04-09

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VBK VANGUARD INDEX FDS32.8K shares-10.10%2026-03-312026-04-09

VBR VANGUARD INDEX FDS38.8K shares-3.90%2026-03-312026-04-09

SCHE SCHWAB STRATEGIC TR217.2K shares11.58%2026-03-312026-04-09

VWO VANGUARD INTL EQUITY INDEX F119.8K shares7.69%2026-03-312026-04-09

SCHX SCHWAB STRATEGIC TR224.9K shares-2.84%2026-03-312026-04-09

IWF ISHARES TR11.8K shares-1.56%2026-03-312026-04-09

SCHO SCHWAB STRATEGIC TR170.8K shares15.09%2026-03-312026-04-09

SCHC SCHWAB STRATEGIC TR78.7K shares-0.20%2026-03-312026-04-09

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VSS VANGUARD INTL EQUITY INDEX F24.3K shares1.68%2026-03-312026-04-09

VGIT VANGUARD SCOTTSDALE FDS49.4K shares5.47%2026-03-312026-04-09

IWD ISHARES TR13.3K shares-2.78%2026-03-312026-04-09

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL3.4K shares-1.99%2026-03-312026-04-09

VB VANGUARD INDEX FDS5.8K shares-1.76%2026-03-312026-04-09

IWO ISHARES TR4.4K shares-14.14%2026-03-312026-04-09

IWN ISHARES TR7.3K shares-7.49%2026-03-312026-04-09

AAPL APPLE INC5.4K shares-18.84%2026-03-312026-04-09

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TSLA TESLA INC3.6K shares0.00%2026-03-312026-04-09

VTI VANGUARD INDEX FDS3.0K shares15.30%2026-03-312026-04-09

EFG ISHARES TR8.5K shares-5.64%2026-03-312026-04-09

UNH UNITEDHEALTH GROUP INC2.4K shares2.17%2026-03-312026-04-09

SCHA SCHWAB STRATEGIC TR20.0K shares-0.15%2026-03-312026-04-09

SPYX SPDR SERIES TRUST9.3K shares-0.64%2026-03-312026-04-09

WFC WELLS FARGO & CO5.8K shares-13.33%2026-03-312026-04-09

IVW ISHARES TR3.9K shares0.00%2026-03-312026-04-09

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS719 shares9.44%2026-03-312026-04-09

SCZ ISHARES TR5.3K shares-4.96%2026-03-312026-04-09

SPGI S&P GLOBAL INC955 shares0.00%2026-03-312026-04-09

EEM ISHARES TR6.9K shares2.99%2026-03-312026-04-09

ESGV VANGUARD WORLD FD2.9K shares0.17%2026-03-312026-04-09

EFA ISHARES TR3.3K shares-5.78%2026-03-312026-04-09

LLY ELI LILLY & CO303 shares-4.72%2026-03-312026-04-09

COST COSTCO WHOLESALE CORPORATION276 shares0.00%2026-03-312026-04-09

Sponsored

JNJ JOHNSON & JOHNSON1.1K shares0.00%2026-03-312026-04-09

ESML ISHARES TR5.6K shares2.30%2026-03-312026-04-09

MSFT MICROSOFT CORP654 shares-21.58%2026-03-312026-04-09

NVDA NVIDIA CORPORATION1.4K shares3.83%2026-03-312026-04-09

MCD MCDONALDS CORP738 shares0.00%2026-03-312026-04-09

VEU VANGUARD INTL EQUITY INDEX F3.0K shares0.00%2026-03-312026-04-09

VSGX VANGUARD WORLD FD3.1K shares-8.71%2026-03-312026-04-09

JPM JPMORGAN CHASE & CO709 shares0.00%2026-03-312026-04-09

Sponsored

ALPHABET INC ALPHABET INC720 shares-3.36%2026-03-312026-04-09

SCHR

SCHWAB STRATEGIC TR

6.12%

Shares4.0M

Event2026-03-31

Filed2026-04-09

VGSH

VANGUARD SCOTTSDALE FDS

10.75%

Shares1.1M

Event2026-03-31

Filed2026-04-09

SCHG

SCHWAB STRATEGIC TR

-0.12%

Shares1.6M

Event2026-03-31

Filed2026-04-09

VUG

VANGUARD INDEX FDS

2.22%

Shares101.9K

Event2026-03-31

Filed2026-04-09

VTV

VANGUARD INDEX FDS

-1.37%

Shares173.3K

Event2026-03-31

Filed2026-04-09

VEA

VANGUARD TAX-MANAGED FDS

4.98%

Shares423.5K

Event2026-03-31

Filed2026-04-09

SCHF

SCHWAB STRATEGIC TR

15.90%

Shares913.7K

Event2026-03-31

Filed2026-04-09

SCHV

SCHWAB STRATEGIC TR

2.26%

Shares643.1K

Event2026-03-31

Filed2026-04-09

VBK

VANGUARD INDEX FDS

-10.10%

Shares32.8K

Event2026-03-31

Filed2026-04-09

VBR

VANGUARD INDEX FDS

-3.90%

Shares38.8K

Event2026-03-31

Filed2026-04-09

SCHE

SCHWAB STRATEGIC TR

11.58%

Shares217.2K

Event2026-03-31

Filed2026-04-09

VWO

VANGUARD INTL EQUITY INDEX F

7.69%

Shares119.8K

Event2026-03-31

Filed2026-04-09

SCHX

SCHWAB STRATEGIC TR

-2.84%

Shares224.9K

Event2026-03-31

Filed2026-04-09

IWF

ISHARES TR

-1.56%

Shares11.8K

Event2026-03-31

Filed2026-04-09

SCHO

SCHWAB STRATEGIC TR

15.09%

Shares170.8K

Event2026-03-31

Filed2026-04-09

SCHC

SCHWAB STRATEGIC TR

-0.20%

Shares78.7K

Event2026-03-31

Filed2026-04-09

VSS

VANGUARD INTL EQUITY INDEX F

1.68%

Shares24.3K

Event2026-03-31

Filed2026-04-09

VGIT

VANGUARD SCOTTSDALE FDS

5.47%

Shares49.4K

Event2026-03-31

Filed2026-04-09

IWD

ISHARES TR

-2.78%

Shares13.3K

Event2026-03-31

Filed2026-04-09

BERKSHIRE HATHAWAY INC DEL

-1.99%

Shares3.4K

Event2026-03-31

Filed2026-04-09

VANGUARD INDEX FDS

-1.76%

Shares5.8K

Event2026-03-31

Filed2026-04-09

IWO

ISHARES TR

-14.14%

Shares4.4K

Event2026-03-31

Filed2026-04-09

IWN

ISHARES TR

-7.49%

Shares7.3K

Event2026-03-31

Filed2026-04-09

AAPL

APPLE INC

-18.84%

Shares5.4K

Event2026-03-31

Filed2026-04-09

TSLA

TESLA INC

0.00%

Shares3.6K

Event2026-03-31

Filed2026-04-09

VTI

VANGUARD INDEX FDS

15.30%

Shares3.0K

Event2026-03-31

Filed2026-04-09

EFG

ISHARES TR

-5.64%

Shares8.5K

Event2026-03-31

Filed2026-04-09

UNH

UNITEDHEALTH GROUP INC

2.17%

Shares2.4K

Event2026-03-31

Filed2026-04-09

SCHA

SCHWAB STRATEGIC TR

-0.15%

Shares20.0K

Event2026-03-31

Filed2026-04-09

SPYX

SPDR SERIES TRUST

-0.64%

Shares9.3K

Event2026-03-31

Filed2026-04-09

WFC

WELLS FARGO & CO

-13.33%

Shares5.8K

Event2026-03-31

Filed2026-04-09

IVW

ISHARES TR

0.00%

Shares3.9K

Event2026-03-31

Filed2026-04-09

VANGUARD INDEX FDS

9.44%

Shares719

Event2026-03-31

Filed2026-04-09

SCZ

ISHARES TR

-4.96%

Shares5.3K

Event2026-03-31

Filed2026-04-09

SPGI

S&P GLOBAL INC

0.00%

Shares955

Event2026-03-31

Filed2026-04-09

EEM

ISHARES TR

2.99%

Shares6.9K

Event2026-03-31

Filed2026-04-09

ESGV

VANGUARD WORLD FD

0.17%

Shares2.9K

Event2026-03-31

Filed2026-04-09

EFA

ISHARES TR

-5.78%

Shares3.3K

Event2026-03-31

Filed2026-04-09

LLY

ELI LILLY & CO

-4.72%

Shares303

Event2026-03-31

Filed2026-04-09

COST

COSTCO WHOLESALE CORPORATION

0.00%

Shares276

Event2026-03-31

Filed2026-04-09

JNJ

JOHNSON & JOHNSON

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-09

ESML

ISHARES TR

2.30%

Shares5.6K

Event2026-03-31

Filed2026-04-09

MSFT

MICROSOFT CORP

-21.58%

Shares654

Event2026-03-31

Filed2026-04-09

NVDA

NVIDIA CORPORATION

3.83%

Shares1.4K

Event2026-03-31

Filed2026-04-09

MCD

MCDONALDS CORP

0.00%

Shares738

Event2026-03-31

Filed2026-04-09

VEU

VANGUARD INTL EQUITY INDEX F

0.00%

Shares3.0K

Event2026-03-31

Filed2026-04-09

VSGX

VANGUARD WORLD FD

-8.71%

Shares3.1K

Event2026-03-31

Filed2026-04-09

JPM

JPMORGAN CHASE & CO

0.00%

Shares709

Event2026-03-31

Filed2026-04-09

ALPHABET INC

-3.36%

Shares720

Event2026-03-31

Filed2026-04-09

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available