Cornerstone Wealth Advisors, Inc. - Portfolio Stock Holdings
Cornerstone Wealth Advisors, Inc. disclosed 57 stock positions in a recent SEC 13F filing. $477,173,595 of stock holdings were filed, with the largest holdings including SCHR, VGSH, and SCHG. This filing represented positions held on June 30, 2026, and was filed on July 17, 2026.We estimate the fund has a total AUM of $608,657,729 and has 8 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
57Est. Stock Holding Value:
$477,173,595Top Stock Holdings By Sector
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Portfolio Stock Holdings - Cornerstone Wealth Advisors, Inc.
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