Cornerstone Wealth Advisors, Inc.
Net buyer this quarter
$477M
18
+$2.15M
2.1%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 VICR | $3.07M | 0.64% | 0.07% | New | Q2 2026 |
 AAPL | $1.61M | 0.34% | 0.00% | +2.8% | Q1 2021 |
 BRK.B | $1.6M | 0.34% | Not reported | -4.5% | Q1 2021 |
 UNH | $977K | 0.20% | 0.00% | Not reported | Q4 2022 |
 SPYX | $570K | 0.12% | Not reported | Not reported | Q2 2024 |
 WFC | $483K | 0.10% | 0.00% | Not reported | Q3 2022 |
 SCZ | $432K | 0.09% | Not reported | -0.3% | Q1 2021 |
 SPGI | $389K | 0.08% | 0.00% | Not reported | Q2 2021 |
 LLY | $363K | 0.08% | 0.00% | Not reported | Q3 2023 |
 GOOGL | $346K | 0.07% | 0.00% | +34.4% | Q2 2024 |
 NVDA | $291K | 0.06% | 0.00% | +7.4% | Q2 2023 |
 JNJ | $283K | 0.06% | 0.00% | Not reported | Q3 2025 |
 MSFT | $271K | 0.06% | 0.00% | +11.3% | Q4 2023 |
 COST | $258K | 0.05% | 0.00% | Not reported | Q2 2024 |
 JPM | $257K | 0.05% | 0.00% | +10.6% | Q2 2025 |
 GLW | $255K | 0.05% | 0.00% | New | Q2 2026 |
 AMZN | $216K | 0.05% | 0.00% | Not reported | Q4 2023 |
 CAT | $209K | 0.04% | 0.00% | New | Q2 2026 |
| Q1 2026 | |||||
| BRK.B | $1.61M | 0.37% | Not reported | -2.0% | Q1 2021 |
| AAPL | $1.38M | 0.32% | 0.00% | -18.8% | Q1 2021 |
 TSLA | $1.36M | 0.31% | 0.00% | Not reported | Q1 2022 |
| UNH | $636K | 0.15% | 0.00% | +2.2% | Q4 2022 |
| SPYX | $495K | 0.11% | Not reported | -0.6% | Q2 2024 |
| WFC | $466K | 0.11% | 0.00% | -13.3% | Q3 2022 |
| SCZ | $413K | 0.10% | Not reported | -5.0% | Q1 2021 |
| SPGI | $406K | 0.09% | 0.00% | Not reported | Q2 2021 |
| LLY | $279K | 0.06% | 0.00% | -4.7% | Q3 2023 |
| COST | $275K | 0.06% | 0.00% | Not reported | Q2 2024 |
| JNJ | $273K | 0.06% | 0.00% | Not reported | Q3 2025 |
| MSFT | $242K | 0.06% | 0.00% | -21.6% | Q4 2023 |
| NVDA | $236K | 0.05% | 0.00% | +3.8% | Q2 2023 |
 MCD | $229K | 0.05% | 0.00% | Not reported | Q1 2023 |
| JPM | $209K | 0.05% | 0.00% | Not reported | Q2 2025 |
| GOOGL | $207K | 0.05% | 0.00% | -3.4% | Q2 2024 |
| Q4 2025 | |||||
| AAPL | $1.82M | 0.42% | 0.00% | -2.3% | Q1 2021 |
| BRK.B | $1.72M | 0.40% | Not reported | -1.8% | Q1 2021 |
| TSLA | $1.64M | 0.38% | 0.00% | Not reported | Q1 2022 |
| BRK.A | $1.51M | 0.35% | Not reported | Not reported | Q1 2021 |
| UNH | $759K | 0.18% | 0.00% | Not reported | Q4 2022 |
| WFC | $629K | 0.15% | 0.00% | -22.0% | Q3 2022 |
| SPYX | $527K | 0.12% | Not reported | 0.0% | Q2 2024 |
| SPGI | $499K | 0.12% | 0.00% | Not reported | Q2 2021 |
| SCZ | $430K | 0.10% | Not reported | -4.4% | Q1 2021 |
| MSFT | $403K | 0.09% | 0.00% | Not reported | Q4 2023 |
| LLY | $342K | 0.08% | 0.00% | Not reported | Q3 2023 |
| NVDA | $244K | 0.06% | 0.00% | -7.1% | Q2 2023 |
| COST | $238K | 0.06% | 0.00% | Not reported | Q2 2024 |
| GOOGL | $233K | 0.05% | 0.00% | Not reported | Q2 2024 |
| JNJ | $231K | 0.05% | 0.00% | -4.0% | Q3 2025 |
| JPM | $229K | 0.05% | 0.00% | +0.3% | Q2 2025 |
| MCD | $226K | 0.05% | 0.00% | Not reported | Q1 2023 |
 PEP | $224K | 0.05% | 0.00% | Not reported | Q3 2021 |
| Q3 2025 | |||||
| BRK.B | $1.75M | 0.42% | Not reported | -5.4% | Q1 2021 |
| AAPL | $1.74M | 0.42% | 0.00% | +4.0% | Q1 2021 |
| TSLA | $1.62M | 0.39% | 0.00% | Not reported | Q1 2022 |
| BRK.A | $1.51M | 0.37% | Not reported | Not reported | Q1 2021 |
| UNH | $794K | 0.19% | 0.00% | -2.5% | Q4 2022 |
| WFC | $725K | 0.18% | 0.00% | +25.0% | Q3 2022 |
| SPYX | $515K | 0.12% | Not reported | +14.4% | Q2 2024 |
| SPGI | $465K | 0.11% | 0.00% | Not reported | Q2 2021 |
| SCZ | $445K | 0.11% | Not reported | -2.8% | Q1 2021 |
| MSFT | $432K | 0.10% | 0.00% | Not reported | Q4 2023 |
| NVDA | $262K | 0.06% | 0.00% | Not reported | Q2 2023 |
| COST | $256K | 0.06% | 0.00% | -19.3% | Q2 2024 |
| LLY | $243K | 0.06% | 0.00% | Not reported | Q3 2023 |
| MCD | $224K | 0.05% | 0.00% | Not reported | Q1 2023 |
| JPM | $223K | 0.05% | 0.00% | Not reported | Q2 2025 |
| PEP | $220K | 0.05% | 0.00% | Not reported | Q3 2021 |
| JNJ | $215K | 0.05% | 0.00% | New | Q3 2025 |
| SLV | $212K | 0.05% | 0.00% | New | Q3 2025 |