Cornerstone Wealth Advisors, Inc.
Cornerstone Wealth Advisors, Inc. is an independent registered investment advisory firm headquartered in Carlsbad, California. Founded in 1997, the firm provides comprehensive financial services, including investment management, retirement planning, estate planning, tax optimization, and insurance solutions to individuals and families. The firm currently has 4 employees and manages over $110 million in assets for its clients, with a focus on personalized wealth strategies and long-term financial planning.
Investment Strategy
Cornerstone Wealth Advisors, Inc. builds diversified portfolios tailored to each client's financial goals, risk tolerance, and investment horizon. The firm applies generally accepted investment theories and invests in a mix of equities and fixed income to achieve long-term appreciation and capital preservation. Portfolios are rebalanced over time to align with clients’ changing needs and market opportunities. The firm reviews investments regularly and may recommend asset allocation adjustments or changes to underlying holdings, prioritizing diversification and risk minimization.
Latest 13F Filing Activity
Cornerstone Wealth Advisors, Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 51 equity positions with a total 13F market value of $413M. The fund increased holdings in Schwab Strategic TR, Vanguard Index FDS, Vanguard Tax-managed FDS among other positions. Cornerstone Wealth Advisors, Inc. reduced exposure to Costco WHSL Corp. New, S&P Global Inc., Berkshire Hathaway Inc. Del among others.
Top Holdings
Equity Positions (51)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SCHR | SCHWAB STRATEGIC TR | 22.24% | $91.9M | 3,656,393 | $25.21 | $25.13 | +$5.0M |
S SCHG | SCHWAB STRATEGIC TR | 12.86% | $53.1M | 1,665,245 | $16.31 | $31.91 | +$2.1M |
V VGSH | VANGUARD SCOTTSDALE FDS | 12.81% | $52.9M | 899,185 | $60.65 | $58.85 | +$2.3M |
V VUG | VANGUARD INDEX FDS | 11.50% | $47.5M | 99,047 | $265.92 | $479.61 | +$4.3M |
V VTV | VANGUARD INDEX FDS | 7.81% | $32.3M | 173,067 | $134.48 | $186.49 | +$755.2K |