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.
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 |