Cornerstone Wealth Advisors, Inc.
Clone Performance
Aug 2023–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
16 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 50.7% | $5,505,530 |
| Financial Services | 24.9% | $2,710,277 |
| Healthcare | 14.9% | $1,623,587 |
| Communication Services | 3.2% | $345,934 |
| Consumer Defensive | 2.4% | $258,189 |
| Consumer Cyclical | 2.0% | $215,936 |
| Industrials | 1.9% | $208,720 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedTrimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BRK-B | Berkshire Hathaway Inc | −150 | 3,202 | $1,602,248 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| VEA | Vanguard FTSE Developed Markets ETF | 423,474 | $27,136,213 | |
| VB | Vanguard Morningstar Small-Cap ETF | 5,814 | $1,522,802 | |
| TSLA | Tesla, Inc. | 3,650 | $1,356,887 | |
| MCD | Mcdonalds Corp | 738 | $229,363 | |
| VEU | Vanguard FTSE All-World Ex-US ETF | 3,008 | $225,900 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| VICR |
Vicor Corp
Technology
|
NEW | 8,095 | $3,074,319 | 28.29% | |
| AAPL |
Apple Inc.
Technology
|
Added | 5,574 | $1,612,892 | 14.84% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 3,202 | $1,602,248 | 14.74% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Held | 2,350 | $976,730 | 8.99% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
Held | 5,850 | $483,444 | 4.45% | |
| SPGI |
S&P Global Inc.
Financial Services
|
Held | 955 | $367,959 | 3.39% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Held | 303 | $363,427 | 3.34% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 968 | $345,934 | 3.18% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 1,456 | $291,331 | 2.68% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Held | 1,116 | $283,430 | 2.61% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 728 | $271,558 | 2.50% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Held | 276 | $258,189 | 2.38% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 784 | $256,626 | 2.36% | |
| GLW |
Corning Inc /Ny
Technology
|
NEW | 1,000 | $255,430 | 2.35% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
NEW | 906 | $215,936 | 1.99% | |
| CAT |
Caterpillar Inc
Industrials
|
NEW | 196 | $208,720 | 1.92% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.