Cornerstone Wealth Advisors, Inc.
Filing Date
Global Rank
#8,215
/ 8,603
▲ 13
· as of Mar 2026
Top Industry
Insurance - Diversified
20.7%
3Y Alpha vs SPY
-7.4%
Period ended 3 months ago
Filed Apr 9, 2026 · 3mo
21 quarters · since Mar 2021
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+47.5%
SPY
+76.5%
Annualised alpha
-7.0%
Max drawdown
−20.9%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
14 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
20.7%
+1.3 pts
Top 5
70.0%
+0.2 pts
Top 10
88.7%
+0.8 pts
HHI
1,251
Diversified+31
Portfolio Trend
21 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 34.3% | $2,664,849 |
| Technology | 23.9% | $1,855,387 |
| Consumer Cyclical | 20.4% | $1,586,250 |
| Healthcare | 15.3% | $1,187,371 |
| Consumer Defensive | 3.5% | $275,014 |
| Communication Services | 2.7% | $207,043 |
Last Quarter's Activity
Export CSVTrimmed
Positions the filer reduced
6 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AAPL | Apple Inc. | −1,259 | 5,425 | $1,376,810 | |
| WFC | Wells Fargo & Company/Mn | −900 | 5,850 | $465,718 | |
| MSFT | Microsoft Corp | −180 | 654 | $242,091 | |
| BRK-B | Berkshire Hathaway Inc | −68 | 3,352 | $1,606,278 | |
| GOOGL | Alphabet Inc. | −25 | 720 | $207,043 | |
| LLY | ELI LILLY & Co | −15 | 303 | $278,690 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| PEP | Pepsico Inc | 1,564 | $224,465 | |
| No positions match the current search. | ||||
14 positions ·
$7,775,914 total
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Financial Services
Healthcare
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 3,352 | $1,606,278 | 20.66% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 5,425 | $1,376,810 | 17.71% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Held | 3,650 | $1,356,887 | 17.45% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Added | 2,350 | $635,886 | 8.18% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
Reduced | 5,850 | $465,718 | 5.99% | |
| SPGI |
S&P Global Inc.
Financial Services
|
Held | 955 | $384,294 | 4.94% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 303 | $278,690 | 3.58% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Held | 276 | $275,014 | 3.54% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Held | 1,116 | $272,795 | 3.51% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 654 | $242,091 | 3.11% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 1,356 | $236,486 | 3.04% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Held | 738 | $229,363 | 2.95% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Held | 709 | $208,559 | 2.68% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 720 | $207,043 | 2.66% |