Cornerstone Wealth Advisors, Inc.
Cornerstone Wealth Advisors, Inc. reported 55 holdings worth US$477M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 20, 2026
Cornerstone Wealth Advisors, Inc. reported 55 holdings worth US$477M as of Jun 30, 2026. Largest: Vicor Corporation, Apple Inc and Berkshire Hathaway Inc. Filed Jul 20, 2026 (Form 13F).
- Holdings
- 55
- Value as reported
- US$477M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Vicor Corporation | 8,095 | US$3.07M | 0.64% |
| Apple Inc | 5,574 | US$1.61M | 0.34% |
| Berkshire Hathaway Inc. | 3,202 | US$1.6M | 0.34% |
| Unitedhealth Group Incorporated | 2,350 | US$977K | 0.20% |
| Wells Fargo & Company | 5,850 | US$483K | 0.10% |
| S&p Global Inc. | 955 | US$389K | 0.08% |
| Eli Lilly And Company | 303 | US$363K | 0.08% |
| Alphabet Inc (google) Class C | 968 | US$346K | 0.07% |
| Nvidia Corporation | 1,456 | US$291K | 0.06% |
| Johnson & Johnson | 1,116 | US$283K | 0.06% |
| Microsoft Corp. | 728 | US$271K | 0.06% |
| Costco Wholesale Corporation | 276 | US$258K | 0.05% |
| Jp Morgan Chase & Co. | 784 | US$257K | 0.05% |
| Corning Incorporated | 1,000 | US$255K | 0.05% |
| Amazon.com, Inc. | 906 | US$216K | 0.05% |
| Caterpillar, Inc. | 196 | US$209K | 0.04% |
| Mcdonald's Corporation | 0 | US$0 | 0.00% |
| Tesla, Inc. | 0 | US$0 | 0.00% |