Portfolio (Quarterly) Guide ↗

Cornerstone Wealth Advisors, Inc.

· CIK 0001862176

13F Portfolio $434M AUM 49 positions Filed Apr 9, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 17 Added 20 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	—	BERKSHIRE HATHAWAY INC DEL	—	2	$1.5M	0.35%	SOLD
2	PEP	PEPSICO INC	Consumer Defensive	1,564	$224K	0.05%	SOLD

Sector Allocation

Technology 30.0%

Consumer Cyclical 25.6%

Healthcare 19.2%

Financial Services 17.5%

Consumer Defensive 4.4%

Communication Services 3.3%