Portfolio (Quarterly) Guide ↗

Cornerstone Wealth Advisors, Inc.

· CIK 0001862176

13F Portfolio $477M AUM 55 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 8 New 17 Added 17 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	TSLA	TESLA INC	Consumer Cyclical	3,650	$1.4M	0.31%	SOLD
2	MCD	MCDONALDS CORP	Consumer Cyclical	738	$229K	0.05%	SOLD

Sector Allocation

Technology 59.3%

Healthcare 17.5%

Financial Services 12.2%

Communication Services 3.7%

Consumer Defensive 2.8%

Consumer Cyclical 2.3%

Industrials 2.2%