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Jonathan Guyton

Cornerstone Wealth Advisors, Inc.

Assets Managed
$434.28M
Holdings
49
Last Quarter
2026 - Q1
Filed Date
1mo 21d ago
Growth Rate
1%(2Q avg: 2.55%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Cornerstone Wealth Advisors, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 49 positions.

Assets under management

The assets under management (AUM) of Cornerstone Wealth Advisors, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 434.28M in assets, with a quarterly growth rate of 1% and a 2-quarter average growth rate of 2.55%. The portfolio is managed by Jonathan Guyton, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SCHR
Schwab Intermediate-term Us
Recent Activity
Increased 6.12%
22.91%
$99.471M
3.993M shares@ $24.92 avg price
VGSH
Vanguard Short-term Treasury
Recent Activity
Increased 10.75%
14.18%
$61.577M
1.052M shares@ $58.54 avg price
SCHG
Schwab Us Large-cap Growth
Recent Activity
Decreased -0.12%
10.91%
$47.38M
1.626M shares@ $29.14 avg price
VUG
Vanguard Growth Etf
Recent Activity
Increased 2.23%
10.25%
$44.497M
101,872 shares@ $436.8 avg price
VTV
Vanguard Value Etf
Recent Activity
Decreased -1.37%
7.84%
$34.007M
173,329 shares@ $196.21 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 4.98%
6.25%
$27.136M
423,474 shares@ $64.09 avg price
SCHF
Schwab Intl Equity Etf
Recent Activity
Increased 15.91%
5.21%
$22.615M
913,719 shares@ $24.76 avg price
SCHV
Schwab Us Large-cap Value
Recent Activity
Increased 2.27%
4.52%
$19.615M
643,115 shares@ $30.51 avg price
VBK
Vanguard Small-cap Grwth Etf
Recent Activity
Decreased -10.09%
2.29%
$9.918M
32,815 shares@ $302.26 avg price
VBR
Vanguard Small-cap Value Etf
Recent Activity
Decreased -3.89%
1.94%
$8.424M
38,775 shares@ $217.26 avg price

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