Cornerstone Wealth Advisors, Inc. 13F Holdings · Q2 2026
Cornerstone Wealth Advisors, Inc. reported 55 securities worth $477.17M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: SCHR (21.29%), VGSH (13.25%), SCHG (11.28%). Among its top 25 positions this quarter: 1 new, 11 added, 13 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHR | SCHWAB STRATEGIC TR | $101.6M | 21.29% | 4.1M | Added |
| 2 | VGSH | VANGUARD SCOTTSDALE FDS | $63.2M | 13.25% | 1.1M | Added |
| 3 | SCHG | SCHWAB STRATEGIC TR | $53.8M | 11.28% | 1.6M | Trimmed |
| 4 | VUG | VANGUARD INDEX FDS | $52.6M | 11.03% | 611,057 | Added |
| 5 | VTV | VANGUARD INDEX FDS | $37.8M | 7.91% | 173,296 | Trimmed |
| 6 | VEA | VANGUARD TAX-MANAGED FDS | $29.7M | 6.22% | 416,823 | Trimmed |
| 7 | SCHF | SCHWAB STRATEGIC TR | $25.6M | 5.36% | 923,776 | Added |
| 8 | SCHV | SCHWAB STRATEGIC TR | $22.7M | 4.76% | 652,147 | Added |
| 9 | VBK | VANGUARD INDEX FDS | $11.6M | 2.43% | 31,689 | Trimmed |
| 10 | VBR | VANGUARD INDEX FDS | $9.3M | 1.95% | 38,289 | Trimmed |
| 11 | SCHE | SCHWAB STRATEGIC TR | $8.0M | 1.67% | 220,246 | Added |
| 12 | VWO | VANGUARD INTL EQUITY INDEX F | $7.1M | 1.49% | 119,197 | Trimmed |
| 13 | SCHX | SCHWAB STRATEGIC TR | $6.5M | 1.36% | 220,937 | Trimmed |
| 14 | IWF | ISHARES TR | $5.5M | 1.14% | 43,974 | Added |
| 15 | SCHO | SCHWAB STRATEGIC TR | $4.3M | 0.91% | 179,940 | Added |
| 16 | SCHC | SCHWAB STRATEGIC TR | $3.8M | 0.80% | 79,382 | Added |
| 17 | VSS | VANGUARD INTL EQUITY INDEX F | $3.7M | 0.78% | 24,185 | Trimmed |
| 18 | IWD | ISHARES TR | $3.1M | 0.66% | 12,944 | Trimmed |
| 19 | VGIT | VANGUARD SCOTTSDALE FDS | $3.1M | 0.64% | 51,992 | Added |
| 20 | VICR | VICOR CORP | $3.1M | 0.64% | 8,095 | New |
| 21 | IWO | ISHARES TR | $1.7M | 0.36% | 4,348 | Trimmed |
| 22 | VB | VANGUARD INDEX FDS | $1.7M | 0.35% | 5,496 | Trimmed |
| 23 | AAPL | APPLE INC | $1.6M | 0.34% | 5,574 | Added |
| 24 | BRKB | BERKSHIRE HATHAWAY INC DEL | $1.6M | 0.34% | 3,202 | Trimmed |
| 25 | IWN | ISHARES TR | $1.5M | 0.32% | 6,906 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR