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Cornerstone Wealth Advisors

Latest statistics and disclosures from Cornerstone Wealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are SCHR, VGSH, SCHG, VUG, VTV, and represent 64.77% of Cornerstone Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: VUG (+$44M), IWF, SCHR, VICR, VGSH, IBDT, TQQQ, SCHV, SCHF, GLW.
Started 8 new stock positions in AMZN, VICR, IBDT, NULG, GLW, XLK, TQQQ, CAT.
Reduced shares in these 10 stocks: , SCHG, VEA, VBK, MCD, VTI, VBR, SCHX, VB, IWD.
Sold out of its positions in MCD, TSLA.
Cornerstone Wealth Advisors was a net buyer of stock by $55M.
Cornerstone Wealth Advisors has $477M in assets under management (AUM), dropping by 9.88%.
Central Index Key (CIK): 0001862176

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Positions held by Cornerstone Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Cornerstone Wealth Advisors

Cornerstone Wealth Advisors holds 55 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	21.3	$102M	+3%	4.1M	24.66	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	13.3	$63M	+3%	1.1M	58.20	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	11.3	$54M	-2%	1.6M	33.84	View chart
Vanguard Index Fds Growth Etf (VUG)	11.0	$53M	+499%	611k	86.14	View chart
Vanguard Index Fds Value Etf (VTV)	7.9	$38M		173k	217.93	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	6.2	$30M		417k	71.25	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	5.4	$26M		924k	27.70	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	4.8	$23M		652k	34.81	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	2.4	$12M	-3%	32k	365.70	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	1.9	$9.3M		38k	242.99	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	1.7	$8.0M		220k	36.26	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.5	$7.1M		119k	59.69	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.4	$6.5M		221k	29.43	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.1	$5.5M	+273%	44k	124.17	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.9	$4.3M	+5%	180k	24.14	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.8	$3.8M		79k	48.12	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.8	$3.7M		24k	154.29	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.7	$3.1M	-2%	13k	242.44	View chart
Vicor Corporation (VICR)	0.6	$3.1M	NEW	8.1k	379.78	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.6	$3.1M	+5%	52k	58.98	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.4	$1.7M		4.3k	393.99	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$1.7M	-5%	5.5k	303.12	View chart
Apple (AAPL)	0.3	$1.6M	+2%	5.6k	289.36	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$1.6M	-4%	3.2k	500.39	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.3	$1.5M	-4%	6.9k	221.20	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.2	$1.1M	+2%	8.7k	124.42	View chart
UnitedHealth (UNH)	0.2	$977k		2.4k	415.72	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$966k	-11%	2.6k	370.04	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$687k	-4%	19k	36.13	View chart
Spdr Series Trust ST STR SP500FF (SPYX)	0.1	$570k		9.3k	61.10	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.1	$562k	NEW	22k	25.25	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$531k		3.9k	137.53	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$494k		719.00	686.81	View chart
Wells Fargo & Company (WFC)	0.1	$483k		5.9k	82.64	View chart
Proshares Tr Ultrapro Qqq (TQQQ)	0.1	$477k	NEW	5.9k	81.00	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$463k		6.8k	68.41	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$432k		5.3k	82.27	View chart
S&p Global (SPGI)	0.1	$389k		955.00	407.26	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.1	$384k		2.9k	132.24	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$376k	+11%	3.6k	103.88	View chart
Eli Lilly & Co. (LLY)	0.1	$363k		303.00	1199.43	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$346k	+34%	968.00	357.37	View chart
NVIDIA Corporation (NVDA)	0.1	$291k	+7%	1.5k	200.09	View chart
Ishares Tr Esg Aware Msci (ESML)	0.1	$288k	-7%	5.1k	55.93	View chart
Johnson & Johnson (JNJ)	0.1	$283k		1.1k	253.97	View chart
Microsoft Corporation (MSFT)	0.1	$272k	+11%	728.00	372.89	View chart
Costco Wholesale Corporation (COST)	0.1	$258k		276.00	935.93	View chart
JPMorgan Chase & Co. (JPM)	0.1	$257k	+10%	784.00	327.48	View chart
Corning Incorporated (GLW)	0.1	$255k	NEW	1.0k	255.43	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$252k		3.0k	83.75	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.1	$251k	-3%	3.1k	82.34	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.0	$229k	NEW	1.2k	190.52	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.0	$222k	NEW	1.9k	117.06	View chart
Amazon (AMZN)	0.0	$216k	NEW	906.00	238.34	View chart
Caterpillar (CAT)	0.0	$209k	NEW	196.00	1064.90	View chart

Past Filings by Cornerstone Wealth Advisors

SEC 13F filings are viewable for Cornerstone Wealth Advisors going back to 2021

Cornerstone Wealth Advisors 2026 Q2 filed July 20, 2026
Cornerstone Wealth Advisors 2026 Q1 filed April 9, 2026
Cornerstone Wealth Advisors 2025 Q4 filed Jan. 14, 2026
Cornerstone Wealth Advisors 2025 Q3 filed Oct. 15, 2025
Cornerstone Wealth Advisors 2025 Q2 filed July 17, 2025
Cornerstone Wealth Advisors 2025 Q1 filed April 17, 2025
Cornerstone Wealth Advisors 2024 Q4 filed Jan. 21, 2025
Cornerstone Wealth Advisors 2024 Q3 filed Oct. 25, 2024
Cornerstone Wealth Advisors 2024 Q2 filed July 12, 2024
Cornerstone Wealth Advisors 2024 Q1 filed April 11, 2024
Cornerstone Wealth Advisors 2023 Q4 filed Jan. 19, 2024
Cornerstone Wealth Advisors 2023 Q3 filed Oct. 24, 2023
Cornerstone Wealth Advisors 2023 Q2 filed July 20, 2023
Cornerstone Wealth Advisors 2023 Q1 filed May 12, 2023
Cornerstone Wealth Advisors 2022 Q4 filed Jan. 24, 2023
Cornerstone Wealth Advisors 2022 Q3 filed Oct. 19, 2022

View all past filings

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