Cornerstone Wealth Advisors, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on October 16, 2026, Cornerstone Wealth Advisors, Inc. disclosed 53 stock positions valued at approximately $476.63M as of quarter-end September 30, 2026. The largest holdings include SCHWAB STRATEGIC TR, SCHWAB STRATEGIC TR, and VANGUARD INDEX FDS.
- Report Period
- September 30, 2026
- No. of Stocks
- 53
- Portfolio Value
- $476.63M
Holdings by Sector
Cornerstone Wealth Advisors, Inc. Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | SCHR | Other | 21.28% | 4,279,824 | +159,762 | +3.88% | $101,431,829 |
| SCHWAB STRATEGIC TR | SCHG | Other | 11.64% | 1,544,054 | -46,584 | -2.93% | $55,477,851 |
| VANGUARD INDEX FDS | VUG | Other | 11.38% | 601,849 | -9,208 | -1.51% | $54,232,591 |
| VANGUARD INDEX FDS | VTV | Other | 7.78% | 171,561 | -1,735 | -1.00% | $37,070,801 |
| VANGUARD SCOTTSDALE FDS | VGSH | Other | 7.39% | 611,855 | -474,803 | -43.69% | $35,218,364 |
| VANGUARD WELLESLEY INCOME FD | VBCB | Other | 6.40% | 407,325 | +407,325 | +100.00% | $30,498,622 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 6.28% | 424,087 | +7,264 | +1.74% | $29,944,766 |
| SCHWAB STRATEGIC TR | SCHF | Other | 5.39% | 935,344 | +11,568 | +1.25% | $25,693,891 |
| SCHWAB STRATEGIC TR | SCHV | Other | 4.47% | 639,394 | -12,753 | -1.96% | $21,298,207 |
| VANGUARD INDEX FDS | VBK | Other | 2.23% | 31,473 | -216 | -0.68% | $10,632,633 |
| VANGUARD INDEX FDS | VBR | Other | 1.85% | 38,262 | -27 | -0.07% | $8,839,718 |
| SCHWAB STRATEGIC TR | SCHE | Other | 1.70% | 222,851 | +2,605 | +1.18% | $8,122,901 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 1.49% | 119,865 | +668 | +0.56% | $7,109,192 |
| SCHWAB STRATEGIC TR | SCHX | Other | 1.32% | 209,888 | -11,049 | -5.00% | $6,296,629 |
| ISHARES TR | IWF | Other | 1.13% | 43,141 | -833 | -1.89% | $5,403,790 |
| SCHWAB STRATEGIC TR | SCHC | Other | 0.86% | 82,166 | +2,784 | +3.51% | $4,086,946 |
| VANGUARD INTL EQUITY INDEX F | VSS | Other | 0.79% | 24,278 | +93 | +0.38% | $3,769,115 |
| VANGUARD SCOTTSDALE FDS | VGIT | Other | 0.77% | 64,767 | +12,775 | +24.57% | $3,669,698 |
| SCHWAB STRATEGIC TR | SCHO | Other | 0.75% | 149,810 | -30,130 | -16.74% | $3,574,467 |
| ISHARES TR | IWD | Other | 0.65% | 12,537 | -407 | -3.14% | $3,108,238 |
| APPLE INC | AAPL | Technology | 0.38% | 5,505 | -69 | -1.24% | $1,833,324 |
| VANGUARD INDEX FDS | VB | Other | 0.33% | 5,498 | +2 | +0.04% | $1,564,126 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.32% | 3,090 | -112 | -3.50% | $1,538,666 |
| ISHARES TR | IWO | Other | 0.32% | 4,281 | -67 | -1.54% | $1,528,048 |
| ISHARES TR | IWN | Other | 0.30% | 6,756 | -150 | -2.17% | $1,415,044 |
| TESLA INC | TSLA | Consumer Cyclical | 0.26% | 3,559 | -91 | -2.49% | $1,262,769 |
| ISHARES TR | EFG | Other | 0.23% | 9,204 | +550 | +6.36% | $1,102,937 |
| VANGUARD INDEX FDS | VTI | Other | 0.20% | 2,591 | -20 | -0.77% | $969,656 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.18% | 2,350 | - | - | $862,820 |
| SCHWAB STRATEGIC TR | SCHA | Other | 0.13% | 18,798 | -205 | -1.08% | $613,390 |
Showing 30 of 53 holdings in the latest reporting period.