Cornerstone Wealth Advisors, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on July 20, 2026, Cornerstone Wealth Advisors, Inc. disclosed 55 stock positions valued at approximately $477.17M as of quarter-end June 30, 2026. The largest holdings include SCHWAB STRATEGIC TR, VANGUARD SCOTTSDALE FDS, and SCHWAB STRATEGIC TR.
- Report Period
- June 30, 2026
- No. of Stocks
- 55
- Portfolio Value
- $477.17M
Holdings by Sector
Cornerstone Wealth Advisors, Inc. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | SCHR | Other | 21.29% | 4,120,062 | +126,849 | +3.18% | $101,600,732 |
| VANGUARD SCOTTSDALE FDS | VGSH | Other | 13.25% | 1,086,658 | +34,779 | +3.31% | $63,243,485 |
| SCHWAB STRATEGIC TR | SCHG | Other | 11.28% | 1,590,638 | -35,850 | -2.20% | $53,827,175 |
| VANGUARD INDEX FDS | VUG | Other | 11.03% | 611,057 | +509,185 | +499.83% | $52,636,415 |
| VANGUARD INDEX FDS | VTV | Other | 7.91% | 173,296 | -33 | -0.02% | $37,766,469 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 6.22% | 416,823 | -6,651 | -1.57% | $29,698,652 |
| SCHWAB STRATEGIC TR | SCHF | Other | 5.36% | 923,776 | +10,057 | +1.10% | $25,588,586 |
| SCHWAB STRATEGIC TR | SCHV | Other | 4.76% | 652,147 | +9,032 | +1.40% | $22,701,249 |
| VANGUARD INDEX FDS | VBK | Other | 2.43% | 31,689 | -1,126 | -3.43% | $11,588,763 |
| VANGUARD INDEX FDS | VBR | Other | 1.95% | 38,289 | -486 | -1.25% | $9,303,771 |
| SCHWAB STRATEGIC TR | SCHE | Other | 1.67% | 220,246 | +3,069 | +1.41% | $7,986,102 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 1.49% | 119,197 | -627 | -0.52% | $7,114,896 |
| SCHWAB STRATEGIC TR | SCHX | Other | 1.36% | 220,937 | -4,007 | -1.78% | $6,502,183 |
| ISHARES TR | IWF | Other | 1.14% | 43,974 | +32,201 | +273.52% | $5,460,200 |
| SCHWAB STRATEGIC TR | SCHO | Other | 0.91% | 179,940 | +9,190 | +5.38% | $4,343,752 |
| SCHWAB STRATEGIC TR | SCHC | Other | 0.80% | 79,382 | +701 | +0.89% | $3,819,871 |
| VANGUARD INTL EQUITY INDEX F | VSS | Other | 0.78% | 24,185 | -140 | -0.58% | $3,731,447 |
| ISHARES TR | IWD | Other | 0.66% | 12,944 | -345 | -2.60% | $3,138,118 |
| VICOR CORP | VICR | Technology | 0.64% | 8,095 | +8,095 | +100.00% | $3,074,319 |
| VANGUARD SCOTTSDALE FDS | VGIT | Other | 0.64% | 51,992 | +2,602 | +5.27% | $3,066,488 |
| ISHARES TR | IWO | Other | 0.36% | 4,348 | -50 | -1.14% | $1,713,085 |
| VANGUARD INDEX FDS | VB | Other | 0.35% | 5,496 | -318 | -5.47% | $1,665,948 |
| APPLE INC | AAPL | Technology | 0.34% | 5,574 | +149 | +2.75% | $1,612,883 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.34% | 3,202 | -150 | -4.47% | $1,602,249 |
| ISHARES TR | IWN | Other | 0.32% | 6,906 | -357 | -4.92% | $1,527,607 |
| ISHARES TR | EFG | Other | 0.23% | 8,654 | +201 | +2.38% | $1,076,753 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.20% | 2,350 | - | - | $976,936 |
| VANGUARD INDEX FDS | VTI | Other | 0.20% | 2,611 | -351 | -11.85% | $966,174 |
| SCHWAB STRATEGIC TR | SCHA | Other | 0.14% | 19,003 | -968 | -4.85% | $686,591 |
| SPDR SERIES TRUST | SPYX | Other | 0.12% | 9,325 | - | - | $569,758 |
Showing 30 of 55 holdings in the latest reporting period.